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Customer experience | Sales, Customer Insights,...
Suggested answer

Associated Project Entities not Rendering on Account Main Form

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Posted on by 1

Greetings Experts! 

I'm having this issue that I'm hoping someone can offer some clarity on.

Symptom:

On the Main Account Form, related projects are unable to be displayed. We have a subgrid that has related projects, and that renders just fine. In the below example, Account: A has one related project B which is rendering in the subgrid.

account-record_5F00_LI.jpg

However, when clicking on Related -> Projects, the main content area is completely blank.

related_5F00_LI.jpgno-related-projects_5F00_LI.jpg

Strangely, this also occurs when accessing related Project Items.

As far as I can tell, this does not happen for any other related entity. Just for “Project Adjacent” entities.

It appears that the entire list doesn’t render. Normally, when there is no related data, at least the Title and column headers/filters are present. For example, even though there are no associated Contacts, the Contacts view still renders properly.

contacts-rendering_5F00_LI.jpg

Further Information:

  • I have double checked that the relationship entity is properly set between Account and Project, and confirmed its behavior via advanced find.
  • I have confirmed that the Associated Project View is present and enabled in the solution.
  • I have confirmed that the Project entity on the navigation bar is the SAME project entity that is in the subgrid
    • relationship-sidebar_5F00_LI.jpgrelationship_5F00_LI.jpg
  • This occurred after migrating our solution from “Version 1612 (8.2.25.16) (DB 8.2.25.16) on-premises” to “Version 1710 (9.2.21084.148) online”
    • It STILL works as expected in the on-prem version
    • In the below screenshot, it is the exact same account/project pair
    • working-dev_5F00_LI.jpg

 

 

My Research so Far:

In my search on the internet, I haven't come across anybody in a similar issue. The closest issues I could find are the ones below:

   

   

neither of which quite have this same issue - nor offer any applicable solutions. 

I would appreciate it if anybody has any insight into this issue – thank you! (If I need to provide any more information please let me know)

I have the same question (0)
  • Suggested answer
    Timothy Bohte Profile Picture
    44 on at
    RE: Associated Project Entities not Rendering on Account Main Form

    Have you also checked the filter in the associated view of project?

    It could be because it only shows active records for example.

  • dalekman1234 Profile Picture
    1 on at
    RE: Associated Project Entities not Rendering on Account Main Form

    Thank you for your reply!

    Unfortunately, I don't think you can add filters to the associated view (see screenshot below)

    project_5F00_associated_5F00_view_5F00_LI.jpg

    This is because I'm clicking on the link under the "Related" tab - so I think that should just point to the default "Associated View". 

    If I can in fact change the filters some now, please let me know. 

    Also note: I tried removing both Project and Project Items from the navigation tab in the form editor and then re-adding them. That did not have any affect. 

  • Timothy Bohte Profile Picture
    44 on at
    RE: Associated Project Entities not Rendering on Account Main Form

    It looks like it's locked by the creator of this view. If it can't be changed, you could use the subgrid instead for the related tab. 

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