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Enable Main Form Dialog on subgrids in Model-Driven Apps

The addition of main form dialogs and the new ability to specify their use in lookup field config is super-powerful - great change! For complex Power Apps with complex forms this will save a ton of time for users and it avoids the very common accidental clicking through to the lookup record when intending to click into the field. Big forms can take a long time to load so this stuff was frustrating and confusing for users.

 

Now we need a related change that's probably quite easy for the same devs - please add similar functionality to sub-grids - allow us to specify that new sub-records, viewing of existing sub-records and clicks on lookup fields/columns in the grid all open in a main form dialog instead of navigating the user away or triggering quick create, exactly as has been done for lookup fields. Granular control of each of those three would be great but control of all in one option would be great for starters.

Status: New
Comments
RHOU
Regular Visitor

It is possible to create this with limitations (some usability issues) and coding.

 

I really wish Microsoft would make it available out of the box, just like for the Lookup fields with a simple "Use Modal Dialog Form for Subgrid"

 

https://medium.com/capgemini-microsoft-team/dynamics-365-opening-modal-dialogues-on-a-subgrid-240752...

HenryJammes
Microsoft

Have you considered exploring this option?

https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/override-default-open-behavio...

Not as easy as a configuration option on a view, but I believe this could work.

RHOU
Regular Visitor

@HenryJammes interesting option that might be a good temporary workaround. Do you think it is a better work around compared to the Javascript option I linked above (using the Editable Grid control)?  
https://medium.com/capgemini-microsoft-team/dynamics-365-opening-modal-dialogues-on-a-subgrid-240752... 

NielsL
Helper V

I really hope we get this soon. This will improve the user experience so much. 

 

The feature is already available when working with underlying records in Forecasting and also in the Deal Manager (preview). 

HenryJammes
Microsoft

@NielsL how do you picture the configurability of that feature?

 

I could see how you could have a setting at the subgrid control level (e.g. "Use Main Form Dialog to open view records").

But what about standard grids in the navigation?

Should this setting be located at the view instead?

Also, do you think there could be scenarios where within a single view some column records would be expected to open a Main Form Dialog and others navigate to the Main Form?

NielsL
Helper V

@HenryJammes 

 

On standard grids it could be at entity/table level as well. However, having the option on view level would add a layer of flexibility. 

NielsL_0-1636713955904.png

However, the option to open a record in a modal or side pane is, in my opinion, most useful when you are working in context of a record on or on a dashboard and you don't want to navigate away to make changes to a related record. The Deal Manager and Forecasting are splendid examples of this. But also, if you are working with contacts on an account or stakeholders on an opportunity in a sub-grid it makes a lot of sense.

 

It increases the productivity a lot and the user-experience is much smoother. We already use editable grids in sub-grids, but I think it is a bit clunky to work with (by the way, editable grind in Forecasting and Deal Manager are much better). By opening the Main Form Dialog, you can get a much richer user-experience by using visual controls like sliders, ratings, embedded canvas apps etc. 

 

On standard grids, another way could be to give the user the option to open the record in in the Main Form Dialog by clicking on the icon in the actions column (highlighted with red). Alternatively, click on the opportunity name in the Topic column to open the record in the Main Form.

 

NielsL_1-1636715074547.png

 

RHOU
Regular Visitor

I agree with @NielsL, while having it on Main Grids would be nice and could be done at the control level, the feature is really mostly needed for Subgrids on a form.

 

For instance: One thing that has been bugging me for years is that I can create a Task with Quick Create very nicely, but there is no way to edit the record quickly again the same way. For simple records that have 2-8 fields to modify, it makes no sense to completely navigate away from the main record to make a small change. 

 

Therefore, one place where it should be available as well is in the Timeline to edit Activities in Modal Dialog instead of navigating away completely.