Open custom dialog that include a filtered sub-grid

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Posted on by EBMRay

905

Hello,

I would like to open a custom page dialog that should include a sub-grid, and the data of the sub-grid will be filtered based on the current record id vs a unique id related from another table.

Example: When I click the below button in the ribbon "Navigate to Ticket" a dialog should appear and show me in the grid the line-items that are related to this account:

It is very similar to how we can see the related contacts of the accounts based on the above screenshot, but the only difference is that we're launching a custom dialog onSelect of the button to show the related record(s) in a grid view.

I also thought about another option: (I don't know if it is feasible)

-If the user clicked the Navigate button it will take him directly to the needed table but the question is will it be possible to filter a View dynamically to show only the records that are related to this "Account" that is based on the accountid that I clicked the button from?

Which option is better to achieve the above requirements? Could you please provide an example or some articles that might help?

Any assistance is highly appreciated.

Best regards,
EBMRay

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Hi EBMRay,

You can view related records easily under 'Related' tab, so why would you want to customize the button?

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EBMRay 905 on at

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Hi ,

Thank you for your reply.

Exactly, but the problem is that we have many tables related to one single table and it will be hard for the user to scroll through all the dropdown options to find the table needed in the related tab.
That's the reason why we would like to create a custom page or model dialog to display the data in a grid view that will have the same behavior for any sub-grid that is related to a parent entity. In addition, for some tables, we hide the “Related” tab.

We know that it will require some development efforts to achieve that and we might get back to the system behavior as is to not reinventing the wheel but we want to know what we should leverage to build all this functionality in case we decided to do it that way.

Looking forward to your response.
Best regards,
EBMRay

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