Microsoft Dynamics® CRM Training
Inserting a Sub-Grid
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Inserting a Sub-Grid
Hi, and welcome to the Success Portal by xRM.com.
In CRM Online, you can insert a Sub-Grid into a form. This allows Users to view, create, and modify records for a related entity directly from within a form. For example, you can insert a Sub-Grid into the Account form that displays Connections to the record with a Connection Role of Employee. Basically, you could see all of the company’s employees from that Account from within the open record.
In this tutorial, we will demonstrate how to insert this Sub-Grid.
This task requires a Security Role of System Administrator or System Customizer, or equivalent privileges.
We begin by navigating to Workplace > Customers > Accounts.
Let’s open the sample Account record called, “Advanced Components (sample)”.
The Account form opens. Click the Customize tab of the ribbon, and then click Form.
A Solution: Default Solution window opens where we can customize the Account form. Let’s insert the Sub-Grid in the Contacts area by clicking it, and then clicking Insert in the ribbon, and then clicking Sub-Grid.
The List or Chart Properties dialog opens. Let’s type “employee_connections” in the Name field. In the Label field, let’s type “Employees”. Let’s also check the Display label on the Form box.
Now, we want to specify the source data for this Sub-Grid. In the Records field, select “Only Related Records”. In the Entity field, select “Connections (Connected From)”. In the Default View field, we’ll leave “Active Connections” selected.
At this point, we’ve set up the Sub-Grid to display all active Connections with the Account, but we want to display Connections only with a Connection Role of Employee. Click the Edit button.
The View: Active Connections window opens. In the Common Tasks pane, click Edit Filter Criteria.
The Edit Filter Criteria dialog opens. Set the criteria to “Role (From)”, “Equals”, “Employee”. Click the OK button, thus closing the dialog.
Now, click Save and Close, thus closing the View: Active Connections window.
We’ve set up our Sub-Grid, now let’s save it, publish it, and verify that it is working properly. Click the OK button, thus closing the List or Chart Properties dialog.
We now see that our Sub-Grid has been inserted in the form. Click the Home tab of the ribbon, and then click Save.
Once the form is saved, click Publish in the ribbon.
Once CRM Online publishes our customizations, let’s reopen the “Advanced Components (sample)” record.
When the Account form opens, let’s scroll down to the Contacts area. We see that our Sub-Grid has been successfully inserted into the form and we can see a list of Employees.
Thanks for watching.