Power Platform Community Forum Thread Details

How to create a KYC form in Power Pages with one-to-many relationship?

Hi Community,

I’m building a KYC form using Power Pages, and I need some help designing the data model and form behavior.

Here’s what I’m trying to achieve:

I have two Dataverse tables:
BasicDetails – stores the user's basic personal information.
Documents – stores the user's documents (like ID proof, address proof, etc.).

There is a one-to-many relationship between BasicDetails and Documents (one BasicDetails record can have many Documents).
I want to create a single form on Power Pages that allows the user to:
First, upload one or more documents.
Then, enter their basic information.

Finally, click a single Submit button that saves everything — ensuring the documents are properly linked to the BasicDetails record via the relationship.

My questions:
How can I design this form so that the documents can be submitted first but are still associated with the main BasicDetails record upon submission?
Is it possible to temporarily store the documents and link them after the user fills in their basic info?
How should I handle the primary key linking between the two tables during form submission?
Any guidance or recommended approach would be greatly appreciated!

Thank you.

Categories:

Power Apps portals

You will need to use 2 basic forms (with a Redirect set on the first basic form to the second one) or a multistep form.

First form (or step) to record the basic details, and second to capture the documents. The portal will not render the subgrid for the documents before the parent record exists, so the first is needed to create the parent record, second to add the child records to the parent.

Generally you would add your documents table as a subgrid to a form or tab for the Basic Details table. In Power Pages add a Metadata record to the Form/Step of type Subgrid and on that metadata record set the options and forms to use for Create/Update of the document record.

https://learn.microsoft.com/en-us/power-pages/configure/configure-basic-form-metadata#basic-form-metadata-type--subgrid

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