Plus button for subgrid in Service Activity

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Posted on by Community Member Microsoft Employee

I have a subgrid in my Service Activity (serviceappointment) entity. The subgrid doesn't have the usual + sign for Add New/Add Existing. I have to click the button on the top to create it.

Is there a way to get the + sign?

I've tried removing some/all the Display Rules and Enable Rules in Subgrid Ribbon Workbench but it still doesn't show.

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Community Member Microsoft Employee on at

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RE: Plus button for subgrid in Service Activity

Yeah, you're right. Should I not be using Service Activity entity?
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Mahendar Pal 45,095 on at

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RE: Plus button for subgrid in Service Activity

This is because of the classical form as service activity still use classical form instead of updated form, you can try to add a custom button instead and can hide out of the box button.
Community Member Microsoft Employee on at

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RE: Plus button for subgrid in Service Activity

Hi Abby,

That's a way. It's mostly because Users want the visibility of the plus button next to the subgrid rather than it being "hidden" until you click the grid.

Thanks.
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Abby Kong 6 on at

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RE: Plus button for subgrid in Service Activity

Hi Jarren,

Sorry I misunderstood your question.

I give it a try myself on this form with a new custom entity with Ribbon workbench and I see what you mean now: Service Activity form is rendered in the old way without '+' with sub-grid:

When I click on sub-grid, THE Add a New {0} and New{0} ribbon buttons show in List Tools at the top.

Went back into a CRM2011 environment to check, grids are rendered in this way without '+' button with sub-grids. I don't think this is achievable at this point, maybe someone else can provide a solution.

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Alternatively, you can use web resource to give users a similar experience:

Create a web resource with '+' button to open a new Referral record form (pass on current Service Activity id), and place it above the grid. I'm not sure if this is a good idea since it only saves one click for users:

'+' button (1 click)

click on grid, click New in List Tool (2 clicks)

Regards,

Abby
Community Member Microsoft Employee on at

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RE: Plus button for subgrid in Service Activity

Hi Abby,

The Referral entity is a custom entity we've made. Scott's post was really neat but while his enables a better subgrid on the NEW forms, I want to enable the plus button on OLD forms.

And it seems to only work for Connections unless I'm mistaken. Thanks though.
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Abby Kong 6 on at

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RE: Plus button for subgrid in Service Activity

Hi Jarren,

The Referral sub-grid is a sub-grid to Connections with Connection Role = Referral, is this correct?

Please read this blog by Scott Durow (author of RibbonWorkbench) regarding the default behavior of custom connection sub-grid, and you may want to use his solution:

https://community.dynamics.com/crm/b/develop1/archive/2015/07/14/refreshed-connections-ui-solution

Regards,

Abby