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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Filter Entity List bas...
Microsoft Dynamics CRM (Archived)

Filter Entity List based on previous page selected entity list record

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Posted on by Community Member

Hello There,

We are trying to achieve below functionality  in one of our MS CRM Portal implementation-

1. We are having Custom Entity Project and Work Order, where the relation is one to many between Project to Work Order.

2. We are showing Project list in portal after logged in and when user will click on the specific project then there should be web page get render with the Work Order entity list which are related to only with the selected project.

Please advise how we can configure this in CRM Portal.

Thank You,

Bhausaheb Patil.

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  • Verified answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at

    Hi Bhausaheb.. a bit confusing your item 2

    what you want is to have a second list showing the Work Orders related to the Project selected from the previous page.. is that it?

    you can easily achieve this by having a simple CRM form (Project entity) with the Subgrid for related Work Orders..

    finally you can create an Entity Form and Web Page for the Project CRM form

    your current Project list should redirect to that page once a project is select

    does this make sense to you?

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Thank you so much, that make sense.

    Much appreciated.

  • oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at

    if this solved your problem can you please mark the answer as verified?

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