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Service | Customer Service, Contact Center, Fie...
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How do you configure ui for subgrid on form?

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Posted on by 15

I have a custom form that has multiple subgrids of related records.  Several are shown in one UI mode, the last in another.  What decides how this is shown on the form?  How can I configure that they appear the same?

pastedimage1680611781114v1.png

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  • Suggested answer
    Haig Liu Profile Picture
    Microsoft Employee on at

    Hi Jeroen Janssens,

    It seems that only users have initials, while regular accounts and contacts do not.

    And it is a system control that cannot be modified.

    Here are the parts that can be modified and may be useful: 

     https://community.dynamics.com/365/f/dynamics-365-general-forum/373059/list-view-card-forms-wrong-icon-text 

  • FidelMartin Profile Picture
    128 on at

    Hello Jeroen Janssens 

    You can change the subgrid column format but can't change the UI mode. If you want to add SubGrid control for the child Entity in the parent entity’s form. 

    For example, consider the Parent entity as “Project” and the child entity as “Cashflow.”

    To see related child entity’s (Cashflow) records in the subgrid, the user needs to add a subgrid in the form of that entity (Project).

    Follow the given steps to add a subgrid of child entities.

    Step 1: Open Project Entity. Click on Forms and Select the form you want to see the subgrid. Here we select the Main form.

    pastedimage1680773309406v1.png

    Step 2: Now select the Area where you want to Add a SubGrid and Go to Insert Tab → Control → Select Sub-Grid.

    pastedimage1680773309406v2.png

    Step 3: Give the Proper Name to the Area and double-click on Subgrid.

    Step 4: Double-clicking on SubGrid will open the Set Properties Dialog box. Fill required details (Name, Label, etc.), and in the Data Source section, Select Record = Only Related Data, Entity = Cashflow, and Default View = Active View.

    Select Record = Only Related Data means it only shows Cashflow related to the Current open Project.

    Then click Ok.

    pastedimage1680773309407v3.png

    Step 5: Click on Save and Publish.

    pastedimage1680773309407v4.png

    Step 6: Now redirect to the Project Entity. Open any of the records of the project entity, it will show a subgrid that shows all the related cash flows for that record.

    pastedimage1680773309407v5.png

    This is how users can add subgrids of child entities in parent entity records.

  • Jeroen Janssens Profile Picture
    15 on at

    Thanks for the input but I am looking for something else :)

    In my screenshot, the third and the fourth subgrid are related to the same entity (with different view) but one shows the icons and the other does not.

    After adding another subgrid, all the subgrids are shown in one format (without the icons) although I didn't change any setting (that I am aware off).

    pastedimage1680774119030v1.png

    I am trying to find out what decices how the subgrid is show.

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