Dynamically Filter form sub grid to show related records

Scenario: 

I have different Cars in system, and cars has different categories, when one car record is opened, I want to show all other cars of same category in sub grid.

Main thing is that there is not any relationship between cars.

Basically need to filter sub grid dynamically based on category of current record and show related records.

Resolution:

To achieve this there is not fully supported way, so I did using unsupported way..

1. Add Sub grid on form for car entity.

When adding sub grid, make sure initially show all records.

2. Add JavaScript web resource in Form library

3. Add following code in JavaScript Web resource

	function dynamicallyFilterSubGrid() {
	//RelatedCars : is name of subgrid given on Form.
	var objSubGrid = document.getElementById("RelatedCars");
	//CRM loads subgrid after form is loaded.. so when we are adding script on form load.. need to wait unitil subgrid is loaded.
	// thats why adding delay..
	if (objSubGrid == null || objSubGrid.readyState != "complete") {
	setTimeout(dynamicallyFilterSubGrid, 2000);
	return;
	}
	else {
	//when subgrid is loaded, get category value
	var category = Xrm.Page.getAttribute('new_category').getValue();
	//Create FetchXML for sub grid to filter records based on category
	var FetchXml = "<fetch distinct='false' mapping='logical' output-format='xml-platform' version='1.0'>" +
	"<entity name='new_car'>" +
	"<attribute name='new_name'/>" +
	"<attribute name='createdon'/>" +
	"<attribute name='new_year'/>" +
	"<attribute name='new_id'/>" +
	"<attribute name='new_category'/>" +
	"<attribute name='new_carid'/>" +
	"<order descending='false' attribute='new_name'/>" +
	"<filter type='and'>" +
	"<condition attribute='statecode' value='0' operator='eq'/>" +
	"<condition attribute='new_category' value='" + category + "' operator='eq'/>" +
	"</filter>" +
	"</entity>" +
	"</fetch>";
	// Layout of subgrid.
	var LayoutXml = "<grid name='resultset' object='8' jump='new_name' select='1' preview='1' icon='1'>" +
	" <row name='result' id='new_boat'>" +
	"<cell name='new_id' width='100' />" +
	"<cell name='new_name' width='200' />" +
	"<cell name='new_category' width='200' />" +
	"<cell name='new_year' width='100' />" +
	"<cell name='createdon' width='100' />" +
	"</row>" +
	"</grid>";
	//apply layout and filtered fetchXML
	objSubGrid.control.SetParameter("layoutXml", LayoutXml);
	objSubGrid.control.SetParameter("fetchXml", FetchXml);
	//Refresh grid to show filtered records only.
	objSubGrid.control.Refresh();
	}
	}

view raw gistfile1.txt hosted with ❤ by GitHub

  

4.  Save form and publish. 

5. Now form subgrid is showing only related records based on category