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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Child record count as ...
Microsoft Dynamics CRM (Archived)

Child record count as a link to the child entity form filtered by parent record

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Posted on by ist 805

Hello,

I have the following case:

Parent and child entities. The parent should have a field (physical or calculated) containing the number of the related child records.

The goal is the counter field to be used as a link (to open child entity form), so the child records to be shown. In other words when the user clicks on the parent field value (i.e. 10 as a number of child records) a child entity form/view to be shown visualizing all related child records.

So, what is the best way to achieve this? What should be the field (physical or calculated)?

Regards,

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  • Suggested answer
    Sreevalli Profile Picture
    Sreevalli 3,256 on at
    RE: Child record count as a link to the child entity form filtered by parent record

    Hi,

    How about adding subgrid on to the form and displaying the grid on the button(next to field) click?

    Check out below post to know how to add button next to field.

    community.dynamics.com/.../257055

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: Child record count as a link to the child entity form filtered by parent record

    Hi,

    There is no standard/supported way to achieve/add a click even on field i.e on click of field opena screen). The best option you have is to create an html web resource which counts the child record and display it as a link. And then on click of that link displays those records in a gris. But all this is not simple to build so you need to identify if this requirement is worth this effort or not.

    Here are few links which can help you-

    crmbook.powerobjects.com/.../html-web-resources

    msdynamicscrmblog.wordpress.com/.../build-dynamic-html-table-and-display-on-entity-form-using-javascript-and-html-web-resource-in-dynamics-crm-2011

    community.dynamics.com/.../188355

    community.dynamics.com/.../186316

    Hope this helps.

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