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Hello everyone,
I hope someone could advise me on the following issue I am facing with in my Dynamics app.
I have the following tables that I am using in my app: Contacts, Enrolments, Cases and Study Aim Status.
On the main Cases form, I am using a quick view form to display some selected information associated with a contact (full name, email, etc). However, I also need to be able to display information from the Study Aim Status table on the main Cases form, which is my issue.
I have the following relationships going on:
Study Aim Status and Enrolment have one-to-many relationship.
Enrolment and Contact have many-to-one relationship.
Cases and Contacts have many-to-one relationship.
I am struggling with surfacing information from the Study Aim Status on the main Cases form. I am able to display information about the contact, but I also need to show their study aim status, which is displayed on the enrolment form as there is a relationship between the enrolment table and study aim status table.
Could someone advise what relationship am I missing to correctly display the study aim status field from the study aim status table?
Many thanks,
Alex
Hi,
You can only go 2 level down to show records related using quick view form by adding the subgrid on quick view form.
As per your description you are looking to show 3rd level down data on Case which I am afraid not possible OOB.
However you can add HTML web resource to show that details
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