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Customer experience | Sales, Customer Insights,...
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Editable grid and Related records lookup issues in V9 on-premises

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Posted on by 33
Hi everyone,
 
We are migrating our v8 on-prem environment to v9 on-prem as well. We are not using the UCI in v9 as the business wants to retain the look and feel of v8.
In one of our forms, we have editable subgrids. In v8, the editable subgrids work fine.
 
In v9, the editable subgrids are not rendered as editable. 
We tried setting the Use legacy form rendering to No. It did render the subgrids as editable, but it also breaks the related record lookups. The lookups are no longer filtered.
So, we need to set the Use legacy form rendering back to Yes as the related records lookup is very important.
 
We tried a workaround, which is to open the Associated View on the subgrids and then Show As Editable Grid. This was promising because it did render the grid as editable.
One limitation here is that when you open the Associated View, the default view is the associated view. The users would need to select the Public View associated to the subgrid and then click Show As -> Editable Grid.
The business finds this cumbersome and requires lots of clicks. 
So, we changed the Associated View to be the same as the Public View. However, this introduces another issue because the view has a lookup field and when editing, the lookup field does not filter by the related records here.
 
We attempted to configure the lookup on the Editable grid control in the entity level, but there, we also cannot add the associated view in the Add Lookup configuration.
 
The business would really want an acceptable solution. I'm wondering if anyone has run into this similar situation and how they got around with it.
 
We have opened a ticket to Microsoft for this issue, but we don't have commitment from them if a fix would be introduced in future releases if at all.
 
Any suggestions would be much appreciated.
 
Thank you!
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