Subgrids are grids on a form that display records from another entity. We will go through an example of adding subgrids to a form using Accounts as an example.
The account form in CRM looks something like the following:
Notice there are Contacts and Recent Opportunities subgrids. To add more, we will need to customize the form:
Select a place on the form to insert the subgrid:
Select Insert->Subgrid:
This opens the subgrid form:
Here we can define the subgrid properties. Let’s say we want to display only records related to this account for a given entity. We can keep the Records selection as Only Related Records, and then select the Entity:
Let’s select Leads. We can now select the default view:
The properties should now look like this:
Note the additional options as well:
The subgrid is now added to the form:
Now when you go into the form the Leads information will be shown:
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Hi Carl de Souza, In the opportunity entity, we have a contact lookup. In the contact entity, we have a pet subgrid. I have to bring all the records from the subgrid and show them in the opportunity entity subgrid quick view form on clicking the add existing button.