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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Create multiple subgri...
Customer experience | Sales, Customer Insights,...
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Create multiple subgrid on a form regarding same entity

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Posted on by Carlik 55

Hello,

I added a N:N relation between Lead and Account. Then I create in Lead form 5 (Partners, Shipyards, ShipDesigns, ShipOwners and Others) subgrids containing different kind of account. 4 kind of this have its view  (Partners, Shipyards, ShipDesigns, ShipOwners) and I added it as in image0.PNG and similarly for Shipyards, ShipDesigns, ShipOwners, Others 31038.PNG a bit different. 

I have 2 problems: 

  1. If I add in Partner subgrid an Account that is in Partners and Shipyards view, I see it even in Shipyard subgrid
  2. I see all records in "Others" subgrid, but I want to see records only I added it in this subgrid

 12787.PNG820766.PNG

Can you help me to solve this?

Thanks

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  • Verified answer
    LuHao Profile Picture
    LuHao 40,890 on at
    RE: Create multiple subgrid on a form regarding same entity

    Hi Carlik,

    This is by design.

    Note that the sub-grid views only act as filters. When a record matches both views of sub-grid A and sub-grid B, it will appear in both sub-grids.

    In your scenario, since there is only one N:N relationship, the same Account will indeed appear in multiple sub-grids. Both of your problems are for this reason.

    If you want to achieve that no duplicate records appear in each sub-grid, then you need to ensure that the filter range of each sub-grid view does not overlap at all.

    Or, you need to create a separate N:N relationship for each sub-grid, so that even if their view filters overlap, a record will not appear in multiple sub-grids.

  • Carlik Profile Picture
    Carlik 55 on at
    RE: Create multiple subgrid on a form regarding same entity

    Hello Hao,

    Second part of your answer seems be helpful for me

    "Or, you need to create a separate N:N relationship for each sub-grid, so that even if their view filters overlap, a record will not appear in multiple sub-grids."

     

    I tried and it seems working. 

    Thanks so much

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