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Display correlated records in CRM 2015 based on a field in the same entity

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Posted on by Community Member Microsoft Employee

Can someone please let me know how to show related records with in the same entity based on a field value. FieldX contains integer/numeric data. If both the records have with in the same field value, I would like to see a related/correlated record when either of these cases are loaded. I will be displaying this as a tab on the form.

I know this is possible thru XRM and writing some javascript but, if there is another alternative please let me know. Basically I need to know how to display on a dynamic view in CRM.

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Community Member Microsoft Employee on at

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RE: Display correlated records in CRM 2015 based on a field in the same entity

Hi Naveen816,

Outside of the possibilities you mentioned, there is no default out-of-the-box way to filter a sub-grid based on a field value. The only way to influence form attributes is through business rules, roll-up and calculated fields and workflows. None of these can affect the sub-grid values that are shown as the view is set by default on the form customization.

That being said, the Jscript solution I can find that will assist you is unsupported due to "getElementById": mahadeomatre.blogspot.com/.../dynamically-filter-form-sub-grid-to.html

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