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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Fill a subgrid in quot...
Microsoft Dynamics CRM (Archived)

Fill a subgrid in quote entity after revised with the same data

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Posted on by Albert_ 458

Hi there All.
I Have a Subgrid in Quote, in which there are records of my custom entity, And also the custom entity display in left side of the form,Because the custom entity has N:1 relation with quote.
Every Quote can have many of my custom entities  record.
It is ok,But when I revise the Quote, I want that the same data of previous subgrid display in the new quote subgrid, as well as other fields that copy and appear from the previous subgrid.
Is there any solution or something like that?

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  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi Albert,

    You need to write a plugin on create of Quote entity which first check if the quote is a revision. If it is, then get the records from your custom entity and then either update the quote field of your custom entity or create new record with the new quote.

    Take a look here for plugin code-

    www.crmanswers.net/.../catch-revise-quote-message-inside-plugin.html

    Hope thi shelp.

  • Albert_ Profile Picture
    Albert_ 458 on at

    Can I do this in view? Via JS?

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    When you revise a quote, it create a new record with the same Quote ID. The data you see on your old quote for the subgrid is the actual records which are related to your old quote. IN order to see the same subgrid records on the revised quote you need to create new records which cannot be done via view or js as you would need to create these records when the revised quote is created. The best way to do it is create a plugin.

    Hope this helps.

  • Albert_ Profile Picture
    Albert_ 458 on at

    But It does not seem logical.

    I agree with your first part.

    revise a quote, it create a new record with the same Quote ID.

    And also the second part :

    The data you see on your old quote for the subgrid is the actual records which are related to your old quote.
    So there should be a way using fetchXML or something like this.
    Previously I could display this subgrid in the order.
    And you know Order is also a quote.
    I did that with JS and using fetchXML.
    I tried the previous way I did in the order, But no success.

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Sorry Albert but order is a different entity. Yes you can retrieve the results using fetchxml but here we need to create records for the newly created qoute record.

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