Need the ability to Limit what the Subgrid Lookups can see (Add Existing Record)
Right now if a subgrid on the form has specific filters or using a view that filters out records based on conditions, and the user goes in and adds a new record to the subgrid using a different view (most likely a default one) the subrid wont actually display this N:N relationship as it is filtered out in the view, but still selectable when "Adding Existing"

"Add Existing" needs to have the same filters applied to it as the Subgrid, or give the ability to customize the Subgrid Add Existing Search.

Category: Case Management
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.



PM, Microsoft.



This is critical to good user experience, especially when the subgrid view already filters. Otherwise, it leads to behavior where the app looks broken to end users as they add items to the subgrid that never show up.

Category: Case Management