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How to move Related Item into the form

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Posted on by Truong Dai

22

Hi All

I would like to move some of Related Item for the form, and also fix it in the form. Could you help me how to do it?

Thanks in advanced

Truong Dai

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Amit Katariya007 5,816 Moderator on at

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RE: How to move Related Item into the form

Hello Truong Dai ,

You can either add both sub-grid on same tab or each on separate tab.

Please follow below steps where I am using opportunity form for the example.

1. go to the form --> add tabs.

2. Then add sub-grid to it.

3. Provide subgrid info as per your requirements.

4. Follow same procedure for document tab.

5. Final result.

Thank you,

Amit Katariya
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CRMJetty 3,508 on at

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RE: How to move Related Item into the form

Hello Truong_Dai

yes, you can modify your form using form properties also. Find below link for this.

Change form properties : How to create or modify a form in Microsoft Dynamics 365 - Gestisoft

I hope it helps,

Thanks.
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Portal.
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Pradeep Rai 5,490 Super User 2024 Season 2 on at

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RE: How to move Related Item into the form

Hi,

You need to add Tab and Sub grid on form as described above.

and in sub grid please select below options:

1. For Documents Tab: Select Tables and Views as highlighted in below screen shot:

2. For Activities:

Note: Please use unified interface to add Documents Tabs.

Thank You,
Pradeep Rai.
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Mohamed GRAIB 2,498 Super User 2024 Season 2 on at

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RE: How to move Related Item into the form

Hi,

First, you must navigate to make.powerapps.com then navigate to DATAVERSE > Tables > And then select the Form that you want Customize.

Step 1 : Add a new Tab and rename it as shown in the figure below

Step 2 : In this Tab Select the section that was added with the Tab and add a sub grid

Step 3 : Select Related Records and then add your table and your view that you want to display

You can also follow these links that can help you :

https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/form-designer-add-configure-subgrid

https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/add-move-or-delete-tabs-on-form

https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/add-move-or-delete-sections-on-form

Hope that's helpful for you.

Please mark the answer as verified if that's helpful for you

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