Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Show Related records o...
Microsoft Dynamics CRM (Archived)

Show Related records on form

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hello,

I have to display all the related records for an entity on its form when it is opened up. For example I have multiple Sites in an entity called Sites. It has records containing site names, lets say Site A , Site B, Site C. There are various equipment types each equipment type is its own entity. The entities are related to the sites on a 1:N relationship . the 1 being the site and the N being the equipment. So For example we have tractors, trucks and boats. I am trying to make it such that when i open up Site A, in the form , we can see all of the different related entries for it. so it should show all the tractors, trucks and boats at that site.  and if I open up site B, it should show the corresponding items in there. Can someone point me how i could set my forms up to do this? 

Thanks

*This post is locked for comments

  • Verified answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: Show Related records on form

    Hi,

    You could try creating subgrid for the same.

    See the community thread below.

    community.dynamics.com/.../193596

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Show Related records on form

    As Wayne mentioned, using the Subgrid is the best option.

    Just to add on top of it, there is an option under the data source tab: Records: Only Related Records.

    By using this settings you will be able to list only the Equipment under the particular site.

  • Verified answer
    Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: Show Related records on form

    If Sites and your Equipment types are all related to each other, you can add each equipment type to a subgrid on the Site form.  They will have to be separate subgrids, one for each Equipment entity you have, but it will work.  

    On the Form editor, just navigate to Insert -> Subgrid and add each Equipment entity you made.

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans