Link custom attributes of the recurring appointment master (series) and appointment entities

Article
11/28/2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

You can link the custom attributes created for the RecurringAppointmentMaster entity with the custom attributes created for the Appointment entity to automatically copy the data from the recurring appointment master custom attribute to the linked recurring appointment instances custom attribute, every time it is expanded.

There is a 1:1 mapping between the custom attributes, which implies that a custom attribute of the recurring appointment master entity can be linked to only one custom attribute of the appointment entity. Moreover, the custom attributes that are to be linked together must be of the same type. For example, you cannot link a custom attribute of type string with a decimal custom attribute. For information about different types of attributes, see Customize entity attribute metadata.

Note

You cannot link the custom attributes that have field-level security enabled. Similarly, you cannot enable field-level security for linked custom attributes.

Link custom attributes

Create a custom attribute for the appointment entity using the CreateAttributeRequest class.
Create a custom attribute for the recurring appointment series (recurring appointment master) entity. While specifying the attribute metadata for the custom attribute, use the AttributeMetadata.LinkedAttributeId property to link to the custom attribute that you created in step 1.
Publish the changes to the solution.

For sample code, see Sample: Link custom attributes between series and instances.

Link custom attributes of the recurring appointment master (series) and appointment entities

Link custom attributes

See Also

Additional resources