Adding Work Order Grid at Custom Activity Form

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Posted on by zmk

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Hello,

I have created a custom activity ,in which I want to add a Work Order Grid .I have created a lookup in the Work Order Entity that reference this activity noting that this lookup is NOT mandatory.

When I go to the custom activity form and I click on the "+" button ,I do not have the option to link existing Work order .The button triggers the quick create form of the Work order to open.

I want the usual behavior which is to choose from the existing work order.

What am I missing?

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Work Order

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Thomas David Dayman 11,323 on at

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RE: Adding Work Order Grid at Custom Activity Form

Ah my mistake.

If you want to add existing to a sub grid. Then the relationship will have to be N:N.
zmk 790 on at

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RE: Adding Work Order Grid at Custom Activity Form

Dear Thomas,

It is already Referential .
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Thomas David Dayman 11,323 on at

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RE: Adding Work Order Grid at Custom Activity Form

This is usually down to the relationship type between your activity to work order community.dynamics.com/.../dynamics-365-crm-entity-relationships-understandings. You would probably need to change the relationship to 'Referential'