Regarding GroupBy in quote entity.

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Posted on by Rahul Rathore

Hi, we have quote entity and inside this entity we have subgrid and inside these subgrid we have product name, category, quantity and so on column. Now we want to groupBy these column by category. How we do this. We have also attached the screenshot.

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Leah Ju Microsoft Employee on at

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Hi Partner,

According to your screenshot, didn't you already implement it?

Or is that not how you actually have the grid and you are trying to be what the diagram shows?

--Make the control of the sub-grid is 'Editable grid', the 'Group by' option can be enabled:

Go to Customizations > Customize the system > Entities > Quote > Forms, open the main form and double-click the sub-grid.

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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Rahul Rathore 23 on at

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Hi, we already do this but we want to add a Group By these column by category by automatically when we create quote.

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Leah Ju Microsoft Employee on at

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Hi Partner,

Unfortunately, the 'Editable grid' control won't allow this to be defaulted or influenced by javascript.

You can vote for it in Dynamics Ideas page, this feature is on its way:

https://experience.dynamics.com/ideas/idea/?ideaid=732835ed-b823-eb11-8441-0003ff68ded8

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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