Dynamics 365 subgrid controls

Posted on 20.12.2020 Comments

Recently we were trying out the model-driven form designer and noticed the option of adding new input control to the form in it. But with the new updates, we can now add new subgrid control along with Quick View and other controls also as shown below. The other option to configure these controls is from the Controls tab of the field properties dialog box. I love working in and sharing everything about Microsoft. NET technology! View all posts by Nishant Rana.

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dynamics 365 subgrid controls

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dynamics 365 subgrid controls

Email Address never made public.Users can now enjoy rich experiences on a browser, tablet, or phone, powered by innovative controls available in Unified Interface.

Below I share the top 10 controls that greatly save time on configuration and enhance user experiences. This control allows users to configure an auto-complete text field based on an optionset or even a view.

This standardizes data entry without custom development. This previously was achieved by JavaScript, and the solution was not the best. Input Mask control allows custom formatting during data entry and provides instant visual feedback on format requirement.

Example : With a pre-mask on the Main Phone Number, users are guided to enter the right data format. This control opens endless possibilities. Example : This custom Bing Map app is embedded on a contact form. The embedded app also interacts with the host form by exchanging information. Star Rating, ranging from 1 to 5, provides a quick and visual format during data entry.

Example :. These controls provide different flavors of standardizing data entry. Example : Number Input control provides a minus and plus sign for quick increment or decrement during data entry. Each increment or decrement is configured to a specific step.

Example : Tabbing the bar code icon will activate the camera on your phone or tablet. Interface : Web and Tablet Field Type : Subgrid Description : This is unique to Unified Interface, but it is worth mentioning as it provides a quick inline editing interface. With this control, you can natively scan a business card and save the information.

Example : The following screenshot was taken from MS Doc.

How to fix the subgrid in Dynamics 365 UI?

Hopefully this blog sparks your interest in finding out more about Unified Interface in Dynamics CE. I am sure there are other controls that could make it to your own Top 10 list. If you have any questions about Unified Interface or Dynamicsplease connect with us.At the entity level, which will turn every view into an editable grid, or specifically on a sub-grid on any form.

Enabling Editable Grids at the entity level will then allow you to turn any view into an editable grid.

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The steps to do this are as follows:. You can configure a lookup field on a specific view which will allow more control over what happens when a user clicks on that field in the view. This is an optional step. If you wish to do so, click on Add Lookup and select a view and then available Lookup field. Choose the default view and set the additional parameters as desired.

To finish, click OK and then Save and Publish. Navigate to the entity and choose a view and you will see that it is now possible to edit any field in the view directly. Enable for single sub-grid view on a form. It is possible to enable a sub-grid on a form as an editable grid as needed. Click on the Controls tab and select Editable Grid and click Add. Select where the editable grid should be available: Web, Phone, or Tablet. Add the Lookup field for a given view if required and click OK to finish.

So what are you waiting for? Go try it out! Joe D is a Microsoft Dynamics superhero who runs on pure Dynamics adrenaline. Earlier this year, Microsoft announced that February 29, is the last day it will support legacy versions of Dynamics for Field Service. ScreenMeet is a cloud-based remote support tool designed to integrate seamlessly into Dynamics Microsoft recently announced that January 14, is the last day it will support Windows 7. Read this blog for what you need to do about this change!

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Contact Us. Marketing Automation Productivity. More results Generic filters Hidden label. Hidden label. Joe D PowerObjects Recommends. Sunsetting Field Service Support. Windows 7 Extended Support.With the release of CRMit's important that you have support from a Microsoft Gold CRM Partner so your system remains current and in touch with all of the latest technologies. The SubGrid Control allows for javascript code to interact with the data in a chosen SubGrid available on the form.

You can get information down to the Primary Name and Guide of the Entities inside of the SubGrid now in a completely Microsoft supported way, which is important with the recent changes in CRM Update 1. I've made the SubGrid front and center for testing purposes, but you may want something more alarming to the user to say that there are Past Due Activities to be completed.

Check out the piece of Javascript code I wrote below. I had to do somethings to the code to make it work as expected. Let's dive into the code that touches the SubGrid, the gridOnLoad function. Looking at the code, you can see we first grab the Record Count from the SubGrid. Then we have some conditional checks based on the Record Count value. I'd like to note that the Total Record Count will show up as -1 when the function starts.

This means the records in the form have not loaded yet, and you have to wait until the SubGrid loads to access the SubGrid data. Finally, some simple Form Notifications using the Record Count. See the link below for more on Form Notifications. You can even extend your notification code to explicitly say which Activities are Past Due, check out the re-written function below. Note the for loop.

This is mostly to show you can interact with the SubGrid data. The Form Notification only holds 3 Rows before using a scrollbar, so you may want to show this in a different way. Get Creative with it! Overall, the SubGrid seems to have some areas for improvement, especially in the area of timing. However, once we got over that hump, the SubGrid Control made for some customizations that were never possible in ways supported by Microsoft CRM.

Do you need help with your CRM Implementation? Please feel free to contact us. This will List out the Activities in the SubGrid. Share this: Tweet.February 18, by Beringer Technology Group.

This star rating of the post below was determined by two factors: how many times the post was read, and by how engaging the post was as measured 'by time on page' metrics from Google Analytics. The SubGrid Control allows for javascript code to interact with the data in a chosen SubGrid available on the form. You can get information down to the Primary Name and Guide of the Entities inside of the SubGrid now in a completely Microsoft supported way, which is important with the recent changes in CRM Update 1.

Check out the piece of Javascript code I wrote below. I had to do somethings to the code to make it work as expected.

Looking at the code, you can see we first grab the Record Count from the SubGrid. Then we have some conditional checks based on the Record Count value. This means the records in the form have not loaded yet, and you have to wait until the SubGrid loads to access the SubGrid data. Finally, some simple Form Notifications using the Record Count. See the link below for more on Form Notifications. You can even extend your notification code to explicitly say which Activities are Past Due, check out the re-written function below.

Note the for loop. This is mostly to show you can interact with the SubGrid data.

Sub-Grid properties overview

The Form Notification only holds 3 Rows before using a scrollbar, so you may want to show this in a different way.

Get Creative with it! Overall, the SubGrid seems to have some areas for improvement, especially in the area of timing. However, once we got over that hump, the SubGrid Control made for some customizations that were never possible in ways supported by Microsoft CRM. Thanks for reading and Happy Coding. Hi, Need one help, I want to take the fields of on form and send them to other form in the same entity.You can configure a sub-grid on a form to display a list of records or a chart.

Dynamics 365 JavaScript Subgrid Refresh

Select Show Chart Only on the Display tab to show a chart instead of a list. You can access Sub-Grid properties in solution explorer. Under Componentsexpand Entitiesexpand the entity you want, and then select Forms.

In the list of forms, open the form of type Main. Then on the Insert tab, select Sub-Grid to view sub-grid properties. In forms using the Classic formsactions performed on a sub-grid were available in the ribbon. Developers can customize the behavior of these actions or add additional actions by customizing the ribbon. In forms using the Updated forms actions for sub-grids are placed near the sub-grid, making them easier to access.

However the command bar does not allow for custom actions to be added. Developers can edit the ribbon to modify the actions for the remaining three actions: show list, add record, and delete record.

Subgrid Control in Dynamics 365

When displaying a list in forms with the Updated formseach sub-grid displays the Open View button in the top right corner when the entity is also displayed as one of the entities included in the navigation area of the form editor. Choosing this button will open the view.

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The behavior will change depending on the option chosen for the Records property. When you select Only Related Records the view will open using one of the associated views in the same window. To return to the form, use the back button or choose the current record primary name value in the navigation bar.

When displaying a list in forms with the Updated formseach sub-grid displays the Add record button in the top right side of the sub-grid. Choosing this button will allow you to add a record. This behavior will change depending on the option chosen for the Records property and if the lookup is for activity records.

When you select Only Related Records the default behavior is the behavior to add existing records. People see an in-line lookup to search for an existing record first. This helps prevent creating duplicate records.A control represents an HTML element present on the form.

Some controls are bound to a specific attribute, whereas others may represent unbound controls such as an IFRAME, Web resource, or a sub grid that has been added to the form. The control object provides methods to change the presentation or behavior of a control and identify the corresponding attribute. You access controls using one of the following collections:. The formContext. Controls are categorized by type.

You can determine the type of a control by using the getControlType method. Certain control methods are only available for specific types of controls. See formContext.

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See Grids and subgrids for information methods supported for this control type. The timeline control presents the Posts, Activities, and Notes in a unified view. These are the methods available for this control type. A web resource control has the same set of methods available as the iframe control. See iframe control type.

dynamics 365 subgrid controls

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Read in English. Learn at your own pace. See training modules. Dismiss alert. You access controls using one of the following collections: formContext.

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This topic provides information about the methods available per control type. Is this page helpful? Yes No. Any additional feedback?

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