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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Add new (+) connection...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Add new (+) connection Button on Subgrids

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Posted on by Elpibato 160

Hi,

I am wondering why I can not find the Add new Button for the sales team and Stakeholders Subgrids on the Oppurtunity main form.

0652.Opp.png

Does anbody have an idea why i can not find this button?

Best regards

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Elpibato,

    The subgrid uses a default view “All Stakeholders” hence it will let you add only stakeholder connections.

    1.Go to entity(opportunity) form and double click this sub-grid.

    pastedimage1600650947609v1.png

    2.Change Default view to “Active Connections”.

    pastedimage1600650953627v2.png

    However, the change will make the +New Connection button disappear.

    So we will use Ribbon Workbench to make +New button visible.

    This is the download page for Ribbon Workbench:http://www.develop1.net/public/rwb/ribbonworkbench.aspx

    This is the basic tutorial of Ribbon Workbench:https://community.dynamics.com/crm/b/develop1/posts/mastering-ribbon-workbench-2016

    2.Add +New connection button to the sub-grid.

    (1) create a temporary solution and add “connections” entity to it.

    pastedimage1600650970469v3.png

    (2) Go to workbench and select the solution which we created just now.

    pastedimage1600650981128v4.png

    pastedimage1600650987632v5.png

    (3) Right click on the +New button the subgrid ribbon and right on it.

     Select “customize button” then again right click and select “Customize command”.

    pastedimage1600650995885v6.png

    (4) scroll down to the “Custom rule” as shown below.

    In this rule make “Default” field to “true” as well as Invert rule to true as well.

    pastedimage1600651007951v7.png

    (5) Click on publish button.

    3.Test.

    (1) Click New Button and It will open a new window.

    pastedimage1600651050572v8.png

    (2) You can pick any role or not in this page and click on save & close.

     pastedimage1600651057527v9.png

    (3) you will see it.

    pastedimage1600651065275v10.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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