Remove From My Forums

Deep Subgrid Query: Show other contacts that share the same Parent Customer (Account)

Question
0

Sign in to vote

I thought I'd throw this out and see if anybody can offer any help, or let me know if what I want is simply not supported within the existing "Deep Subgrid Query" functionality (http://blogs.msdn.com/b/crm/archive/2012/04/16/deep-queries-for-subgrids.aspx).

I have built a handful of these, but have never done one like I detail below:

On the Contact record, I would like to display a grid showing all contacts that share the same Parent Customer (Account). For this we can assume that only Accounts will be used as Parent Customers.

Example: Tom, Dick, and Harry work for XYZ company. Opening Tom's record would show a grid with Tom, Dick, and Harry in it.

Is this possible?

Thanks in advance,

-James

Monday, August 19, 2013 5:48 PM

Answers

1

Sign in to vote
Yes, this is possible. However you will need to use JavaScript to filter the sub-grid.

See this example, which shows a similar requirement (just change it from showing contacts to showing accounts, and filter by the parentcustomerid):

http://www.magnetismsolutions.com/blog/paulnieuwelaar/2013/01/24/filter-sub-grid-dynamics-crm-2011-rollup-12-(polaris)

Hope that helps

Paul
If my response helped you find your answer please show your thanks by taking the time to "Mark As Answer" and "Vote As Helpful".
- Marked as answer by James Reinhardt Tuesday, August 20, 2013 3:43 PM
Monday, August 19, 2013 8:56 PM

Try this code

function UpdateSubGrid(){ 
    var leadGrid = document.getElementById("Condensate");  
    //If this method is called from the form OnLoad, make sure that the grid is loaded before proceeding   
    //Included extra null check as a rollup 5 fix
    if (leadGrid ==null || leadGrid.readyState != "complete") {
        //The subgrid hasn't loaded, wait 1 second and then try again     
        setTimeout('UpdateSubGrid()', 1000);     
        return; 
    }  //Update the fetchXML that will be used by the grid.
    var oPack = Xrm.Page.getAttribute("new_condensateid").getValue()[0].id;
    var fetchXml= '<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false"><entity name="new_pack"><attribute name="new_packid" /><attribute name="new_name" /><attribute name="createdon" /><attribute name="new_totalprice" /><attribute name="new_quantity" /><attribute name="new_listprice" /><order attribute="new_name" descending="false" /><filter type="and"><condition attribute="new_productpackid" operator="eq" value="'+oPack+'"/></filter><link-entity name="product" from="productid" to="new_productid" visible="false" link-type="outer" alias="a_7696afcf6bf0e2119c5178e3b508aaa1"><attribute name="productnumber" /></link-entity></entty></fetch>';
i   // alert(fetchXml);
   
    leadGrid.control.SetParameter("fetchXml", fetchXml); 
    //Force the subgrid to refresh 
    leadGrid.control.Refresh();
}

after change fetchXML

Regards Faisal

Marked as answer by James Reinhardt Tuesday, August 20, 2013 3:43 PM

Tuesday, August 20, 2013 2:08 PM

All replies

1

Sign in to vote
Yes, this is possible. However you will need to use JavaScript to filter the sub-grid.

See this example, which shows a similar requirement (just change it from showing contacts to showing accounts, and filter by the parentcustomerid):

http://www.magnetismsolutions.com/blog/paulnieuwelaar/2013/01/24/filter-sub-grid-dynamics-crm-2011-rollup-12-(polaris)

Hope that helps

Paul
If my response helped you find your answer please show your thanks by taking the time to "Mark As Answer" and "Vote As Helpful".
- Marked as answer by James Reinhardt Tuesday, August 20, 2013 3:43 PM
Monday, August 19, 2013 8:56 PM
0

Sign in to vote

Paul-

Thanks for the info. It's exactly what I need, but is still giving me some headaches. I'm getting an error that updateSubGrid() is undefined. Are you sure that this function is still available in RU14?

Tuesday, August 20, 2013 1:47 PM

Try this code

function UpdateSubGrid(){ 
    var leadGrid = document.getElementById("Condensate");  
    //If this method is called from the form OnLoad, make sure that the grid is loaded before proceeding   
    //Included extra null check as a rollup 5 fix
    if (leadGrid ==null || leadGrid.readyState != "complete") {
        //The subgrid hasn't loaded, wait 1 second and then try again     
        setTimeout('UpdateSubGrid()', 1000);     
        return; 
    }  //Update the fetchXML that will be used by the grid.
    var oPack = Xrm.Page.getAttribute("new_condensateid").getValue()[0].id;
    var fetchXml= '<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false"><entity name="new_pack"><attribute name="new_packid" /><attribute name="new_name" /><attribute name="createdon" /><attribute name="new_totalprice" /><attribute name="new_quantity" /><attribute name="new_listprice" /><order attribute="new_name" descending="false" /><filter type="and"><condition attribute="new_productpackid" operator="eq" value="'+oPack+'"/></filter><link-entity name="product" from="productid" to="new_productid" visible="false" link-type="outer" alias="a_7696afcf6bf0e2119c5178e3b508aaa1"><attribute name="productnumber" /></link-entity></entty></fetch>';
i   // alert(fetchXml);
   
    leadGrid.control.SetParameter("fetchXml", fetchXml); 
    //Force the subgrid to refresh 
    leadGrid.control.Refresh();
}

after change fetchXML

Regards Faisal

Marked as answer by James Reinhardt Tuesday, August 20, 2013 3:43 PM

Tuesday, August 20, 2013 2:08 PM

0

Sign in to vote

Faisal (and Paul)-

Thank you for the responses. Faisal's code gave me the additional info I needed to get this finished.
Much Appreciated!

James

Tuesday, August 20, 2013 3:43 PM

Answered by:

Deep Subgrid Query: Show other contacts that share the same Parent Customer (Account)

Question

Answers

All replies