There are a number of steps required when adding a Sub-Grid to manage connected items. To explain the process, we are using the example of adding a Contacts Sub-Grid to an Interaction item.
The purpose, in this example, is to manage a situation where a number of people are involved in the activity that the Interaction refers to. When reviewing a connected Contact item we would like to see the details of the interaction and have a link back to it. This setup process will ensure that there is only one copy of the Interaction and that any changes made to it will be reflected in each connected item.
The following screen shots to demonstrate the outcome of the connections made.
Steps
- Add a Sub-Grid to the Interactions Display page by going into Edit Mode on the Display Page and clicking Add A Web part. Select Miscellaneous, and choose “CRMSubGrid” then click Add.
- Now move the new Sub-Grid underneath the Interaction CRMDisplayFormFields and CRMFormActionBar Web Parts.
- Edit the new Web part and select Contacts from the List and Columns section. Apply this selection so that all the fields for the Contact list will be available.
- Now you can select the Display Columns you want – select the hyperlink “Show/hide available columns” and pick the columns to display in the Sub-Grid.
- Under the Appearance section add “relatedcontactslarge.png” to the Icon file name” section.
- Go the Connection section and check the “Show Connected Items Only” option.
- There are other configurations you may choose, but the above will be the basics. Click Ok to close the Web part.
- Now a Connect button will appear on the header bar of the Sub-Grid.
- If you want to add specific reasons for the Contact connections to the Interaction add a new setting called “InteractionsContactsConnectionReasons” with appropriate reasons.Otherwise, the default connection reason will say “Via Contact”.
- In order for the Connection search to know which details to search and display in the Search Results add the row shown below to the “ConnectionSearchListsViewsAndFields” setting. The syntax is “
List Name|View to Display|Fields to be searchable”.
- To test the connection, click the Connect button, enter a search term and select a Reason.
- Next is to configure the Interaction Sub-Grid on the Contact Display Page to ensure that “Connected” items will show along with “Related” Items which is the default behavior. Click a Contact item in the Sub-Grid that you just connected to open the Contact Display Page.
- Go to the Interaction Sub-Grid and Edit the Web part. Now select the Connections section and ensure that “Also Show Connected Items” is checked.
- Click Ok to save the changes and close the Web Part.
- Connected items can be disconnected using the icon shown below.
Note: If the Load / No Load feature is enabled (SubGridsLoadByDefault=False) the new Sub-Grid for the Interaction will default to a No Load state. To change this default so that the Contacts will display in the Sub-Grid by default add the following row into the Setting.
When a new Interaction is saved the Quick Actions will be presented. User will click “Go To This Interaction” to add the connected contacts.