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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Add sub grid like Prod...
Microsoft Dynamics CRM (Archived)

Add sub grid like Products on order form

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Posted on by Abdul Wahab 12,119 Moderator

I want to add Products grid on accounts form having same functionality that it has on order form. In order form it stores values in order product  entity and in my case I want that it stores on account product entity. Account product is my custom entity. May any one help me please.?

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  • Suggested answer
    JayeshAC Profile Picture
    JayeshAC 1,157 on at

    Hi Abdul,

    Have you tried subgrid on form?

    1. To add a sub-grid to your account form, open the CRM form editor directly from the account record’s ribbon menu or by opening the general customizations menu, navigating to the contact entity’s forms, and selecting your account's main form.

    2. Once you’re in the form editor, select the section that you want to add the sub-grid to, switch to the form editor’s “insert” tab, and click the “sub-grid” button.

    3. This will open the sub-grid properties window. The most important part of this window is the data source section, in which you select the records that are to be included in the sub grid.

    4. click the “set” button to insert this sub-grid onto your contact form. Now, all you need to do is click the save and publish buttons in the form editor to finish adding this sub-grid to your contact form. Once this has been done, you should see the sub-grid on all of your contact records.

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    In addition to that if you are looking for inline editable grid then you can't achieve this at present. Inline editing feature is only available sales entity grids (special grids only), but you may check for some free editable grid options available in codeplex.

    Thanks

  • Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at

    Thank you HIMBAP and Jayesh Chopade for replying. I know how to add sub grid on a form and I do not want editable grid. I want same functionality like product sub-grid have. For example when I add existing product it automatically retrieves product ID, amount and so on. I want this same functionality to my sub-grid on accounts form. In products sub-grid on order's form data retrieves in order product entity. I want this to retrieve in Account product entity which is my custom entity. Experts please provide me some help.

  • Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at

    I added sub grid on accounts form make relation and all but when I add existing product through grid it only retrieve product name but I need amount, unit and all. I noticed the sub grid (PRODUCT) on order's form try to add same things for my custom requirements but I failed to fulfill my requirement.

  • Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at

    Actually I am new in crm. I was a developer in dynamics ax. Please help me to fulfill my requirement

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