web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Merge columns in view

(0) ShareShare
ReportReport
Posted on by

Hello! 

I'd like to merge columns in a view. Here's the reason: I've 4 entities in my veterinary CRM: appointment, pet, dog and cat. Appointment contains a date, a client and a pet. I'd like in my view to display the name of the pet. The only solution I found was to create 2 columns for this. One with the cat's name and the other with the dog's name. So when the pet is a cat, the column 1 will display his name and the 2nd will be empty.

But this isn't a correct solution because in reality there's 20 species of pets! So I always have 19 empty columns. So what I would like to do is either don't display a column if it's empty or to merge the 20 columns in one.

I hope I was clear :) Thanks for reading this! 

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    on at

    Hi,

    go to the view of appointment then click the active form then add column,

  • Community Member Profile Picture
    on at

    Or design your column like this

    date|customer name|pet type| name of pet|

    I think it will be better

  • Community Member Profile Picture
    on at

    Thanks a lot, I will try this solution!

  • Community Member Profile Picture
    on at

    Hi

    You have 20 species, better do it  an option set or Look up field. You can do it In one solution, so you less your work.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans