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how to cascade update the ownership of related records when the ownership of the main record changes

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Posted on by KoJaPD 601

Dear,

 

What would be the best way to update the owner of *all* related records when the ownership of a record changes?

In our case we have one specific "master" (custom) table, that has multiple one-to-many relationships; if a record in the master table changes owner, all related records in all the other tables should be changed to the same new owner...

Best solution would be something that would work "automagically" without editing when, in the future, a new one-to-many relationship is added to the master table.

 

Thanks,

Koen

Categories:
Microsoft Dataverse with Power Apps
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  • Verified answer
    ChrisPiasecki Profile Picture
    ChrisPiasecki 6,424 Most Valuable Professional on at

    Hi @KoenJanssensPD,

     

    You'll have to go into each individual one to many relationship on your master table in the maker portal and set the relationship behavior for Assign to either Cascade All or Cascade Active. There's no "automatic" way to set all relationship behavior this way at once without doing some custom coding. I believe the behavior is set to cascade all by default though. 

     

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  • KoJaPD Profile Picture
    KoJaPD 601 on at

    @ChrisPiasecki thanks, I had no idea the "Assign" relationship behavior was meant for that. I was thinking too complicated while I have been using this cascade thing since long time, but never for the ownership...

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