Filtered Custom Subgrid Based on Dynamic Value

Filtered Subgrid in MSCRM using Javascript

To create a filtered custom subgrid in Dynamics 365 based on a dynamic value, you need to follow these steps:

Create a JavaScript Web Resource:

This script will handle the dynamic filtering logic.
Add the Web Resource to the Form:

Include the JavaScript on the form where the subgrid is located.
Configure the Subgrid to Use the Custom Filter:

Use the JavaScript to dynamically set the subgrid’s fetch XML based on the dynamic value.
Here’s a step-by-step guide to achieve this:

Step 1: Create the JavaScript Web Resource
Go to Settings > Customizations > Customize the System.

In the Solution Explorer, navigate to Web Resources.

Click New to create a new JavaScript web resource.

Name the web resource (e.g., new_dynamicSubgridFilter.js).

Add the following code to the web resource:

If you have two entities without any relation to filter your sub grid then you can use the custom filtered sub grid.

function dynamicallyFilterSubGrid() {
    debugger;
    var objSubGrid = document.getElementById("Quotes"); //The name of the subgrid
 
    //CRM loads subgrid after form is loaded. so when we are adding script on form load.. need to wait unitil subgrid is loaded. 
    // thats why adding delay..
    if (objSubGrid == null) {// || objSubGrid.readyState != "complete"
        setTimeout(dynamicallyFilterSubGrid, 2000);
        return;
    }
 
    else {
        //when subgrid is loaded, get field value on which we are filtering
        var oppurtunity = Xrm.Page.getAttribute('new_oppurtunityid').getValue();
        // var oppId = "{1DAEF0BB-34E2-E611-8164-00155D55CB07}";
        var oppId = "{00000000-0000-0000-0000-000000000000}";// If you are not using related record while creating subgrid
        if (oppurtunity != null) {
            var FetchOppXml = "<fetch distinct='false' mapping='logical' output-format='xml-platform' version='1.0'>" +
                "<entity name='opportunity'>" +
                "<attribute name='name'/>" +
                "<attribute name='customerid'/>" +
                "<attribute name='opportunityid'/>" +
                "<order descending='false' attribute='name'/>" +
                "<filter type='and'>" +
                "<condition attribute='new_opportunityid' value='" + oppurtunity + "' operator='eq'/>" +
                "</filter>" +
                "</entity>" +
                "</fetch>";
            var Results1 = XrmServiceToolkit.Soap.Fetch(FetchOppXml);
            if (Results1.length > 0) {
                oppId = Results1[0].attributes.opportunityid.value;
            }
        }
 
        //Create FetchXML for sub grid to filter records based on retrieved values
        var FetchXml = "<fetch distinct='false' mapping='logical' output-format='xml-platform' version='1.0'>" +
            "<entity name='quote'>" +
            "<attribute name='customerid'/>" +
            "<attribute name='new_typeofplan'/>" +
            "<attribute name='statuscode'/>" +
            "<attribute name='quotenumber'/>" +
            "<attribute name='opportunityid'/>" +
            "<attribute name='createdon'/>" +
            "<attribute name='quoteid'/>" +
            "<order descending='true' attribute='createdon'/>" +
            "<filter type='and'>" +
            "<condition attribute='opportunityid' operator='eq' value='" + oppId + "' />" +
            "</filter>" +
            "</entity>" +
            "</fetch>";
 
        // Layout of subgrid.
        var LayoutXml = "<grid name='resultset' object='8' jump='new_name' select='1' preview='1' icon='1'>" +
            " <row name='result' id='new_boat'>" +
            "<cell name='quotenumber' width='100' />" +
            "<cell name='new_typeofplan' width='200' />" +
            "<cell name='statuscode' width='200' />" +
            "<cell name='customerid' width='100' />" +
            "<cell name='createdon' width='100' />" +
            "<cell name='opportunityid' width='100' />" +
            "</row>" +
            "</grid>";
 
        //apply layout and filtered fetchXML
        objSubGrid.control.SetParameter("layoutXml", LayoutXml);
        objSubGrid.control.SetParameter("fetchXml", FetchXml);
 
        //Refresh grid to show filtered records only. 
        objSubGrid.control.Refresh();
 
    }
}

Filtered Custom Subgrid Based on Dynamic Value

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POWER APPS PORTALS – JAVASCRIPT TIP #03 – LOAD EDIT MODAL AFTER RECORD CREATION