Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Field Service- Work Order
Microsoft Dynamics CRM (Archived)

Field Service- Work Order

(0) ShareShare
ReportReport
Posted on by shreyas 10

Customer Assets filter based on account selected in Work Order

I have created sub grid view of customer asset in the work order , so in the grid view i want to get the details of the work order's account details. As of now i am getting details of all the customer asset in the sub grid view.
Thereby i want to get filters according to the work order's account.

 

 

*This post is locked for comments

  • Trying Profile Picture
    Trying 75 on at
    RE: Field Service- Work Order

    Hi Sahil

    On the form you are showing the grid, edit the form, double click the grid, under Data Source, in Records field select "only related records"

    Cheers 

    only-realted-records.png

  • shreyas Profile Picture
    shreyas 10 on at
    RE: Field Service- Work Order

    Hi Thomas,

    I have created  a sub grid on work order form and I want filtered data in that sub grid according to the selected service account on work order.

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Field Service- Work Order

    You will probably want to write some JS to filter out those Customer Assets.

    community.dynamics.com/.../filter-subgrid-in-dynamics-365-with-new-form-rendering-or-turbo-form

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Kudos to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Microsoft Dynamics CRM (Archived)

#1
Mohamed Amine Mahmoudi Profile Picture

Mohamed Amine Mahmoudi 83 Super User 2025 Season 1

#2
Community Member Profile Picture

Community Member 52

#3
Victor Onyebuchi Profile Picture

Victor Onyebuchi 6

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans