DYNAMICS 365 HOW TO FILTER SUBGRID IN JAVASCRIPT

In other posts, we saw how to change the selected view of a subgrid and how to refresh a subgrid in JavaScript.

In this post, I will talk about how to filter a subgrid using JavaScript in Dynamics 365 and display the needed records .

For the sake of this post, I will take the example of an account record and its related cases that are displayed in a sub-grid component.

Dynamics 365 filter subgrid

  1. In the account record, a field called Case Type that contains three options (Problem, Question, Request)
  2. Based on the case type selected, the sub-grid should be filtered and show the appropriate cases records
  3. To apply a filter on the subgrid, a fetchXml needs to be injected in the sub-grid and filtered based on the case type selected
  4. Therefore, go to the Case form and open Case Type field properties
  5. Under the Events tab, add the onchange event handler and call the function that will do the filter
  6. Save and Publish the form
As outlined in the following JavaScript function, you will be able to filter the Cases subgrid based on the user selection of the Case Type field.

function filterSubgrid(executionContext) {
var formContext = executionContext.getFormContext();
var caseType = formContext.getAttribute("cak_casetypecode").getValue();
var fetchXml = '<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">'
+ '<entity name="incident">'
+ '<attribute name="title" />'
+ '<attribute name="ticketnumber" />'
+ '<attribute name="caseorigincode" />'
+ '<order attribute="title" descending="false" />'
+ '<filter type="and">'
+ '<condition attribute="casetypecode" operator="eq" value="XXX" />'
+ '</filter>'
+ '</entity>'
+ '</fetch>';
if (caseType === 100000000) { // Problem
fetchXml = fetchXml.replace("XXX", "2");
}
else if (caseType === 100000001) { // Question
fetchXml = fetchXml.replace("XXX", "1");
}
else if (caseType === 100000002) { // Request
fetchXml = fetchXml.replace("XXX", "3");
}
formContext.getControl("cases").getGrid().setParameter("fetchXml", fetchXml);
formContext.ui.controls.get("cases").refresh();
}
  • Subgrid filtered based on Case Type = Problem
    Dynamics 365 filter subgrid 2

  • Subgrid filtered based on Case Type = Question
    Dynamics 365 filter subgrid 3

  • Subgrid filtered based on Case Type = Request
    Dynamics 365 filter subgrid 4

Bonus Tips:
  • The above code work in the classic interface, but not on the UCI; however it still not supported
  • There are multiple solutions on the web to make this working on the UCI, but, be careful in using them because they are unsupported
  • If you think this is an interesting thing to have and be supported in future releases, you can vote for the idea here


Hope This Helps!

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