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Subgrid lookup calling a javascript to display lookup data from a different entity

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Posted on by rthompson

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Hi,

Using Microsoft Dynamics® CRM 2016(8.1.0.359) (DB 8.1.0.359)

I have seen many examples of using a filter on a subgrid lookup. However, I have not been able to find an example where the subgrid is displaying a lookup based on a different entity (Entity A).

I would like to display a subgrid lookup from a different entity. When when the users select a record or records populate the data from the lookup Entity A to Entity B. Entity B is the subgrid entity.

Example :

Entity A contain "Case Model" and "Model". Entity B is the actual entity that will need the data from Entity A.

Looking for examples or help on how to do this. Thanks

0358.Subgrid.JPG

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Alex Fun Wei Jie 33,626 on at

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RE: Subgrid lookup calling a javascript to display lookup data from a different entity

Hi,

filtering inline lookup is not supported. you can follow the suggestion from below post.

community.dynamics.com/.../209482
rthompson 1,530 on at

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RE: Subgrid lookup calling a javascript to display lookup data from a different entity

Hi Alex,

I am not doing a good job at explaining myself.

Here's what I have.

I have a table that contains data that I want to do a lookup on. When I click the plus sign on the Subgrid I get a lookup. This is what you are showing me. I do understand that. But the problem that I am running into is that the look can only work from the data that exist in the entity Subgrid. I do not want to do a lookup on the data based on the Subgrid. I know that I change the view to display different entity data. But what I want to do is show all the data from a different entity select the data from the lookup and update the Subgrid entity with the needed fields. Below is an example.

Entity A Entity B

Car Car

Model Model

Make Blank

Dealer Dealer

The lookup with in the Subgrid will only display data that exist in the Subgrid.

I am trying to do get data from a different entity show all the data with a filter select the data and use a javascript function that will update the Subgrid entity.
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Nithya Gopinath 17,074 on at

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RE: Subgrid lookup calling a javascript to display lookup data from a different entity

Hi Thompson,

Go to Settings --> Customisation --> Customize the System. Consider EntityA as account and EntityB as Contact.

Expand Entities and under Entity B (contact entity), choose Views. Select the Contact Lookup View (Entity B Lookup view) as shown below.

In the window that appears, click on Add Columns.

In the Add Columns window, change the Record Type to Company Name (Account) which will be Related Lookup Field to EntityA in Entity B (Entity A) in your case.

Now you can select which all fields from EntityA should appear in the lookup details of EntityB.

Also, change the order of the fields so that your fields are first in the view. Only first 3 fields added in the lookup view will be seen while lookup records.

Hope this helps.
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Alex Fun Wei Jie 33,626 on at

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RE: Subgrid lookup calling a javascript to display lookup data from a different entity

Hi,

this would be the same configuration as above. Just give it a try.

Before

Configuration ( look for lookup view and remember to save and publish)

After
rthompson 1,530 on at

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RE: Subgrid lookup calling a javascript to display lookup data from a different entity

Hi Alex,

That is correct.
Alex Fun Wei Jie 33,626 on at

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RE: Subgrid lookup calling a javascript to display lookup data from a different entity

Hi,

can i conclude that, you want above functionality working in subgrid?
rthompson 1,530 on at

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RE: Subgrid lookup calling a javascript to display lookup data from a different entity

Hi Alex,

Thanks for responding. This is not what I am looking for. This is working from a field. I am using a subgrid. The subgrid shows a lookup. I want to change the lookup in the subgrid.
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Alex Fun Wei Jie 33,626 on at

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RE: Subgrid lookup calling a javascript to display lookup data from a different entity

Hi，

do you means below?

if yes, follow below steps

open up the lookup view

Result

you only can display up to 3 fields.