Dynamics Community Forum Thread Details

Adding system view to Subgrid not displaying Add Existing Records button

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

image 2

image 3

Categories:

Case Management

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",

the "Add Existing Custom" button will be shown.

When it is "Business Required",

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

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.

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