Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM forum
Suggested answer

Creating custom view using javascript from 3 tables(Case->Account->Contact)

Posted on by 36

Hello Dynamics Experts,

Can you please provide me help in creating custom view using JavaScript/webapi from 3 tables(Case->Account->Contact)

Requirement:

1) When an user opens CASE form there will be an account field lookup.

2) On hand side of the case form there will be a custom view.

3) In that contact custom view want to display linked contact related to Case -> Account to be displayed in Contact custom on CASE form.

Requirements.jpg

Categories:
  • Suggested answer
    a33ik Profile Picture
    a33ik 84,321 Most Valuable Professional on at
    RE: Creating custom view using javascript from 3 tables(Case->Account->Contact)

    So I see 2 things you should take a look:

    pastedimage1669825316411v1.png

    I believe in this case if you want to see all the contacts (and not only those that the current user owns) the view should be "Active Contacts".

    pastedimage1669825418060v2.png

    It seems that in a "Quick View" selector you selected not the form you designed.

  • CCDEV Profile Picture
    CCDEV 36 on at
    RE: Creating custom view using javascript from 3 tables(Case->Account->Contact)

    Steps Followed:

    1) From Classic solution explorer navigated to the account and created a new “Quick View” form. Placed the grid of CONTACT to it, save and publish the form

    pastedimage1669824322160v1.png

    0042.Account.jpg

    2) Opened the “Case” form and add a “Quick View” form to it:

    4478.Case.jpg

    3) Now its should display account related contact from opened CASE form, but it was displaying account

    Error-Form.jpg

    [quote user="Andrew Butenko"]

    I'm sorry but "it doesn't work" screenshot won't help.

    Can you please provide a step-by-step description of what you did - "I did everything you wrote in your post" is not a good description of steps.

    [/quote]
  • a33ik Profile Picture
    a33ik 84,321 Most Valuable Professional on at
    RE: Creating custom view using javascript from 3 tables(Case->Account->Contact)

    I'm sorry but "it doesn't work" screenshot won't help.

    Can you please provide a step-by-step description of what you did - "I did everything you wrote in your post" is not a good description of steps.

  • CCDEV Profile Picture
    CCDEV 36 on at
    RE: Creating custom view using javascript from 3 tables(Case->Account->Contact)

    Hi Andrew,

    Have implemented your suggestion, but still can't see the contact related to account on Case Form

    empty.jpg

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,321 Most Valuable Professional on at
    RE: Creating custom view using javascript from 3 tables(Case->Account->Contact)

    Hello,

    I believe you can use suggestion 1 from this article - butenko.pro/.../

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

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,558 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,647 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans