How to have multiple entries for custom entity?

Question

In our Dynamics CRM online custom project - we've the default ACTIVITIES tab in a custom entity named DocProject's form

ACTIVITIES is able to take multiple entries.

Also, there is NOTES tab in the same form

NOTES is also able to take multiple entries.

Okey, this is done by Dynamics CRM guys. So far so good.

In the same form, we also have a DocProjectActivities lookup field for a custom entity DocProjectActivities

This is a lookup field, hence it has got a 1:N relationship.

Clarification: Our problem is not only about Activities. WKT Notes also behaves similarly. We just need some config which will allow us to make multiple entries for one single field

Problem:

How do one makes sure that this custom entity DocProjectActivities allows to make multiple entries as that for ACTIVITIES & NOTES?

Answer 1

Do you mean you need multiple docprojectactivities on the form where you have the activities? You need to create a 1:n relationship between the form and the docprojectactivities and add the subgrid on that form allowing you to create multiple records for the docprojectactivities. A lookup field is the '1' side of the 1:n relationship and thus the wrong direction.

Go to docprojectactivities, add a new field type relationship towards the entity you are working on. Save and publish.

Now go back to the form designer of the entity you need the entries on and go to the tab 'insert'.

Click on sub-grid and select only related records docprojectactivities (entity you are working on)