I am new to Power Pages and I have a scenario that I think would be relatively easy to implement in a No-Code or Low-Code solution, but I am not finding a good resource on advanced Basic Forms. I have two tables Projects and Sub-Projects with a 1:N relationship.
I would like the functionality to be:
1. User enters a new Project via a form.
2. Button on the form allows to create a Sub Project.
3. Clicking that button opens a new form to the Sub Project table with the Project ID already filled in and not editable.
You will need to save the Project record first (to get its guid exposed).
In most scenarios it make sense to achieve this by putting a Subgrid on the form (but they only work on Edit/Readonly forms, but you can also add an Action button to the Basic Form. couple of options:
Use a multistep form, first step to insert your Project, 2nd step to edit the Project from which has a subgrid configured on it. (the add, edit etc options for the subgrid you setup using Metadata record on the respective Step)
Use a Basic Form to create the Project, set the Forms On Success to redirect to another Page and on that page use a form with a Subgrid (using Metadata record on the respective Basic Form for add, edit etc for the subgrid)
(note: for this Button to work the you may also need to make sure the Project record is saved first) On a Basic Form add an Action Button, use the Power Pages Management App, open the Basic Form Definition, then under Additional Settings Tab, add an Action Button for Create Related Record. On the Basic Form that you use in the Related Record settings, to show the value from the Project you will need to set the Associated Table Reference (tab on the Basic Form definition), set Set Table Reference On Save to Yes to, then fill in the details and then make sure the Populate Lookup Field is checked.
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