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JQEP
Helper I
Helper I

Subgrid that creates new items

Hey,

 

Does anyone know if it's possible to create new lines with a subgrid. Currently stuck on trying to do that. 

 

Thanks for the help in advance!

1 ACCEPTED SOLUTION

Accepted Solutions
Manar
Resolver IV
Resolver IV

Hello,

If you are looking to expose a subgrid from the portal and then allow customers to create then you need to follow below steps:

 

1- Ensure there is a sungrid already added to the form you are using

2- wither you are using Entity form or advanced form , you will need to create new metadata type subgrid 

 

Manar_0-1637273383201.png

 

3-create the metadata with action = create then select where do you want the customer to go to create the new record

Manar_1-1637273622962.png

 

 

 

use tis link for more details https://crmhub.blogspot.com/2018/02/Entity-Form-MetaData-configure-sub-grid-entity-form-D365-Portal-... 

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1 REPLY 1
Manar
Resolver IV
Resolver IV

Hello,

If you are looking to expose a subgrid from the portal and then allow customers to create then you need to follow below steps:

 

1- Ensure there is a sungrid already added to the form you are using

2- wither you are using Entity form or advanced form , you will need to create new metadata type subgrid 

 

Manar_0-1637273383201.png

 

3-create the metadata with action = create then select where do you want the customer to go to create the new record

Manar_1-1637273622962.png

 

 

 

use tis link for more details https://crmhub.blogspot.com/2018/02/Entity-Form-MetaData-configure-sub-grid-entity-form-D365-Portal-... 

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