Lookup with linked header and detail grids

Jeremie Desautels — Tue, 20 Feb 2007 00:59:31 GMT

Overview

This sample was requested by a member on our online forum. What she wanted to do is build a page with a lookup control and two grids and wanted to filter the data in the first grid based on the selected lookup item and also filter the data in the second grid based on the record selected in the first grid. This is very similar to the "Multiple Lookups" sample except that grids are used instead of lookup controls. This sample demonstrates the following:

How to refresh a grid when the user selects an item in a lookup control
How to refresh a "detail" grid when the user selects a record in the "header" grid

Installation

Step 1 – Edit ISV.config This sample must be added as a new link under a “top level” menu (i.e.: a pull down menu on the top menu bar at the top of the main CRM window). Therefore we need to edit the “CustomMenus” section in Microsoft CRM’s ISV.config file like so:

[code]<Menu Title="Testing c360 SDK">

<MenuItem Title="Lookup with linked grids"

Url="http://localhost:5517/c360Sdk/Samples/LookupWithLinkedGrids/LookupWithLinkedGrids.aspx"

WinMode="0"

Client="Web,OutlookWorkstationClient"

AvailableOffline="false" />

</Menu>[/code]

Note: you will need to adjust the url in the above sample to match your environment.

Step 2 – Copy files In your Visual Studio 2005 project, make sure you have a folder called “Samples” and create a sub-folder called “LookupWithLinkedGrids”. In this new folder, copy the ASPX page and its corresponding code behind file:

LookupWithLinkedGrids.aspx
LookupWithLinkedGrids.aspx.cs

Screenshots

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Lookup with linked header and detail grids