Costume build grid in dynamic 365 crm online

(0) Share

Report

Posted on by Dineth

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

I have the same question (0)

All responses (21)

Answers (1)

Dineth on at

Like (0)

Report

Sorry forgot to attach the screenshot of the current sub-grid Properties.

Was this reply helpful? Yes No
Suggested answer

RaviKashyap 55,410 Moderator on at

Like (0)

Report

Hi,

Its not possible to add the field from the committee entity. They will remain same for all the Committee Member record i.e. in the screenshot/ example, both the committee member will have same value which is set on the 'Governance' committe record.

You can add those fields right above the grid 'Commitee Members'.

Other option would be to create your own custom N:N entity to store the relationship and there you can have fields as you like.

Hope this helps.

Was this reply helpful? Yes No
Dineth on at

Like (0)

Report

Hi Ravi,

Thank you very much for your reply, but I can't add those fields to the committee as one committee can have many members and the individual member has their own Start date, EndDate, MemberTitle for the committee( note this enddate, Start date, Title , etc not attached to members individual record, I mean not attached to member entity)

Could you please explain to me how can I create a custom N:N Entity, Sorry I m really new to Dynamics 365.

Thank you very much.

Was this reply helpful? Yes No
Suggested answer

RaviKashyap 55,410 Moderator on at

Like (0)

Report

But you said these fields are from committee entity? (note those fields are custom fields in Committee form).

Which entity these fields belong to?

You can go throuygh the below links about creating manual N:N relationship-

www.xrmlabs.com/.../N-N-Relationship-In-Dynamic-CRM-2011

www.techveze.com/native-nn-manual-nn-relationship

This one is very old but concept still holds true

community.dynamics.com/.../many-to-many-relationships-of-the-manual-kind

Hope this helps

Was this reply helpful? Yes No
Dineth on at

Like (0)

Report

Hi Ravi,

Thanks for your reply, those fileds are attached to the committee entity. One Committee will have many start date, end date, etc as Committee have many individual members and those members have when they start the with the Committee, when they leave the Committee, what is the title they have in the Committee.

Thanks.

Was this reply helpful? Yes No
Suggested answer

RaviKashyap 55,410 Moderator on at

Like (0)

Report

I am a litle confused. Do you have these fiekds added to the committe form? Can you share a full screenshot of your committee form displaying these fields.

Based on the above description, I think tge. est way to handle this requirement is to create a new custom entity say "CommitteeMembership" with the field as Committee, contact, strat date, end date &title.

And then add a subgrid with this entity. this way you will be able to show tge members associated with the committe as well as committies members is associated with.

Hope this helps.

Was this reply helpful? Yes No
Dineth on at

Like (0)

Report

Hi Ravi,

Thank you very much for your help really appreciated. I have created the CommitteeMemberships entity and add that to the grid, all good now. The only concern is, when I add a record to the Committee using the grid that is attached to the CommitteeMemberships Entity, it asked the Name for the CommitteeMemberships record, then I went to the CommitteeMemberships entity and make the Name filed to Business Recommended. Then it allows me to save the record. But then the CommitteeMembership entity ends up like as follows. So are there any way to get the current Committee name and assign it to the Name filed in CommitteeMemberships entity.

Following is the Committee Form look like and how the popup box will display. I think we can do this using jquery, but if possible could you please guide me on this as I m really new to this product.

link to the following screenshot

https://www.dropbox.com/s/ev1xv6raxbvt0pr/CommitteeForm.png?dl=0

Was this reply helpful? Yes No
Suggested answer

Aric Levin - MVP 30,190 Moderator on at

Like (0)

Report

I am not sure you wrote what you are doing exactly correct, since I have done a similar implementation before.

Do you have the following relationship:

Contact <--> Committee Member <--> Committee?

If that is the case, it seems to me that you are right now displaying the Contact Information in the subgrid, and need to display the Committee Member information as well. That is a 1 to Many relationship, as you are using a Manual Many to Many relationship.

In order to do this, in your Contact View that you are displaying, click on the Committee Member entity and add the Member Title, Start Year, End Year, etc...

I am hoping that is the case of what you are trying to do, as Full Name, Email and Company are part of the Contact record, all you need is the Contact lookup in your Committee Member record.

Hope this helps. Sorry, haven't read through all the replies from other users...

Was this reply helpful? Yes No
Dineth on at

Like (0)

Report

Hi Aric,

Yes I have the relationship as follows.

But I m not 100% will I be able to achieve that i m trying to do with the solution that you have mentioned.

Was this reply helpful? Yes No
Suggested answer

Aric Levin - MVP 30,190 Moderator on at

Like (0)

Report

It seems like your individual member Contact in the Contact entity. correct?

The Committee Membership record holds the Member Title, Start Date, End Date?

You are displaying the view as a view of the Individual Member Contact record?

See the following screenshots as how I have it. These are views on the Committee Member record.

Committee Membership View results with data from Contact and Committee Member

Committee Member View Designer:

Add Columns to Committee Member View

Was this reply helpful? Yes No