web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Blogs / DynamicsDevPro / {Know-how}D365 Customer Eng...

{Know-how}D365 Customer Engagement- Sub-grid create new record or lookup to existing

Views (1504)
ram r Profile Picture ram r


In a sub-grid on click of "+" sign, manage create of new record or lookup to existing one. This is applicable to 1:N/N:1 relationship.

Ex:
Entity1 is related to Entity2 in 1:N fashion. Entity1 will contain subgrid and Entity2 will contain Entity1 lookup


To enable create on click of "+" sign
  • Go to related lookup field in the related entity - Entity1 lookup field in Entity2
  • Customize the field and make it mandatory
  • If the field is mandatory, then automatically the "+" sign will point to create of new record

To enable add existing on click of "+" sign
  • Go to related lookup field in the related entity - Entity1 lookup field in Entity2
  • Customize the field and make it non-mandatory
  • If the field is mandatory, then automatically the "+" sign will point to existing record

Note: This behavior is not applicable to some of the OOB relationships.


This was originally posted here.

Comments

*This post is locked for comments