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Microsoft Dynamics CRM (Archived)

Filter a SubGrid with another lookup entity

Posted on by Microsoft Employee

Hi,

I have an entity  called "ActivityFields" with N:N relationship with "Accont",

And I have also an entity called "Evaluation"  has a lookup with Account(1:1 relation with Account),

I want to create a subgrid of "Acrivityfields" in "Evaluation" that its Account has relation with.

How can in pass the "accountname" to my "ActivityFields" subgrid in "Evaluation" entity?

I want to force users to select only related ActivityFields with one account.

Thanks alot

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Filter a SubGrid with another lookup entity

    Hi SabaBouzari,

    I'm not sure I follow, are you wanting to push the case for the use of the sub-grid?

    The Quick view is simply a reference that can be used as a link to the records it displays (hyperlinked primary field users can click on) and a view into associated records connected to a single lookup GUID. I understand that sub-grids, especially editable grids, offer far more greater visibility into additional columns, increased functionality and quick create options, but if the only solutions you have are unsupported, I only sought to offer a solution that might have assist you.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Filter a SubGrid with another lookup entity

    Thank You Barry,

    In that example case,Imagine, you want to pick some members from that quick view form and make a relationship between contact and those members?

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Filter a SubGrid with another lookup entity

    Hi SabaBouzari,

    Most of the solutions out there for this requirement are unsupported because of the getElementById method.

    I'd like to try offer you a solution that doesn't require any coding: https://www.c-sharpcorner.com/article/no-code-solution-for-filtering-subgrid-based-on-the-lookup/

    Let me know if this meets your requirement.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Filter a SubGrid with another lookup entity

    Thank you for your response,but is there any method like plugin or java to set a query(dataset) for subgrids?

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Filter a SubGrid with another lookup entity

    Hi,

    you can refer below article on how to filter subgrid.

    But however , this is an unsupported method. Think twice before implement it.

    [View:https://community.dynamics.com/crm/b/nishantranaweblog/archive/2017/05/21/filter-subgrid-in-dynamics-365-with-new-form-rendering-or-turbo-form:750:50]

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