Hello,
I have created 4 custom entities, one each for Type, Category, Tag, and the fourth holds the selected values (lookup fields) from each of the three entities (Attributes).
These entities are dependent on each other. I have created a form for the Attributes that uses lookups to the three other entities to populate the fields. It all works fine so far: I can select a type, and when I go to select a Category, only the Categories that correspond to the given type are displayed. This is also true for selecting Tags, where only the Tags that correspond to the selected Category are displayed.
This all works fine and is very cool. Now, I want to add these attributes to the Contact records. So, I created an N:N relationship between Contact and Attributes, which seems to be ok.
I then placed a sub-grid on the Contact form which has the lookup fields from the three entities and I verified that it functions stand-alone to add records and configured it to display related records only.
Now, I go to update a Contact record. There are no Attributes yet for this contact, so I click on the little "+" sign to the right of the sub-grid, but nothing happens. I then added one record to the Attributes, but when I edit a Contact, now the "+" sign only allows me to select the existing record from Attributes but it does not allow me to add one.
How do I configure the form or relationship to allow the user to add records to the sub-grid? I have seen articles where they say something must be required (a field maybe?) for the form to allow the addition of new records in the sub-grid.
I am very good at SQL, VB, C# and JavaScript, and if I had to do this in .NET it would take me maybe an hour. I have been trying to figure this out for the better part of a week in CRM.
Any help or suggestions would be very much appreciated.
I am on CRM on-line (2016?).
