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Hello,
I want to show all Activity records of related Opportunity record of on Account form, In other words I want to add subgrid in Account form of child Activities of related Opportunity entity. Is there any way to do that?
Regards,
Ashish
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Hi Ashish,
you might try a plugin on RetrieveMultiple as Guillaume suggested above, but you'd have to develop that plugin etc.
PS. You don't need to copy record - you just need to copy lookup value from one field to another using a worfklow. Sure that would introduce data duplication.. But you don't even need to show that new fields anywhere on the form/views.
Hi Alex,
I don't want to copy records, is it possible to use just a query?
Regards,
Ashish
Hi,
yes, on the retrievemultiple event of your subgrid, you can change the query to fetch all records which are fulfilling the condition "equal order under". Here is the type of query/conditions that you can achieve: msdn.microsoft.com/.../dn817893.aspx
Hi,
I though it should be doable with the rollup views:
community.dynamics.com/.../configure-rollup-view-for-activities-with-dynamics-crm-365
But, it seems, that option is set to "cascade none" for the out-of-the-box opportunity-to-account relationships.
Although, it seems I can use "Cascade All" when creating a new relationship between those two entities, so, maybe, that's what you should try:
- Create another account lookup field on the opportunity entity
- Set Rollup View behavior of that relationship to "cascade all"
- Create a workflow to automatically copy one of the existing account lookup fields (on the opportunity) to that new field (so you could actually use the rollup view through that new relationship)
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