Editable Subgrid

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Posted on by Amrita P

Hi All,

I have a custom entity called "Products". I want to have a grid on my "Account" form to add products.

The "Products" entity has two fields - "Product Code" and "Description". However, I have added the editable subgrid on the account form to add products which the account wants to order.

I also want a column on my subgrid to add "Quantity" of each product required. As "Product" entity does not have "Quantity" field I cannot add it to the view on subgrid. I even tried to add a field quantity on "Products" entity so that I can use it on my subgrid. But when I am adding the quantity for a product on subgrid, it updates the quantity field for "Products" record which is definitely not the requirement.

I want to add products from "Products" entity but the quantity field should be specific to the account record.

Please suggest any way to accomplish this requirement. I think I am missing some logic.

Thanks

Amrita

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Amrita P 85 on at

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RE: Editable Subgrid

MSCRM Guru, Thanks for your response. But is there not any other way possible to accomplish this?
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MSCRM Guru 600 on at

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RE: Editable Subgrid

Hi Amrita,

Sounds like you need to create another custom entity to connect Account to Product. This custom entity will have a lookup to Account and to Product, and there you can capture additional information such as the quantity, the purchase date, warranty finish date, and more.

Good Luck!