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Display deeply related information on a form in subgrid

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Posted on by Pavils

Hello,

Have a requirement to show list of Unterweisung (trainings) titles in Contact's form as a subgrid. Please, look at:

97a2eba4_2D00_e82b_2D00_4694_2D00_8a42_2D00_b5bc1a991ba6.png

Is there a way to display those using OOB functionality?

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meelamri 13,216 User Group Leader on at

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Hello,

Unfortunately you can't. You need some unsupported JavaScript, please check my article:

medium.com/.../dynamically-set-fetchxml-to-subgrid-on-dynamics-365-v9-uci-a4a531200e73

After the last update, the code in the article above is not working anymore. Check the last version:

medium.com/.../nice-post-50eb2eddcc3c

Hope this helps.

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Pavils 25 on at

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Will try that out and update on results. Thank You.

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Pavils 25 on at

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Forgot to mention fetchXML that I have built:

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true">

<entity name="new_schulungstyp">

<attribute name="new_name" />

<attribute name="createdon" />

<attribute name="new_schulungstypid" />

<attribute name="new_typ" />

<attribute name="new_intervall" />

<order attribute="createdon" descending="false" />

<filter type="and">

<condition attribute="statecode" operator="eq" value="0" />

</filter>

<link-entity name="new_new_schulungstyp_new_azttigkeit" from="new_schulungstypid" to="new_schulungstypid" visible="false" intersect="true">

<link-entity name="new_azttigkeit" from="new_azttigkeitid" to="new_azttigkeitid" alias="aa">

<link-entity name="new_new_profil_new_azttigkeit" from="new_azttigkeitid" to="new_azttigkeitid" visible="false" intersect="true">

<link-entity name="new_profil" from="new_profilid" to="new_profilid" alias="ab">

<link-entity name="new_contact_new_profil" from="new_profilid" to="new_profilid" visible="false" intersect="true">

<link-entity name="contact" from="contactid" to="contactid" alias="ac">

<filter type="or">

<condition attribute="contactid" operator="eq" value="ContactId" />

</filter>

</link-entity>

</link-entity>

</link-entity>

</link-entity>

</link-entity>

</link-entity>

<link-entity name="new_new_betriebsmittel_new_schulungstyp" from="new_schulungstypid" to="new_schulungstypid" visible="false" intersect="true">

<link-entity name="new_betriebsmittel" from="new_betriebsmittelid" to="new_betriebsmittelid" alias="ad">

<link-entity name="new_new_betriebsmittel_new_profil" from="new_betriebsmittelid" to="new_betriebsmittelid" visible="false" intersect="true">

<link-entity name="new_profil" from="new_profilid" to="new_profilid" alias="ae">

<link-entity name="new_contact_new_profil" from="new_profilid" to="new_profilid" visible="false" intersect="true">

<link-entity name="contact" from="contactid" to="contactid" alias="af">

<filter type="or">

<condition attribute="contactid" operator="eq" value="ContactId" />

</filter>

</link-entity>

</link-entity>

</link-entity>

</link-entity>

</link-entity>

</link-entity>

</entity>

</fetch>

It exceeds the limit of linked entities. Is there a way to form a better query that will match the requirement?

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Suggested answer

meelamri 13,216 User Group Leader on at

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Separate your retrieve into two or three retrieve.

Please check the second JavaScript. You can't use link-entity in subgridControl.setFilterXml(fetchXml);

First you need to get the Ids and then use operator='in'

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Pavils

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Mehdi, I have tried Your approach today. I focused on getting the list of ID's i need to display on my subgrid. Here is the JS sample:

function filterTrainings(executionContext) {
    var formContext = executionContext.getFormContext();
    var guid = Xrm.Page.data.entity.getId();

    var relatedProfiles = [];
    var relatedTatigkeiten = [];
    var relatedBetriebsmittelGruppen = [];
    var unterweisungTypen = [];

    function GetRelatedProfiles() {
        Xrm.WebApi.online.retrieveMultipleRecords("new_contact_new_profil", "?$select=new_profilid&$filter=contactid eq "   guid).then(
            function success(result) {
                for (var i = 0; i < result.entities.length; i  ) {
                    relatedProfiles.push(result.entities[i]["new_profilid"]);
                }
            },
            function (error) {
                console.log(error.message);
                // handle error conditions
            }
        );
    }

    GetRelatedProfiles();
    console.log(relatedProfiles);

    function GetRelatedTatigkeiten() {
        for (var i = 0; i < relatedProfiles.length; i  ) {
            var profileId = relatedProfiles[i];

            Xrm.WebApi.online.retrieveMultipleRecords("new_new_profil_new_azttigkeit", "?$select=new_azttigkeitid&$filter=new_profilid eq "   profileId).then(
                function success(result) {
                    for (var i = 0; i < result.entities.length; i  ) {
                        if (relatedTatigkeiten.indexOf(result.entities[i]["new_azttigkeitid"]) === -1) {
                            relatedTatigkeiten.push(result.entities[i]["new_azttigkeitid"]);
                        }
                    }
                }, function (error) {
                    console.log(error.message);
                    // handle error conditions
                }
            );
        }
    }

    GetRelatedTatigkeiten();
    console.log(relatedTatigkeiten);

    function GetRelatedBetriebsmittel() {
        for (var i = 0; i < relatedProfiles.length; i  ) {
            var profileId = relatedProfiles[i];

            Xrm.WebApi.online.retrieveMultipleRecords("new_new_betriebsmittel_new_profil", "?$select=new_betriebsmittelid&$filter=new_profilid eq "   profileId).then(
                function success(result) {
                    for (var i = 0; i < result.entities.length; i  ) {
                        if (relatedTatigkeiten.indexOf(result.entities[i]["new_azttigkeitid"]) === -1) {
                            relatedBetriebsmittelGruppen.push(result.entities[i]["new_betriebsmittelid"])
                        }
                    }
                }, function (error) {
                    console.log(error.message);
                    // handle error conditions
                }
            );
        }
    }

    GetRelatedBetriebsmittel();
    console.log(relatedBetriebsmittelGruppen);

    function GetBetriebsmittelRelatedUnterweisungTypen() {
        for (var i = 0; i < relatedBetriebsmittelGruppen.length; i  ) {
            var betriebsmittelGruppenId = relatedBetriebsmittelGruppen[i];

            Xrm.WebApi.online.retrieveMultipleRecords("new_new_betriebsmittel_new_schulungstyp", "?$select=new_schulungstypid&$filter=new_betriebsmittelid eq "   betriebsmittelGruppenId).then(
                function success(result) {
                    for (var i = 0; i < result.entities.length; i  ) {
                        if (relatedTatigkeiten.indexOf(result.entities[i]["new_azttigkeitid"]) === -1) {
                            unterweisungTypen.push(result.entities[i]["new_schulungstypid"]);
                        }
                    }
                }, function (error) {
                    console.log(error.message);
                    // handle error conditions
                }
            );
        }
    }

    GetBetriebsmittelRelatedUnterweisungTypen();
    console.log(unterweisungTypen);

    function GetTatigkeitenRelatedUnterweisungTypen() {
        for (var i = 0; i < relatedTatigkeiten.length; i  ) {
            var tatigkeitenId = relatedTatigkeiten[i];

            Xrm.WebApi.online.retrieveMultipleRecords("new_new_schulungstyp_new_azttigkeit", "?$select=new_schulungstypid&$filter=new_azttigkeitid eq "   tatigkeitenId).then(
                function success(result) {
                    for (var i = 0; i < result.entities.length; i  ) {
                        if (relatedTatigkeiten.indexOf(result.entities[i]["new_azttigkeitid"]) === -1) {
                            unterweisungTypen.push(result.entities[i]["new_schulungstypid"]);
                        }
                    }
                }, function (error) {
                    console.log(error.message);
                    // handle error conditions
                }
            );
        }
    }

    GetTatigkeitenRelatedUnterweisungTypen();
    console.log(unterweisungTypen);

}

GetRelatedProfiles method return expected result, while all subsequent requests are returning empty array. Surely I am missing something. May I ask for You assistance?

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Pavils

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Update: Managed to get everything in place. The issue was that all API calls were executed asynchronously, which was leading to sending a query without ID parameter to query.

function filterTrainings(executionContext) {
    var formContext = executionContext.getFormContext();
    var trainigsControl = formContext.getControl("relatedTrainings");
    var guid = Xrm.Page.data.entity.getId();
    console.log(guid);

    var relatedProfiles = [];
    var relatedTatigkeiten = [];
    var relatedBetriebsmittelGruppen = [];
    var unterweisungTypen = [];
    var xml;
    
    GetRelatedProfiles()
        .then(() => GetRelatedTatigkeiten().then(GetTatigkeitenRelatedUnterweisungTypen).then(() => GetRelatedBetriebsmittel().then(GetBetriebsmittelRelatedUnterweisungTypen).then(buildFetchXMLAndUpdateGrid)));
    
    function buildFetchXMLAndUpdateGrid() {
        getUniques(unterweisungTypen);
        var values = unterweisungTypen.map(val => `${val}`);
        console.log(values);

        xml = `
        
            
            
            
            
            
            
            
                ${values.join('')}
            
        
    `;
        console.log(xml);
        trainigsControl.setFilterXml(xml);
        trainigsControl.refresh();
        return xml;
    }


    function GetRelatedProfiles() {
        return Xrm.WebApi.online.retrieveMultipleRecords("new_contact_new_profil", "?$select=new_profilid&$filter=contactid eq "   guid).then(
            function success(result) {
                for (var i = 0; i < result.entities.length; i  ) {
                    relatedProfiles.push(result.entities[i]["new_profilid"]);
                }
            },
            function (error) {
                console.log(error.message);
                // handle error conditions
            }
        );
    }

    function getUniques(arr) {
        var uniques = [];
        arr.forEach(item => {
            if (uniques.indexOf(item) === -1) {
                uniques.push(item);
            }
        });
        arr = uniques;
    }

    function GetRelatedTatigkeiten() {
        return Promise.all(relatedProfiles.map(profile =>
            Xrm.WebApi.online.retrieveMultipleRecords("new_new_profil_new_azttigkeit", `?$select=new_azttigkeitid&$filter=new_profilid eq ${profile}`).then(
                function success(result) {
                    for (var i = 0; i < result.entities.length; i  ) {
                        relatedTatigkeiten.push(result.entities[i]["new_azttigkeitid"]);
                    }
                }, function (error) {
                    console.log(error.message);
                    // handle error conditions
                }
            )
        )).then(() => getUniques(relatedTatigkeiten));
    }

    function GetRelatedBetriebsmittel() {
        return Promise.all(relatedProfiles.map(profile =>
            Xrm.WebApi.online.retrieveMultipleRecords("new_new_betriebsmittel_new_profil", "?$select=new_betriebsmittelid&$filter=new_profilid eq "   profile).then(
                function success(result) {
                    for (var i = 0; i < result.entities.length; i  ) {
                            relatedBetriebsmittelGruppen.push(result.entities[i]["new_betriebsmittelid"])
                    }
                }, function (error) {
                    console.log(error.message);
                    // handle error conditions
                }
            )
        )).then(() => getUniques(relatedTatigkeiten));
    }

    function GetBetriebsmittelRelatedUnterweisungTypen() {
        return Promise.all(relatedBetriebsmittelGruppen.map(betriebsmittel =>
            Xrm.WebApi.online.retrieveMultipleRecords("new_new_betriebsmittel_new_schulungstyp", "?$select=new_schulungstypid&$filter=new_betriebsmittelid eq "   betriebsmittel).then(
                function success(result) {
                    for (var i = 0; i < result.entities.length; i  ) {
                        unterweisungTypen.push(result.entities[i]["new_schulungstypid"]);
                    }
                }, function (error) {
                    console.log(error.message);
                    // handle error conditions
                }
            )
        )).then(() => getUniques(unterweisungTypen));
    }

    function GetTatigkeitenRelatedUnterweisungTypen() {
        return Promise.all(relatedTatigkeiten.map(tatigkeiten =>
            Xrm.WebApi.online.retrieveMultipleRecords("new_new_schulungstyp_new_azttigkeit", "?$select=new_schulungstypid&$filter=new_azttigkeitid eq "   tatigkeiten).then(
                function success(result) {
                    for (var i = 0; i < result.entities.length; i  ) {
                            unterweisungTypen.push(result.entities[i]["new_schulungstypid"]);
                    }
                }, function (error) {
                    console.log(error.message);
                    // handle error conditions
                }
            ))).then(() => getUniques(unterweisungTypen));
        }
}

Built XML:

        
            
            
            
            
            
            
            
                7fba9f28-d44e-e911-80dc-0017fa100b027fba9f28-d44e-e911-80dc-0017fa100b02a993610a-2c2d-e811-80db-0017fa100b02769aca6d-2c2d-e811-80db-0017fa100b02449e8a0d-97a0-e811-80dc-0017fa100b0289a86b68-0c6e-e811-80db-0017fa100b02

Currently I am building a somewhat decent fetchXML, but I have issues with trainigsControl.setFilterXml(xml);

Error:

Uncaught (in promise) TypeError: trainigsControl.setFilterXml is not a function
at buildFetchXMLAndUpdateGrid

Looks like there is a minor detail I am missing.

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meelamri 13,216 User Group Leader on at

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Hello partner,

Your JS is well written !! Maybe I miss something too. Please check in your browser's console if you find setFilterXml function. I use a debugger to get my formContext, please refer to the image below:

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Pavils

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Hello Mehdi,

Managed to figure that out: the syntax for my D365 instance differs from Your's in Your post.

var trainigsControl = formContext.getControl("relatedTrainings").getGrid(); 

followed by

trainigsControl.setParameter("fetchXML", xml); worked for me.

Posting here full solution:

function filterTrainings(executionContext) {
    var formContext = executionContext.getFormContext();
    var trainigsControl = formContext.getControl("relatedTrainings").getGrid();
    var guid = Xrm.Page.data.entity.getId();
    console.log(guid);

    var relatedProfiles = [];
    var relatedTatigkeiten = [];
    var relatedBetriebsmittelGruppen = [];
    var unterweisungTypen = [];
    var xml;

    GetRelatedProfiles()
        .then(() => GetRelatedTatigkeiten().then(GetTatigkeitenRelatedUnterweisungTypen).then(() => GetRelatedBetriebsmittel().then(GetBetriebsmittelRelatedUnterweisungTypen).then(buildFetchXMLAndUpdateGrid)));

    function buildFetchXMLAndUpdateGrid() {
        getUniques(unterweisungTypen);
        var values = unterweisungTypen.map(val => `${val}`);
        console.log(values);

        xml = `
        
            
            
            
            
            
            
            
                ${values.join('')}
            
        
    `;
        console.log(xml);
        trainigsControl.setParameter("fetchXML", xml);
        trainigsControl.refresh();
        return xml;
    }


    function GetRelatedProfiles() {
        return Xrm.WebApi.online.retrieveMultipleRecords("new_contact_new_profil", "?$select=new_profilid&$filter=contactid eq "   guid).then(
            function success(result) {
                for (var i = 0; i < result.entities.length; i  ) {
                    relatedProfiles.push(result.entities[i]["new_profilid"]);
                }
            },
            function (error) {
                console.log(error.message);
                // handle error conditions
            }
        );
    }

    function getUniques(arr) {
        var uniques = [];
        arr.forEach(item => {
            if (uniques.indexOf(item) === -1) {
                uniques.push(item);
            }
        });
        arr = uniques;
    }

    function GetRelatedTatigkeiten() {
        return Promise.all(relatedProfiles.map(profile =>
            Xrm.WebApi.online.retrieveMultipleRecords("new_new_profil_new_azttigkeit", `?$select=new_azttigkeitid&$filter=new_profilid eq ${profile}`).then(
                function success(result) {
                    for (var i = 0; i < result.entities.length; i  ) {
                        relatedTatigkeiten.push(result.entities[i]["new_azttigkeitid"]);
                    }
                }, function (error) {
                    console.log(error.message);
                    // handle error conditions
                }
            )
        )).then(() => getUniques(relatedTatigkeiten));
    }

    function GetRelatedBetriebsmittel() {
        return Promise.all(relatedProfiles.map(profile =>
            Xrm.WebApi.online.retrieveMultipleRecords("new_new_betriebsmittel_new_profil", "?$select=new_betriebsmittelid&$filter=new_profilid eq "   profile).then(
                function success(result) {
                    for (var i = 0; i < result.entities.length; i  ) {
                            relatedBetriebsmittelGruppen.push(result.entities[i]["new_betriebsmittelid"])
                    }
                }, function (error) {
                    console.log(error.message);
                    // handle error conditions
                }
            )
        )).then(() => getUniques(relatedTatigkeiten));
    }

    function GetBetriebsmittelRelatedUnterweisungTypen() {
        return Promise.all(relatedBetriebsmittelGruppen.map(betriebsmittel =>
            Xrm.WebApi.online.retrieveMultipleRecords("new_new_betriebsmittel_new_schulungstyp", "?$select=new_schulungstypid&$filter=new_betriebsmittelid eq "   betriebsmittel).then(
                function success(result) {
                    for (var i = 0; i < result.entities.length; i  ) {
                        unterweisungTypen.push(result.entities[i]["new_schulungstypid"]);
                    }
                }, function (error) {
                    console.log(error.message);
                    // handle error conditions
                }
            )
        )).then(() => getUniques(unterweisungTypen));
    }

    function GetTatigkeitenRelatedUnterweisungTypen() {
        return Promise.all(relatedTatigkeiten.map(tatigkeiten =>
            Xrm.WebApi.online.retrieveMultipleRecords("new_new_schulungstyp_new_azttigkeit", "?$select=new_schulungstypid&$filter=new_azttigkeitid eq "   tatigkeiten).then(
                function success(result) {
                    for (var i = 0; i < result.entities.length; i  ) {
                            unterweisungTypen.push(result.entities[i]["new_schulungstypid"]);
                    }
                }, function (error) {
                    console.log(error.message);
                    // handle error conditions
                }
            ))).then(() => getUniques(unterweisungTypen));
        }
}

Thank You for Your help, Mehdi. Very appreciated.