Create Association Window



Navigation

  1. In AgilePoint Envision, open a process template.
  2. Navigate to the XRM Automatic Activities 2011 or XRM Automatic Activities 4 stencil.
  3. On the XRM Automatic Activities 2011 or XRM Automatic Activities 4 stencil, drag the Create Association AgileShape, and drop it on the process template.
  4. To view the entire list of properties, in the Design Tasks pane, click Show Properties.
  5. On the Configuration field, click the Ellipses button.

Field Definitions

Field Name Definition

Entity

Definition:
Select the entity type from one side of the M:M relationship

Entity ID

Definition:
Enter the Entity ID for the above entity type. This can be a dynamic value.

Click the ellipsis button to open the Schema Selector dialog

Relation

Definition:
Select the entity type for the other side of the M:M relationship

Related Entity ID

Definition:
Enter the Entity ID for the related entity type. This can be a dynamic value.

Click the ellipsis button to open the Schema Selector dialog