Skip to main content

Notifications

Announcements

No record found.

Service | Customer Service, Contact Center, Fie...
Unanswered

Quick View Form two relationships deep

Posted on by 10

Hi,

Lets say we have multiple 1:N relationships as follows: Entity 1 -> Entity 2 -> Entity 3.

I would like to have a Quick View Form of an Entity 3 Record on Entity 1 form.

For selecting what Record I want to display from Entity 3, I have the ID which I can use to point to the specific Record. This is given through a Logic App in Azure.

The question is how to add the Quick View Form of Entity 3 to Entity 1. Is this possible?

Thanks

  • crham Profile Picture
    crham 342 on at
    RE: Quick View Form two relationships deep

    Yeah, with SQL its so dang easy...don't know why it seems so difficult in Dynamics.

    So when you said you created "a Lookup on Entity 1", do you mean you create a new field on Entity 1 and made it a lookup to Entity 3?  If so how does it do the lookup if the relationship relies on Entity 2's relationship to Entity 1?

  • Mielleux Profile Picture
    Mielleux 10 on at
    RE: Quick View Form two relationships deep

    A way around this, that works, is to create a Main form of Entity 2, on which to add a Quick Form View of Entity 3.

    After which we add that Entity 2 Main form on the Entity 1 Main form and linking it to a Lookup to Entity 2 to only show related Entity 3 Records.

    This implies also a Javascript necessary to limit the User from being able to switch between Entity 2 Forms.

    We ended up creating a Lookup on Entity 1 to Entity 3, because the above proposed workaround would not work well when we introduce another Entity 4, that would also be connected to Entity 3. (ex: Entity 1 -> Entity 4 -> Entity 3)

    It would have forced us to create the same workaround for Entity 4 and would have been a messy customization.

    If anyone finds a better and cleaner way to do this, without the Lookup, please let me know. I'm sure I'm not the only one interested in such customizations.

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans