Friday, July 17, 2015

CRM 2013 Subgrid vs. (Expanded) Associated View Records. OR Recent and Associated Entity views

Sometimes you experienced when you have subgrid in your CRM Form, but when you click the ‘expand’ button to expand the view then it will redirect you to Associated View, but you found the records appear in the list are different.

to find the solution of that problem then click the below link or directly read the same content from my blog.

I have checked this issue.

So, the issue will be happening if you have one more Opportunity to Account custom N:1 Relationship.
For example:
The standard CRM have 2 normal N1 Relationship to Account, those are Parent Account and Potential Customer.
Then, I added one more relationship with name new_account2 (Account 2) as shown here:

If you notice, in the subgrid, the Entity (Opportunity) is having setting:
(see the section inside the red-square)

So, it means that only show if the Potential Customer is the respective account, correct.
Then if you click to pop out the associated view, some of your Opportunities are gone and missed out to appear in the list.
After I checked, it was because the missed Opportunities didn't have relationship to the new relationship (in this case is new_account2 or Account 2)
So, I put more detail here.
Now, in the Account, I have two Relationship to Opportunity in the Navigation explorer.

The first one is Account to Opportunity (Custom)

The second one is Account to Opportunity (System)

And if I go to each Associated View, it will give me different result.
Okay, this is from the subgrid:

*You can see 2 Opportunities, correct.
Then, try again to see the Associated View from the Navigation.
This is from the first one (a custom relationship)

*Yes, you can only see 1 Opportunity
And this is the second one (a system relationship)

* You can see two records of opportunity and see the arrow, the new section of filter, showing it is a different associated view
And finally, from the pop out from the Recent Opportunities subgrid.

*As you can see, you can only see one (1) record, so this view, after you pop up out is referring to the custom relationship (to Account 2)
To check deeper, I try to search in the database what is the different between them, and then, yes it is actually because of the disappeared opportunity does not have relationship to Account 2:

*See the null value of Account 2, the rests are same.
And I guess, the missing Opportunities are the existing Opportunities just before you created a new custom relationship.
Because basically, for the new records, CRM will auto populate and auto-mapping all of the lookup relationship to the same entity if newly created from subgrid or associated view., in this case is Account, but not for old records (CRM Mapping behavior concept).
To ensure you and myself, I put the Account fields in to the Opportunity Form.
All of the account fields


And you can see that one of them doesn't have value for the Account 2, and the Opportunity with the null value will not show in the Associated View.
To check in your data, you see the missing Opportunities in your data, there are 2 records, which one them is:
"Leslie Test Lead 0627-16", and the other one I can't see since this is not in the first page.
You can try to go to Associated View and then 'Add Existing Opportunity', then add the "Leslie Test Lead 0627-16", now back to your Opportunity Form.


After that you open the form..

Now, you can see that the custom field to custom Account, in my term is Account 2, now is filled up!.
I guess this is the answer.
SO, back to your question.
How the views are populated?
The answer is:
- For the Recent Opportunities shown in the subgrid, it shows all of the related Opportunity record from the Potential Customer.
- For the Associated View pop out from the subgrid, it shows all of the related Opportunity record from the new custom relationship.
And in fact, it picks the first relationship defined in the navigation in order or in sequence (see the solution in the below section for detail)
How to solve, there are two solutions basically.
1. You fix the data, fill the value of your new custom relationship (you can use Account 2 field in the Opportunity Form) or can use by adding the Existing Opportunity through the Opportunity Associated View in the Account form, as for this example: "Leslie Test Lead 0627-16".
Or you can use Workflow or programming to auto-fill the Account 2 aligning with the Potential Customer value.
2. You can use either: Remove the Navigation of the Custom relationship
OR, just Re-Order the position of those relationship in the navigation area:

So, now this is the result after you re-order, the subgrid after you click the pop up will no longer calling the wrong associated view, instead, it will call the associated view by Potential Customer (since you put it first)

Now, your customer will see the same for subgrid or associated view after clicking the 'grid' ribbon to show the detailed associated view. And they will not frustrate again.


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