Drill down through Relationships

The way ‘Drill down’ feature behaves with connection relationships is a little different than how it works with other entities within CRM. In general, this feature allows user to drill through the relationship N-level further down and see its associated entity records.

Let’s consider a scenario where user wants to see the associated contact connection record of a particular account in CRM and further drill the connection down to see its few other associated account records.

Pre-requisites for above scenario:

• An account record should exist in the CRM system having at least one associated contact connection further holding a few associated account records.

• Map My Relationship view control must already be configured for an account entity.

Drill down feature configuration steps:

• Firstly, navigate to Map My Relationships --> Entity Configuration --> New.

• Create and save the entity configuration as shown below:

  • Name: Give a valid name for configuration.

  • Entity: Account (as we want to see the connection record of an account).

  • Set As Default: Can be ignored for this occasion since this field won’t play any role here in this scenario because this is not going to be used as a child configuration.

  • Entity Node Image: Set an image as per requirement.

  • Allowed Actions: Set quick activity actions as required.

• Similarly, fill the fields to configure relationships:

  • Relationship Type: One to Many (Account holding one to many relationship with connections).

  • Relationship: account_connections1(connection).

  • Relationship Node Image: As required.

  • Allowed Actions: As required.

  • View to show fields on Tooltip: Active Connections.

  • Use Default Configuration: Yes (Another entity configuration for ‘Contact’ will also be created to see further associated records of contact connection record).

• Next, let’s create another entity configuration for ‘Contact’ to see further associated account records of the contact connection, and set it to default as ‘Yes’ as shown below:

  • Name: Give a valid name for configuration.

  • Entity: Contact

  • Set As Default: Yes (Here, we need to set this as ‘Yes’ which is already enabled in the connection relationship configuration that we have configured earlier above).

  • Entity Node Image: As required.

  • Allowed Actions: As required.

• In a similar way, fill the respective fields for configuring relationships

  • Relationship Type: One to Many.

  • Relationship Type: account_primary_contact(account).

  • Relationship Node Image: As required.

  • Allowed Actions: As required.

  • View to show fields on Tooltip: My Active Accounts.

  • Child Configuration: Leave this blank since we don’t want to see any further associated entity records of the account(s).

• Now, navigate to Account entity --> Open a record --> Click on ‘Relationship Connection’.

• Double click on ‘Connections’ to expand it and it will show a connection record.

• Now further expand (double click) contact record ‘Cathan Cook’ and it will show you the association of accounts with the contact connection record.

• Again double click on ‘Accounts’ to expand it and it will show the associated account records of the contact connection record ‘Cathan Cook’.

Using this approach, you will be able to drill down through the connection relationship to see its related entity records i.e. Accounts in this illustration.