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Retrieve child record based on the selected parent record.

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Posted on by Richa kumari

Hi All.

I want to retrieve child data based on the selected parent record for the below scenario. I am using Dynamics 365.

On a custom entity for example entity 'A', I have two lookup field for entity 'B' and entity 'C', where entity 'B' is a custom entity and entity 'C' is out of box entity and Entity 'B' and entity 'C' having relationship as 1:N.

if 'B' record is selected on the entity 'A' form then it should display the related records of 'C' and if no 'B' record is selected then there should be no records shown for 'C"

Can anybody have a suggestion on this .

Regards,

Richa

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Richa kumari 25 on at

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RE: Retrieve child record based on the selected parent record.

Hi Bipin,

Thank you very much for your reply.

Let me implement this and revert back.

Regards

Richa
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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Retrieve child record based on the selected parent record.

Hi,

I have written the code for you -

function setParentAccountIdFilter(executionContext) {

// get the form context
formContext = executionContext.getFormContext();
formContext.getControl("msft_company").addPreSearch(function (){
// get Entity 'B' Lookup field value
var contact = formContext.getAttribute("msft_emergencycontact").getValue();
var contactId="{00000000-0000-0000-0000-000000000000}";
var contactName="Dummy Contact";
if(contact!=null)
{
contactId=contact[0].id;
contactName=contact[0].name;
}
var fetchQuery = "<filter type='and'><condition attribute='primarycontactid' operator='eq' uiname='" + contactName + "' uitype='contact' value='" + contactId + "' /></filter>";

formContext.getControl("msft_company").addCustomFilter(fetchQuery,"account");
});
}

msft_emergencycontact -> Entity B Lookup field schema name

msft_company -> Entity C lookup field schema name

account -> Entity C Name

contact -> Entity B Name

primarycontactid -> Entity B lookup field on Entity C

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
Richa kumari 25 on at

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RE: Retrieve child record based on the selected parent record.

Hi Bipin,

Thanku for your Reply.

As i am not very experienced with coding in CRM so will you mind if i ask you to elaborate more on this.

Thanks in Advance!

Regards,

Richa
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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Retrieve child record based on the selected parent record.

Hi,

Okay. In that case you can use Addcustomfilter client api to achieve your requirement -

carldesouza.com/.../

So in fetch xml condition you will add {00000000-0000-0000-0000-000000000000} guid if B is not select and if B is selected the you will pass in the selected record guid.

blog.magnetismsolutions.com/.../lookup-filtering-using-addcustomfilter-vs-addcustomview-in-dynamics-365

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
Richa kumari 25 on at

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RE: Retrieve child record based on the selected parent record.

Hi Bipin,

Yes entity 'c' has a lookup for entity 'b' but the requirement is to show no records for 'b' if user doesn't select any 'c' record at first. This i want to achieve it through JS.

Thank you!

Regards,

Richa
empath-e CRM 1,136 on at

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RE: Retrieve child record based on the selected parent record.

Hi Richa,

Are you referring to something like this where Category only displays lookup values from the associated Area entity and the Issue lookup only display values linked to the value selected in Category?
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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Retrieve child record based on the selected parent record.

Hi,

Does Entity 'C' has lookup of Entity 'B'. If yes then you can achieve your filtering with OOB related record configuration-

www.marksgroup.net/.../

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/