Subgrid

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Posted on by Darren Hodkinson

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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

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RE: Subgrid

Good to know that it works.

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

-Aamer
Darren Hodkinson 355 on at

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RE: Subgrid

Thank you Aamer

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

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.