Model Driven App "add existing ***" restrict amount off choices based on parent record

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Posted on by AnthonyD

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Hi guys,

I have the following usecase. I have a Training which has Trainees.

2021-12-27 14_06_42-Microsoft Whiteboard.png

A training also has Extra Costs. On adding a Extra Cost to a Training, I have to chose for which Trainees this cost has to be applied.
2021-12-27 14_07_08-Microsoft Whiteboard.png

As you can see in the screenshots:

Training has 2 Trainees

On adding a Extra Costs:

I can choose out of all Trainees

How could I restrict the list of Trainees which i can choose from to only show the Trainees linked to the Parent Training?

Best Regards,

Anthony

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Microsoft Dataverse with Power Apps

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Ram Prakash Duraisamy 5,580 Super User 2025 Season 2 on at

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Hello @Anthony_Dob,

Hope its an N:N Relationship entity, if yes then you need to write JS, please find my blog below for your reference.

https://microsoftcrmtechie.blogspot.com/2019/10/nn-filter-subgrid-dynamics-365-mscrm.html

Please mark as Answer if it is helpful and provide Kudos

Subscribe : https://www.youtube.com/channel/UCnGNN3hdlKBOr6PXotskNLA
Blog : https://microsoftcrmtechie.blogspot.com

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Drew Poggemann 9,287 Most Valuable Professional on at

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Hi @Anthony_Dob ,

You might want to look at creating a custom intersect table so you create a relationship like the following:

Training --- 1:N ---> Training Trainee <---N:1----Trainee

In this situation you could utilize the related filter on your lookup to restrict to ones related to the training in the configuration of the lookup field and it will only show the Training Trainee records related to the Training.

This type of configuration with the "Training Trainee" table level would allow additional metadata that might be needed (i.e. status - did they attend or not, in person vs virtual, etc.).

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Bipin D365 971 on at

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Hi @Anthony_Dob ,

Please have a look at below blog which does exactly what you are looking for -

https://xrmdynamicscrm.wordpress.com/2020/06/07/dynamics-365-sub-grid-add-existing-look-up-view-nn/

Please mark my answer verified if this is helpful!
Regards,
Bipin Kumar
Follow my Blog: https://xrmdynamicscrm.wordpress.com/

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