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How to pull data from Lists?

Posted on by 20

Hi everyone,

I'm not sure if I'm using the correct terminology here, so below is a screenshot, but some areas of the system my company uses allow for multiple options/data lines like a list/table would have but it seems that you cannot pull all of that data when creating a view and adding a column or when making a word template.

Mainly I use this for Linked Items within Cases or for Product Governance within Opportunities.

Any help/suggestions would be greatly appreciated as well as what to call that field type in the future.

pastedimage1616423675310v1.png

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to pull data from Lists?

    Hi Mikeinator1st,

    From your screenshot, it can be divided into two parts: Lookup fields and sub-grids. they are not part of the current entity and are a reflection of the current entity's relationship with other entities.

    (1) Lookup fields: N:1 relationship between current entity with other entities, you can call they are parent records for current entity.

    (2) Sub-grids: 1:N/N:N relationship between current entity with other entities, you can call they are child records for current entity.

    You can refer following link to know more about it:

    Create 1:N (one-to-many) or N:1 (many-to-one) relationships in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

    Sub-Grid properties for main forms | Microsoft Docs

    As you mentioned, “it seems that you cannot pull all of that data when creating a view and adding a column or when making a word template.

    What you need is to show parent and child records in current entity view and word template in the same time, right?

    For example, I have three entities: set-1, set-2, set-3.

    set-1 (master entity)

    set-2 (child records of set-1, 1:N between set-1 and set-2)

    set-3 (child records of set-2, 1:N between set-2 and set-3)

    1.You need do some customizations in the set-2 view to view it’s parent(set-1) and child(set-2) records at the same time.

    (1) Parent records.

       Go Settings > Customization > Customize the system > Entities > Set-2 > Views to open one main view and add set-2 entity fields.

        pastedimage1616480290151v1.png

        Add set-1 records.

        pastedimage1616480331639v2.png

    (2) Child records.

       Go Settings > Customization > Customize the system > Entities > Set-2 to enable ‘Editable grid’ control.

        pastedimage1616480353390v3.pngpastedimage1616480365775v4.png

    (3) Test Results:

    pastedimage1616480388769v5.png

    2.Word template.

    You can select 1:N and N:1 relationship when you create word template for set-2 entity.

    Go to Settings > Templates > Document Templates > New(+).

     pastedimage1616480410171v6.png

    Download the template, you will view fields of these three entities.

    pastedimage1616480511361v7.png

     You can refer following link to know more about how to create word template:

    Use Word templates to create standardized documents - Power Platform | Microsoft Docs

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Suggested answer
    Fubar Profile Picture
    Fubar 2,750 on at
    RE: How to pull data from Lists?

    Child records do not display in Views.  

    Child records can be displayed in Reports, or in the Word Templates (when inside a specific record).

    Possibly look at doing a 'wizard' Report or custom SSRS Report - both these can run off the Reports command bar menu item, alternatively look at doing a Power BI Report and put it on a Dashboard..

    Edit: for 1-to-many you can reverse it and create a View on the child records and then the user can filter on the parent lookup.

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