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Sub grid for entity form

Microsoft Dynamics CRM Forum

Prem Inti asked a question on 11 Mar 2018 4:01 PM

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Is sub grid not applicable for INSERT mode in ENTITY form?

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Ravi Kashyap responded on 11 Mar 2018 6:39 PM
Verified Answer

Hi Prem,

Yes it is expected. The sub grid is not available until you create the record. This is because subgrid shows the related records to that record. If that record doesn't exists that it would not have anything to relate to.

Hope this helps.

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Aric Levin responded on 11 Mar 2018 9:52 PM
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Hi Prem,

Are you talking about adding new records to the subgrid while the form is still in Create Mode?

If that is the case, Ravi pretty much summarizes it. You cannot add a new record to a subgrid until the parent record is created.

If you are talking about adding records (creating) to a subgrid directly, that is not possible with an editable subgrid. You can create new records using a form, but you can modify them inline.

Hope this helps.

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Verified Answer

Hi Prem,

Subgrid in the form means it will show only  for created record or i mean it will shouw in update form which is form type =2 and not for record which are still not created .

As runtime before create record the guid not exists to relate the data for subgrid and reason why the subgrid is not Populating.

In my past experience to overcome this issue I have added one custom HTML webresource to add a grid record and keep the data in subgrid  entity database without guid and maintain another unique I'd before create   and finally when you saved we are pointing the primery guid. Ifor user not created the next time we are removing the junk data for the entity.

Hope this helps .

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Prem Inti responded on 12 Mar 2018 4:23 AM

Hi All,

 Thank you for your response,in my project i want to show 3 sub grids in one page(like a dash board),when ever user logs into the portal,he can see his 3 grids,That is the scenario

hope you can help it.

    Thank you

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Arpit Shrivastava responded on 14 Mar 2018 6:00 AM
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Suggested Answer

Hi Prem,

You can add all the required subgrids on CRM form and expose it to Portal using Entity Form.

Please check below article for the same:

https://community.dynamics.com/crm/b/crminogic/archive/2017/10/16/configure-sub-grid-from-crm-forms-in-dynamics-365-portal

https://nishantrana.me/2017/02/27/using-entity-form-metadata-for-sub-grid-configuration-in-entity-form-in-portal-in-dynamics-365/

If found useful, please mark the answer as verified.


Cheers
Arpit
https://arpitmscrmhunt.blogspot.com

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Prem Inti responded on 14 Mar 2018 4:40 PM

Hi Arpit,

Thanks For Your Response

How do we get Subgrids with Create Option in Webforms?

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CRM HUB responded on 8 Jun 2019 2:55 AM
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Ravi Kashyap responded on 11 Mar 2018 6:39 PM
Verified Answer

Hi Prem,

Yes it is expected. The sub grid is not available until you create the record. This is because subgrid shows the related records to that record. If that record doesn't exists that it would not have anything to relate to.

Hope this helps.

Reply
Aric Levin responded on 11 Mar 2018 9:52 PM
Verified Answer

Hi Prem,

Are you talking about adding new records to the subgrid while the form is still in Create Mode?

If that is the case, Ravi pretty much summarizes it. You cannot add a new record to a subgrid until the parent record is created.

If you are talking about adding records (creating) to a subgrid directly, that is not possible with an editable subgrid. You can create new records using a form, but you can modify them inline.

Hope this helps.

Reply
Verified Answer

Hi Prem,

Subgrid in the form means it will show only  for created record or i mean it will shouw in update form which is form type =2 and not for record which are still not created .

As runtime before create record the guid not exists to relate the data for subgrid and reason why the subgrid is not Populating.

In my past experience to overcome this issue I have added one custom HTML webresource to add a grid record and keep the data in subgrid  entity database without guid and maintain another unique I'd before create   and finally when you saved we are pointing the primery guid. Ifor user not created the next time we are removing the junk data for the entity.

Hope this helps .

Reply
Arpit Shrivastava responded on 14 Mar 2018 6:00 AM
My Badges
Suggested Answer

Hi Prem,

You can add all the required subgrids on CRM form and expose it to Portal using Entity Form.

Please check below article for the same:

https://community.dynamics.com/crm/b/crminogic/archive/2017/10/16/configure-sub-grid-from-crm-forms-in-dynamics-365-portal

https://nishantrana.me/2017/02/27/using-entity-form-metadata-for-sub-grid-configuration-in-entity-form-in-portal-in-dynamics-365/

If found useful, please mark the answer as verified.


Cheers
Arpit
https://arpitmscrmhunt.blogspot.com

Reply
CRM HUB responded on 8 Jun 2019 2:55 AM
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