Sub-grid with records connected to parent and self

(0) Share

Report

Posted on by Morettocarlo

Hi there!

How can I achieve a sub-grid on entity A showing records from B related to the current one, together with records from B related to the parent of A (also of type A)?

Say you have an opportunity OppC with parent OppP.

OppC has a related record from a custom entity. Call the record CustC.

Similarly, OppP has a related record CustP.

What I'm trying to achieve is a sub-grid on OppC that shows me both CustC and CustP.

(Or, if that's not possible, only CustP).

Works just awesome when I try it in the fetch xml builder, but doesn't seem to work in practice (that is when I use the custom view in the grid).

Looking forward to your ideas!

I have the same question (0)

All responses (2)

Answers (0)

Sort by

LuHao 40,892 on at

Like (0)

Report
Copy link

Link copied!

Hi Morettocarlo,

If possible, can you provide some examples to help us better understand the relationship between entity A and entity B?

Was this reply helpful? Yes No
Morettocarlo 5 on at

Like (0)

Report
Copy link

Link copied!

Hello,

Sure, as an example you could take the following: show a subgrid in an account, where you want to see the phone calls made regarding the account, as well as regarding the parent account.

Was this reply helpful? Yes No