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SChavez
Frequent Visitor

Default form value and filter gallery based on related gallery

Greetings! Hoping to get help, really struggling on what I'm missing here to make this canvas app design work.

 

Setup:

I have a primary gallery and form for projects.

By default, the form is new, otherwise editable based on the projectgallery.selected. 

The primary column for projects is an auto-number. 

 

I have on the same screen what I would like to be a related or sub form and related or sub gallery for invoices. 

The invoice table has a lookup column to the projects table.

 

What I am trying to do...

Based on projectgallery.selected, when entering an invoice (using a form) auto-populate the lookup to the selected project value.

When the invoice form is saved, display the invoices in the invoice gallery, but only show the invoices in the gallery that match the selected project.

 

Any help is greatly appreciated. 

 

2 REPLIES 2
Drrickryp
Super User
Super User

@SChavez 

Dataverse or SharePoint?

@Drrickryp Dataverse

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