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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Sub-Grid within a Sub-...
Microsoft Dynamics CRM (Archived)

Sub-Grid within a Sub-grid on a Form

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Posted on by Community Member Microsoft Employee

Hello Everyone;

I am working on an update to a payment form that we use in my company, and I ran across an issue that I can't seem to find my way around.  The problem is that the people who approve these payment, may have to approve 50 or 60 a day, depending on the traffic through the division at that time of year, and the particular group, some hold more interviews than others.  The problem is that they wish to see more information on the approval form, rather than just information regarding the interview, so that they do not have to click through to every Interviewee to confirm that the information is legitimate and correct, an issue that has cropped up before.

Currently I have a sub grid on the Approval form that shows the information from the interview profile, including the interviewee, and the amount they are going to be paid, and some basic information about the interview, length, when it was completed, and who completed it.  The problem is that the approvers also want to have the address information of the interviewee on the Approval form and I cannot figure out how to make that work with the CRM setup.  I tried using a quick view form with a sub-grid inside but I could not get it to show data from the address table, just the interview and interviewee tables.  Basically the setup looks like this:

Approval -> Interview -> Interviewee -> Interviewee's Address.

Is there any way that I can get data from that 4th layer down to display on the Approval form?

Thanks for any help you can give.

Gerry Broderick

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sub-Grid within a Sub-grid on a Form

    Nick;

    Sorry it took me so long to get back to you.  I tried your suggestion, and for some reason even on the Interviewee's record I cannot select the Address from the dropdown.  The relationship is a 1:N, since each Interviewee can have multiple records, but it is controlled through the Interviewee's record, there is a field that determines which address should be pulled.  The problem is that I cannot see the Address entity in the Workflow.

    Someone else suggested that I try setting the relationship to "Yes" on Searchable, but when I checked it was already configured that way.

    Hopefully this gives you more information.  Some of my Users can have over 50 payments to approve, so they do not want to have to click through to every Interviewee's profile to make sure the address is correct.

    Thanks

    Gerry

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sub-Grid within a Sub-grid on a Form

    Scott

    Interview -> Interviewee is a lookup, only one interviewee per interview, since the interview screen also determines payment information.

  • Suggested answer
    Nick.Doelman Profile Picture
    Nick.Doelman 1,947 Most Valuable Professional on at
    RE: Sub-Grid within a Sub-grid on a Form

    Hi Gerry

    Rethinking this a bit and also making assumptions on the relationships.

    Any chance you could add a lookup of the "Interviewee's address" to the "Interview" record?  Meaning that for that particular interview, that is the address specified for that particular interviewee?  That way it could show up on a view in the approval form.  

    Meaning, you pick the interviewee on the interview record, then also choose their address as a second step.

    If "all" the addresses need to be viewed at the interview level, then that likely won't work.

    Regardless, this will take some kind of workaround...

    Sorry about the workflow idea... it was based on something I had done before but I think that was only 3 layers deep and the relationships were a bit different.

    Cheers

    Nick

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sub-Grid within a Sub-grid on a Form

    Gerry,

    How does the interview entity look at interviewee?  Is it a lookup or a one to many?

    Scott

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sub-Grid within a Sub-grid on a Form

    Nick;

    I tried using your idea, but I still could only pull from the Interviewee table for the workflow.  The problem is that I still can't get any visibility into the Interviewee Address table, a necessity since our Interviewee's can have multiple addresses, and they are stored in a separate location.

    Either way the problem is still the same, I can only "see", as in select/pull fields from, the Interviewee table, the Interviewee Address table still seems to be beyond my reach.

    Any other suggestions you might have, or a way to get around that particular limitation?

    Thanks

    Gerry Broderick

  • Suggested answer
    Nick.Doelman Profile Picture
    Nick.Doelman 1,947 Most Valuable Professional on at
    RE: Sub-Grid within a Sub-grid on a Form

    While not an elegant solution, I would suggest you create a multi-line text field on the "Interview" entity called "Address".  Perhaps use business rules to make it read-only.  

    Create a workflow that gets triggered when the Interviewee gets added to the interview record that will copy the various address fields to the custom text field.  Put that text field on the interview embedded grid and it will be visible on the approval form.

    Just one idea.

    Cheers

    Nick  

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