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Sub-grid with records connected to parent and self

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Posted on by 5

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!

  • Morettocarlo Profile Picture
    Morettocarlo 5 on at
    RE: Sub-grid with records connected to parent and self

    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.

  • LuHao Profile Picture
    LuHao 40,832 on at
    RE: Sub-grid with records connected to parent and self

    Hi Morettocarlo,

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

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