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Displaying Fields from Other Tables

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Posted on by Joseph Nasr

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Hello,

I have a table called 'Project' connected to a table called 'Cashflow' and their relationship is 1-M (where 1 Project can have Many Cashflows).

I need to display the Project's Cashflows which is the 'Cashflow Amount' column from Table Cashflows, in the Project's Form

Is there a way to achieve that?

Thank you in advance,

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Sagar Negi 10 on at

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Hi,

I'm not sure if I understand the relationship right.

If you have a "Cashflow" lookup on Project form (1:1), then you can try using 'quick view' form.

learn.microsoft.com/.../create-edit-quick-view-forms

Else (1:M), since there would be many Cashflows per Project, you can use a sub-grid with a view that includes 'Cashflow Amount'.

Please mark verified if you find this helpful.

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Leco Lv Microsoft Employee on at

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Joseph Nasr 183 on at

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Hello,

Yes I meant 1:N as in 1 to Many

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Joseph Nasr 183 on at

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Hello Sagar,

Thank you for taking the time to answer. I will try this approach right now and tell you how it goes, and yes you got the relationship right. It is exactly how you described it in:

"Else (1:M), since there would be many Cashflows per Project, you can use a sub-grid with a view that includes 'Cashflow Amount'."

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Leco Lv Microsoft Employee on at

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Hi partner,

Do you want to add field records in the child table(Cashflows) to the parent table(Project)? ->subgrid

Here I use accounts and contacts as an example, an account can have multiple contacts (consistent with the relationship between your entities). It seems you can only display records for fields in Child tables in the following way. You can create subgrid and add fields to view.

Please let me know if you have other special needs.

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Joseph Nasr 183 on at

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Hey thanks for your reply!

It helped in a way but I'm still a bit off. I was able to see the related Cashflows under 'Related'.

But it would be much better if I could see them in the Form of the Parent (Accounts in your example) as in the image below.

The subgrid is showing me all the Cashflows, how can I restrict it to show the Cashflows of the related Parent only?

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CRMJetty 3,514 on at

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Hello Joseph,

User must add SubGrid control for the child Entity in the parent entity’s form.

For example, consider the Parent entity as “Project” and the child entity as “Cashflow.”

To see related child entity’s (Cashflow) records in the subgrid, the user needs to add a subgrid in the form of that entity (Project).

Follow the Blog for steps to add a subgrid of child entities.

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