790
Hi
i need to create a new Set (Sub-grid) in the form editor, the problem is that "entity" in "Data Source" cant refer to a customer entity, is there any solution
please check the following screen :
thanks,
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Hi Ahmad Saud,
In the data source section change the Records option from Only Related Records to All Record Types
then, in the Entity drop down it will show the custom entity which you have created.
Hope this helps
Regards,
Soumya
If found useful, please mark the answer as verified.
sorry, i mean "custom" entity.
Hello,
I believe with "Customer" you mean combined accounts and contacts. I'm afraid that the only way to make it work is to create custom entity "Customer" and create and link to account/contact Customer record every time Account or Contact is created. Something similar that I described here - butenko.pro/.../ms-crm-2011-t-sql-union-operation-and-fetchxml-based-reports
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