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How to move records in a Subgrid

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Posted on by CU31101219-0

I am wondering if it is possible somehow that when there are records in a subgrid and then a user wants to move a record up or down (for example, when in a quote record and adding products to the subgrid), without having to remove that record and re-adding it?

Thank you in advance for your assistance, thank you.

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Dynamics 365 Sales

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Amit Katariya007 9,116 Super User 2024 Season 1 on at

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How to move records in a Subgrid

You can sort this records, when you open respective view which is used in subgrid. you will see order option just sort this view as per your respective field.

Apply sorting for a view.
CU31101219-0 8 on at

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How to move records in a Subgrid

Amit - I already have the sequence number mapped and it does work as the order I pick the products is the correct order I see i the product subgrid. My question is more around once they are in the subgrid and I then I want to move them up and down, how can I without removing the product and re-adding them?
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Amit Katariya007 9,116 Super User 2024 Season 1 on at

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How to move records in a Subgrid

Try to use Sequence number field which will help you to implement your requirement.

Add sequence number on quote products.