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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Add Existing Record on...
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Add Existing Record on Subgrid not displaying the view from the same entity

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Posted on by SivaR 63

Hi 

I have a requirement that an organization can be an Association (company type  = Association), and another organization can have Association members. The association members are selected from the list of organizations where the company type = Association.

I added a subgrid to add Associations to an organization. However, I don't see organization entity in the entity list on the Properties window (refer to the attached image) where I can select a view that lists all the Associations (Organizations with the company type = Association). 

How I can only display the Associations list when the user clicks "Add Existing Organization" button

pastedimage1663949069108v2.png

thank you,

Siva

I have the same question (0)
  • SivaR Profile Picture
    SivaR 63 on at
    RE: Add Existing Record on Subgrid not displaying the view from the same entity

    Organization and Organization (Association) have N:N relationship. I had selected the view where company type = Association. However, it lists all the companies instead of the Association list. 

    pastedimage1664196682675v1.png

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Add Existing Record on Subgrid not displaying the view from the same entity

    Hi SivaR,

    Based on your description, the Association is a specific Organization(company type  = Association). So in your attached img, you can just select the organizations(Parent Organization). And then use the view whose filter condition is company type  = Association. 

    About the question how to only display the Associations list when the user clicks "Add Existing Organization" button, you need modify the default lookup view's filter condition.

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