View Booking Dates at Account form

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Posted on by cavtg

Hello everybody!

This is probably very basic functionality of the Dynamics environment customizing but somehow i am struggling with this. So i have Account, Account have Agreement, Agreements have Booking Setups and at last i have Booking Dates. My problem is that how i can add list of the Booking Dates that related to Account in Account Form? I cant just add sub-grid with "Only Related Records" because there is no Booking Dates entity available?

Thanks!

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moko33 1,788 on at

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You need to create a new lookup on ABD to Account and fill it with a Workflow that can run on create of the Agreement Booking Date.

Alternatively create an embedded Canvas App which is probably a bit more complicated.
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LuHao 40,892 on at

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Hi cavtg,

I would recommend you use the Nested Editable Grids.

Please refer to https://community.dynamics.com/365/b/d365demystified/posts/nested-editable-grids-in-d365-ce-v9-uci

Insert a sub-grid on the Account form, select its entity to Agreement (lookup field).

Add the Editable Grid control, set the Nested Editable Grids properties.

The effect is as follows.