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Session Id : z585IKbFJ9Q0F/svUYf+0p
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Adding a List View to ...
Customer experience | Sales, Customer Insights,...
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Adding a List View to a Form

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Posted on 15 Mar 2021 07:50:37 by Abhishek Dubey 25

I have a requirement where I need to show a List view of two custom entities in a contact form.

We have a scenario where we have two Custom Entities (Role and Brand) where one contact can be associated to one Role (or multiple Roles) and one Role can be associated with one Brand (or multiple brands). It works like Contacts -> Role -> Brands.

Now i need to show a list view within contact form displaying to which Roles and Brands a contact is associated to where it should display like - this role is associated to these many brands or visa versa (these brands are associated to these roles).

How can I insert a list view as per below scenario within contact form to display?

Role Brand
Consumer Academy
Consumer Education
Consumer Analytics
Bartender Commercial
Bartender Residence

I tried with Quick form create and inserting it in contact form but its not fulfilling the requirement.

  • Abhishek Dubey Profile Picture
    Abhishek Dubey 25 on 16 Mar 2021 at 05:20:12
    RE: Adding a List View to a Form

    Hello Rui,

    I do understand but client requirement is he want to see which Brands are associated to which Roles for a contact he open as a user. i created subgrids for Role and Brand entity under Contact form but that only shows Brands that contact is associated with and Role that contact is associated with but it does not show while Brand is associated with with Role.

    Is it possible with inserting custom Card Form showing role and brand association within contact form?

  • Suggested answer
    Rui Carvalho Profile Picture
    Rui Carvalho on 15 Mar 2021 at 17:17:19
    RE: Adding a List View to a Form

    Hi Abhishek,

    Ultimately what you want to achieve is not possible.

    You can show on the Contact form the Roles associated but you can't show Brands. Because the entity Brands doesn't have a relationship with Contact but with Roles.

    What you can do is to show on the Contact form a Sub-Grid that will show the Roles associated to the Contact. Then the same can be applied on the Roles form that has Brands associated.

    docs.microsoft.com/.../sub-grid-properties-legacy

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