Hi Everyone,
I wanted to have effectively a table with related records to parent and for the child records to only ever be visible to the parent.
I created an entity. Added a sub grid.
Trouble is.. Add New starts a lookup. If I click Mag Glass... I get records for other parents even though I only see the related records in the sub grid view.
Posts say make related field business required to make Add New do this. But it is business required in the child entity as I reused name field
And in Contact which it is related to... I have linked to the Contact entity not any particular field
a) Please suggest better way to achieve this.
b) Advise how to hide lookup
c) Make Add New go straight to new record and have NO lookup.
CRM 2016 On-Premise
Thanks everyone
R