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Opening a form using the + of subgrid

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Posted on by PS10

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Hi All,

I am currently showing a form when a user will click the + button on a sub grid rather than the lookup icon and this is when entities have 1:N relationship.

Problem is now i have to achieve similar set up of opening a form using +button of a sub grid but this time entities have N:N relationship, how can achieve this is this possible at all ?

Thanks,

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LuHao 40,872 on at

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RE: Opening a form using the + of subgrid

Hi PS10,

We have to create a manual N: N relationship.

First please read this blog on creating N: N relationships manually.

https://carldesouza.com/understanding-intersect-entities-and-nn-relationships-in-dynamics-365/

After we create the N: N relationship, D365 will automatically create an intersecting entity. After connecting the N: N relationship for two records, a record is created for this intersecting entity.

Assuming an N: N relationship is created between entity A and entity B, D365 will automatically create an internal entity C.

If we want to create a B record by clicking the + button in the N: N sub-grid of A, then only C record will be created, not B record. Therefore, the form opened after clicking the + button is the C form, not the B form.

There are A and B lookup fields in the C form. We can click the + button in the B lookup field to create a B record, and then use it to fill the B lookup field in the C form. In this way, we successfully created a B record that has an N: N relationship with the A record.
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M.Azwar Alam on at

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RE: Opening a form using the + of subgrid

Hi,

You can create intersect entity that is manual many to many relationship. Then you would be able to open form using intersect entity

Mark answer as verified, if it is feasible for you