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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Is there a way to add ...
Microsoft Dynamics CRM (Archived)

Is there a way to add subgrid columns to a view from another entity?

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Posted on by axelortiz_allegient 185

Hello world,

I have a custom entity for which I placed as a subgrid in the Lead form. I haven't found an answer as to whether it is possible to have a column added to the active leads view that would show the value(s) of the associated subgrid. 

For instance, there are two items selected in the subgrid picture below. Is there a way to have a column of this subgrid added to the Lead views? The goal would be to display the lead record in the view and have a column showing the product types associated to the lead.

1780.Capture.JPG

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  • axelortiz_allegient Profile Picture
    axelortiz_allegient 185 on at
    RE: Is there a way to add subgrid columns to a view from another entity?

    Thanks again Andrew. I was also able to have a workflow aggregate the value of each of the record names in the intersect table into a text field that I can use in the view. This using an intersect entity instead of N:N relationship.

  • Verified answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Is there a way to add subgrid columns to a view from another entity?

    Axel,

    It works for N-N as well. You can handle Associate/Disassociate messages with plugins.

  • axelortiz_allegient Profile Picture
    axelortiz_allegient 185 on at
    RE: Is there a way to add subgrid columns to a view from another entity?

    Thanks Andrew, one important piece of information I forgot to include is that this is a N:N relationship.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Is there a way to add subgrid columns to a view from another entity?

    Hello Axel,

    It is possible to add columns from parent entities but not child entities to a view.

    Possible workaround for you is to create a field in Lead entity and populate it based on projects associated to lead.

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