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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Show list of child records related to the same parent on the child form

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Posted on by 85

Hello All,

I have a custom entity(Reviews) which is a child to Opportunities.  this is a N to 1.

I would like to display all related child records on in the child form. For example a sub grid of Reviews add to the Review form where records belong to the same Opportunity record.

Cheers Mark

  • Suggested answer
    Mark TVC Profile Picture
    85 on at

    I have found the answer.

    Create a quick form in the parent (eg Opportunity) with a subgrid of the Child(eg Review).

    Add the Quick form from the parent in to the child record Main form.

  • Community Member Profile Picture
    on at

    Glad your problem has been solved!

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