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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Filter Sub-grid lookup...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Filter Sub-grid lookup with custom condition in dynamics 365 Project Service

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Posted on by Maulik Lakhani 94

Hello All,

I have 3 entity in PSA.

1. Project

2. Project Task

3. Risk (Custom Entity)

Project and Project task have 1:N Relation.

On risk entity i have project lookup field and project task sub-grid. like  below...

pastedimage1590485953972v1.png

here only 2 option for project task filter.

1. All Task

2. Related To Risk

pastedimage1590486191585v2.png

But here i want to show only those record which related to selected project. this filter possible in lookup field but i want to in sub-grid.

Thanks in advance.

I have the same question (0)
  • Suggested answer
    kojisaiki Profile Picture
    kojisaiki Microsoft Employee on at

    You can realize with below customization:

    1. Create a new Quick View Form (hereinafter QVF) for Project entity.

    2. Add a sub-grid for related Project Entity into the QVF.

    3. Add QVF into a form of Risk entity with connecting to Project lookup field.

    <Behavior>

    - Target project 1

    pastedimage1590728010782v1.png

    - Target project 2

    pastedimage1590728047392v2.png

    - Risk form

    pastedimage1590728076943v3.png

    pastedimage1590728101753v4.png

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