Add or edit a sub-grid in a form

1. In the Navigation Pane, click Settings.
2. Under Customization, click Customizations.
3. In the Customization area, click Customize the System.
4. Under Components, expand Entities, and then expand the entity you want.
5. Click Forms. In the list, click a form to edit it if it has a Form Type of Main.
6. To add a sub-grid, on the Insert tab, click the Sub-Grid button.

   - OR -

   To edit an existing sub-grid, click it, and then on the Home tab, in the Edit group, click the Change Properties button.

7. In the Sub-Grid Properties dialog box, on the Display tab, pay particular attention to the following fields:
   1. In the Name text box, enter a unique name. This can only contain alphanumeric characters and underscore.
   2. In the Data Source section, use the Entity and Default View lists to specify the group of records that you want displayed in the sub-grid.
   3. If you want to edit the view that you selected, click Edit. To create a new view, click New. More information: Create or edit a system view for an entity
8. On the Formatting tab, click the options for the number of columns and rows to display in the sub-grid.
9. Click OK.
10. When you finish editing the form, click Save and Close.
11. You can preview how the main form will appear and how events will function:
    1. On the Home tab, click Preview, and then select Create Form, Update Form, or Read-Only Form.
    2. To close the Preview form, on the File menu, click Close.
12. When your customizations are complete, publish them:
    • To publish customizations for only the component that you are currently editing, on the Home tab, in the Save group, click Publish.
    • To publish customizations for all unpublished components at one time, click Publish All Customizations.