Hi there,
I am creating a model driven app, and getting my data in place in Dataverse. The app is an auditing dashboard.
I have tables created which contain information about the audits at a high level. I need a series of 'child' entries though which are basically the Findings from each audit, and then somehow link these to the audit table, and be drill-downable in the model driven app.
Can anyone help me with how to do this? Do I need a new table entitled 'Findings' with all info in first?
Thanks
Phil
Solved! Go to Solution.
Hi @PhilGlew,
In your Findings table, you can create a column of type Lookup and select your Audit table. This will create a many to one relationship between Findings and Audit.
You can add the Lookup field on your Findings form, and on your Audit form you can add a subgrid to show the list of Findings. You can then easily add new findings when working with your Audit record by clicking the Add New button from the subgrid.
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Hi @PhilGlew,
In your Subgrid settings, you just need to check the Show related records option as shown below.
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Hi @PhilGlew,
In your Findings table, you can create a column of type Lookup and select your Audit table. This will create a many to one relationship between Findings and Audit.
You can add the Lookup field on your Findings form, and on your Audit form you can add a subgrid to show the list of Findings. You can then easily add new findings when working with your Audit record by clicking the Add New button from the subgrid.
---
Please click Accept as Solution if my post answered your question. This will help others find solutions to similar questions. If you like my post and/or find it helpful, please consider giving it a Thumbs Up.
Thanks for your help with this.
I have added the subgrid, and it displays all Findings records. Is there a way I can change the lookup so that it only displays records for the Audit name in the subgrid?
So if the record being amended/viewed is say "Customer Services", the subgrid only displays the Findings associated with the same Audit name? I have created the relationship between Findings and Audit tables for this column as Lookup.
Thanks,
Phil
Hi @PhilGlew,
In your Subgrid settings, you just need to check the Show related records option as shown below.
---
Please click Accept as Solution if my post answered your question. This will help others find solutions to similar questions. If you like my post and/or find it helpful, please consider giving it a Thumbs Up.