1,258
What is the BEST WAY to display records to a D365 form (including records not related to the current record).
I would like to display Activity records with a custom filter in my Account form. My custom filter includes activity records that are not related to the current account record.
*This post is locked for comments
Hi Marjorie,
You would need a bit of javascript to achieve this. All you have to do is create a subgrid for the activities and then create a javscript web resource, you essentially need to pass your custom fetch xml to the subgrid filter. few references :
community.dynamics.com/.../254441
nishantrana.me/.../filter-subgrid-in-dynamics-365-with-new-form-rendering-or-turbo-form
you can easily build the fetch xml from advanced find
look for : actitvities
where regarding not equal to "pass your current record(accountid)".
hope this helps!
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,214
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (