How to display records in a Sub-Grid related to a lookup field value on the record

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• zaterdag 28 april 2012 4:55

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  Hi,

  you can easily do this, let's say, I want to add subgrid for contacts in account, only contact related to that account should be visible there

  so while adding subgrid you need to set datasource accordinlgy like below, so now only related contact will be visible in accounts, the same you can do with your custom entities

  

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  • Als antwoord voorgesteld door Mahender PalMVP, Moderator zaterdag 28 april 2012 4:55
  • Voorstel als antwoord ongedaan gemaakt door Madhu_M zaterdag 28 april 2012 5:07
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• zaterdag 28 april 2012 5:06

   

   
  

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  Contacts related to the parent entity can be displayed.

  But our requirement is little different, we need to show contacts related to another child entity which is part of parent entity.

  Example:

  Account is Parent entity, where new_region(lookup) and new_country(Subgrid) are child entities of Account entity.

  based on the new_region(lookup) value need to show the related records in the subgird new_country.

  Thanks for responding. 

  Any response on this would be much appreicated

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  Madhu M.

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• zaterdag 28 april 2012 5:18

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  In that case you can create a custom filtered view and target it to subgrid.

  you can refer : http://javascripterrors.blogspot.in/2011/07/crm-2011-add-custom-view-to-subgrid.html

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  Mahain : Check My Blog
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