Associate action in Dynamics Portal subgrid

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Hi All,

I have a subgrid on entity form. I want to display Associate action on subgrid but it is not displaying on my portal. I have added Create action and it is working fine.

I have enabled entity permission with all privileges on the entity whose subgrid I am associating on entity form. Scope is set to parent as I am supposed to show only filtered data.

Any suggestions please?

Thanks in advance.

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Inogic 743 on at

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For example, we have Contact subgrid on Account entity. So you need to create new Entity form record for Account entity as shown below:

Then add Entity Form Metadata record on Account entity form to add subgrid as shown below:

Select Type as ‘Subgrid’ and set the Subgrid Name. Save the record. Then add Associate action from Grid Configuration tab and set the view as shown in below screenshot:

Next go to portal. You will be able to see Associate action button on form as shown below:

Note – It will associate record to the current portal user as we have selected Record Source Type as Record Associated to Current Portal User.

For more details you can refer below link –

https://community.adxstudio.com/products/adxstudio-portals/documentation/configuration-guide/entity-form/entity-form-subgrid-configuration/

Hope this helps.

Thanks!

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