web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Adding system view to ...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Adding system view to Subgrid not displaying Add Existing Records button

(0) ShareShare
ReportReport
Posted on by SivaR 71

Hi 

i am working on the following requirement.

An Organization can be created as an Association (by setting the relationship field value to Association) (refer to image 1). Then another organization can add association members from the organization list which were created as Association. 

To add association organization to the new organization from the Existing Association Org list:

I created a system view with the Association organization (filtered with organizations where Relationship = "Association"). Then created a Subgrid and selected the System view to the Subgrid  (image 2). However, when i create a new organization,  i wasn't able to select an associate Organization from the Subgrid (refer to image 3). Instead, the Subgrid displays all the Association organizations  (refer to image 3).

How I can enable the "Add Existing Association" button to select from the System View.

image 1

pastedimage1631821418981v4.png

image 2

pastedimage1631821703346v6.png

image 3

pastedimage1631821580679v5.png

  • Suggested answer
    Nya Profile Picture
    Nya 29,064 on at

    Hi,

    The reason why the "Add Existing XXX" button is not shown is that the Field Requirement property of the lookup field is "Business Required".

    For example, I create a custom entity, which has an N: 1 relationship with Contact entity on the lookup field "Contact".

    The sub-grid of Custom entity is added to the main form of Contact entity.

    When the field is "Optional" or "Business Recommended",

    pastedimage1631858121512v1.png

    the "Add Existing Custom" button will be shown.

    pastedimage1631858202039v2.png

    When it is "Business Required",

    pastedimage1631858232868v3.png

    the "Add Existing Custom" button will not be shown.

    pastedimage1631858247327v4.png

    It' s quite understandable that with the "Business Required" design, when a Custom record is created, there is already a corresponding Contact, so it already exists in the sub-grid of this Contact by default and cannot be added to another Contact sub-grid.

    The same is applicable to the entities in your issue.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the September Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Daniyal Khaleel Profile Picture

Daniyal Khaleel 60 Most Valuable Professional

#2
11manish Profile Picture

11manish 23 Super User 2026 Season 2

#3
Travis South Profile Picture

Travis South 10

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans