Add a Nested Subgrid to Display Contracts
To display related Oneflow contracts under their associated Opportunities on an Account form, you can add a nested subgrid.
In Dynamics 365, click the gear icon in the top-right corner, then select Advanced Settings.
From the settings menu, navigate to Customizations > Customize the System.
In the solution explorer, navigate to Entities > Account > Forms, and open the main form you wish to modify.
Click the Insert tab and select Sub-Grid to add a new section for Opportunities.
In the subgrid properties, set the Name and Label (e.g., "Opportunities"). Under Data Source, select Only Related Records, choose the Opportunities entity, and select a Default View.
Switch to the Controls tab and click Add Control....
Select Editable Grid from the list and click Add.
Enable the Editable Grid control for Web and Tablet. Then, click the pencil icon next to the Nested grid view property to configure it.
In the pop-up, set the Nested Grid Entity to Oneflow Contracts and the Nested Grid View to the desired view.
Click the pencil icon next to the Nested grid parent ID property.
Bind the nested grid to the parent by selecting opportunityid (Opportunity). This links the contract records to their parent opportunity.
- Click OK on all open dialogs to confirm your settings.
Finally, click Save and then Publish to apply the changes to the form.
View the subgrid
You should now be able to see the nested grid on your Account form.
Clicking the arrow next to an Opportunity will expand the row to show all associated Oneflow contracts.