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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Form editing
Customer experience | Sales, Customer Insights,...
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Form editing

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Posted on by LH-20051948-0 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
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  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    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
     

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