Michael Philip's Blog

Writing about MS Tech with strong focus on Azure & CRM

Quick View Form and sub grid Issue in Dynamics 365

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Hi,

Intro :

I encountered a problem while working with quick view forms having sub grids.

The quick view form is meant to display the account details upon selecting an account on lookup in custom entity form.

Problem:

Quick view form has sub grid displaying related record to account such as cases and opportunities , the problem occurs whenever you change the select account , all the details are updated to reflect the new selected account except the sub grids .

 They keep displaying the related records to the old one.

Fix :

  1. Add on change event handler on the account lookup
  2. Include the following piece of code in your java script function

var quickViewControl = Xrm.Page.ui.quickForms.get(“your quick view form name”);
if (quickViewControl != undefined) {
if (quickViewControl.isLoaded()) {
quickViewControl.refresh();
}
}

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