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Show Primary Contact and Contacts(Sub-grid) records in a single Subgrid

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Posted on by dhawal

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Hi All,

I have a basic requirement wherein i have used Accounts and Contacts OOTB Entities and two custom entities. Now the relationship is such that Accounts can have multiple Contacts and there can be multiple contacts against multiple accounts. Also, in Accounts we have two separate relationship of Account with Contact :

1) Account - Primary Contact - 1 to 1 Relationship.

2) Account - Contacts(Sub-grid) - 1 to N Relationship.

My requirement is can we show the data in a view which will have Accounts - Primary Contact Record and the Contact Sub-grids record all one in a single Sub-Grid? This is a typical requirement any help will be appreciated.

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MMK 745 on at

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RE: Show Primary Contact and Contacts(Sub-grid) records in a single Subgrid

Hi,

a siople way is add subgrid of contacts with all data

and onform load add fetchxml with whatever filter you want

with below code replace the xml with yours sample code https://mkdynamicsunfied.blogspot.com/2020/04/filter-subgrid-in-dynamics-unified-hub.html

function FilterSubgridBy(id) {

var connectionSubgrid = window.parent.document.getElementById("GridName");

var fetchXml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
" <entity name='account'>" +
" <attribute name='accountid' />" +
" <attribute name='name' />" +
" <attribute name='createdon' />" +
" <attribute name='statecode' />" +
" <order attribute='name' descending='false' />" +
" <filter type='and'>" +
" <condition attribute='new_orderline' operator='eq' uiname='' uitype='salesorder' value='" + id + "' />" +
" </filter>" +
" </entity>" +
"</fetch>"

//Set the fetchxml directly to subgrid
// filter Subgrid in Classic
if (connectionSubgrid) {
connectionSubgrid.control.SetParameter("fetchXml", fetchXml); //set the fetch xml to the sub grid
connectionSubgrid.control.Refresh(); //refresh the sub grid using the new fetch xml
} else {
//Filter SubGrid in UCI
var connectionSubgridControl = Xrm.Page.getControl("GridName");
if (connectionSubgridControl) {
connectionSubgridControl.setFilterXml(fetchXml); //set the fetch xml to the sub grid
connectionSubgridControl.refresh(); //refresh the sub grid using the new fetch xml
} else {
setTimeout(FilterSubgridBy(id), 1000);
}
}

}
Suggested answer

LeoAlt 16,331 on at

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RE: Show Primary Contact and Contacts(Sub-grid) records in a single Subgrid

Hi Partner,

You could use Connect to show both primary contact and child contacts in the same subgrid with different tags.

1.Manually action.

For example, I have a Account Datum with primary contact Rene and child contact Susan.

a).Create 2 connect roles in Business Management for different contact tags in subgrid.

Here I created "Primary Contact" and "Contacts".

b).Create a new conncet from account to contact.

c).Choose the primary contact Rene in "Name" and "Primary Contact" in role.

Save and close.

Do the same thing for another contact "Susan" and choose "Contacts" for its role.

Then open the related view "Connections".

Here you can see primary contact and child contact are in the same subgrid with their tags.

2.If you want to apply this function to all your account records, you could use Power Automate to create an on-demand Flow.

a).Create a Common Data Service button Flow.

b).Add a create records action, set the entity to "Connections".

In "Role To", you should fill in the record Id of "Primary contact" role.

c).Add a list records action to list all the child contacts and set their connections.

d).Add a create record action. Here add the "Contact" role ID in "Role To" field.

Then we can select one or multiple records and trigger this FLOW manually.

The last thing is to create a view for connections to show this Account - Contact connections only.

Best Regards,

Leo