Subgrid lookup for Add Existing in UI form

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Posted on by GianlucaN

Hi,
I have add a subgrid in Entitlement form for insert customer asset.
However I would like to apply a filter in "Add Existing" function for see only the customer asset associated on field "Primary Account".
I have tried several solutions but none of these helped me.
Someone has an idea to suggest to me?

Thanks in advance!

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RE: Subgrid lookup for Add Existing in UI form

Hi GianlucaN,

First of all, OOB functions of Dynamics 365 only support that Asset sub grid could only show all records or records related to the main entity(Entitlement).

So if you want to filter the sub grid according to another lookup field (Primary Account), you should use some js code to do this.

Apply filtering to subgrid’s inline lookup in CRM | Bernado Nguyen-Hoan's Blog – Coding Stories from an IT Mercenary (bernado-nguyen-hoan.com)

Regards,

Leah Ju

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