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Customer experience | Sales, Customer Insights,...
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subgrid Data copy

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Posted on by 251

Hello!

I want to retrive data from subgrid in (product Entity) and add the value in a Customer Entity subgrid(Abonnmen Entity).

the relation is like this:

the Parent Entity name (Sparte)

Product to Sparte is one to many

Abonnement to Sparte is one to many

relation between Abonnement and Product Entity is one to one

 pastedimage1581686991532v1.jpegpastedimage1581686991534v2.jpeg

I have the same question (0)
  • oliver.rodrigues Profile Picture
    4,052 on at

    What's the relation to Portals in your thread?

  • Suggested answer
    Ricardo Afonso Profile Picture
    Microsoft Employee on at

    It seems like what you are trying to achieve could be done by using entity reference, by retrieving the value of the subgrid from the current entity you are in (either prodct ou abonnmen) and update the other entity via the entity reference connection.

    docs.microsoft.com/.../about-entity-reference

    docs.microsoft.com/.../microsoft.xrm.sdk.entityreference

  • Suggested answer
    Charles Abi Khirs Profile Picture
    3,569 on at

    Hello,

    Based on your need you have 2 options:

    1. If you need to only display the related sparte from the product into the Abonnement entity, then you can use a quick view for the product entity with a subgrid to its Sparte records. Once the Product lookup is set on the abonnement, the quick view will be displayed.

    2. If you need to have the Abonnement linked to the same Sparte records of the product, than you have to write code to retrieve (RetrieveMultipe) the records related to specific product, and then loop for each Sparte record found in order to link it to the Abonnement record.

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