CascadeFields.Configurator 1.2026.1.173

CascadeFields for Microsoft Dataverse

<img width="1248" alt="CascadeFields configurator hero" src="https://github.com/user-attachments/assets/d1d0aa60-c8b5-4585-9d45-7dff22d8587a" />

CascadeFields is a Dataverse plug-in plus an XrmToolBox Configurator that helps keep related records in sync by cascading field values from parent records to their related child records.

<img width="1349" alt="CascadeFields configurator screenshot" src="https://github.com/user-attachments/assets/6c0cd72e-80f4-4b9d-833d-629f343cbd55" />

Why CascadeFields?

Keeping related records consistent in Dataverse often means manual updates, complex Power Automate flows, or custom plug-in development. CascadeFields is intended to give admins and teams a fast, repeatable way to keep child records aligned with parent data while remaining solution-aware and easy to manage.

Doesn't this result in data duplication? Sure, yes. But there are cases where duplicating the data makes it easier for users to search/filter within Dataverse. A simplified example is where you have the hierarchy of Account-Contact records. If a record is attached to the contact record via a lookup it is readily visible in the child's related records, but if you go to the Account record (the parent of the contact) this child-of-a-child record is not in a related view. Now consider if the records are arranged in a multi-level hierarchy: keeping a link to the parent records on the ultimate child record goes a long way toward making the records easily discoverable by an end-user. It is an option for you when you want to add these extra shortcuts or relationships just to make the app easier to use through the front-end. If it helps, great! If you want to solve it another way, also great! 😃

What it does

• Cascades changes from a parent record to matching child records (typically async for performance)
• Populates mapped fields when a child record is created and linked to a parent
• Updates mapped fields when a child record is re-linked to a different parent
• Supports trigger fields and optional filters to control when and what is updated

Components

• CascadeFields Configurator: XrmToolBox UI used to build, validate, and publish configurations
• CascadeFields Plugin: Dataverse plug-in that executes the configured cascade behavior

Key features

• No-code configuration from within XrmToolBox
• Trigger fields (control which parent changes cause cascades)
• Optional filter criteria (control which child rows are updated)
• Supports parent update cascades and child create/relink scenarios
• Designed for performance (asynchronous parent updates where appropriate)
• Diagnostics via Dataverse plug-in trace logs (when enabled at the environment level)

Docs Index

• Admin usage (XrmToolBox): QUICKSTART.md
• Configuration JSON reference: CONFIGURATION.md
• Build, packaging, manual registration, contributing: PRODEV.md
• Examples: Examples

License

Licensed under the MIT License.