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Sub-Grid View - Basic Configuration with Add/Edit/Delete Functionality

  1. Start by dragging a TPC Form Layout into the body of your page. Then, drag a CRM Form Configuration widget into the TPC Form Layout. For this example I will be setting the Form Configuration widget to use the contact entity.
  2. Click and drag a CRM Sub-Grid View widget in the body of your form and click on the edit button to display the properties prompt. For this example the grid will be configured to add and edit records using a simple form configured to use the case entity, pictured below.

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  3. Underneath the data tab, set the relationship to Cases (Customer). This will cause the grid to look up all case records where the customer is the contact that’s currently loaded into the form. Loading the default fetch will suffice for this example. The Settings, Filters, and Columns tabs can be left alone for this example.

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  4. On the page, the grid will display all cases where the contact loaded into the form is the customer. You can directly add a new case through the sub-grid view, edit any of the existing case records, or delete any of the records.

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