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Power Platform Community / Forums / Power Pages / Add existing records i...
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Add existing records in subgrid in portal

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Posted on by 37

Hi Community,

 

I'm working on a task where I need to associate a record in subgrid, and this can be achieved by adding entity form metadata. But once user clicks on Associate button, once pop-up will be comes up on screen and it should only display records which are not associated with the record on entity form.

 

Example:

In portal, You are on an account record and there's a Contacts subgrid. And in subgrid I can see below listed contacts.

1) Contact1

2) Contact2

Now I want to associate Contact3 with this account. So, I'll click on Associate button and pop up will be there to select contact, but in this pop-up I can see all contacts, I don't want to show associated contacts(Contact1 and Contact2). Except these 2 contacts should be displayed in pop-up.

 

Suggest any solution to achieve this.

 

Thanks,

Hardik Chauhan

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I have the same question (0)
  • OOlashyn Profile Picture
    3,496 Most Valuable Professional on at

    Filter criteria accept fetchxml expression (see here). But unfortunately, we cannot dynamically set properties to this filter and I cannot come up with a good idea how to exclude contacts associated with the current account.

  • chauhanhardik Profile Picture
    37 on at

    chauhanhardik_0-1609948465805.png

    Hi@OOlashyn 

    yeah, we can specify view. If you check in advanced settings in Entity form metadata there's a one field "Filter criteria", maybe that can help me, but I don't know what to write in it to show only not associated records. Refer screenshot for field.

  • OOlashyn Profile Picture
    3,496 Most Valuable Professional on at

    Hi @chauhanhardik,

    There is a possibility to specify a view that is used by an associate button (as per official docs), but I don't think there is a way to define a view that will have records not associated with the current one (at least I cannot think of one right now).

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