Sub grid for a sub grid

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Posted on by Chris Haley Microsoft Employee

Experts...

Is it possible for me to nest entities via sub grids in a single form?

I'm having a scenario where a case has a 1 to many relationship with 'custom entity B'.

Entity B has a 1 to many relationship with 'custom entity C'.

I'd like my cases form to have a sub grid showing related records from entity B - that bit is easy.

Can I also add another sub grid on the form, such that when a user selects a record in the entity B sub-grid, I then see its child records from entity C in another subgrid?

It seems like a straightforward requirement but I couldn't see how to do it! Any guidance, out of the box forms I could reference where this is standard behaviour, any blogs/walk throughs you can point me at?

Thanks!

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LeoAlt 16,331 Moderator on at

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Hi partner,

There is an OOB way to show nest entity records in subgrid.

For example, I have a contact subgrid in my account form, and I want to show each contact's case in the account form also, I should do the following steps.

1.Open the Account form editor, add an editable contact subgrid.

2.In the editbale grid properties, we should configure the nested grid view.

Select the child entity and view in "Nested grid view", select the relationship lookup field in "Nested grid parent ID".

Save and publish.

3.Results.

Attention that the Nested grid view dose not support classic client, it is only available in phone, tablet and UCI.

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/make-grids-lists-editable-custom-control

If you still want to show 2 subgrids in a form, you could add an HTML page as web resource in the form and show the related records when select different records in subgrid B. This needs some JS code to do.

Best Regards,

Leo

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Chris Haley Microsoft Employee on at

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Thanks Leo!

I used the nested grid view and it did the job for my POC but it's great to know I could pass this to a pro dev to get a more refined solution if needed.

Top answer sir :)

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