Add related entity view on the Main Form

Today will learn how to populate the related associated entity in the main form.

I have a Contact entity and it has a (1:N) parental relationship with the entity “Signs & symptom“. The aim of this blog is to populate the Signs & symptoms next to the Summary tab so that the number of clicks gets limited.

Figure 1: Contact Form
Figure 2: Signs & symptoms related entity.

Let’s navigate to the Contact entity form editor. There we will have to add a new tab just below the Summary tab.

Figure 3: Adding new tab on Contact Form, below Summary tab.
Figure 4: Add label to the tab as “Signs & symptoms”.

Now, we will add a sub-gird inside the Signs & symptoms tab.

Figure 5: Add Sub-Grid to Tab

Then we will set the properties of the sub-grid by providing it a name, label. We will also do the entity and view mapping.

Figure 6: Set Properties of a section
Figure 7: Entity Mapping and selecting the default view

Once this is done. Hit the OK button and publish the changes.

Figure 8: Contact related entity “Signs & symptoms” populate next to Summary tab

In the above image, we can see that the Contact related entity “Signs & symptoms” populates next to the Summary tab.

By clicking on the Signs & symptoms tab we would get the same associated view which we would get when we navigate from related to Signs & symptoms.

Hope this blog helps you.

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