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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Showing 'Created B...
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Showing 'Created By' User name on the sub-grid of the form

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Posted on by D365Admin 77

Hi,

I have created a custom entity A and created many-to-many relationship from custom entity A to the system user entity. Added a sub-grid on the custom entity A and when we add an existing user, user record will be shown on the sub-grid of the custom entity.

Now, I would like to show the user on the sub-grid automatically when custom entity A record is created. Based on created By field username, I would like to auto populate the same username on the sub grid. Is it possible, could someone suggest how I can achieve this? I have tried by workflow and also using relationship but couldn't achieve. Could someone suggest me how I can achieve this. Thanks

  • Suggested answer
    D365Admin Profile Picture
    D365Admin 77 on at
    RE: Showing 'Created By' User name on the sub-grid of the form

    Hi Guido,

    Thank you so much for your help. That worked as expected using the power automate.

  • Guido Preite Profile Picture
    Guido Preite 54,081 Super User 2024 Season 1 on at
    RE: Showing 'Created By' User name on the sub-grid of the form

    if you want the record to appears as soon you created the record it should be real-time.

    for Power Automate this is the docs page: learn.microsoft.com/.../relate-unrelate-rows

    for real-time workflow (custom activity) or plugin you need to write code

  • D365Admin Profile Picture
    D365Admin 77 on at
    RE: Showing 'Created By' User name on the sub-grid of the form

    Hi Guido,

    Thank you for your response.

    It doesn't need to be a real-time, but after saving the record when sub-grid appears I would like to see the created by username on the sub grid.

    I have tried creating a workflow and configuring the username on the lookup field of the custom entity however from system user I can see the custom entity records but from custom entity A I don't see the user name.

    Could you please elaborate how we can achieve this using real-time workflow or power automate? Is it by creating relationship?

  • Verified answer
    Guido Preite Profile Picture
    Guido Preite 54,081 Super User 2024 Season 1 on at
    RE: Showing 'Created By' User name on the sub-grid of the form

    if you want to autopopulate in real-time the subgrid you will need a synchronous plugin or a real-time workflow (with a custom activity).

    If not real-time you can try with Power Automate (the association will appear later).

    hope it helps

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