good morning everyone
i have three data-sets which I have imported into dynamics 365, for example...
set-1 (master entity)
set-2 (child records of set-1, one to many)
set-3 (child records of set-2, one to many)
within the form for set-1 i have a sub grid which shows set-2 records.
likewise within the form for Set-2 i have a sub grid which shows set-3 records.
i also want to show them the other way around
question 1
within the form for set-2, how is it possible to show all related set-1 records?
for example i want to open set-3 and see related set-2 records and open set-2 and see related set-1 records.
question 2
i want to build a view which shows a couple of columns from set-1 and a couple of columns from set-2 and a couple from set-3, whereby a grab the latest record from set-2, then the latest record from set-3.
how can i do this?
Hi Partner,
Has the problem been solved? Any updates?
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Thanks.
Regards,
Leah Ju
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Hi Jeff654,
1.For first question, “within the form for set-2, how is it possible to show all related set-1 records”
As you mentioned above, set-1 and set-2 is 1:N relationship, so each set-2 can have only one set-1 record, one lookup record in set-2 form and one sub-grid in set-1 form.
You can click lookup field link in set-2 form to navigate to set-1 record form to view more details.
If you want to view set-1 record in the set-2 form directly, you can add ‘quick view form’ in the set-2 form.
Go Settings > Customization > Customize the system > Entities > Set-2 > Forms to open one main form, then click .
2.For second question,
What you need is show fileds from three entities in the same view?
If so, you can do some customizations in the set-2 view to view it’s parent(set-1) and child(set-2) records at the same time.
(1)Parent records.
Go Settings > Customization > Customize the system > Entities > Set-2 > Views to open one main view.
Add set-2 entity fields.
Add set-1 entity fields.
(2)Child records.
Go Settings > Customization > Customize the system > Entities > Set-2 to enable ‘Editable grid’ control.
Test result:
Regards,
Leah Ju
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
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