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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Subform on dynamics en...
Microsoft Dynamics CRM (Archived)

Subform on dynamics entity form.

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Posted on by Community Member Microsoft Employee

We have a timesheet entity and the users want to enter several activities against a single dated entry. I've create two entities.

1. Timesheet Record that has fields - Employee Name, Date, etc.

2. Task Record that has fields - Project Name, Task Undertaken, Duration (hrs) etc.

I want a form that user can enter data into Timesheet Record fields and then enter 1 or more Task records carried out on that date on the same from.

Is this possible and if so what is best way to manage this.

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  • Verified answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,692 on at
    RE: Subform on dynamics entity form.

    Hi Chris,

    You can't really have users create multiple records on a single form, but there are ways to minimize the effort. If you add a subgrid of related Task Record to the Timesheet Record, they'll be able to click the + button and create a new task from the timesheet form. You could also set up a quick create form so they can access it from the + in the top right navigation, but the first option is probably the easier because it'll prefill the Timesheet lookup on your task.

    Hope this helps! I'd appreciate if you'd mark this as Answering your question.

    Thanks,

     Aiden

  • Verified answer
    Raghu_b Profile Picture
    Raghu_b 228 on at
    RE: Subform on dynamics entity form.

    Hi Chris,

    Have you created a new custom entity for Task record as well? or have you tried using the OOB Activity task entity?

    either way...what you should do is-

    Establish a Relationship (1-N) between the Timesheet & Task

    Create a form (or) use the existing form for the Timesheet entity and put in a sub-grid in the Timesheet Entity Form that points to the Task Entity (make sure you filter the Sub-grid records to : related records only).

    this will help you with achieving the functionality where One timesheet can hold multiple Task records.

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