Applying Filter on a field on Editable Subgrid

| Anas Arshad

Applying Filter on a field on Editable Subgrid

Editable subgrids in Dynamics 365 are a powerful feature that allow users to edit related records directly within the parent record form. However, sometimes you may want to filter the records that are displayed in an editable subgrid. In this blog post, we will look at how to apply a filter to a lookup field in an editable subgrid.

Step 1:

Go to the form where the Editable Subgrid is placed.

Step 2:

Go to the properties of the Editable Subgrid > Scroll down to the components > Select Editable Grid .

Step 3:

Select the lookup view to your desired preference.

In This Instance, the view only shows Principal type accounts.

Join us next time, as we continue our journey of learning canvas apps.Click here to learn more about Imperium's Power Apps Services. We hope this information was useful, and we look forward to sharing more insights into the Power Platform world.

Chief Architect, Founder, and CEO - a Microsoft recognized Power Platform solution architect.

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