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Add Button Missing on Subgrid in v9

  • 1.  Add Button Missing on Subgrid in v9

    Posted Mar 19, 2018 02:24 PM
    We're just testing the v9 upgrade out and realized not all our subgrids are allowing us to add records under the Hub App.

    cUBuH8EASAWJ5JxE2HNA_v9-Screenshot.PNG
    Under the Normal Sales App we have no issues and it behaves as expected
    4ZAjmFt7StGKSQQ6Xzr9_v8-Screenshot.PNG
    Has anyone figured out the trick to get the ability to add records?

    Thanks
    Mike

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    Michael Crowley
    Shawmut Design and Construction
    Boston MA
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Add Button Missing on Subgrid in v9

    TOP CONTRIBUTOR
    Posted Mar 20, 2018 11:02 AM
    ​I just checked in our v9 development instance and it appears to be working ok.  Is it possible someone customized the subgrid for Stakeholders on your Opportunity form?  If so, have you tried adding back the out-of-the-box subgrid to see if that resolves the issue?



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    Ben Edgren
    CRM Applications Manager
    Hufcor, Inc
    Janesville WI
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Add Button Missing on Subgrid in v9

    TOP CONTRIBUTOR
    Posted Mar 21, 2018 06:54 AM
    Hi Michael,

    I notice the grid you're using isn't the one Ben showed. What entity is this on, and what connections are you trying to create? The grid on the opportunity form that Ben showed is the "Stakeholders" grid on the Opportunity form. This uses one of those "special" views that can't be amended, and actually contains some hidden functionality. In this case, is creates a connection with the "Stakeholder" connection role. I can't see any way to change this behaviour, although you can amend it later.

    It's possible that creating connections from certain views isn't supported yet. I tried creating another subgrid of connections on the opportunity form, and this displays very differently in the Sales Hub:


    This did allow me to create connections, but directed to the full connections form, prompting me to select a connection role. I guess the grid you're looking at must be different again.

    ------------------------------
    Tom Pickles
    CRM Support Analyst
    Chess Digital
    Edinburgh SC
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Add Button Missing on Subgrid in v9

    Posted Mar 22, 2018 01:26 PM
    Thanks for the replies all, should have picked a better example this is actual a custom entity not Connections. In case it's helpful to anyone else we found the problem was the Entity being set to read only on Mobile which is impacting the new user interface on the Web as well given the shared code.

    Mike

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    Michael Crowley
    Shawmut Design and Construction
    Boston MA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Add Button Missing on Subgrid in v9

    TOP CONTRIBUTOR
    Posted 4 days ago
    Hello,

    I want to see if Michael got any resolution on this.  I'm trying to create a sub grid on Account to show "to" connections to User where the connection role is Account Manager and the new connection "+" appears at the top of the grid.  To this point, i can get the data to appear in the sub grid, but cannot get the "+" to appear in classic or the UCI.

    I've update the Account "connected to" User relationship to be required and this still does not make the "+" appear.


    Any help is appreciated,

    ------------------------------
    Jim Corriveau
    A.W. Chesterton Company
    Groveland MA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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