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Enter Dynamics criteria in filters

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Posted on 5 Aug 2024 03:59:29 by 10
Hi, there are some situations in which to configure logic in filters or automations, I need to dynamically reference the record where the actions is taking place.
 
How do I dynamically reference things in Dynamics 365 when configuring this like this?
 
For example, in "Account A", I want to filter a subgrid with a related table that include [Account Name] of things like this. Same for messages in the screen.

How is it done?

Thanks!
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  • Jota Sang Profile Picture
    Jota Sang 10 on 06 Aug 2024 at 01:11:59
    Enter Dynamics criteria in filters
    It is a model driven app. I didnt realised it would be automatically the dubgrid relevant to the record openned.
     
    Thanks!
  • Verified answer
    DBO_DV Profile Picture
    DBO_DV 4,328 on 05 Aug 2024 at 05:08:33
    Enter Dynamics criteria in filters
    Hello, 
     
    are you talking about Model-driven apps? 
    If so it is quite easy, you just have to create a Main form and add the subrgid to it. 
     
    If there is a relationship to the Record, the modeldriven app will automatically apply the filter to only display related records. 
     
    If this answer solved your problem please accept it as solution so thta others as well can find it. 
     

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