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Microsoft Dynamics CRM (Archived)

two grid-views on different entities

Posted on by 80

Hello all,

I have a grid view called "Contacts" on Workplace entity and a grid view "Workplace" on Contacts entity.

Now,  I have to add a column on Workplace grid view that will store those contacts from first view.

We can add as many contacts we want for one workplace on the Contacts grid.

I have added a multi-line text column on Workplace view (that comes from contacts entity), somehow I have to store all those contacts there.

I have attached an simple example, how should the grid work.

workplace.pngqw.png

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  • Verified answer
    David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: two grid-views on different entities

    You will need some logic to populate the multi-line text column. You can do this via a workflow, but this is limited as is could only concatenate values when you add new records, and wouldn't handle deletions

    Or, you could write a plugin or custom workflow activity to run when records are created/deleted/updated (depending how many scenarios you want).

    Or, you could use Connections. This would mean the Workplace grid would show a record for each contact, but it would avoid having to write any code

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