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Microsoft Dynamics CRM (Archived)

How to show top first latest record from child custom entity in parent form?

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Posted on by 515

Hello, 

I am extending information for Opportunity entity by creating custom ExtendedInfo Entity with 1:N relationship.

I want to see only top 1 (latest) record from ExtendedInfo entity in opportunity form. I already tried creating view showing record descending order by CreatedDate field and use subgrid with with limiting number of rows which creates two problem for me.

1. Not allow to set 1 value

LimitRow.jpg

2. It shows pagination (multiple records)

How can I achieve my requirement?

Thanks in advance...

Regards,

Ashish

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  • Suggested answer
    ashlega Profile Picture
    34,477 on at
    RE: How to show top first latest record from child custom entity in parent form?

    Hi Ashish,

      if there is always only 1 extended entity per opportunity (is it, literally, 1:1?), it might be easier/more straighforward to use a combination of a lookup/quick view form (add a lookup to the opportunity entity, create a quick view form for the extendedinfo entity, and add both the lookup and the quick view form to the opportunity form instead of that subgrid)

      With the subgrid, you can probably use javascript to display top 1, but it will still be a subgrid ("+" button, "delete" button, etc)

  • Suggested answer
    ashok teja Profile Picture
    290 on at
    RE: How to show top first latest record from child custom entity in parent form?

    Hello, 

    Using script you can filter the records in subgrid as per your requirement. 

    Have a look at the following link 

    https://mydynamicsmscrm.wordpress.com/2016/11/18/filter-subgrid-using-script/

    If found useful, please mark the answer as verified.

    Thanks

    Ashok J

    XRMWEBKIT | CRMPORT | DynamicsHelpmate 

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