Out of Box N:N Entity

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Posted on by SharonP

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Hi,

I have N:N oob relationship between Entity A and Entity B.

Adding records for an N:N entity requires too many clicks.

User has to first click on Add Existing -> New Record -> then they get a pop up "Leave this page."

and even after successful record creation - > User has to search for the record and add it to the subgrid.

Is there any way we can simplify this process of adding records.

Please Note: We have to use the main form and not the quick create as we have to do some validations.

Kindly help.

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SharonP 105 on at

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@Mehdi El Amri

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LuHao 40,892 on at

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Hi SharonP,

With the +New button of the sub-grid, we can create records directly and add them to the sub-grid.

However, by default, the +New button of a sub-grid will only appear in the 1:N sub-grid.

So we need to customize the command of the +New button of the sub-grid to make it appear in the N:N sub-grid.

Create a solution and add the entity of the sub-grid in it, then open the solution in the ribbon workbench.

In the ribbon workbench, customize command of Add New {0} button.

Add new display rule, add OrRule, then add RelationshiptTypeRule in its two steps, one is OneToMany, the other is ManyToMany.

Remove Mscrm.ShowForOneToManyGrids from Mscrm.AddNewRecordFromSubGridStandard commands.

Publish.

Then we can see +New button of the sub-grid, and we do not need to search for the new record, the new record will appear in the sub-grid automatically.

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SharonP 105 on at

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Thanks Lu Hao I was able to achieve the + New button.

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SharonP 105 on at

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Hi Hao,

One weird scenario:

I have another subgrid in Entity B with 1:N relationship(in your case Test entity). If I add a record in the subgrid also and then try to save and close, the record is not added back to the subgrid. If however, I add the record without any record in the subgid it works. Any idea?

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