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Service | Customer Service, Contact Center, Fie...
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Display Related Notes Grid of Case Entity on the Power App portals

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Hi All,

We have a requirement to show the related notes grid of the case entity when the case details entity form is loaded in the power app portals, 

We are using CRM online with 2021 release wave 2 enabled, Server version: 9.2.21094.00147

Approaches tried:

  • Tried to create a subgrid on case portal form ,but unable to add it as subgrid but  it can only be added as a timeline, which doesn't satisfy our requirement.
  • We wanted to bind the data to the html table enabling odata feed, so we created a entity list for Notes also created a view(This view used in the Notes entity list) in the notes entity including the new_casenumber in the columns, but Odata filter, select and expand queries are not working 
    •   /_odata/NoteSet?$select=annotationid,createdby,createdon&$filter=new_casenumber%20eq%20%272100003063%27
  • Tried to create the entity list for Case but Odata select and expand queries are not working 
    • /_odata/CaseSet?$$select=new_casenumber&$expand=Incident_Annotation($select=annotationid,createdby,createdon,filename,notetext,subject)&$filter=new_casenumber%20eq%20%272100003063%27
  • we are facing the exception 
    • Query option 'Expand' is not allowed. To allow it, set the 'AllowedQueryOptions' property on EnableQueryAttribute or QueryValidationSettings.

Can you please help us fix this exception issue or even the new approach which is satisfying our requirement still helps.

Thanks in Advance

Samhitha          

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  • Suggested answer
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    on at
    RE: Display Related Notes Grid of Case Entity on the Power App portals

    Hi Samhitha Nittala,

    Please refer to this thread:

    community.dynamics.com/.../820643

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