Display sub-grid before saving the form

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Posted on by Rajath Krishna S

I created fields in an entity in CRM. I added subgrid below the fields. But the issue is the subgrid is only displaying if I save the form, but I want to see the subgrid before saving the form.

This image is before saving.

After saving

After saving, I can able to see the subgrid below company name field. I want to see that field before saving the form. Can anyone help me in this?

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Amit Katariya007 10,409 Super User 2025 Season 2 on at

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RE: Display sub-grid before saving the form

Hello Rajath,

What is the type of relationship between Main entity and sub-grid entity?

Thank you,

Amit Katariya

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Rajath Krishna S 62 on at

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RE: Display sub-grid before saving the form

Hi Amit,

There is a N:N Relationship between main entity and sub-grid entity

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Amit Katariya007 10,409 Super User 2025 Season 2 on at

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RE: Display sub-grid before saving the form

Hello Rajath,

It will be not visible because This is an out of the box behavior.

This behavior is observed during creation of an record. and the reason is that you can not associate any record without creating it.

So when user will click on save then it will be saved in the CRM and after that system will allow user to link this record with other related record.

Thank you,

Amit katariya

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Rajath Krishna S 62 on at

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RE: Display sub-grid before saving the form

Is there any other method so that I can make it visible before saving the record?

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Amit Katariya007 10,409 Super User 2025 Season 2 on at

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RE: Display sub-grid before saving the form

I guess no we can not do that.

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Rajath Krishna S 62 on at

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RE: Display sub-grid before saving the form

Can I make it visible by using Business Process Flow?

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Amit Katariya007 10,409 Super User 2025 Season 2 on at

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RE: Display sub-grid before saving the form

I don't think so, To show the sub-grid you will need to save the record. Probably you can run a JS(On Load) which can save the record when form type = create.

That means when user will click on the +New button and when a form will open during that time your JS will run and save the record automatically and will show the Sub-grid.

Thank you,

Amit katariya

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Rajath Krishna S 62 on at

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RE: Display sub-grid before saving the form

Yes that's sounds good, but unless the users verifies the entries he made the form should not get submitted. User will fill the form along with sub-grid entity and then he has to click on save button.

Can I achieve this by BPF?

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Amit Katariya007 10,409 Super User 2025 Season 2 on at

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RE: Display sub-grid before saving the form

I don't think so it will be achieved using BPF. Still you can try.

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Rajath Krishna S 62 on at

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RE: Display sub-grid before saving the form

Can you help me like what are the conditions needed to achieve this in BPF?

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