Show Related records on form

(0) Share

Report

Posted on by Community Member

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

I have the same question (0)

All responses (3)

Answers (3)

Verified answer

Wayne Walton 13,730 on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Verified answer

Nithya Gopinath 17,078 on at

Like (0)

Report

Hi,

You could try creating subgrid for the same.

See the community thread below.

community.dynamics.com/.../193596

Was this reply helpful? Yes No