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Cascading Rules

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[Applies to: Microsoft Dynamics CRM 4.0]

In Microsoft Dynamics CRM you can control how certain actions on a parent record affect child records. The actions that have cascading behavior are as follows:

  • Assign
  • Delete
  • Merge
  • Reparent
  • Share
  • Unshare

The cascading rules are described in the following table.

RuleDescription
Cascade AllPerform the action on the specified entity instance and all related entity instances.
Cascade NonePerform the action on the specified entity instance only. Do not cascade to related entity instances.
Cascade ActivePerform the action on the specified entity instance and all related entity instances that are active or open.
Cascade User OwnedPerform the action on the specified entity instance and all related entity instances that are owned by the same user as this entity.
Remove LinkPerform the action on the specified entity instance and remove the link to the related entity instance. No changes are made to the related entity instance.
RestrictApplies to delete only. The delete is not allowed if there are other entity instances that reference the ID of the entity instance being deleted.

These relationship types are represented by the following properties in the relationship metadata:

OneToManyMetadata.CascadeAssign

OneToManyMetadata.CascadeDelete

OneToManyMetadata.CascadeMerge

OneToManyMetadata.CascadeReparent

OneToManyMetadata.CascadeShare

OneToManyMetadata.CascadeUnshare

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