Associated Views button Missing on Subgrid

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Hi There,

I am encountering an issue with a known problem with Associated Views. This is regarding the 'See all records associated with this view' button on a leads subgrid in the Campaign entity. After creating this subgrid I cannot see this records button, however I do have the ability to add a lead from the subview.

I have read that this is a common issue and it has to do with the relationships between the two entities.

Here is the Campaign View with no Records button:

8585.NoAssButton.png

I went into the relationships section in customization's in order to check if a relationship existed and there are two: a system and a custom relationship.

I believe the second relationship was created as the leads were not populating the subgrid.

When I use the drop down ribbon in Campaigns I cannot see the Leads entity which suggests that there is no relationship in place.

And finally I have checked the Navigation Item in the Form view for the Campaign and initially no relationship existed however I created a new 1:N relationship from the relationship explorer and dragged it to the panel on the left but to no success. Any help getting this button back would be greatly appreciated :)

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Community Member on at

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RE: Re: Associated View

Any further info needed please ask!

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MilindP 1,019 on at

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RE: Associated Views button Missing on Subgrid

Add both the relationships on left nav and keep System relationship on top of the custom... to use it as default for all associated sub-grids

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Aileen Gusni 44,524 on at

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RE: Associated Views button Missing on Subgrid

Rory,

The system relationship and you created below, they are not same..

" however I created a new 1:N relationship from the relationship explorer and dragged "

So that it wont be the same.

If you add the navigation in the left, then the behaviour will show the button to redirect to associated view, but somehow, the system relationship you cannot add, those are missing associated view, in this case seems you don't have it.

If you want to show the missing associated view you need to do customization, unfortunately huff

missdynamicscrm.blogspot.com/.../display-missing-associated-view-in-crm-2013.html

Hope this helps.

Thanks.,

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Community Member on at

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RE: Associated Views button Missing on Subgrid

I had this same issue with 2 custom entities and found a simple fix.

In the relationship, there is a section titled "Navigation Pane Item for Primary Entity". The "Display Option" was set to "Do Not Display". After changing that to "Use Plural Name" and setting "Display Order" to "10,000" the button to view related records appeared above the subgrid.

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yleclerc 1,549 on at

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RE: Associated Views button Missing on Subgrid

Aileen,

Would this work in CRM 2016? We tried it and we are getting a blank page. We are trying to surface Campaign Leads in the Campaign Form. Here is the code we used:

<html xmlns="http://www.w3.org/1999/xhtml" >
<head>
<title>Untitled Page</title>
<style type="text/css">html,body{font-family: Segoe UI, Tahoma, Arial;background-color: #d6e8ff;border: 0px; margin: 0px; padding: 0px;}</style>
<script type="text/javascript" language="javascript">

//debugger;

//get the context
var Xrm = window.parent.Xrm;

//get the current object id
var oId = Xrm.Page.data.entity.getId();

//get the object type
var oType = Xrm.Page.context.getQueryStringParameters().etc;

//set Relationship Name
var relName = "campaign_leads";

//building a url
var sUrl = "/userdefined/areas.aspx?oId=" + oId + "&oType=" + oType + "&pagemode=iframe&security=852023&tabSet=" + relName;

//get relative path with orgname as required
var relativeUrl = Xrm.Page.context.prependOrgName(sUrl);

window.location = relativeUrl;

</script>
</head>
<body>
</body>
</html>

Thanks! Any help is appreciated!

Yvan

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