Custom Entity & Recent List

I am having a mysterious issue with a Custom Entity and the recent list. CRM is 2018 R2. I created a custom entity in CRM [manually], which is a top level entity, and on a related ASP page I have called the method:

eWare.SetContext("AC_Plan",PlanId)

Where PlanId contains the proper ID. The recent list is updated, and the record is included in it. However - the record is shown in the recent list with the primary key/ID and not the "NameColumn" I have configured. Similarly, if I interrogate the Users table and look at the "recentlist" column to see how it has been organized, it not only has the incorrect value for the name of the record, but also for the "SummaryPage".



The recentlist string in Users looks like this:
AC_Plan616,624430XAC_Plan\\SummaryPage?apln_planid=616X616,430XAC_Plan\\SummaryPage?apln_planid=624X624

I think that the custom_captions that provide for all of this are correct. I have compared them to other custom entities I have configured in the past, which work correctly - and everything appears identical. Here is a screenshot of the 3 relevant captions.

Does anyone have any ideas or suggestions as to why CRM is not performing as expected? Something I have missed? Something incorrect? I have hit a wall and cannot seem to resolve.

as mentioned I have dozens of other entities in other installations that I have created the same way that work fine, but this one just... doesn't!

Any / all help appreciated!



And in detail:



  • 0

    Robert

    Adding all of the metadata manually for a new custom entity can be tricky. It is easy to overlook things.

    I suggest that you

    1) Create a dummy system. Take a back up of the database and then restore it as a 'vanilla' database.

    2) Add the Custom Entity into the Dummy System using the Advanced Customization Wizard.

    3) Run SQL comparison scripts on the metadata tables to see which rows have been added to the custom_ tables.

    This will provide a complete catalogue of the metadata changes made when the wizard adds a new entity.

    You will then have a check list for you manually added entity.