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Filter in Subgrid View with field from the data record that I have open at the moment

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Posted on by cusher

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Hello Community,

I have a problem regarding filtering in Subgrid View on a Form.

Following situation:

On Account we have a look up to a custom entity (CCP).

On this custom entity (CCP) we wont to show all opportunities that belongs to the related accounts.

I tried to solve this with fetchXML, but im not sure, if this is the right way. Or when fetchXML is the right way, what does this look like.

Thanks in advance

BR

Categories:

Accounts or Contacts

Leads or Opportunities

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a33ik 84,319 Moderator on at

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RE: Filter in Subgrid View with field from the data record that I have open at the moment

Hello,

In this case, you will have to use the second "code" way as far as I can see.
cusher 2 on at

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RE: Filter in Subgrid View with field from the data record that I have open at the moment

Hi Andrew,

thanks for your answer.

Your first described way is only possbile, when i have lookups between the entitys? In my case i have an N:N-Relationship between Accounts and CCP and also between Accounts and Opportunities. Is there also a simple way to solve this issue with this conditions i have?

BR
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a33ik 84,319 Moderator on at

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RE: Filter in Subgrid View with field from the data record that I have open at the moment

Hello,

Check my post that describes 2 possible ways you can try - butenko.pro/.../

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