How to have multiple entries for custom entity?

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故里飘歌
故里飘歌 2021-01-23 17:42

In our Dynamics CRM online custom project - we\'ve the default ACTIVITIES tab in a custom entity named DocProject\'s form

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  •  庸人自扰
    2021-01-23 18:28

    Do you mean you need multiple docprojectactivities on the form where you have the activities? You need to create a 1:n relationship between the form and the docprojectactivities and add the subgrid on that form allowing you to create multiple records for the docprojectactivities. A lookup field is the '1' side of the 1:n relationship and thus the wrong direction.

    Go to docprojectactivities, add a new field type relationship towards the entity you are working on. Save and publish.

    Now go back to the form designer of the entity you need the entries on and go to the tab 'insert'.

    Click on sub-grid and select only related records docprojectactivities (entity you are working on)

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