web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Seeing family members ...
Microsoft Dynamics CRM (Archived)

Seeing family members on Case Form

(0) ShareShare
ReportReport
Posted on by Cyclefitness

What I'm trying to accomplish gives me a brain cramp, so am reaching out to the community for help.

  1. I use the Case entity for social service cases. 
  2. I use the Contact entity for the social service customer.   Creating a Case from the "Related Cases" subgrid view within the Contact creates the "Customer" relationship (magic I did not create).  That Contact ends up being the "primary" contact.
  3. Each Contact has a potential familial relationship with others.

I want to show the "family members" view on the Case form.   This is basically the Connection between the "Primary" contact (customer) and other contacts.

I'm so confused with sub-grid versus QUick View as well.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Neil Parkhurst Profile Picture
    Neil Parkhurst 10,727 User Group Leader on at

    You should be able to use a quick view form.  On the contact create a quick view form that has a sub grid on it with the family members displayed.

    You can then add that quick view form onto your case form.

  • Cyclefitness Profile Picture
    Cyclefitness on at

    I really did think that would work, but have tried every variation and can't get it to work.  I think I've gotten myself tied in knots.  

    Contact QuickView Form configurations to display on Case Form:

    1) entity: Connected To; view: Connected To (Customer)

    2) entity: Connected To; view: Connected From (Customer)

    3) entity: Connected From; view: Connected To (Customer)

    4) entity: Connected From; view: Connected From (Customer)

    None of these display the connections.

  • Suggested answer
    Neil Parkhurst Profile Picture
    Neil Parkhurst 10,727 User Group Leader on at

    Do you have the family members shown on a subgrid on your main contact form already?

    If so, you should be able to copy the config from that.

  • Verified answer
    Cyclefitness Profile Picture
    Cyclefitness on at

    I GOT IT TO WORK!!!   The problem was the View should have been "All Active."    Because the entity was "Connected From" limiting to the view to that as well was a double negative.

    EEH GAD ... this wasn't easy!

    The final configuration displays all family  members related to the Customer on a Case by  (what a tangled web!!!):

    • Case form displays the Contact entity's QuickView Form "Case - Relations to Customer"
    • Contact entity's QuickView Form "Case - Relations to Customer"
      • Displays sub-grid
          • Records: Only Related
          • Entity: Connections (Connected From)
          • Default View: Related to Customer on Case
            • Connections View: Related to Customer on Case
          • Displays fields: Connected To and Role (From)
          • Filtered by Status = Active

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
ScottDurow Profile Picture

ScottDurow 2

#2
GJones Profile Picture

GJones 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans