How to copy the Subgrid records from a Subgrid of one entity to another entity

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Posted on by Gowtham89

Dear All,

I am looking for an advise how to copy subgrid records from one entity to another. Here is my requirement

Entity 1 - Quote

Entity 2 - Order

Subgrid Entity - Insurance

Both Quote and Order entity has 1:N relationship with Insurance entity. Also I have added Insurance subgrid view in both Quote and Order Forms.

So when users add Insurance in the Quote form and when they create Order from quote then I am looking for same set of Insurance records to be available in the Order entity as well.

I am not a developer, is there anyway to achieve this using Customization, Power Automate Flow or JavaScript?

Thanks

Gowtham

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Answers (1)

Gowtham89 on at

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RE: How to copy the Subgrid records from a Subgrid of one entity to another entity

Hi Joergen,

Thanks Joergen for the detailed solution. I just got a chance to check and test this at my end.

It works perfectly fine as per my requirement. Thanks again!!

Thanks

Gowtham
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Joergen 455 on at

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RE: How to copy the Subgrid records from a Subgrid of one entity to another entity

Hi Gowtham,

if you compare your step with the step in the screenshot above in my post - in step 2: List ….

I am using the following expression to filter the rows:

pod_Quote/quoteid eq Quote(Value)

please try

mntr_quote/quoteid es Quote(Value)

Otherwise, you can always build a view for insurances, where you filter insurances by related quote

then you can use e.g. XrmToolBox and the FetchXMLBuilder Tool to identify the Filter query (instead of the GUID of the selected record use the Quote(Value) in Power Automate)

Or, if you don't want to use XRMToolbox, you can use Advanced Find in D365 CE to get the FetchXML of the View

and use the FetchXML in the Cloud Flow

Best regards,
Joergen
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Manoj Mane 1,012 on at

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RE: How to copy the Subgrid records from a Subgrid of one entity to another entity

Hi Gowtham89,

Please update your filter query with of list connector.

"entityid_field" eq Retrieved_GUID_value from the previous step.

please refer the below screenshot for better understanding.

Thanks,
Manoj.

Please mark this as VERIFIED if it helps.
Gowtham89 on at

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RE: How to copy the Subgrid records from a Subgrid of one entity to another entity

Hi Joergen,

Thank you so much for the detailed response.

I created Power Automate flow as per the advise and its failing at list rows option. Not sure what is the issue with the field. Please find the screenshots for reference.

Its failing at List rows step.

Can you kindly check and advise where I am going wrong.

Thanks

Gowtham
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Joergen 455 on at

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RE: How to copy the Subgrid records from a Subgrid of one entity to another entity

Hi Gowtham,

sure, you can achieve this with a Power Automate flow. But first making sure, that I understand your requirement correct, because your description does not match in my opinion the "Entity 1 , Entity 2.."

What I understood from your description is, that you have Entity Insurance. Besides the Insurance specific values, there is 1 Lookup for Quote and 1 Lookup for Order on the Insurance.

Insurance n:1 Quote

Insurance n:1 Order

Prerequisite: Build your Power Automate flow inside a solution

Step 1 - Identify the trigger:

Use an automated flow with Dataverse trigger "When a row is added…" and select create

Configure the trigger, that it will only run, when an order is created.

In addition, you can further specify the trigger, that it will only run, when the order is created by a quote and not directly - this will reduce the flow runs. Click on the ... and select settings.

Add a Trigger and enter the Trigger condition. If you do not know the name that must be entered, have a look at the next compose step below:

To get the information needed for the trigger, you can easily add a new step to the flow of type Compose and select the Quote from the 1st step. Then click on the … and "Peek code)

Then you can copy the code and add the necessary check: "@not(empty(triggerOutputs()?['body/_quoteid_value']))"

Now you can delete the compose step, as it was only helpful to identify the trigger.

Step 2: List all Insurance records related to the originating quote

As my publisher is called pod, I have to filter the insurance table for all records where the column pod_quote contains the original quote id

Step 3: Update the Insurance records

Add the final Dataverse action: Update a row and select Insurance from the previous "List all insurances" step

Once the value is entered into the update action, Power Automate will automatically generate an apply to each, as the reuslt of the provious step can be multiple records

Now you need to specify which order should be related in the Order Lookup. Entering only the value of the first step in the flow will not be sufficient. You need to add salesorders/ before you select the Order from the first step.

And that is already the solution. Save the flow and test it by adding insurance records to the quote and by activating the quote and close as won, the order will be created with the same insurance records attached.

Please mark this answer as verified, when it was helpful for you.

Best regards,

Joergen