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Copying records from one entity to a subgrid in another entity

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Posted on by Aneeqa Pervaiz

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Hello,

I have an entity A with three fields. I have created records in entity A which contain these fixed fields. I want these records to be default and reflect in a subgrid of entity B, whenever the form loads. That subgrid contains several fields, and three of these fields are the same ones in entity A.

So the records in entity A need to show as default in the subgrid, and the other fields in the subgrid can remain empty and will be worked on manually by the user.

What are the ways to do this?

Would appreciate the help.

Thank you.

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Community Member Microsoft Employee on at

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RE: Copying records from one entity to a subgrid in another entity

Hi Aneeqa,

Thanks for your answer, according your detailed description, you can achieve your goal through following steps.

1.create three calculated field (Action, Category, Recommendation) on the AI Entity form.

Take category as an example, for Action and recommendation, you can repeat it.

2.create 1:N relationship between Host and AI entity, and add lookup field(host) to AI entity form.

3.create a custom view that include fields of table (Action, Category, Recommendation, Client, Modified By, Status) on AI entity.

4.insert a sub-grid to the plan form of Host entity and set custom view that just created as default view of the sub-grid.

5.clcik the Controls Tab to add Editable Grid, so that you can edit sub-grid on the plan form.

6.Test.

(1) On AI Default form, there is an record as following. and on AI entity form, fill host and DefAI lookup field, Three fields(Action, Category, Recommendation) will be filled with records from AI Default entity automatically after you save the record.

(2) On the host entity, open one record(test host) that you just select in host lookup field.

For question that you mentioned: “The DefAI was a drop-down option set kind of thing which was only for the field (Actions) from AI Default entity”

You can’t include three fields in one lookup field. In fact, the lookup fields store the ID of the AI Default record.

However, you can show three fields on the view of the drop-down box by adding columns to AI Default lookup view. Just like following pictures show:

Click and button to expand record, you will see action, recommendation and category.

Regards,

Leah Ju
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Roma Gupta 725 on at

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RE: Copying records from one entity to a subgrid in another entity

Hi Aneeqa

Based on discussion so far, I would suggest to write a JavaScript to fetch data & get it on the records of subgrid.

Regards

Roma
Aneeqa Pervaiz 240 on at

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RE: Copying records from one entity to a subgrid in another entity

Hello Leah,

1. There are three entities in play here.

AI Default entity

AI entity

Host entity

At the moment, there is a subgrid of AI entity on the form of Host entity.

2. The Plan form was the main form of the Host entity - this contains the subgrid of AI entity.

3. So the AI Default entity contains only three fields - Action, Category, Recommendation. These three same-name fields are also in the subgrid of AI entity which is shown on the Plan form.

What I am looking for is to have these three fields on Plan form be populated by default with the records of AI Default entity. So the final result would be something like this.

The three fields would be filled in, and the rest of the columns would be empty for the user to work on.

What would be the ways to do this.

Thank you.
Community Member Microsoft Employee on at

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RE: Copying records from one entity to a subgrid in another entity

Hi Aneeqa,

In order to clarify your needs, please help me answer following three questions.

1." I want these records to be default and reflect in a subgrid of entity B, whenever the form loads."

The sub-grid is entity of entity B? Or it is on the entity B form?

2.” The existing entity AI has a quick view - which is added to a form, I will call that a Plan Form.”

what is the quick view you mentioned? Quick view form of AI or quick view form of AI Default?

3.” This entity contains three fields - Action, Recommendation, and Category.”

Three fields are just for AI Default entity? Or AI entity also has the same fields?

Whatever the situation, they will be populated only when lookup field was filled.

Regards,

Leah Ju
Aneeqa Pervaiz 240 on at

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RE: Copying records from one entity to a subgrid in another entity

Hello,

Rakesh, Thank you for the first step here. Here is what I have so far.

I have an entity called AI.

I created an entity called AI Default. This entity contains three fields - Action, Recommendation, and Category.

The existing entity AI has a quick view - which is added to a form, I will call that a Plan Form. So the quick view has a lot of columns, out of which three columns are Action, Recommendation and Category.

Now, what I am aiming for is to store a set number of records in my AI Default entity. And I want this entity to be linked to the existing AI entity - so that the quickview is always populated with the set records I have stored in my default AI entity. Whenever the form 'Plan Form' loads, I want the quickview to be pre-populated with the records from AI Default, so only the three columns (Action, Recommendation, and Category) would be populated, and the rest of the columns would be empty for the user to work on.

What I did was create a 1:N relationship between AI Default and AI. A lookup field (DefAI) was created in AI, I added that to the view, but there were problems with this:

1. It was not pre-populated.

2. The DefAI was a drop-down option set kind of thing which was only for the field (Actions) from AI Default entity. How do I include three fields in one lookup? And how do I get them to pre-populate when the 'Plan Form' loads.

Please help out.

Thank you.
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RakeshJ on at

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RE: Copying records from one entity to a subgrid in another entity

Hi Aneeqa,

If I understand your scenario correctly you have - Entity A and Entity B

Entity A contains three fields. Lets say - Name, Email Address, Phone Number.

You want Entity A records to reflect in EntityB (in a subgrid) and those three field values from EntityA to show up in the subgrid.

If this is the ask - then it can be easily achieved by creating 1:N relationship between Entity A and Entity B. Refer article for more details https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-and-edit-1n-relationships

It will create a lookup field which you have to add on EntityA form.

In my lab -

I have Entity A (Account entity) and Entity B (TestEntity)

I created 1:N relationship from Account to TestEntity and I have below fields. TestAcc is the field created from the 1:N relationship.

On Account form, I have a subgrid of TestEntity which shows the field values. You can add/remove fields from the view if you want. https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/choose-and-configure-columns

Regards,

Rakesh

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