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ErickDiaz
Helper II
Helper II

Is there an equivalent to "Quick Create Form" for Editing?

Hi All,

 

I have a model-driven app that contains a big form with multiple subgrids. For each subgrid, I created a "Quick Create Form" which the users really like because they can add new data to the subgrids while staying on the main form. The problem is that they sometimes need to modify the information they already entered in the subgrid and they find it counterintuitive that they had to navigate away from the main form to modify the data, instead of just opening a right-side panel similar to the "Quick Create Form".

 

Unfortunately, a editable grid is not an option since these subgrids have cascading lookup tables and they don't work properly on subgrids.

 

Is there anything like a "Quick Edit Form" that I can allow customers to edit a subgrid information without navigating away from the main form?

 

Thank you,

 

Erick

2 ACCEPTED SOLUTIONS

Accepted Solutions
HSheild
Super User
Super User

Hi @ErickDiaz 

 

There isn’t a Quick Edit feature or anything similar with model-driven Power Apps. I agree, it would be a good addition and something that I am sure is possible since it exists in certain Dynamics 365 apps such as Time Entries in Project Service.

 

If you would like Microsoft to consider this for their roadmap, log an idea here https://powerusers.microsoft.com/t5/Power-Apps-Ideas/idb-p/PowerAppsIdeas. I will vote for it 😀

View solution in original post

dpoggemann
Impactful Individual
Impactful Individual

Hi, 

One more thing to look at that might be helpful is the modal dialog JavaScript discussed here... You might be able to utilize this to accomplish your need?

https://carldesouza.com/using-the-new-modal-dialog-to-open-forms-in-dynamics-365-using-xrm-navigatio...

 

Thanks,


Drew

View solution in original post

9 REPLIES 9
HSheild
Super User
Super User

Hi @ErickDiaz 

 

There isn’t a Quick Edit feature or anything similar with model-driven Power Apps. I agree, it would be a good addition and something that I am sure is possible since it exists in certain Dynamics 365 apps such as Time Entries in Project Service.

 

If you would like Microsoft to consider this for their roadmap, log an idea here https://powerusers.microsoft.com/t5/Power-Apps-Ideas/idb-p/PowerAppsIdeas. I will vote for it 😀

View solution in original post

Thank you @HSheild,

 

I just submitted an idea and here is the link in case you really want to vote for it 😊:

 

https://powerusers.microsoft.com/t5/Power-Apps-Ideas/Quick-Edit-Form-on-Model-Driven-App/idi-p/81051...

 

Thank you,

 

Erick

dpoggemann
Impactful Individual
Impactful Individual

Hi, 

One more thing to look at that might be helpful is the modal dialog JavaScript discussed here... You might be able to utilize this to accomplish your need?

https://carldesouza.com/using-the-new-modal-dialog-to-open-forms-in-dynamics-365-using-xrm-navigatio...

 

Thanks,


Drew

View solution in original post

That's great @dpoggemann!

 

I can definitely use this as an alternative if I can make it work on a subgrid.

 

I'll review the article and update this post again with the results.

 

Thank you,

 

Erick

dpoggemann
Impactful Individual
Impactful Individual

Good luck Erick! 🙂

Mira_Ghaly
Dual Super User II
Dual Super User II

@ErickDiaz

If you have a sub grid in a Main form I suggest that you also try using editable grid; it will allow you to edit records without having to navigate away from Main form. 

If this post helps you with your problem, please mark your as Accepted solution.If you like my response, please give it a Thumbs Up.

Hi @Mira_Ghaly,

 

Unfortunately, as I mentioned in my original post:

 

"[...] a editable grid is not an option since these subgrids have cascading lookup tables and they don't work properly on subgrids".

 

Thank you,

 

Erick

EricRegnier
Super User II
Super User II

Hi @ErickDiaz,

This is now available with the Form Component Control. It's pretty awesome and have been migrating a lot of my quick view forms. More info at: https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/form-component-control

If you need it from a subgrid, then even with Quick View Forms is not possible. A workaround is to have an iFrame control and on select of the subgrid row, set the iFrame source to the record URL with a desired form ID passed in params.

Hope this helps...

 

Hi @dpoggemann,

 

I was able to make it work using Xrm.Navigation.navigateTo.

 

Below are the details of what I did in case someone is looking to accomplish the same in the future. The solution is far from perfect since I can only call the Main form which isn't as clean as the Quick Create Form; the success callback only triggers on "Save and Close", and not on "Save"; finally, I had to change the grid from read-only to editable in order to use the onRecordSelect event.

 

function openQuickEditForm (executionContext) {
  //get form context
  var formContext = executionContext.getFormContext();
  //get selected row id
  var rowId = formContext.data.entity.getId();

  //set page input parameters
  var pageInput = {
    pageType: "entityrecord",
    entityName: "<<entity_name>>", //change to actual entity name
    entityId: rowId
  };

  //set navigation options similar to quick create form
  var navigationOptions = {
    target: 2, //open in dialog mode
    width: {value: 500, unit: "px"},
    position: 2 //open on side panel
  };
  
  Xrm.Navigation.navigateTo(pageInput, navigationOptions).then(
    function success() {
      //refresh parent subgrid after saving and closing dialog
      parent.Xrm.Page.data.refresh(true);

      var notification = {
        level: 1, // success
        message: "Your changes were saved.",
        showCloseButton: true,
        type: 1
      }

      //show success message on when save and close record
      Xrm.App.addGlobalNotification(notification).then(
        function success(result) {
          //clear notification after 10 seconds
          window.setTimeout(function () {
            Xrm.App.clearGlobalNotification(result);
          }, 10000);
        },
        function error (e) {
          console.log("Xrm.App.addGlobalNotification Error: " + e);
        }
      );  
    },
    function error(e) {
      console.log("Xrm.Navigation.navigateTo Error: " + e);
    }
  );
}

 

Thank you for your help,

 

Erick

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