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We are trying to achieve below functionality in one of our MS CRM Portal implementation-
1. We are having Custom Entity Project and Work Order, where the relation is one to many between Project to Work Order.
2. We are showing Project list in portal after logged in and when user will click on the specific project then there should be web page get render with the Work Order entity list which are related to only with the selected project.
Please advise how we can configure this in CRM Portal.
Hi Bhausaheb.. a bit confusing your item 2
what you want is to have a second list showing the Work Orders related to the Project selected from the previous page.. is that it?
you can easily achieve this by having a simple CRM form (Project entity) with the Subgrid for related Work Orders..
finally you can create an Entity Form and Web Page for the Project CRM form
your current Project list should redirect to that page once a project is select
does this make sense to you?
Thank you so much, that make sense.
if this solved your problem can you please mark the answer as verified?
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