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How to create a sub-grid that lists all lookup fields with roles from another entity

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Posted on by Mark Vin

Hi All,

so we have a requirement where the custom entity has multiple lookup fields pointing to contact and we want all lookup to the contact record to be displayed in a single sub-grid but including the roles.

from contact lookup fields on the custom entity form

custom entity records with roles would be on the contact subgrid

Is this something that can be done out-of-the-box? am I missing anything?

Thanks,
Mark

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Mark Vin 5 on at

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RE: How to create a sub-grid that lists all lookup fields with roles from another entity

Hi Mike,

Thank you for your response. I fail to understand how a single field would be able to cover different roles for possibly different users.

Also if it is a single field for a single user role, I can use the default many-to-one relationship as sub-grid to display only that specific role. But I want to display all roles in a single sub-grid.

But the optionset approach is really solid, I just don't understand how to implement an optionset to a single field like what you are saying.

Would you mind providing another example or snippets of your approach or an article?

Thank you so much!
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MikeC282 2,148 on at

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RE: How to create a sub-grid that lists all lookup fields with roles from another entity

Hi bud,

The way you've structured the custom entity isn't correct.

Why can't you have a single lookup on the custom entity going to contact and then have Role set as a separate field on the custom entity maybe have it as a optionset if you don't want users to type anything in? By default a lookup on the custom entity creates a many to 1 relationship between the entity and the contact record..

That way you can just create a subgrid based on 1 lookup field. It's also more scalable as when you need to add more roles you don't have to create multiple new lookup fields on the custom entity... You can just add a role on the optionset.