Edit navigation of related tables

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Posted on by Adil365

Hi,

I noticed what shows up in our related entities section for Accounts changed over the past two days. How can I change this back? It's missing relationships, which are still established, from the related section.

For example, Accounts only show the following related tables/entities now when I need to to show others. And honestly I could probably remove some of these existing related entities as they aren't relevant.

related entities

Thanks!

Adil

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Verified answer

Bipin D365 28,983 Moderator on at

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RE: Edit navigation of related tables

Hi,

You can delete unwanted entities from related tab by going to Settings->Customization->Customize the system->Entity->Open Required Entity->Form->Open Form->Select Navigation from ribbon

Now follow steps mentioned in below link.

docs.microsoft.com/.../add-edit-form-navigation-related-entities

Please mark my answer verified if i were helpful

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Naveen Ganeshe 3,397 User Group Leader on at

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RE: Edit navigation of related tables

Hello Adil,

You can remove the related entities from navigation using the form customization.

Goto form editor ==> Click on Navigation ==> Select the entity from navigation ==> Click Remove

Please see below screenshot for reference

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LuHao 40,890 on at

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RE: Edit navigation of related tables

Hi partner,

As mentioned in the answer above, we will add or remove relationships in the Navigation of the form editor.

Click Navigation button,

if you would add relationships on it, move the relationship form Relationship Explorer to the left.

if you would remove the relationships, select the relationship on the left and click Remove button.

It should be noted that this modification is at the form level, not the entity level. In other words, this modification only takes effect on the current form, and will not affect other forms.

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Adil365 50 on at

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RE: Edit navigation of related tables

Perfect! thanks very much.

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MrNappa 11 on at

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RE: Edit navigation of related tables

Do you happen to know where I can edit this in the new editor? Or do I have to switch to classic editor to change this for a form?

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AriaConsulting 2 on at

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RE: Edit navigation of related tables

Assuming you're referring to the maker portal, it's not in there. Only in the legacy experience.

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Community Member on at

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RE: Edit navigation of related tables

Hi
If I remove the related table from the form in, will the relationship also be removed?
We only wan't to hide some options under related, but no delete the relationship

Best regards, Mads Aagaard Christensen

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