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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Records in Sub grid
Microsoft Dynamics CRM (Archived)

Records in Sub grid

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Posted on by Davyjones 1,299

Hi,

How to add only new records into the sub grid and not existing ones.

We have a sub grid with 1:N relationship in opportunity and when i click on + button, it does not give the main form of the related entity but gives a lookup, when i click on the lookup i get records that are associated with other opportunities(which i cannot select as they already have an another opportunity as parent) and a small +(new) button again, after i click on this button i get the main form of the related entity to create a record.

How do i get to this form in the first place when i click on the + button above the grid.

Thanks

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  • Verified answer
    Alagunellaikumar Profile Picture
    Alagunellaikumar 6,210 on at
    RE: Records in Sub grid

    Hi Davyjones,

    If you want to open the create opportunity form, then make the field mandatory of related lookup in the opportunity entity.

    For example:

    Let's say you have Course and opportunity  entity(1:n)

    Then in the opportunity  entity you have course lookup make that field as mandatory

  • Verified answer
    Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at
    RE: Records in Sub grid

    Hi Davyjones,

    Below article explains how to make the + button open a new form.

    crmtipoftheday.com/.../make-a-subgrid-button-launch-a-new-record-form

    "To control the behavior of the new record button on subgrids, look at the child entity being selected in the subgrid..If the lookup field for the parent is required, the user will get a “new record” form when clicking the + button. If the lookup field for the parent entity is not required on the child entity, the user will get the lookup field to “add existing."

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Records in Sub grid

    Open the relationship and make the field mandatory. Refer this:

    crmtipoftheday.com/.../make-a-subgrid-button-launch-a-new-record-form

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