Here’s a quick formatting tip for adding sub-grids to a form. A common obstacle I’ve encountered personally, and others have as well, is an inability to insert multiple, adjacent sub-grids, as seen in the picture below.
Let’s work with this specific example of inserting four adjacent sub-grids, but the same rules apply when inserting two or three. Say I am in the form editor, and I insert the multiple sub-grids but can’t place them next to one another (see picture below).
The sub-grids are above and below one another, and there is a lot of empty space on the right side. The form editor won’t let me drag the sub-grids to where I want to place them in this empty space. This is happening because I am trying to insert four sub-grids into a two-column section. What I need to do is insert a new, four-column section into the form by clicking the Insert tab in the ribbon, and then clicking Four Columns.
I can now insert sub-grids into this section and align them next to one another. So if I want four in a row, I insert four, one-column sub-grids.
Another formatting tip that will help you to fill empty white space on your forms is checking the “Automatically expand to use available space” option. This can be accessed by double-clicking the relevant sub-grid to open the List or Chart Properties window. The checkbox is located at the bottom of the Formatting tab in the Row Layout section.
While we’re here, notice that in the Row Layout section we can set the number of rows that the sub-grid will occupy. As you can see, the Number of Rows field is currently set to four. So if we accept these settings, our sub-grid will occupy one column and display four records.
Remember, you can always preview your formatting changes before publishing them by clicking Preview in the Home tab of the ribbon, and then selecting Create Form. If you are new to customizing forms, you can learn more at our Success Portal where we have Microsoft CRM video tutorials that will aid you in learning the basics of form customization. After all, practice makes perfect!