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Microsoft Dynamics CRM (Archived)

Auto Populate Sub grid

Posted on by

Hi,

I would like to auto populate a subgrid with Product items on change of a field.

products.PNG

For background, these are standard contract line items for a contract. I will add them as products.

Ideas and references would be helpful please ? 

Thanks, 

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  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Auto Populate Sub grid

    Ok then proceed with my suggestion, I have tested this should work as per  your requirement.

  • Jay2014 Profile Picture
    Jay2014 on at
    RE: Auto Populate Sub grid

    Thanks Goutam,

    In brief, i want to auto populate a subgrid with product records

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Auto Populate Sub grid

    Hi ,

    What is the field type which you are changing? If it's lookup the you can do this using quick view form. Let's have an example you have a product lookup and you want to show all products items in a subgrid of another entity. To do this you can follow below steps-

    -- Create a quick view forms in the product entity entity .

    -- Add the product items  subgrid in the quick view forms of product.

    -- Include the quick view forms in which entity  you want to display subgrid. You should have product lookup there in this entity.

    -- Now on change the lookup value quick view form will render related product items  in the subgrid.

    [View:http://www.websan.com/blog/item/720-create-d365-quick-view-forms-in-3-easy-steps]

    Hope this helps.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Auto Populate Sub grid

    I don't think you can iterate through recordset using standard workflow. You can use my UltimateWorkflowToolkit for that - github.com/.../Bulk-Operations + Distribute Workflow step.

  • Jay2014 Profile Picture
    Jay2014 on at
    RE: Auto Populate Sub grid

    thanks but Real time works flows are not a good option in this case.

    How would you look through a list of records and extract them using a standard workflow

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Auto Populate Sub grid

    Hello,

    Have you tried Workflow by a chance? You can create real-time workflow that will do that for you.

    Good luck.

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