Multi-step form from a sub-grid

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Posted on by NaivePowerApper Microsoft Employee

I have form (Task) with a sub-grid (Sub-task).

When user clicks on "Create" button for the sub-grid, a multi-step form opens allowing user to create a new Sub-task.

PROBLEM: How do I associate the new Sub-task to the parent Task?

Possibly I'm missing something obvious, but this seems to work in a very straightforward way if the sub-grid "Create" button calls a basic form. For a multi-step form, not so much.

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Inogic 1,135 Super User 2025 Season 2 on at

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Hi,

We understand that you want to associate the parent task with the child task when creating it within the multi-step form. In Power Pages, records created within the subpage are automatically associated with their parent records. Before the creation process, you will not be able to view the mapping of the parent record to the child record. This association is managed by the backend, ensuring that records are correctly linked to their parent.

Please refer to the screenshot below for clarification. However, please note that during the creation process, I am not assigning the Parent Account to the contact.

But if you see the Just created contact have the parent in the Field.

If you want to map the parent record to the child record, you will need to implement custom code on the Sub-task creation form
You can get the parent Task ID within the form,
Please use the below code snippet in the Create New task(form) > Additions Settings(Tab) > Custom JavaScript(Section)
$(document).ready(function() {
alert("Task ID : {{ request.params.refid }}");
});
For guidance on mapping the lookup field, you can refer to the following forum discussion
How can I set the default value of a lookup column (powerplatform.com)

If you want any other assistance please let us know.

Hope this helps.

Thanks!
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NaivePowerApper Microsoft Employee on at

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Thankyou @Inogic,

This was very helpful. Based on my experimentation this seems like a viable approach.

I ultimately resolved the issue a different way.

Basically, I messed around with a bunch of stuff and something I did caused Power Pages to start appending a query string including the parent (i.e. task record) GUID when the user clicks the sub-grid create button.

So, the parent record GUID now appears in a query string when the Multi-step Form is opened, which means the parent record GUID can now be picked up using the Associated Table Reference feature in the Multi-step Form.

Unfortunately, I have no clue what I did to make this work, or why it wasn't doing it all along.

If I ever work it out I'll add an explanation.

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