display Look Up Record form and get the selected records by code

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Posted on by Community Member Microsoft Employee

I am trying to mimick Add Existing button action in an entity which is used to relate 2 other entities.

For example, let's assume in a leasing company we have cars and drivers and we are building 3-rd entity called Car Driver-

in which we hold all the relationships between those entities.

This table will mimick Many To Many relationship.

so, if we are on a car record, and we want to add car driver, I want the user to have only to choose drivers from Look Up Record form (of Drivers),

and to create the new records\relationships automatically in the code.

I would like to know if I can display Look Up Record form and get the selected records by code, and how.

Thanks a lot in advance!

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Answers (1)

Community Member Microsoft Employee on at

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RE: display Look Up Record form and get the selected records by code

What do you mean - 'hide show the out of box N:N grid with help of a ribbon button' ?

Is it Possible to have only the + button action in a ribbon action and hide the grid itself?

Thanks.
Community Member Microsoft Employee on at

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RE: display Look Up Record form and get the selected records by code

Hi,

Thank you all!

Right now I'm trying Mayank suggestion.
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unizap on at

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RE: display Look Up Record form and get the selected records by code

Hi,

Following screenshots demonstrate what I am suggesting.

Car form with 2 sub-grids (out of box N:N & Custom N:N)

Click to add drivers in 1st Grid - Look up more records

Select the drivers to associate with this car record & add.

Plugin on "Associate" message which creates new records in Custom N:N entity

Please note that we can also implement a logic to hide show the out of box N:N grid with help of a ribbon button. The purpose of 1st grid is only to provide the user with the lookup dialog to select drivers only.
Alex Fun Wei Jie 33,626 on at

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RE: display Look Up Record form and get the selected records by code

Hi ,

take some pictures and show we how you configure in your environment.
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unizap on at

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RE: display Look Up Record form and get the selected records by code

One way to do this would be to define an out of box N:N relationship between Car entity & Driver entity.

Then add this relationship sub-grid on both forms.

From this sub-grid you will be able to select & add multiple drivers/cars.

Finally, write a plugin on Associate message which will create a new record in the custom N:N entity.

Hope this helps.
Community Member Microsoft Employee on at

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RE: display Look Up Record form and get the selected records by code

You are suggesting to have some relationships-

not only to relate car and driver to car driver,

but also to relate car and driver to each other,

so whenever car is related to driver or vice versa we will create automatically new car driver accordinglly.
Community Member Microsoft Employee on at

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RE: display Look Up Record form and get the selected records by code

Hi,

No the lookup fields are on the Car Driver entity.

I have 3 entities - Car, Driver, Car Driver.
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Alex Fun Wei Jie 33,626 on at

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RE: display Look Up Record form and get the selected records by code

Hi,

I've created a sample in my environment, please check is that what you configured in your environment?

https://youtu.be/6PVBzT3HUzQ
Alex Fun Wei Jie 33,626 on at

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RE: display Look Up Record form and get the selected records by code

Hi,

based on the statement below, you are creating driver lookup field in car, and car lookup field in driver, isnt?

But my main issue is to create Car Drivers records automatically after the User choose Cars records (if it is on Driver, let's say) from a lookup form.
Alex Fun Wei Jie 33,626 on at

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RE: display Look Up Record form and get the selected records by code

Hi ,

like this?

Car

Driver