Filter SubGrid in Dynamics 365 (with New Form Rendering or Turbo Form)
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Recently we had a requirement wherein we wanted to see all the child records of a record in a SubGrid .
We had self-referential (hierarchical relationship) enabled for that entity.
Configuring the Sub Grid on the form.
We have also enabled the Editable grid for the Sub Grid.
The JavaScript code
function filterSubGrid() { // get the current record's guid var entityId = Xrm.Page.data.entity.getId(); // refer the subgrid var testGrid = window.parent.document.getElementById("Test"); if (testGrid == null) { setTimeout(function () {filterSubGrid(); }, 2000); return; } // fetch xml code using User operator var fetchXml = "<fetch distinct='false' no-lock='false' mapping='logical'>" + "<entity name='new_test' >" + "<attribute name='new_name' />" + " <attribute name='new_testname' />" + "<order attribute='new_name' descending='true' />" + "<filter type='and'>" + "<condition attribute='new_testid' operator='under' value='"+entityId+"'"+"/>" + "</filter>" + "</entity>" + "</fetch>"; if (testGrid.control != null) { testGrid.control.SetParameter("fetchXml", fetchXml); testGrid.control.refresh(); } else { setTimeout(filterSubGrid, 500); } }
The filtered Sub Grid (editable)
Note :- The JavaScript code is unsupported as we are making use of getElementById instead of Xrm library to access subgrid.
Hope it helps..
Filed under: CRM, CRM 2016 Update 1, Dynamics 365, Microsoft Dynamics 365, Microsoft Dynamics CRM Tagged: CRM 2016 Update 1, Dynamics 365, Microsoft Dynamics 365, Microsoft Dynamics CRM

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