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Helper II
Helper II

Not able to edit records through list

Hi,

 

I have created a list in which I want to see the details of the records and also edit them if necessary. I have been able to see the details of a given record but I am not able to implement the functionality to edit a record. I have attached snaptshots of the form I am using and the list.

 

My main doubt is in the "Origin of record" field in the edit form options, I don't know which origin I should choose. 

 

(I know the snapshots are in Spanish but I haven't been able to change the language of the portal management app) 

 

Thanks in advance!

1 ACCEPTED SOLUTION

Accepted Solutions
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Solution Sage
Solution Sage

Re: Not able to edit records through list

Hi @MS5 ,

 

It doesn't look like a permission error. Let's try the next thing. Create completely new CDS form. Create completely new Portal Entity Form with Edit mode. Create completely new Entity List. Configure it as we discussed previously and see if the error will occur again. If it will occur I would suggest creating a support ticket with Microsoft.

----------------------------------------------------
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9 REPLIES 9
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Solution Sage
Solution Sage

Re: Not able to edit records through list

Hi @MS5 ,

 

In the edit form in Record Source Type you need to select Query String and as Record ID Query String Parameter Name type id (see Edit Form screenshot). Now on the entity list for edit option if you want to open just edit form (as a pop up) select Target Type - Entity Form, in Entity Form select your edit form and in Record ID Query String Parameter Name type id (see attached Edit Table Option screenshot).

 

In Record ID Query String Parameter Name field in both options you don't need to type id, you can name that parameter how you like, it just needs to be the same.

 

Hope this will help.

----------------------------------------------------
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Helper II
Helper II

Re: Not able to edit records through list

Hi @OOlashyn,

 

First of all, thank you for your quick answer. I had already tried your solution without any luck. Just in case the problem is the entity I have created I have tried doing it again for the entity "contact", and it didn't work. I have attached the snapshots of the entity form and entity list to make sure I am doing everything correctly. By the way, "Cadena de consulta" means "query string" in spanish.

 

Do you have any other suggestions?

 

Thanks!

 

Highlighted
Solution Sage
Solution Sage

Re: Not able to edit records through list

Hi @MS5 ,

 

It looks like you done everything properly. Does edit button appear on the list or you cannot see it at all? If you cannot see it please check out if you enabled entity permissions on the list (it is on entity list in General tab) and if your authenticated user has proper entity permissions. 

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Helper II
Helper II

Re: Not able to edit records through list

Hi @OOlashyn ,

 

You were rigth, it was an entity permissions issue. I can now see the edit button, but once I press it, I get the error show in the image attached... I have also attached a snapshot of my entity permission, what does the scope/range field do? I have filled in "organization", I don't know if that is correct.

 

Thank you.

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Solution Sage
Solution Sage

Re: Not able to edit records through list

Hi @MS5,

 

To find out more about Entity Permissions check out this official doc. In short, Scope defines the level of visibility (Global means all records, etc). You can find more in official docs.

 

Regarding an error that you have - try to enable viewing plugin errors from the portal (follow this doc). If the error occurs because of some workflow or custom code we will see the error message instead of code. If after you enable that setting error still looks the same try to enable custom logging (follow this doc), it will allow you to see a more detailed error in Azure.

----------------------------------------------------
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Helper II
Helper II

Re: Not able to edit records through list

Hi  , 

Thanks for your suggestions. After following them, I got the following details on the error:Server Error in '/' Application.


A form named formulario de visualizacion couldn't be found on the entity cr027_propuesta.

Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.

Exception Details: System.ArgumentException: A form named formulario de visualizacion couldn't be found on the entity cr027_propuesta.

Source Error:

An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below.


Stack Trace:

[ArgumentException: A form named formulario de visualizacion couldn't be found on the entity cr027_propuesta.]
   Adxstudio.Xrm.Web.UI.WebControls.CrmEntityFormView.GetFormTemplate() in S:\Framework\Adxstudio.Xrm\Web\UI\WebControls\CrmEntityFormView.cs:0
   Adxstudio.Xrm.Web.UI.WebControls.CrmEntityFormView.CreateChildControls() in S:\Framework\Adxstudio.Xrm\Web\UI\WebControls\CrmEntityFormView.cs:773
   System.Web.UI.Control.EnsureChildControls() +106
   System.Web.UI.Control.PreRenderRecursiveInternal() +66
   System.Web.UI.Control.PreRenderRecursiveInternal() +256
   System.Web.UI.Control.PreRenderRecursiveInternal() +256
   System.Web.UI.Control.PreRenderRecursiveInternal() +256
   System.Web.UI.Control.PreRenderRecursiveInternal() +256
   System.Web.UI.Control.PreRenderRecursiveInternal() +256
   System.Web.UI.Control.PreRenderRecursiveInternal() +256
   System.Web.UI.Control.PreRenderRecursiveInternal() +256
   System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) +6875

 

 

It looks like it can't find my form, which is odd because the "details" functionality which loads another form for visualization does. Can it be a permission issue for that form in particular?

 

Thank you for your help.

@OOlashyn

Highlighted
Solution Sage
Solution Sage

Re: Not able to edit records through list

Hi @MS5 ,

 

It doesn't look like a permission error. Let's try the next thing. Create completely new CDS form. Create completely new Portal Entity Form with Edit mode. Create completely new Entity List. Configure it as we discussed previously and see if the error will occur again. If it will occur I would suggest creating a support ticket with Microsoft.

----------------------------------------------------
If you find this post helpful consider marking it as a solution to help others find it.

View solution in original post

Highlighted
Helper II
Helper II

Re: Not able to edit records through list

Hi @OOlashyn,

 

I had tried creating a new form but not a new list, it worked! Thank you!

Highlighted
New Member

Re: Not able to edit records through list

To work with these requirement, check this article 

https://crmhub.blogspot.com/2017/11/Update-record-from-Entity-List.html

 

Check below for more articles and tutorial list of Portal.

https://crmhub.blogspot.com/p/d365-portal-adx-studio-portal.html

 

Keep learning , Keep Growing, Keep sharing !!!

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