Embed View of related table into Edit Form - Model Driven App

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Posted on by AAMW01

I want to have the edit screen show all the associated rows of its related table.

There is a link between the "header" and "details" table with a 1:n relationship.

I want to view all the associated rows like below drawing.

Here is my header form currently. I want that associated view (not as a tab) but within the page itself (like above)

Here is the details view

I currently have this set as a form control

Where I believe that is the ID of my view. However as you can see it shows an error "source record is not selected"

Any help is appreciated, thank you

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Power Apps Pro Dev & ISV

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Diana Birkelbach 3,072 Most Valuable Professional on at

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Hi @AAMW01 ,

If the details is a 1:N relation, than you will probably need a subgrid on the header form, to allow the user th choose which "detail" record needs to be edited. That can be done with standard SubGrids (or maybe with the new Power Apps Grids), and it coul dbe also editable too.

If that's not enough, and there are so many columns in the "details" table, that is not possible to edit in a grid, you will need to find out how to open the corresponding detail form, when a record in the "details" subgrid was selected.

This could be done by showing a dialog with the form, each time a "detail" record was selected in the subgrid, (using Xrm.Navigation.navigateTo)

or try some tricks to force the Form Component Control to do what you need

Please notice that the record shown in the Form Component Control is the one from the lookup where the Control was customized

The config (<QuickForms>...) is only to define which form will be taken. The Id you customie there, is the one for the form (not the viewId)

Or maybe you could show the Form on the right side, using the SidePanes (here the sdk link).

Another apporach could be to replace the edit form for the header, with a Custom Page (in that case you would unfortunatelly need to re-make the forms using Canvas Controls).

Hope this helps!

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AAMW01 8 on at

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Thanks Diana.

I have used a sub grid to display this information within the current form.

Is it possible to have calculated fields within the header that sum up all the related columns from the details table? Is that possible in Model Driven Apps or would I have to create a canvas app for that?

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Diana Birkelbach 3,072 Most Valuable Professional on at

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Hi @AAMW01 ,

The out-of-the-box option would be to use Rollup Columns: https://docs.microsoft.com/en-us/power-apps/maker/data-platform/define-rollup-fields?WT.mc_id=BA-MVP-5004107. That would be the easiest way.

If that's not enough you can still use PlugIns, or Workflows or even Flows. You have all options possible in model-driven apps.

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Diana Birkelbach 3,072 Most Valuable Professional on at

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Hi @AAMW01 ,

Now you have a new option: using PowerFX in Formula Columns in Dataverse https://powerapps.microsoft.com/en-us/blog/boost-maker-productivity-inside-dataverse-using-formula-columns/

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AAMW01 8 on at

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This is brilliant thank you!

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