Best way to synchronize fields between child and parent records

[KoenJanssensPD]

Dear,

I have added a custom parent-child relationship on an entity.

What would be the best way to synchronize common fields (in this case for example the field "Quantity"); I want the child record's "Quantity" to be always the same as the parent's field, so that whenever the parent's Quantity field is changed it is automatically updated in the child(ren) record(s).

As I know, business rules cannot achieve this, and powerautomate flows seems a bit overkill for this "easy" requirement...

thanks,

Koen

[a33ik]

Hello,

I have a question - why do you need those to sync it? Wouldn't it be easier to use a calculated field that will reference data from the parent record? Check this - https://dyn365pros.com/2018/04/18/display-parent-entity-fields-using-calculated-fields-in-dynamics-3...

[KoenJanssensPD]

But that means I would need an additional (calculated) column and would need to copy that value into the "original" field...

In this specific case, I am using the OOB table "Opportunity Product" where the "Quantity" column of the children must match the "Quantity" of the parent. This "Quantity" field is used further down the line in the opportunity product to calculate the price, so this field has to be populated (and updated) automatically...

[a33ik]

I'm not sure that I follow, to be honest.

Let's assume that you have "Quantity" that is equal to 5 on the opportunity. Opportunity has 2 opportunity products. Does it mean that Opportunity Products have to be 5 for both?

[KoenJanssensPD]

No, an opportunity product can have sub opportunity products (as children). These subitems need to have same quantity (but will have other products) as their parent 

[a33ik]

So you're talking about bundles. There is no need to sync anything. This is already available OOB - https://learn.microsoft.com/en-us/dynamics365/sales/create-product-bundles-sell-multiple-items-toget...

[KoenJanssensPD]

I know of bundles, but they need to be predefined, no? I need the ability to add products as subitems on the fly. And in fact, my use case is a bit more complex, as I have added additional fields (width and height) to an opportunity product, used to calculate quantity (depending on the product either the area or the circumference should be used as the quantity). A child product should then take over the height and the widt of the parent and depending of it's own product the quantity should be either the area or the circumference 

[a33ik · Accepted solution]

Gotcha. In this case, you can use either Power Automate Flow or develop a plugin that will do this sync for you.