Multi-Entity Subgrid

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Posted on by Community Member

Hey everyone,

I have a requirement to create a subgrid showing with 4 different entities included back in the results instead of showing 4 different subgrids.

I have a main entity which has 4 1:N relationships which I want included in the single subgrid. I have other subgrids using custom fetchxml however I am unsure about how to included results back to the grid from different relationships.

Thanks in advance

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wtc.nvorhees on at

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That's not possible out of the box. You would be best off implementing a custom grid in HTML / JS. There are a number of libraries out there to make the development a bit easier. React.js or http://www.sparklexrm.com/ ,come to mind. There might be some third party custom grids out there that can do this as well.

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C. Dennett 330 on at

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You should be able to do this by linking the related entities in your XML. For example, here is the XML for the "My Activities" System View:

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true" > <entity name="activitypointer" > <attribute name="activityid" /> <attribute name="scheduledstart" /> <attribute name="regardingobjectid" /> <attribute name="prioritycode" /> <attribute name="scheduledend" /> <attribute name="activitytypecode" /> <attribute name="instancetypecode" /> <attribute name="community" /> <order attribute="scheduledend" descending="false" /> <filter type="and" > <condition attribute="statecode" operator="in" > <value>0</value> <value>3</value> </condition> <condition attribute="isregularactivity" operator="eq" value="1" /> </filter> <link-entity name="activityparty" from="activityid" to="activityid" alias="aa" > <filter type="and" > <condition attribute="partyid" operator="eq-userid" /> </filter> </link-entity> </entity> </fetch>

Your XML might look something like this:

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true" > <entity name="mainEntity" > <attribute name="column1" /> <attribute name="column2" />
<...> (more attributes) <filter type="and" > <condition attribute="filterColumn" operator="in" > <value>0</value> <value>3</value> </condition> <condition attribute="anotherFilterColumn" operator="eq" value="1" /> </filter> <link-entity name="SubEntity1" from="relatedColumn" to="relatedColumn" alias="alias" > <filter type="and" > <more filter conditions, if any> </filter> </link-entity>
<link-entity name="SubEntity2" from="relatedColumn" to="relatedColumn" alias="alias" >
      <attribute name="subEntityColumnYouWant1" />
<attribute name="subEntityColumnYouWant2" />
    </link-entity>
<link-entity name="SubEntity3" from="relatedColumn" to="relatedColumn" alias="alias" >
      <attribute name="subEntityColumnYouWant1" />
    </link-entity>
<link-entity name="SubEntity4" from="relatedColumn" to="relatedColumn" alias="alias" >
      <attribute name="subEntityColumnYouWant1" />
    </link-entity>
</entity> </fetch>

Hopefully this helps to guide you in the right direction. Let me know if it works for you! :)

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gdas 50,091 Moderator on at

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Hi Jason ,

Out of the box its not possible. You may try with custom fetch xml.

Are you facing any issue with custom fetch xml results.

Try to prepare the fetchxml through advance find with alias name.Hope this helps.

stackoverflow.com/.../show-multiple-relationship-records-in-single-view

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Community Member on at

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Thanks Chris, this looks fairly promising! Before testing this code out, will it show the records of each linked entity on a separate row?

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C. Dennett 330 on at

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It should. The weirdness might show up in the columns though. Since not all entities will have the same columns, there will be blanks in those columns for that row. Much like when you join SQL tables, and the columns from the joined table don't exist in the base table, and you just see NULL for those columns.

Your results should look something like:

MainEntityColumn1 MainEntityColumn2 SubEntity1Column1 SubEntity2Column1

<somevalue> <somevalue> <somevalue> <blank>

<somevalue> <somevalue> <blank> <somevalue>

However, as long as your filters are solid, and your linked entities are all using the proper related columns, your records should all show up each in their own row in the subgrid. :)

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Aric Levin - MVP 30,190 Moderator on at

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Hi Jason,

Don't think this can be done properly without replicating your entities and some custom logic.

What you could do is create an entity with the shared fields that you want of the other four entities, and basically create plugins for create/update/delete messages on the four entities to update the combined entity.

This is probably not the way to go.

It would be easier to create a custom web resource. The web resource will use web api to call the four related entities, and populate the rows.

Saying that, if the four entities are sharing data, could you possibly create the four entities as a single entity.

Hope this helps.

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Community Member on at

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Hey Chris, unfortunately this doesn't fit my purpose. I am needing each entity to have its own row results. For example:

Main entity result

Sub entity result

sub entity 2 result

sub entity 3 result

etc.

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David Jennaway 14,065 on at

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Another option might be to use virtual entities. I expect you could create a virtual entity, and create a custom data provider that would query the 4 different entities and union the results

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C. Dennett 330 on at

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I'm not sure this is possible at all, let alone with XML. Unless the entities have identical columns there would be no way to render the results properly in a grid view. I would look more closely at Aric's answer above and see what options might work for you. I think that's probably going to be your best bet to get closest to what you want. :)

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