Display subgrid with information from a related entity

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Posted on by Scott Machado

I'm not sure how to frame my question, so here is what I am trying to accomplish:

Entities in use:

Account (default Account table in Dynamics)

Health Center (custom object)

Policy (custom object)

Plan (custom object)

Relationships:

(1N) Account can have one or more Health Centers

(1N) Account can have one or more Policies

(1N) Policy can have one or more Plans

Put another way, when working on a Plan, it will relate to a single Policy and that Policy will relate to a single Account, and that Account can have many Health Centers associated with it.

On the Plan form I would like to create a subgrid of all Health Centers associated with the Account.

On that subgrid, I would like to display Health Center fields like Name, Address, Office Hours, Phone Numbers, etc.

How can I create that subgrid, and what fields and relationships need to be created to allow for that?

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Answers (1)

Verified answer

Mahendar Pal 45,095 on at

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RE: Display subgrid with information from a related entity

Hi,

Using out of the box options you can show Health Center subgrid till Policy form using Quick view of the Account where you have that subgrid actually.

But if you want it in Plan you have to develop custom grid, you can develop html grid or can use some other client side framework to develop it where you can have your webapi request to get data based on the relationship hierarchy. You can also try to build a canvas app.

Some refernece

balugajjala.wordpress.com/.../

community.dynamics.com/.../1050037