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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Multiple Fields
Microsoft Dynamics CRM (Archived)

Multiple Fields

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Posted on by Rasi 222

Hi Guys,

I am trying to have multiple fields that would appear automatically. My scenario:

I have a Car Policy and I may have several transactions i.e: Renewal Cost, New policy Cost, When policy is adjusted there is additional cost too. 

I wanted to have it all in one line per transaction and when there is new transaction to add on the bottom of first transaction:

For Example: Transaction type is an option Set (Text in Bold are values)

I have added Transaction type and other field on the same form, but as soon as field is used once it shows the same value in other field.

My apologies if my explanation is not good enough.

Transaction Type: -

Renewal

Amount: -

£500

Date: -

18/10/18

 

Amount Received: -

£400

 

Outstanding: -

£100

 

Transaction Type: -

Extra Premium

Amount: -

£150

Date: -

10/05/18

 

Amount Received: -

£150

 

Outstanding: -

£00

 

Many Thanks

*This post is locked for comments

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: Multiple Fields

    Agree with Alex, you should have a custom entity called "Policy Transaction" with the common field such as Transaction Type, Amount Date, Amount Recieved etc. In addition to common fields, you also need to have a look field for the Car Policy entity.

    You can then, on Car Policy entity, add a subgrid to "Policy Transaction" entity and then can add ass many transaction records as youw want.

    Hope this helps.

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Multiple Fields

    Hi,

    I think you should create a custom entity called "Transaction" in this case and link to your current entity. So you can create multiple records.

  • Rasi Profile Picture
    Rasi 222 on at
    RE: Multiple Fields

    I want to have a list of fields in one Row & to be able to add more rows below with same fields if required.  Transaction type is a look up field which will differentiate the row.

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Multiple Fields

    Hi,

    What actually you want to achieve?

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