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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Add Subgrid Using Quic...
Microsoft Dynamics CRM (Archived)

Add Subgrid Using Quick View Form

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Posted on by Shakti Singh Rajput 958

I have two Account form (Parent and Child Account form with 1:N relationship).

I have 1:N relationship from Account to Case and create the case records from Account entity using the case subgrid.

So now, I added the case subgrid on the Parent Account Form which shows all the cases related to the Child Account.

My question is that Is it possible to add two association block or subgrid using quick view in which, in the first block it shows all the case related to Child Account and other shows all the cases related to Parent Account?

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  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi Shakti ,

    I believe you can show quick view form , only when if  you have account lookup in the same  account form . When you say child account  which means I am assuming that you could have multiple child which you may not know .

    So you can only show quick view forms if you have different lookup for parent and child account in the account forms.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi Shakti,

    To answer your questions, No you cannot display two subgrids which are related to child account and also parent account. You can only display subgrid which are related to the entity record the quick view is tied with.  So if you have "Test Account 01" in the lookup field, you can only show cases related to "Test Account 01".

    If this doesn't answer your questions, please share more details about your implementation and if possible some screenshots.

    Hope this helps.

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