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jja
Post Prodigy
Post Prodigy

Create related records in model driven apps on one form

Hi

I am creating an order management system and it's data is stored in different dataverse tables.

The tables ofcourse are linked via lookup tables.

Is it possible when creating a new order to add like a subgrid order lines(table) and fill the order lines being in same windows(not needing to navigate to other table) select order number and enter order lines? AS order and order lines are linked via lookup table i would like to pass automaticaly the order number to every new order line i create?

Is that possible with out of the box dataverse or i need to go with custom pages?

1 ACCEPTED SOLUTION

Accepted Solutions
dpoggemann
Super User
Super User

Hi @jja ,

 

I read your question a few times and from what I understand you have the Order Header table and you want to:

  1. Display a sub-grid on that form for the order lines
  2. Add new lines to the sub-grid automatically populating the order number from the header

Yes, you can do both of the items above out of the box if this is what you are asking.

  • Sub-grid - There are many articles / videos for adding sub-grids to forms, here is one (https://youtu.be/rkyyc7K6m1s).  If you have a 1:N relationship setup between your Order Header Table and your Order Line Table you will have the ability to select this relationship in your sub-grid and select the appropriate view for your records
  • Set Order Number - Easy way here is to utilize column mapping so when you create the order line it will set information from the Order.  https://docs.microsoft.com/en-us/power-apps/maker/data-platform/map-entity-fields.  This should work when adding items to the sub-grid or when you go to the "Related" tab in your entity and choose "Order Lines" it will set the value here as well when creating a new Order Line

 

Hope this helps. Please accept if answers your question or Like if helps in any way.
Thanks,
Drew

View solution in original post

3 REPLIES 3
rampprakash
Super User
Super User

Hi @jja 

 

As per OOB Behavior it is not Possible but you can give a try with below scinarios,

 

1. Write a PCF Control and Trigger from a Button and Create a Data and Store it in Cache or Session and Trigger it once after the parent Record gets Saved

2. You can try the same in HTML with the Same Format as well.

 

If there is any static data then we can use Plugin or Microsoft Flow to Achive the same..

 

Please mark as Answer if it is helpful and provide Kudos


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dpoggemann
Super User
Super User

Hi @jja ,

 

I read your question a few times and from what I understand you have the Order Header table and you want to:

  1. Display a sub-grid on that form for the order lines
  2. Add new lines to the sub-grid automatically populating the order number from the header

Yes, you can do both of the items above out of the box if this is what you are asking.

  • Sub-grid - There are many articles / videos for adding sub-grids to forms, here is one (https://youtu.be/rkyyc7K6m1s).  If you have a 1:N relationship setup between your Order Header Table and your Order Line Table you will have the ability to select this relationship in your sub-grid and select the appropriate view for your records
  • Set Order Number - Easy way here is to utilize column mapping so when you create the order line it will set information from the Order.  https://docs.microsoft.com/en-us/power-apps/maker/data-platform/map-entity-fields.  This should work when adding items to the sub-grid or when you go to the "Related" tab in your entity and choose "Order Lines" it will set the value here as well when creating a new Order Line

 

Hope this helps. Please accept if answers your question or Like if helps in any way.
Thanks,
Drew
jja
Post Prodigy
Post Prodigy

@dpoggemann 

Thanks mate!

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