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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / How to show a subgrid ...
Microsoft Dynamics 365 | Integration, Dataverse...
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How to show a subgrid view on a form

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Posted on by USA80 26

I have a related Projects subgrid on a form.  The subgrid view is setup to show "Only Related Records", Entity is "Related projects (Related Projects), Default View is "Related Projects Associated View for Subgrid"

Now when I look at the Projects Subgrid, I see no records.  When I click on the Related Tab and select "Releted projects", it comes up and shows me "Related Projects Associated View".  Now I want this view I my "Projects subgrid"

In the Related Projects Associated View I see 1 record, but In the subgrid on the project form, I see no records.

How can I do this?

  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: How to show a subgrid view on a form

    Hi USA80,

    Which entity does the form you mentioned belong to?

    I'm using the account as an example, because I'm not sure which entity you're using.

    1.Make sure that views in sub-grid and related projects tab are same.

    pastedimage1622616095097v3.png

    In your example, “Default View is "Related Projects Associated View for Subgrid”, so you need select the same view under related projects tab.

    2.Check if the subgrid is in the same relationship with the related projects tab, because the entity may have multiple 1:N relationships with project entity.

    Go Settings > Customizations > Customize the system > Entities > one entity > Forms to open one form you need.

    Click Navigation button and find Projects tab to open it to check properties, you can find relationship name.

    pastedimage1622615600801v2.png

    In subgrid properties dialog, Entity columns that marked with light shows lookup field.

    pastedimage1622616376264v4.png

    So you can go 1:N relationship to find reationship that related entity is projects to compare them to check if they are consistent.

    pastedimage1622616615211v5.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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