Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

More than 1 Form on + Sign on Subgrid

(0) ShareShare
ReportReport
Posted on by 8

Hi, 

pastedimage1585927869094v1.png

Entity Customer

Entity Organisation

Entity EDD

Relationship of Customer and Organisation with EDD  is 1:N

Requirement: 1) Open Customer record and using the subgrid + button, create a related EDD record with only Customer field on the form

2) Open organisation record and using the subgrid + button create a related EDD record with only Organisation field on the form

So far i have created the form on the + button of the subgrid but issue is how to hide and display these fields being mandatory as and when created from the parent records?

I cant show organisation being mandatory or even being visible on EDD form when creating a record from Customer and vice-versa.

I hope i am making sense here.

Please help. 

Thanks,

PS

  • PS10 Profile Picture
    PS10 8 on at
    RE: More than 1 Form on + Sign on Subgrid

    Hi Marco,

    Many Thanks, your logic did work.

    Thanks,

    PS

  • Verified answer
    Marco.P Profile Picture
    Marco.P 2,405 on at
    RE: More than 1 Form on + Sign on Subgrid

    Hi PS10,

    try this:

    enable EED for quick create. On quick create Form of EDD make those lookup field to Customer and Organization not mandatory. Save and publish. Then add a Business rule on EDD entiy and check if Customer contains data then hide field Organisation and viceversa.

    I have just tried it in my environment, and this do the trick.

    Hope it helps,

    Marco 


    If you found the answer helpful for you or other readers, please mark as Verified.

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

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,575 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,493 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans