Customize the + button of subgrid

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Posted on by Shakti Singh Rajput

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I want to customize the + button of subgrid because the requirement is to show existing contact and add them contacts in subgrid.

But + button of subgrid pop-up a new contact form to add a new contact, but i want to add existing contact and this functionality is appear when i open the associated view.

So, my need is through + button of subgrid i want to add existing contact.

Is it possible?

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Nithya Gopinath 17,076 on at

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RE: Customize the + button of subgrid

Hi Shakti,

Sorry for the mistake in your name.

I have done the same steps and it is working for me.

Created a new lookup field to Case in Contact entity and made Field Requirement as Optional.

Added a subgrid of Contacts on Case Form as follows:

On clicking + button in Contacts subgrid, it will popup the existing contact records as shown below.

If I changed the field requirement level of lookup field to Case in Contact entity as Business Required, it will show new form.

This is the actual behavior in Dynamics 365.

Hope this helps.
Shakti Singh Rajput 940 on at

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RE: Customize the + button of subgrid

No, it not works at all.

And my name is SHAKTI not SHAKTHI.
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Nithya Gopinath 17,076 on at

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RE: Customize the + button of subgrid

Hi Shakthi,

You should choose the entity as Contacts(Case (Contact)) and see if it is opening existing record on adding new contact in subgrid.

Hope this helps.
Shakti Singh Rajput 940 on at

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RE: Customize the + button of subgrid

Blue color highlighted field i will used in subgrid of contact.
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Nithya Gopinath 17,076 on at

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RE: Customize the + button of subgrid

Hi Shakthi,

Are you choosing the correct entity in the related entity list in Subgrid Properties? See the screenshot below.

Hope this helps.
Shakti Singh Rajput 940 on at

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RE: Customize the + button of subgrid

Above is the screenshot of new_casecontactid and i am already share a screenshot of contact subgrid.
Nithya Gopinath 17,076 on at

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RE: Customize the + button of subgrid

Hi Shakthi,

Can you also share the following screenshots?

Field properties of new_casecontactid in contact entity

Contact subgrid properties on Case Form
Shakti Singh Rajput 940 on at

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RE: Customize the + button of subgrid

Please suggest for the same.
Shakti Singh Rajput 940 on at

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RE: Customize the + button of subgrid

Above is the screenshot of case to contact(1: N relationship).
Nithya Gopinath 17,076 on at

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RE: Customize the + button of subgrid

Can you share a screenshot of the Case to Contact relationship?