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Dynamics 365 Community / Forums / Dynamics 365 general forum / Subgrid
Dynamics 365 general forum

Subgrid

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Posted on by Darren Hodkinson 355

Hi

In my Sub grid, on click of the  '+' button on the top right of the grid, when selected this invokes a search function where I can search for existing records to attach to my parent record.  I don't want this behaviour to prevail, I want the '+' button to open a new form for completing a new record.  I have other sub grids in my solution that work the way I want but I see nothing obvious to help me do this.

I have been told to look at the metadata, but where and how?

thanks Darren

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

    Hi Darren,

    Is this an OOB sub-grid or something that has been customized?

    For 1:N relationships, it depends on the field requirement level.
    Try setting the related entity's lookup field to "Business Required" in field customization and then check the sub-grid (+) button behavior.

    Ex. Account has a sub-grid for Contact, we will set the Account Lookup field in Contact entity to be business required.

    If the Relationship between the 2 Entities is N:N it will give only the "Add Existing" button.
    Ex. Check Opportunity to Competitor. 1st you may have to add the Competitor to Form Navigation items.

    Hope it helps.

  • Darren Hodkinson Profile Picture
    Darren Hodkinson 355 on at

    Thank you Aamer

    this works, I sssume it means the business require refers to the look up filed in the child record?

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Good to know that it works.

    Yes, the lookup field requirement will be at the child entity level.

    -Aamer

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