cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Anonymous
Not applicable

Add New value in the lookup in the portal form

Hi @OliverRodrigues ,

I'm trying to add a Lookup (Contact) that allow me to add New Contact in my form but in the Power Apps portal page its only displaying Contact as a Searchable field on my form and when I click on it, it display the Quick view contact form. I know if I create a list I can set options like Create and Delete record but I like to add a form that have Contact as a lookup and let the users search and add more contacts right in the form. When I try to add the data in my table from backend Tables section, that form does display Contact field with New Contact option but in the portal page it doesn't.

 

1.PNG

 

2.PNG

 

Thanks,

-Sal

7 REPLIES 7
v-bofeng-msft
Community Support
Community Support

Hi @Anonymous :

Do you want to get a button like this:

1.JPG

The Point is set the forms mata date:

2.JPG3.JPG4.JPG

I think this link will help you a lot:

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/251741/enable-the-new-button-in-the-lookup-view-of-the-dynamics-365-portal/704077

(Please pay attention to @CCopeland's reply/*the last reply*/)

Best Regards,

Bof

Anonymous
Not applicable

Hi, I did add attributes but I do not see New option. Also I selected Control style to Render Lookup as Dropdown but its not loading any values. Do I have to check permissions etc for this?

v-bofeng-msft
Community Support
Community Support

Hi @Anonymous :

I suggest you check the permissions on the associated table.

In addition, could you provide a screenshot of the attributes setting?

Best Regards,

Bof

Anonymous
Not applicable

Hi, Here is the settings for attribute, I'm pointing to same Entity Form where I have this lookup. I also created new form that allow create new record in this lookup Entity table and set that form here but still it doesn't display New button.

Capture.PNG

 

For drop down lookup fields value issue I have to perform below steps:

 

First add Entity Permissions

  1. Give Entity Name - Select Lookup field to your form
  2. Save it and Re-edit as what you created, as you do not see Add Existing Web Roles
  3. Select all Privileges
  4. Now Add Existing Web Roles - Anonymous Users
  5. Save it

Go to Entity Form

  1. Entity Form Metadata
  2. Add Attribute
  3. Select Lookup field that you are using in your form
  4. In my case I picked Control Style Render Lookup as Dropdown
  5. Save it

Now I can see the values in the dropdown

v-bofeng-msft
Community Support
Community Support

Hi @Anonymous :

I have done several tests and have been successful, I suggest you check the following points:

1\What is the "Form" you set in the lookup setting?

1.png

It must be the form of the associated entity, and its mode must be ‘Insert’.

For example:

  • My main entity is 'Bof' and it's associated entity is 'Account'
  • 'BofFormis 'Bof's form it's mode is edit.
  • 'AccountForm' is 'Account''s form it's mode is 'insert'
  • I need to edit the'BofForm'’s Form metadata, associate the Attribute Logical Name with the lookup field "Account", and set the Entity Form for Create in Lookup Settings to'AccountForm'

2\Have you enabled this form matedata?

2.JPG

Best Regards,

Bof

 
Fubar
Multi Super User
Multi Super User

If changes are not reflecting through to the Portal, if not already doing so make sure that you are clearing the Portal Cache after making the changes.

Anonymous
Not applicable

Hi, I'm gona test this out again today and let you know. Can I get your opinion on which way provide more flexibility to the developer? using Entity Forms or Use Liquid tags or FeatchXML?

 

Thank You.

-Sal

Helpful resources

Announcements

Community will be READ ONLY July 16th, 5p PDT -July 22nd

Dear Community Members,   We'd like to let you know of an upcoming change to the community platform: starting July 16th, the platform will transition to a READ ONLY mode until July 22nd.   During this period, members will not be able to Kudo, Comment, or Reply to any posts.   On July 22nd, please be on the lookout for a message sent to the email address registered on your community profile. This email is crucial as it will contain your unique code and link to register for the new platform encompassing all of the communities.   What to Expect in the New Community: A more unified experience where all products, including Power Apps, Power Automate, Copilot Studio, and Power Pages, will be accessible from one community.Community Blogs that you can syndicate and link to for automatic updates. We appreciate your understanding and cooperation during this transition. Stay tuned for the exciting new features and a seamless community experience ahead!

Summer of Solutions | Week 4 Results |Winners will be posted on July 24th

We are excited to announce the Summer of Solutions Challenge!    This challenge is kicking off on Monday, June 17th and will run for (4) weeks.  The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions to as many questions as you can. Answers can be provided in all the communities.    Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”)   - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024   Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods.  You must enter into each weekly Entry Period separately.   How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different.    Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers.  At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing.  Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random.  Individuals will be contacted before the announcement with the opportunity to claim or deny the prize.  Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners.   Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event.   ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE**   Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 1: Community MembersSolutionsSuper UsersSolutionsPower Pages @Inogic  1   @ragavanrajan  2 @aofosu  1 @Jcook  1Open  @OliverRodrigues  1Open  @Lucas001  1Open Open    Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Week 2: Community MembersSolutionsSuper UsersSolutionsPower Pages @taraubianca25  2 @EmadBeshai  2 @ALP2  2@Fubar 2 @ekluth1  2@ragavanrajan 1 @mandela  1@OliverRodrigues 1 @Ajlan  1Open   @elishafxx  1    @TA_Jeremy  1    @helio1981  1       Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 3:Community MembersSolutionsSuper UsersSolutionsPower PagesInogic2@EmadBeshai 6Ajlan1@ragavanrajan 4CraigWarnholtz1@Fubar 4  @Jcook 3  @OliverRodrigues2   Week 4 Results: Congratulations to the Week 4 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Week 4:Community MembersSolutionsSuper UsersSolutionsPower PagesHenryed071Fubar3Inogic1OliverRodrigues2JacoMathew1EmadBeshai2faruk11  TA_Jeremy1   shubhambhangale1   doug-ppc1   hubjes1  

Check Out | 2024 Release Wave 2 Plans for Microsoft Dynamics 365 and Microsoft Power Platform

  On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners.    The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights.    Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.    

Updates to Transitions in the Power Platform Communities

We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for.  We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer.   Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together.   Here's to new beginnings and endless possibilities!   If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport.   To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages

Top Kudoed Authors
Users online (2,523)