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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / More than 1 Form on + ...
Customer experience | Sales, Customer Insights,...
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More than 1 Form on + Sign on Subgrid

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Posted on by PS10 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

I have the same question (0)
  • Verified answer
    Marco.P Profile Picture
    Marco.P 2,405 on at

    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.

  • PS10 Profile Picture
    PS10 8 on at

    Hi Marco,

    Many Thanks, your logic did work.

    Thanks,

    PS

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