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Hello mates,
I would like to display all the "products" associated of the customer on the customer information card. Is this achievable please ?
Best regards,
Hello, Archetype!
If this question is still relevant for you, I suggest such action scenarios
APPROACH #1
You need to display, for example, a photo of the most popular product in the client's price list... It is not a problem! The solution is a custom web resource on the form. You typeset a web resource and create the request(s) inside the WebAPI, which retrieves any tricky data, converts, and displays it as you like.
The good: this approach allows you to achieve a very flexible and individual picture.
The bad: it requires quite a large amount of work.
APPROACH #2
If you need a subgrid with products, then between the product and the "client" (or other desired concept), there must be a direct 1-H or H-H connection. If it does not exist (as usual, there are links through nested entities), the developer codes JS script. After the form has been loaded, this script will connect more complex FetchXML to the grid and update it.
The good: there will be very little of the code.
The bad: there are some limitations — FetchXML must be real, that is, such as you can insert in the FetchXML builder or in Advanced Find. If it didn't work out, then you have to use the 1st method.
APPROACH #3
If you realize that approaches #1 and #2 are beyond your power, delegate this mission to UDS
And good luck to you)
Hi partner,
Unfortunately, this is not possible. Since Product and Customer are not directly linked, they are linked through entities such as Opportunity, Quote, Order, etc., and each Opportunity, Quote, Order, etc. is linked through entities such as Opportunity Line, Quote Line, Order Line and so on to associate Product.
Therefore, it is impossible to display Product from Customer through OOTB function.
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