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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Filter and Return a su...
Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Filter and Return a subset of records in a sub grid other than using JS

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Posted on by shennu 702

Ok there is a requirement to show all other opportunities on the Opportunity form which have the same Account as the current one.

I know in CRM2013 this can be done using form JS to rewrite the view in side the sub grid on the fly with any desired filters...

I also know that I can achieve this easily with an embedded canvas app on the form.

Other than the above, I just wonder if in the latest version v9 and above - there is another way to do this.

Initially I thought the "Lookup" configuration on the editable sub grid control might be my answer, but after had a look of that, it isn't.

It is used to control any lookup field that is part of the sub grid view as suppose to filter on the given view.

Can someone confirm this please?

Cheers

Xun

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  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello Xun,

    You can set the filter on the fly using JavaScript - dotnetdust.blogspot.com/.../setting-sub-grid-filterxml-in-unified.html

  • Verified answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hello ,

    You can  achieve this using quick view form. Create a quick view form in Account entity. Include Opportunities subgrid inside quick view form. Once you created quick view form come back to Opportunities form and include the Account quick view form in the Opportunities form.

    pastedimage1599406806846v2.png

  • shennu Profile Picture
    shennu 702 on at

    thanks Andrew. I must say that I didn't know the js wouldn't work with the unified interface... and thanks for sharing your js solution on this matter anyways.

    cheers

  • shennu Profile Picture
    shennu 702 on at

    I like this simply solution. many thanks

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