Show multiple relationship records in single view - dynamics-crm

Question

I have an entity (asset) that has an N:1 relationship with Parent Account and Organisation (both the same Account entities)
In the account entity, I can see either assets linked to it via parent account, or assets linked to it via organisation account, but not both (as far as I can work out).
I can't change the schema to have parent accounts as one entity and organisation accounts as another entity.
Is it possible to show both relationships in one sub-grid, or am I purely limited to having two separate sub-grids on the account entity?

Answer 1

You cannot do this out-of-the-box since a sub-grid only supports a single 1:N relationship. You could do this by creating custom FetchXml and modifying the sub-grid via JavaScript since the query is possibly via FetchXml and can be built in Advanced Find.
Follow this blog article for information on setting the FetchXML of a sub-grid.
You'll need an on load function on your form similar to this:
function filterSubGrid() {
var accountsGrid = document.getElementById("accounts"); //grid to filter
if (accountsGrid == null) { //make sure the grid has loaded
setTimeout(function () {
filterSubGrid();
}, 2000); //if the grid hasn’t loaded run this again when it has
return;
}
var contactValue = Xrm.Page.getAttribute("primarycontactid").getValue(); //field to filter by
var contactId = "00000000-0000-0000-0000-000000000000"; //if filter field is null display nothing
if (contactValue != null) {
var contactId = contactValue[0].id;
}
//fetch xml code which will retrieve all the accounts related to the contact
var fetchXml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
" <entity name='account'>" +
" <attribute name='name' />" +
" <attribute name='address1_city' />" +
" <attribute name='primarycontactid' />" +
" <attribute name='telephone1' />" +
" <attribute name='accountid' />" +
" <order attribute='name' descending='false' />" +
" <filter type='and'>" +
" <condition attribute='primarycontactid' operator='eq' uitype='contact' value='" + contactId + "' />" +
" </filter>" +
" <link-entity name='contact' from='contactid' to='primarycontactid' visible='false' link-type='outer' alias='accountprimarycontactidcontactcontactid'>" +
" <attribute name='emailaddress1' />" +
" </link-entity>" +
" </entity>" +
"</fetch>";
accountsGrid.control.SetParameter("fetchXml", fetchXml); //set the fetch xml to the sub grid
accountsGrid.control.refresh(); //refresh the sub grid using the new fetch xml
}
Except you'll need FetchXML similar to this:
var fetchXml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
" <entity name='new_asset'>" +
" <attribute name='new_assetid' />" +
" <attribute name='new_name' />" +
" <attribute name='createdon' />" +
" <order attribute='new_name' descending='false' />" +
" <filter type='or'>" +
" <condition attribute='new_organizationaccount' operator='eq' value='" + accountId + "' />" +
" <condition attribute='new_parentaccount' operator='eq'value='" + accountId + "' />" +
" </filter>" +
" </entity>" +
"</fetch>";
The Advanced Find to get the FetchXML query is: