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PhilGlew
Helper III
Helper III

Child items to parent items

Hi there, 

 

I am creating a model driven app, and getting my data in place in Dataverse. The app is an auditing dashboard.

 

I have tables created which contain information about the audits at a high level. I need a series of 'child' entries though which are basically the Findings from each audit, and then somehow link these to the audit table, and be drill-downable in the model driven app.

 

Can anyone help me with how to do this? Do I need a new table entitled 'Findings' with all info in first?

 

Thanks

Phil

2 ACCEPTED SOLUTIONS

Accepted Solutions
ChrisPiasecki
Super User
Super User

Hi @PhilGlew,

 

In your Findings table, you can create a column of type Lookup and select your Audit table. This will create a many to one relationship between Findings and Audit.

 

You can add the Lookup field on your Findings form, and on your Audit form you can add a subgrid to show the list of Findings. You can then easily add new findings when working with your Audit record by clicking the Add New button from the subgrid.

 

---
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View solution in original post

Hi @PhilGlew,

 

In your Subgrid settings, you just need to check the Show related records option as shown below.

 

ChrisPiasecki_0-1628271621450.png

 

---
Please click Accept as Solution if my post answered your question. This will help others find solutions to similar questions. If you like my post and/or find it helpful, please consider giving it a Thumbs Up.

 

 

View solution in original post

3 REPLIES 3
ChrisPiasecki
Super User
Super User

Hi @PhilGlew,

 

In your Findings table, you can create a column of type Lookup and select your Audit table. This will create a many to one relationship between Findings and Audit.

 

You can add the Lookup field on your Findings form, and on your Audit form you can add a subgrid to show the list of Findings. You can then easily add new findings when working with your Audit record by clicking the Add New button from the subgrid.

 

---
Please click Accept as Solution if my post answered your question. This will help others find solutions to similar questions. If you like my post and/or find it helpful, please consider giving it a Thumbs Up.

Thanks for your help with this.

 

I have added the subgrid, and it displays all Findings records. Is there a way I can change the lookup so that it only displays records for the Audit name in the subgrid?

 

So if the record being amended/viewed is say "Customer Services", the subgrid only displays the Findings associated with the same Audit name?    I have created the relationship between Findings and Audit tables for this column as Lookup. 

 

Thanks,

Phil

Hi @PhilGlew,

 

In your Subgrid settings, you just need to check the Show related records option as shown below.

 

ChrisPiasecki_0-1628271621450.png

 

---
Please click Accept as Solution if my post answered your question. This will help others find solutions to similar questions. If you like my post and/or find it helpful, please consider giving it a Thumbs Up.

 

 

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