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Customer experience | Sales, Customer Insights,...
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Custom entity does not allow adding stakeholders in subgrid

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Posted on by 5

Hello everybody. In a custom entity form I´m using a subgrid to add stakeholders as possible in opportunity entity. But form does not provide "+" to add contacts. Anybody an idea?

Thx

Chris

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  • LuHao Profile Picture
    40,890 on at
    RE: Custom entity does not allow adding stakeholders in subgrid

    Hi partner,

    Glad that my answer helped you.

    Please click Yes under "Did this answer your question?" to close this thread.

    Thanks. 

  • CSO Profile Picture
    5 on at
    RE: Custom entity does not allow adding stakeholders in subgrid

    Thank you very much. This will solve my issue. 

  • Verified answer
    LuHao Profile Picture
    40,890 on at
    RE: Custom entity does not allow adding stakeholders in subgrid

    Hi partner,

    It is by design, the Connection sub-grid in the form have no + sign except for the Opportunity form.

    To display the + sign, we need to use Ribbon Workbench edit the command of the Connection button.

    This is the download page for Ribbon Workbench: http://www.develop1.net/public/rwb/ribbonworkbench.aspx

    This is the basic tutorial of Ribbon Workbench: https://community.dynamics.com/crm/b/develop1/posts/mastering-ribbon-workbench-2016

    After installing the Ribbon Workbench and opening the solution with the Connection entity, follow the steps in this blog.

    https://passion4dynamics.com/2019/12/06/enable-add-new-connection-button-on-opportunity/

    We will change Default and InvertResult to True.

    pastedimage1591603214867v1.png

    I have tested it, and following the steps in this blog will make the + button appear.

    pastedimage1591603319138v2.png

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