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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Answered

Adding in Sub-grid

(0) ShareShare
ReportReport
Posted on by 110

Greetings All,

I have a customer who is in the moving business and needs to move to multiple locations / addresses. I created a new entity "Work Order Address" as part of the solution with required fields, forms and views. I added the entity as a sub-grid to the form. This is very similar to that of the default "Work Order Service" entity. Unfortunately, I do not see the ability "New Work Order Address" just the way where the button shows up for "Work Order Service" as shown below ...

pastedimage1576448926771v2.png

What I see currently in the Sub-Grid is only the following ...

pastedimage1576448980856v3.png

Wondering if someone can guide me with the "new" button.

-Ashish

I have the same question (0)
  • Suggested answer
    ba365guy Profile Picture
    2,950 on at

    Hi ashishshahs

    Please create a 1:N relationship between work order and Work order address.

    If relationship is already created, please confirm if the "Add New" button is available after clicking on the ellipses (3 dots). 

    If still not visible, please open this entity via ribbon workbench and check if the button is visible through ribbon workbench. This should give you the insights. 

  • ashishshahs Profile Picture
    110 on at

    Sir,

    I have the 1:N relationship created already ...

    pastedimage1576462425706v1.png

    pastedimage1576462477580v2.png

    Also, the "Add New" does not appear in ellipses ...

    pastedimage1576462487603v3.png

    I am not too familiar with "ribbon workbench". I did google it and came across a few videos where I would have to download it. I am using Dymanics 365 and not sure if I can install it. Any other thoughts?

    -Ashish

  • Community Member Profile Picture
    on at

    Did you click on ellipses the three dots next to Excel templates? if the button exists then change the display order of the same using Ribbon Workbench.

  • ashishshahs Profile Picture
    110 on at

    Sir,

    I checked the ellipses (...) as suggested and it does not show up in the list.

    pastedimage1576515131118v1.png

    Even the ellipses after "export Work Order Address ..." does not show the Add New button.

    pastedimage1576515330533v2.png

    I installed "Ribbon Workbench" for my solution. I and here is what I see

    pastedimage1576515912477v3.png

    Any guidance on how to use this solution (perhaps a link to a demo or training website) is appreciated. 

    -Ashish

  • ashishshahs Profile Picture
    110 on at

    Greetings,

    I followed the videos posted on Youtube around "Ribbon Workbench" and followed the steps.

    https://www.youtube.com/watch?v=5_gnIQGLL0M

    https://www.youtube.com/watch?v=KmtV6LkWjzc

    https://www.youtube.com/watch?v=he690moJnlA

    https://www.youtube.com/watch?v=8dog7I9awMI (This video showed how to move the buttons as shown below)

    pastedimage1576521412084v1.png

    It is quite frustrating ... I have not been able to get the button to show up. 

    pastedimage1576521458949v2.png

    Any / All guidance is appreciated.

    -Ashish

  • ashishshahs Profile Picture
    110 on at

    So after a lot of R&D, I believe I have narrowed the button to the following. I just CAN'T figure out how to get it to show up in the Sub-Grid.

    pastedimage1576532615029v1.png

    Any guidance?

    -Ashish

  • Suggested answer
    ba365guy Profile Picture
    2,950 on at

    Currently you can see in the screenshot the "New" button is in sequence 8.

    Drag and drop the button to the beginning (so it will be first in sequence)

    Save and Publish the ribbon

    Save and publish the solution

    Clear Cache in browsers

    Test

  • ashishshahs Profile Picture
    110 on at

    Sir,

    I did the very same thing ...

    1. Moved the button to the very front and published it.
      pastedimage1576585423763v1.png
    2. Saved & Published all customization
    3. Cleared all browser data.
    4. Used the "InPrivate" mode of the browser to login.

    The "New" button will not show up. I had hoped this to be a quick implementation, but I guess I was wrong.

    I am considering deleting the custom entity and create a brand new one.

    -Ashish

  • Suggested answer
    ba365guy Profile Picture
    2,950 on at

    When you drag and drop is the sequence number updated?

    Can you check if there are any hide and show command on the button

  • Verified answer
    ba365guy Profile Picture
    2,950 on at

    Have you created new entity ? Is the issue resolved?

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
FSRon Profile Picture

FSRon 61

#2
James White Profile Picture

James White 21

#3
AT-28040446-0 Profile Picture

AT-28040446-0 20

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans