How to pull data from Lists?

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Posted on by Mikeinator1st

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.

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Fubar 2,761 on at

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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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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.



Add set-1 records.



(2) Child records.

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



(3) Test Results:

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(+).

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

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

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