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Unable to create new record from sub-grid view

Posted on by 130

Hi,

I have (M:M) relationship b/w case and contact ,Add sub-grid view on case form but when  i have created a new record from sub-grid view but it could not able to load form .

so plz any one suggest that how could resolved that problem.

Thanks 

  • Priyesh Profile Picture
    Priyesh 7,392 User Group Leader on at
    RE: Unable to create new record from sub-grid view

    Can you please share the screenshot of where you expect to see and how it should look like?

    Maybe you need to add the same in the Unified Interface app and that's the reason it might not be showing.

  • himy10 Profile Picture
    himy10 130 on at
    RE: Unable to create new record from sub-grid view

    Thanks for reply

    but that condition (create a record in N:N) is working properly in old UI but it not working on new UI

  • Suggested answer
    Priyesh Profile Picture
    Priyesh 7,392 User Group Leader on at
    RE: Unable to create new record from sub-grid view

    Hi,

    You won't be able to create a record in N:N relationships. Hence, you can only add existing ones.

    However, you can have a different approach for this. You can create a middle-entity i.e. Entity A which has a Lookup to Case as well as a Contact and have that entity's grid on both, Case and Contact.

    In that case, you'll be able to create a new record and will give you more control over the same.

    Hope this helps.

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