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How to display the button "See the records associated " on subgrid in CRM

 mars 21, 2017     1 comment   



Usually any sub-grid has a button to show the associated records to the main records, us shown :


                              


The visibility of this button is managed in the navigation area in the form editor of the main record.
For example if you have a sub-grid of DISPLAY & SAMPLES on the form of the ACCOUNT, to show the button "See the records associated" on the sub-grid you should add the DISPLAY & SAMPLES relationship to the navigation links in the main form editor's ACCOUNT,


1 - As you can see the button is hided and also the in the top navigation the DIPLAY & SAMPLES is missing.
NB : The top navigation was in the left in CRM 2011.





2 - To display the "See the records associated" button, you go to the main form of the Record that countain the sub-grid, in our case it's the main form of the ACCOUNT.
  - Next on the Home Tab, select Navigation, and drag and drop The "Display & Samples". In my case, I placed under the marketing area.
  - Save and publish.


3 - After the previous modification, two changes take place : 
   a. The "See the records associated" button is displayed.
   b. The DIPLAY & SAMPLES is displayed in the top navigation.





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1 commentaire:

  1. Unknown5 août 2018 à 05:01

    How to hide it in HUB ui from the related tab on load event of form javascript (Xrm.Page.ui.Nagivation.items.get(..) and set visibility false is not working in HUB while it is working on Web

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