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How to show lookup column related records in quick view control

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Posted on by rameshmukka

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I have 3 tables - Stocks, Sites and Delivery Header. Delivery Header table and Stocks table got lookup column to Sites table. Now on Delivery Header mainform, I would like to show Sites Column's related records from Stocks Table in subgrid or quick view control.

For example below is the table data I have in Sites Table

Site Name

Attica

Avon

Stocks Table below

Serial No	Client	Product	Site
45647	Contoso	2/0 x 6' Ground	Attica
56456	Contoso	2/0 x 10' Ground	Attica
56747	Contoso	2/0 x 15' Ground	Avon
34556	Contoso	2/0 x 20' Ground	Avon

In Delivery Header main form, I would like to show below subgrid (of stocks table) when I have "Attica" as Site in main form

Serial No	Client	Product	Site
45647	Contoso	2/0 x 6' Ground	Attica
56456	Contoso	2/0 x 10' Ground	Attica

I am very much to new to model driven apps. Hope I have put my problem statement clear. Kindly help in this regard. Thank you much in advance

Best Regards,

Ramesh Mukka

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Microsoft Dataverse with Power Apps

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rameshmukka 1,115 on at

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@ChrisPiasecki @rampprakash
Can you offer any help guys?

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Mira Ghaly 11,413 Moderator on at

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@RameshMukka

I assume you have stocks subgrid on Delivery Header, so on your sub grid choose only related records and filter by site.

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rameshmukka 1,115 on at

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@Mira_Ghaly Thanks for responding. On the Main Form of Delivery Header when I add subgrid and check show related records, I somehow don't see stocks table showing up. I have Site lookup column in both the tables. Anything I should do before adding the subgrid for stocks table?

Thanks,
Ramesh

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MayankP 464 on at

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Hi @RameshMukka ,

I guess for this you might need Javascript where you can provide your own filter as shown in following article..

https://www.crmcrate.com/javascript/dynamics-365-crm-filter-the-sub-grid-dynamically-with-javascript/

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rameshmukka 1,115 on at

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@MayankP I will take a look at this. But what stopping it to implement out of the box?

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MayankP 464 on at

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Hi @RameshMukka

I can only guess since it is not direct relationship, it is difficult for system out of box to provide configuration for this kind of scenario..
so in your case
1. Delivery Header links to Site (N : 1 relationship)
2. Stocks links to Site (N :1 relationship)
but there is no direct relationship between Delivery Header to Stocks hence system can not allow this..
so to achieved this requirement we need create dynamic FetchXml and apply this to our grid (so need some JavaScript code for this as explained in previous post)

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365CornerDawid 377 on at

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Hi @RameshMukka

I understand this case in the following way: no direct lookup between stocks and delivery headers resulting in the lack of related information in the subgrid.

But you can try to add site as the grid and in the site add the subgrid of delivery headers, found following article: Nested Grids in Dynamics 365 – Dynamics 365 Talk (d365goddess.com)

Hope this will help ^^ if yes, please remember to select the correct answer for other community members 🙂
Regards
Dawid

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