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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Open related entity li...
Microsoft Dynamics CRM (Archived)

Open related entity list from entity list

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Posted on by Borys Bayramukov 130

Hello

We need to show on a portal list of Sales orders with a Sales lines related to specific Sales order. 

In CRM we created 2 entities - Sales orders and Sales line. In Sales line entity each line is related to one of Sales orders.

We created 2 Entity lists and 2 Web pages - for Sales orders and Sales lines. In Sales order entity list in "Web page for Details view" we specified web page that was created to show List of Sales lines.

The idea was the following - when user open list of Sales orders and click one one of Sales orders, web page with a Sales lines related to this Sales order will be opened. 

The problem is that when we clicking at Sales order full list of Sales lines opens - not only Sales lines related to Sales order.  

We tried to enter different values in field "ID Query string Parameter Name" but it doesn't help.

How to solve this issue?

 

*This post is locked for comments

  • Suggested answer
    Fubar Profile Picture
    Fubar 2,752 on at
    RE: Open related entity list from entity list

    Configure a form on sales orders with a subgrid to the related line items (you do not need to show the sales orders details if you don't want to on this form - the important part is its a form that will take the id and has the subgrid of the related items).  

    For the form add a metadata item for the subgrid so the CRM subgrid will render on the portal.

    From your entity list call the new form/page, passing the id (of the sales order) the subgrid on the form will filter to the id.

  • Birgit RD Profile Picture
    Birgit RD 2 on at
    RE: Open related entity list from entity list

    Same here, but we used a liquid template to get the data and build the second list.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Open related entity list from entity list

    We had almost the same requirement. We had to develop a custom solution where we had to get the related records using oData and then creating the grid using JavaScript

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