Microsoft Dynamics CRM (Archived)

2 related subgrids on one Form or how visualze parent-child-grand-child relationship

(0) Share

Report

Posted on by alen1979

727

2 related subgrids on one Form or how visualize a parent-child-grand-child relationship?

I have following simple requirement.

Let's assume there 3 entities

Relationships are as follows:
A:B ==> 1:N

B:C ==> 1:N

This means C is grandchild of A.

Now I want to a Form for entity A which displays two subgrids (one for entity B and the other for entity C).

These subgrids should be dynamically. This means: Subgrid C should only display grandchild records of the selected child record in subgrid B. When I change the selected record in subgrid B then subgrid C should refresh.

How can such functionality be achieved?

Thanks

Alen

*This post is locked for comments

I have the same question (0)

All responses (6)

Answers (1)

alen1979 727 on at

Like (0)

Report

Sorry - nobody had ever had such a requirement ?

Was this reply helpful? Yes No
Verified answer

Aiden Kaskela 19,696 on at

Like (1)

Report

Hi Alen,

I would try to find a different implementation for the business case, but if you're married to the idea of having grids you might be able to make it work.

First, you need to get an event for when the B record is selected in your subgrid. There's expanded functionality for this in 2015 and Online, I'm not sure what's available in 2013. Here's the details for 2015: msdn.microsoft.com/.../dn932126.aspx

When the event fires from your B grid, you need to have javascript that updates your C grid. You want to do that by overriding the FetchXml that's used in the grid. In the FetchXml, you can put a filter on the C entity so the B lookup corresponds to the record selected in your other grid. Here's details on how you'd do that:
joshimandarblog.wordpress.com/.../crm-2015-applying-custom-fetchxml-to-a-subgrid-using-javascript

I hope this helps with what you're looking for. If it's helpful, I'd appreciate if you would mark this as the verified answer.

Thanks,
Aiden

Was this reply helpful? Yes No
Paige Cassada on at

Like (0)

Report

Alen,

Although I have used filtered lookups - using one lookup to determine the values available to choose in another lookup, many times what you are requesting is the auto fill of one subgrid based on another subgrid. Essentially causing the second subgrid to be refreshed dynamically where records are added or removed depending on what records are chosen in the first subgrid. Possibly a custom webpage could mange this but I do not believe it is possible out of the box due to the recursive nature of the request. The solution would have to go through all the C records that are related to the B records that are related to the A record and add them to the A record.

There are several developers that follow this forum, maybe one of them has a suggestion. I will ask the developers I work with for suggestions as well.

Good luck!

Was this reply helpful? Yes No
Suggested answer

PS 23,577 on at

Like (0)

Report

The following URL might be helpful:

joshimandarblog.wordpress.com/.../crm-2015-applying-custom-fetchxml-to-a-subgrid-using-javascript

Was this reply helpful? Yes No
Suggested answer

Ronald Hulshof on at

Like (0)

Report

Hi Alen, I just wrote a blogpost describing a clean non-coding alternative to solve your issue. Hope it helps you:

D365 Display Grandchildren in Subgrid View without Coding

Was this reply helpful? Yes No
Linn Zaw Win 3,407 on at

Like (0)

Report

For Subgrid C, you can achieve with deep queries for subgrids.

https://cloudblogs.microsoft.com/dynamics365/no-audience/2012/04/16/deep-queries-for-subgrids/

It only works in the legacy web client and not supported in the Unified Interface anymore.

Was this reply helpful? Yes No