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Customer experience | Sales, Customer Insights,...
Suggested Answer

Add a related entity to a form from tab "Related"

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Posted on by

Hi guys,

Is it possible to display in a form an entity from tab "Related" without any code? I have tried to apply it via sub-grid, but unfortunately without any results ( document location is mentioned, but documents are missing)

pastedimage1603109311802v1.png

Thank you in advance!

I have the same question (0)
  • Suggested answer
    LTishev Profile Picture
    on at

    Hi again,

    I found the solution. I have tried to add it via Classic version, where have got only "Document Location" as option. When I tried via PowerApps, there was option "Documents" too and after that was peace of cake.

  • onurizgi Profile Picture
    360 on at

    Hello,

    You can remove Document in a related entites categories.

    Please follow this steps.

    1- You can open this entity

    2- Open main form

    3- Click navigation button

    4- Select document entity from common

    5- Click remove button.

    Thats it!

    Good luck :)

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