web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

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

Subform on dynamics entity form.

(0) ShareShare
ReportReport
Posted on by Community Member

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.

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Raghu_b Profile Picture
    Raghu_b 228 on at

    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.

  • Verified answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    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

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans