How do I surface related fields 2 levels deep on a form?

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I am using Project Service Automation and need to surface some data on the Project Contract Line Detail Form that is related to other entities. The OOB way to do this is to use the Quick View form, but this only seems to work down one relationship level, nothing more. I want to accomplish this without having to create custom fields and workflows to populate these fields. I'd like to utilize the existing relationship between entities and reference this data.

Here's my relationship: Opportunity ->Project Contract->Project Contract Line Detail

OOB, the Opportunity is surfaced in the Project Contract form and the Project Contract is surfaced in the Project Contract Line Detail form.

What I'd like to do is surface the data in the Opportunity in the Project Contract Line Detail form.

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Arun Vinoth 11,615 Moderator on at

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You cannot add QV form inside a QV form, so you have to use custom HTML webresource to retrieve the needed fields using web api to visualize & then embed this HTML instead of QV form.

docs.microsoft.com/.../create-edit-quick-view-forms

www.tutorialspoint.com/.../microsoft_crm_html_web_resources.htm

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