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Microsoft Dynamics CRM (Archived)

Adding a grid that will allow to search a field in a different entity and add the record to the current entity record

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Posted on by Dineth

Hi All,

I want to edit the Account Entity form as follows.

Want to include contact entity Full name and email as a grid display in Account entity form. In this case I
want to search contact's name from Account form and add the relevant contacts to the account, but user shouldn't be able to add new contacts to the system using this grid. I have many contacts for one Account, that's why I want to do this is as a grid.

I have tried the lookup field, but this will allow only to add only a one record/ contact. Also tried 1:N and N:1 relationship , in this case the issue is the custom created lookup field (the lookup creating while creating the relationship) creating in the contact entity, but I need  that in the contract entity. I used 1 contract can have Many contacts , and tried Many contacts has 1 contact.  

Thank you very much for your help. 

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Adding a grid that will allow to search a field in a different entity and add the record to the current entity record

    Great Dineath, Please mark it as verified as it help others.

    Thanks,

    Vignesh Mohan

  • Suggested answer
    Dineth Profile Picture
    Dineth on at
    RE: Adding a grid that will allow to search a field in a different entity and add the record to the current entity record

    Thanks Vignesh, this worked for  me.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Adding a grid that will allow to search a field in a different entity and add the record to the current entity record

    Hi Dineth,

    For this we have to create N:N Relationship between contact and contract form. 

    1. In Contract form choose new N:N relationship and choose other entity as  'Contact'. 

    2. In Display option, choose "Use custom Label" and enter the desired label for reference.

    3. Then in contract form choose the N:N relationship contact in the grid and select the view as "All contacts in the grid". Now you can add all contacts in the contract form.

    Thanks,

    Vignesh Mohan

  • Dineth Profile Picture
    Dineth on at
    RE: Adding a grid that will allow to search a field in a different entity and add the record to the current entity record

    Hi Vignesh,

    I want to include a grid in the Contract form .  The grid is allow to search through the Contact entity and select the relevant contact. I want to add many contacts to Contract.

    Thanks.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Adding a grid that will allow to search a field in a different entity and add the record to the current entity record

    Is your requirement is to add multiple contacts to subgrid in account form?

  • Dineth Profile Picture
    Dineth on at
    RE: Adding a grid that will allow to search a field in a different entity and add the record to the current entity record

    Hi Francesco,

    Thank you very much for your reply, the contact grid with hidden "add button" will do the job. But it doesn't allow to search contacts that is already exists in contact entity and add the contact to the contract.  This is the core functionality that I'm after.

    Any thoughts please.

    Thanks.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Adding a grid that will allow to search a field in a different entity and add the record to the current entity record

    Hi Dineth,

    if you could hide "add button" of contact grid, It will suffice?

    Please let me know.

    If you found the answer helpful, please mark as Verified 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna, ITALY

    Independent Contractor

    http://www.francescopicchi.com

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