D365 – Configure Cascading Rules

Cascading Rules define what should happen to the related entity records when an operation is performed on primary entity record.

For example, if you delete an Account record, all the related reservations get deleted!

Types of Cascading Rules

• Cascade All: Same action is performed on the related entity records.
• Cascade Active: Perform the cation on all related entity records if they are in Active or equivalent state.
• Cascade User-Owned: Perform the action on all related entity records (if the owner of the related and parent entity records is same).
• Cascade None: No effect on the related entity records.

Cascading Operations

Following are the operations impacted by the cascading rules:

• Assign: Cascade All, Cascade Active, Cascade User-Owned, Cascade None
• Share: Cascade All, Cascade Active, Cascade User-Owned, Cascade None
• Un-share: Cascade All, Cascade Active, Cascade User-Owned, Cascade None
• Reparent: Cascade All, Cascade Active, Cascade User-Owned, Cascade None
• Delete: Cascade All, Remove Link, Restrict Delete
• Rollup View: Available only for Activities type entity (for users to view activities of related record from its parent record) Cascade All, Cascade None

Predefined Behaviour of Cascading

Following are the predefined behaviour of cascading:

• Parental: Same action is performed on the related entity record.
• Referential: No changes on the related entity record (Delete: Remove Link,, Merge: Cascade All)
• Referential, Restrict Delete: Same as Referential (except it restrict deletion).
• Configurable Cascading: Manually configure Cascading.

Scenario

So we have primary entity Accounts and related entity Hotel Reservation:

• Open the N: 1 relationship in Hotel Reservation (in this example).
• On the Relationship page, under Relationship Behaviour, try changing the Type of Behaviour and notice the predefined cascading for various operations. You can also configure the cascading manually by selecting Configurable Cascading in the Type of Behaviour.
• Once you have selected the option, save and publish the customisation.
• Try performing an operation on primary record and notice the effect on the related record.

You can also check the following video to understand how to Configure Cascading Rules: