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Sub grids and related records

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Posted on by TM-07042005-0

On my Project form, I have a sub grid to enter related "Ownership" records.

From the the project form, there is a button that creates a legal request and i would like to add a sub grid that contains the related ownership records of that project on the Request form:

The issue i am having is, when adding the related Ownership sub grid on the Request form, there are no records showing at all. Is there a way to populate this data with another view?

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ThomasN 3,190 on at

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Hello, thanks for reaching out.

The ownership has a lookup to project and that is why on the project you can see a subgrid of ownership records. The ownership also has a lookup to request and that is why you create a subgrid on Requests for ownership records. However, the issue you need to solve is the multiple ownership records related to a project showing related to the New Request. I hope I am summarizing the issue correctly.

If this is the issue you would need to solve this with Power Automate Flow.

Trigger on add of row for Request records

Add Condition to validate the project lookup on request is not equal to null

If false (equal to null) then add control to terminate - cancel flow

If True do the following

Next action List rows for Ownership records

Add Filter - _new_projectfieldonowner_value eq 'ProjectId from trigger Request'

Replace "new" with whatever your prefix is for the solution

Replace projectfieldonowner with the logical name of the lookup field for project on the owner record

Replace ProjectId from trigger Request with the dynamic content for the project lookup field on the request that triggered the flow

Next action Update Row by Id for Ownership records

use dynamic content to filter by List rows output for ownership record unique identifier.

This will put this action in a for each loop automatically

Update the request lookup field on the ownership record with the dynamic content of the Request unique identifier from the request record that triggered the flow

This flow will get a list of ownership records related to the same project on the request record. Then it will iterate through each of them updating the request lookup. Now your subgrid on request will show all the ownership records related to the project the request originated from.

Good luck!

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