Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Form editing

(0) ShareShare
ReportReport
Posted on by 30
I am trying to edit this form to show invoices by default instead of choosing it from the related tab. I can add the invoices with the grid, but it shows the invoices for everything, not just the select company. As it is now, the invoices you can select from the drop down work just fine. Again, if I add a new tab with a Invoice grid, it shows everything. Help would be appreciated, I am trying to just add an invoices tab for whataver company is selected. Here are pictures of the editor and what it should look like
:
  • Verified answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    Form editing
    Hi,
    You need to select 'Show related records' option when you add the sub-grid to the form
    Or you can check it after adding it.
    Show related records:
    When selected, the subgrid displays only records related to the current record that is displayed on the form.The Table drop-down list is also filtered to only list tables that are related to the current table.
    More information:

    I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
    Regards,
    Leah
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

WIN Power Platform Community Conference 2025 tickets!

Jonas ”Jones” Melgaard – Community Spotlight

We are honored to recognize Jonas "Jones" Melgaard as our April 2025…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 294,261 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 232,996 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans