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Microsoft Dynamics CRM (Archived)

Customize the + button of subgrid

Posted on by 932

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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  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    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.

    1. Created a new lookup field to Case in Contact entity and made Field Requirement as Optional.
      0726.Capture1.PNG
    2. Added a subgrid of Contacts on Case Form as follows:
      0726.Capture1.PNG
    3. On clicking + button in Contacts subgrid, it will popup the existing contact records as shown below.
      7534.Capture2.PNG
    4. 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.

  • RE: Customize the + button of subgrid

    No, it not works at all.

    And my name is SHAKTI not SHAKTHI.

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    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.

  • RE: Customize the + button of subgrid

    5100.casecontact.png

    Blue color highlighted field  i will used in subgrid of contact.

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    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.

    8105.Untitled1.png

    Hope this helps.

  • RE: Customize the + button of subgrid

    casecontact.png

    Above is the screenshot of new_casecontactid and i am already share a screenshot of contact subgrid.

  • Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: Customize the + button of subgrid

    Hi Shakthi,

    Can you also share the following screenshots?

    1. Field properties of new_casecontactid in contact entity
    2. Contact subgrid properties on Case Form
  • RE: Customize the + button of subgrid

    Please suggest for the same.

  • RE: Customize the + button of subgrid

    3750.Mapping.png

    Above is the screenshot of case to contact(1: N relationship).

  • Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: Customize the + button of subgrid

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

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