Using Entity Form Metadata for Sub Grid configuration in Entity Form in Portal in Dynamics 365


Suppose we have following Entity Form configured for Lead Entity in Edit Mode which is having Contact Sub Grid in it.

Contact Us Lead Form with Contact Sub Grid:

Entity Form Configuration:

The Sub Grid renders as read only

We can further customize Sub Grid creating related Entity Form Metadata of type Sub Grid.

Suppose we have added all the below View and Item Actions to our Sub Grid type metadata.

On refreshing the page, we can see all the actions available as buttons in the page.

For Create to work we need to define the Insert Entity Form for Lead.

Download lets the records to be downloaded in Excel

Associate lets the current lead record to be associated to the contact record selected.

Similarly

View Details opens up the Entity Form defined in the Read Only mode. Edit opens the Entity Form to edit the record. The Entity Form must be configured and defined in the Item Actions for it to work.

Run workflow can be used to run On Demand Workflow(s) configured.

Delete, Disassociate and Deactivate does what it means and doesn’t need any specific configuration.

Hope it helps..

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Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

4 thoughts on “Using Entity Form Metadata for Sub Grid configuration in Entity Form in Portal in Dynamics 365”

  1. I have tried adding a subgrid in the Form of the Profile Web Form, then configuring the subgrid as Only Related Records and selecting the specified view to display. It works in Crm, but only the specified view field can be displayed on the portal, but the related records of my current login user cannot be filtered out, but all records are displayed.

    Is there a way to solve this problem?
    Please help me?

    Like

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