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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Filter a SubGrid with ...
Microsoft Dynamics CRM (Archived)

Filter a SubGrid with another lookup entity

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Posted on by Community Member

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

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  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    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]

  • Community Member Profile Picture
    Community Member on at

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

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    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 on at

    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?

  • Community Member Profile Picture
    Community Member on at

    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.

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