Monday, 23 October 2017

{Know-how}D365 Customer Engagement- Sub-grid create new record or lookup to existing



In a sub-grid on click of "+" sign, manage create of new record or lookup to existing one. This is applicable to 1:N/N:1 relationship.

Ex:
Entity1 is related to Entity2 in 1:N fashion. Entity1 will contain subgrid and Entity2 will contain Entity1 lookup


To enable create on click of "+" sign
  • Go to related lookup field in the related entity - Entity1 lookup field in Entity2
  • Customize the field and make it mandatory
  • If the field is mandatory, then automatically the "+" sign will point to create of new record

To enable add existing on click of "+" sign
  • Go to related lookup field in the related entity - Entity1 lookup field in Entity2
  • Customize the field and make it non-mandatory
  • If the field is mandatory, then automatically the "+" sign will point to existing record

Note: This behavior is not applicable to some of the OOB relationships.

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