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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to move Related It...
Customer experience | Sales, Customer Insights,...
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How to move Related Item into the form

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Posted on by Truong Dai 24

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?

pastedimage1673439594043v1.png

Thanks in advanced 

Truong Dai

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,530 Super User 2024 Season 1 on at
    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.

    pastedimage1673683881846v1.png

    2. Then add sub-grid to it.

    pastedimage1673683901296v2.png

    3. Provide subgrid info as per your requirements.

    pastedimage1673683945274v3.png

    4. Follow same procedure for document tab.

    pastedimage1673683971098v4.png

    5. Final result.

    pastedimage1673683986541v5.png

    Thank you,

    Amit Katariya

  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,508 on at
    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.

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    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:
    pastedimage1673514082430v1.png


    2. For Activities: 
    pastedimage1673514347899v3.png

    Note:  Please use unified interface to add Documents Tabs. 

    Thank You,
    Pradeep Rai.

  • Suggested answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,498 Super User 2024 Season 2 on at
    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. 

    pastedimage1673441797577v1.png

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

    pastedimage1673441871238v2.png

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

    pastedimage1673441957839v3.png

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

    pastedimage1673442019199v4.png

    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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