Microsoft Dynamics CRM (Archived)

Creating a custom entity and adding a sub-grid to Leads form to enter deatails

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Hi all, I'm re-submitted below question with a slight change in scenario.

We require to add a new sub-grid to leads form with following fields.

- Designation (lookup field)

- Response field (Text field)

I've managed to customize up to a certain level but it's not completely solved yet.

- I created a new entity along with required fields. Then created relationship between two entities.

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- Then, I've added a sub-grid to main form of lead and assigned Active lead responses view

Note - It doesn't allow display new entity under 'Only related records'. Therefore had to select 'All record types' and pick the view

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- After publishing all customization and when I attempt to add a lead response, it doesn't display any controller (text box/drop-down list) to enter data.

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If someone can guide me to figure out this confusion, that'd be really appreciated.

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Abby Kong 6 on at

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RE: Creating a custom entity and adding a sub-grid to Leads form to enter deatails

Hi Anuradha,

Regarding this: when I attempt to add a lead response, it doesn't display any controller (text box/drop-down list) to enter data.

You click the + button on the sub grid to add a new lead response right? Did you add new fields created on forms for Lead Response?

Regards,

Abby

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Abby Kong 6 on at

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RE: Creating a custom entity and adding a sub-grid to Leads form to enter deatails

Hi Anuradha,

Regarding this: Note - It doesn't allow display new entity under 'Only related records'. Therefore had to select 'All record types' and pick the view

Seems you don't have a relationship between Lead and Lead Response, for this reason you don't have the option 'Only related records'.

If your relationship is 1 lead - N lead response, you should create a Lead field as a lookup field in Entity Lead Response.

Regards,

Abby

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RE: Creating a custom entity and adding a sub-grid to Leads form to enter deatails

Yes, I tried by pressing ' + ' button but it doesn't pop-up any controller to add data.

And yes, I've add fields of new entity to a view in lead response entity. And then mapped that view to the sub-grid in lead for as shown in screenshots

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Abby Kong 6 on at

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RE: Creating a custom entity and adding a sub-grid to Leads form to enter deatails

Hi Anuradha,

Does an empty form pop up?

Can you please go Entities->Lead Response->Forms, double click on the form with Form Type = 'Main', and see if the field are added on the Form?

Regards,

Abby

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RE: Creating a custom entity and adding a sub-grid to Leads form to enter deatails

Hi Abby,

Yes, I've added relationship as below (it was there even when I posted the question)

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RE: Creating a custom entity and adding a sub-grid to Leads form to enter deatails

Hi, Thanks for the feedback. I just added "Designation" field to main form. Then when I press add button on on the sub-grid, it does give me a pop-up menu. Can we change the sub-grid to display search box like stakeholders sub-grid ?

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Abby Kong 6 on at

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RE: Creating a custom entity and adding a sub-grid to Leads form to enter deatails

Hi Anuradha,

I see, field new_responseid is a lookup field from Lead Response to Lead. Please make sure you have published the change, then go to the sub grid property

First select Only Related Records

Then look for Lead Response (Response) in entity drop-down.

Also, can I please suggest you name the field as new_leadid rather than new_responseid, it can be very confusing later because Lead Response record should have a id field value created by Dynamics as new_leadresponseid.

Regards,

Abby

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Abby Kong 6 on at

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RE: Creating a custom entity and adding a sub-grid to Leads form to enter deatails

Hi Anuradha,

Regarding sub-grid stakeholder when you click '+' it shows the search box but for Lead Response a new form is opened:

That's just a default behavior of 'Business Required' lookup field. If you wish to get the same behavior as stakeholder sub grid, you can change the lookup field to be optional.

Regards,

Abby

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RE: Creating a custom entity and adding a sub-grid to Leads form to enter deatails

First of all, thanks a lot for helping out so far. I've finalized required modification but need a small clarification.

As shown in below screenshot, I've added few records using main form. But it'd be easier if I get to pick designation initially (when + button is pressed) and allow to type in relevant details to response.

- What are available options to add values to a text field (type in response) without going to form view ?

- How do we change what field is mapped to drop-down list?

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Abby Kong 6 on at

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RE: Creating a custom entity and adding a sub-grid to Leads form to enter deatails

Hi Anuradha,

-What are available options to add values to a text field (type in the response) without going to form view ?

You can try out OOB editable grid. However, please note you cannot use an editable grid to add a new Lead Response record.

To do that, you can:

Go to Entity Lead Response -> Go to Tab 'Controls' -> Add Control -> Editable Grid

Open your subgrid property -> Go to Tab 'Controls' -> Choose to use editable grid under Web

Read here for more details and step-by-step guide:

https://community.dynamics.com/crm/b/razdynamicscrmconsultant/archive/2016/12/29/configuring-editable-grids-in-dynamics-365

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- How do we change what field is mapped to drop-down list?

Which dropdown list are you referring to? Is it the Roles under stakeholder?

If yes, they are connections roles. You can find them by:

Advance find -> Entity 'Connection Roles' -> Hit Result -> See the ones with Connection Role Category = 'Stakeholder'

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