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ADX\Dynamics Portals – Using sub grids in Entity Form
In this article, lets see how to work with ‘Sub grids’ on ‘Entity Forms’ in Portals.
Lets take a scenario to understand this better, In Dynamics:
- Create a new custom Entity named ‘Employee’
- Create a related entity ‘Child’ to capture children details of ‘Employee’
- Configure a single portal screen, to capture ‘Employee’ and ‘Children’
Below is how the ‘Employee’ entity form with ‘Children’ sub grid, in Dynamics, looks like:
High level design steps:
- Create a new ‘Entity Form’ for ‘Employee’ Dynamics form
- Create a new ‘Entity Form’ (i.e.,Child Create) for ‘Child’ entity to ‘Insert’ (i.e., Mode=Insert) record
- Create a new ‘Entity Form’ (i.e., Child Details) for ‘Child’ entity to ‘Edit’ (i.e., Mode=Edit) record
- On ‘Employee’ entity form, configure ‘Child’ ‘Sub grid’ using ‘Entity Form Metadata’
- Add ‘Create’ and ‘Details’ actions on Sub grid.
Now lets see step by step.
Create new ‘Entity Form’ Employee:
- Create a new ‘Employee Details’ Entity Form pointing to ‘Employee’ entity and ‘Information’ form.
- Now lets see how the ‘Employee’ form looks in the portal.
- If you notice, there is a grid section ‘Children’ available on Portal form, however its unusable, as there are no ‘Create’ or ‘Edit/Details’ options.
Configure ”Entity Form Metadata’:
With ‘Entity Form Metadata’, we can make sub grid usable. We can add actions (i.e.,Create/Edit/Details buttons) and to the sub grid.
- Go to ‘Employee’ form site map and click on ‘Entity Form Metadata’
- Under the ‘Type’ select ‘Subgrid’ and choose your ‘Subgrid Name’
- Next, we need to configure ‘Create’ and ‘Edit’ buttons to the sub grid.
- Under the ‘Grid Configuration’ tab, click on ‘Create’ and fill the ‘Entity Form’ (i.e.,Child Create) details
- To add, Edit/Details action click on ‘Details’ and fill the ‘Entity Form’ details
- Note: Even though, I choose ‘Details’ action, my associated ‘Entity Form’ (i.e.,Child Details) is set form mode ‘Edit’ which can be used to view and edit.
- Save the ‘Entity Form Metadata’.
Test the functionality:
- Login to your portal
- Clear the Portal Cache by navigating to “Portal URL+‘/_services/about’”
- Note: This step is optional and needed only if you don’t find your changes in portal
- Open the ‘Employee’ record and now you should see ‘Child’ grid with ‘Add new child’ button.
- Click ‘Add new child’ button and it will open up ‘Child Create’ entity form.
- Click ‘Submit’ which saves the record.
- Now either click on 1st column or ‘Details’ button to ‘Edit’ the record which opens up ‘Child Details’ Entity form.
- Modify the data, if needed and click ‘Submit’
🙂
Retrieve Members of a Records Access Team and migrate Access Teams between Organizations
Most of you know that an Access team owns no records and has no security roles assigned to it.
Records will be shared with an Access team, and the team is granted access rights on records such as Read, Write and Append.
By default, we would get one OOB Opportunity Access Team and we can enable “Access Team” for required entities by selecting “Access Teams” option in entity customization’s.
We can add “Access Team” to the form’s sub grid and keep adding the users
Below is the sample code to retrieve the members of Access Team for a record (i.e., Opportunity in this case)
Code Snippet:
Private void GetUsersFromOpportunitySalesTeam(IOrganizationService service, Guid opportunityId, Guid teamTemplateId) {
var fetchUsersFromSalesTeam = @”<fetch>
<entity name=’opportunity’ > <attribute name=’name’ />
<filter type=’and’>
<condition attribute=’opportunityid’ operator=’eq’ value='” + opportunityId + @”‘ /> </filter>
<link-entity name=’principalobjectaccess’ from=’objectid’ to=’opportunityid’ link-type=’inner’ alias=’poa’ >
<attribute name=’objectid’ alias=’objectid’ />
<link-entity name=’team’ from=’teamid’ to=’principalid’ link-type=’inner’ >
<link-entity name=’teamtemplate’ from=’teamtemplateid’ to=’teamtemplateid’ >
<filter type=’and’>
<condition attribute=’teamtemplateid’ operator=’eq’ value='” + teamTemplateId + @”‘/> </filter>
</link-entity>
<link-entity name=’teammembership’ from=’teamid’ to=’teamid’ link-type=’inner’ intersect=’true’ >
<link-entity name=’systemuser’ from=’systemuserid’ to=’systemuserid’ link-type=’inner’ >
<attribute name=’fullname’ /> <attribute name=’systemuserid’ />
</link-entity> </link-entity> </link-entity> </link-entity> </entity>
</fetch>”;
var teamMembers = service.RetrieveMultiple(new FetchExpression(fetchUsersFromSalesTeam));
// Retrieve User Guids
if (teamMembers!= null && teamMembers.Entities.Count > 0) {
foreach (var teamMember in teamMembers.Entities){
if (teamMember.Attributes.Contains(“systemuser5.systemuserid”) && teamMember.Attributes[“systemuser5.systemuserid”] != null) {
Guid userId = new Guid(((AliasedValue) teamMember.Attributes[“systemuser5.systemuserid”]).Value.ToString());
}
}
}
How to get the “Access Team Id” (i.e.,teamTemplateId)
- Make a retrieve call “teamtemplate” entity and retrieve the Id by Name field (i.e., Opportunity Sales Team Template)
- Or you can get the GUID from URL of “Access Team Template”
Points to ponder:
- “Access Team” is not a solution aware component and cannot be added to the Solution to move across the organizations.
- If you have an Opportunity Access Team sub grid on Account form and if you move the customization’s from Dev to Test organizations, the sub grids will break, if you cannot maintain the “Access Team” with same Id
- To move Access Teams between Organizations with same Guid’s, below are couple of ways
🙂
Reading sub grid records using jscript in CRM 2011
Hi,
In CRM 2011, we can show the related records in parent record form using sub grids.
For example below is ‘Contacts’ sub grid on ‘Account’ form
Contacts sub-grid
We can get the records count and read the cell values of sub grid using below script.
function getSubGridDetails() {
// Set subgrid schema name
var subGridName = ‘accountcontactsgrid’;
if (document.getElementById(subGridName)) {
var gridControl = document.getElementById(subGridName).control;
// Get records length
var countGridRecords = 0;
if (gridControl && gridControl.getRecordsFromInnerGrid()) {
countGridRecords = gridControl.getRecordsFromInnerGrid().length;
alert(“Subgrid records count – ” + countGridRecords);
}
// Read Cell Values By Row
for (var indxRow = 0; indxRow < countGridRecords; indxRow++)
for (var indxCell = 0; indxCell < gridControl.getRecordsFromInnerGrid()[indxRow][3].cells.length; indxCell++) {
alert(“Cell Value – ” + gridControl.getRecordsFromInnerGrid()[indxRow][3].cells[indxCell].outerText);
}
}
}
🙂
Sub Grid Refresh Event – CRM 2011
Hi,
Sometimes we may need to refresh Parent form, when we Add/Remove records from sub grid (i.e., On Subgrid Refresh). We can achieve this with below steps
Grid Refresh Event
- Get the “subgrid” id (i.e., Name of the subgrid, we can get it from either ‘Form customization’ or using IE Developer Tool)
- In parent form, onload() function attach ‘onrefresh’ event to “Subgrid”
function Form_onload() {
//Set Action on subgrid Refresh
var subGrid = document.getElementById(“{Subgrid ID}“);
if (subGrid) {
subGrid.attachEvent(“onrefresh“,fnGridRefresh);}
}
//This function fires on subgrid refresh
function fnGridRefresh(){
alert(“Grid refreshed!!!!”);
}
Hope it helps 🙂
Rajeev Pentyala - Microsoft Power Platform 