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Customer experience | Sales, Customer Insights,...
Answered

Hierarchical data in subgrids

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Posted on by 55

Dynamics has the nice 'View hierarchy' feature for views showing hierarchical data (e.g. Customer Assets):

view_5F00_hierarchy.png

Unfortunately there is no such option, when data is shown in subgrids (see screenshot).

view_5F00_hierarchy2.png

Is it somehow possible to add this option? Or is it even possible to display a treeview instead of the default subgrid?

That would significantly improve the overview of the entire hierarchical structure.



Thank you!

I have the same question (0)
  • Verified answer
    meelamri Profile Picture
    13,216 User Group Leader on at

    Hi partner,

    I don't think it's possible with OOB functionnalities. I used some unsupported JavaScript for this scenario: 

    Hierarchical.png

    JavaScript Code:

    https://gist.github.com/melamriD365/47e245075e70054fb8e84aebbdee8566

  • Verified answer
    Ryuzo Tanabe Profile Picture
    on at

    Hi, please see below if useful.
    community.dynamics.com/.../show-hierarchically-related-activities-in-subgrid

    If you want to know how to set it specifically, I recommend raising support tickets for investigation.

  • krombi Profile Picture
    55 on at

    These are two good starting points. I will take a deeper look.

    In the meantime I found a pcf control using a treeview to select n:n relationship items. I wonder whether something like this could be extended to support my scenario

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