You’re offline. This is a read only version of the page.
Hi All,
We have committee and contact M:N relationship. So I have set up the relationship then use a subgrid to populate the relevant contacts on the Committee form as shown in the below image. So now I can browse and add contacts to the committee using the grid. But now I want to add some extra fields to the grid those are written in Red in the screenshot (note those fields are custom fields in Committee form). I would like to fill in those fields once the user has search and added the relevant contact (from the contact entity) into the grid. Can someone please help me on this.
Much appreciate your help.
*This post is locked for comments
You can set the name field but you won't be able to set the Committee field cause you don't know which committee record to set.
Nevertheless, you can enable quick create form for your committee entity which will open the new record at top thus giving more user friendly experience.
community.dynamics.com/.../quick-create-forms
Hope this helps.
Thnak you very much clearly understand it now, are ther any way to pass the committe name , eg usin java script or some other OOB technique.
I really love the Dynaimc 365 product and would like to learn more, could you please share any resources that I can understand the concept of this product. Thanks for sharing your knowledge, I m pretty new.
Hi,
Please go through the following link on why it worked when we made the field mandatory
crmtipoftheday.com/.../make-a-subgrid-button-launch-a-new-record-form
The reason why its working fine when you click '+' is becuse it automatically populates the committee field value whereas when you click on 'New' within the popup, the committee field value remains blank thus crm is saying you need to provide the value for name field.
You will understand it better if you place the committee field on the form.
Hope this helps.
HI Ravi,
Sorry I forgot to ask you why the issue is fixed when we make Name property mandatory, can you bit explain it for me, please.
One more question, As I mentioned all worked fine except the following scenario.
First I added committee member details using the pop up window and then I clicked on the add button (without close the poup window) as follows.
then I filled the form and click on the save button, see what i m getting
Could you tell me what is the difference between adding committee member details one by one (via sub grid + button) is working and adding via pop up form is not working and asked for the Name?
Hi,
In the middle entity I.e. committeemembership you must be having the field for the committee. Make that field mandatory.
This should open the screen to add new committemembership record as in step 2 above.
Hope this helps
Hi,
Sorry to be a pain,
As you have mentioned I have changed to the Related record
1. Then I tried to click on the + sign to add a record see how its display s No record found, why is this I would like to see the list of contact details showing
then when I click on the 2nd +New sign then its pops up the following
When I added the record using the above screen it is adding correctly. Ok then I tried to add another member details to the committee then see what I can see. It is showing the data I have added before to this committee.
Ok then I click on the Look up More option then this pops up
Can you please tell me why this is happening ?? I would like to see member contact details every time when I click on the + sign, not the committee Name
2. Ok then I have tried a different way.
I have clicked on the "See the record Associate with .."
Then its pops up the following
then I clicked "Add New Comm...." its pop up the following
So in this way, I can add a record without any confusion
Why I cannot achieve same experience in step 1- I mean why it is pops up the committee name from the CommiteeMembership entity that is related to the committee. For your reference see the CommiteeMembership data below
Highly appreciate your help. Thanks.
As suggested above, you need to change the Records to 'Related Records'
In the Data Source, change Records from All Record Types to Related Records
Hi Aric and Vignesh,
I have done the basic steps you have given me the issue is now when I add Member details to a committee via the grid it will update the rest of the committee member details as well, see the following screenshot- It has two committees with same member details, every time I edit member details via sub-grid on the following form the updates reflect to all other committees eg if I add member xxxx to Board committee then that member will automatically add to Governance Committee
Can someone please help me on this.
Following is the grid properties that I have set up in the Committee form.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,253
Super User 2024 Season 2
#2
Martin Dráb
230,188
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (