Embedding subgrid in related entity using Quick view form
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Arun Vinoth
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ReportI worked on this requirement more frequently & asked my many community users for displaying the indirectly related records in an entity form.
Refer this: https://community.dynamics.com/365/sales/f/762/p/297478/856268
Lets say I have an entity Banker Bio which is having N:1 relationship with Banker entity.
When I create a new Bio record, I want to include his/her Skills and Interests also to that Bio record. But we don't want to store redundant data in both Banker & Banker Bio record.
As these Skills & Interests were added already in Banker record itself, I can pull it to associated Banker Bio record using Quick view form of Banker entity in Bio record. Just simply put the subgrid in QV form & embed in there.
Even I can add a new entry from here without navigating away from subgrid (+) Add new button.
Refer this: https://community.dynamics.com/365/sales/f/762/p/297478/856268
Lets say I have an entity Banker Bio which is having N:1 relationship with Banker entity.
When I create a new Bio record, I want to include his/her Skills and Interests also to that Bio record. But we don't want to store redundant data in both Banker & Banker Bio record.
As these Skills & Interests were added already in Banker record itself, I can pull it to associated Banker Bio record using Quick view form of Banker entity in Bio record. Just simply put the subgrid in QV form & embed in there.
Even I can add a new entry from here without navigating away from subgrid (+) Add new button.
This was originally posted here.
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