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Display family records in a model driven app form grid

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Posted on by SandlineGlobal

I have a table called "Billing Entries," which stores all line items related to billing. This table is connected to another table named "Projects" through a many-to-one relationship. Specifically, each billing entry is linked to a single project.

What I'm looking to do is add a subgrid to the "Billing Entries" form that displays other billing line items that are associated with the same project. The purpose of this is to easily compare billing items from previous months for quality control. Is this possible to implement? Any guidance or recommendations would be greatly appreciated.

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Microsoft Dataverse with Power Apps

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Michael E. Gernaey 53,969 Moderator on at

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@SandlineGlobal

You can create new sections and add as many subgrids as you like. As long as there is a relationship between the current record and those records its a no brainer, but if you are trying to just list others from something else, that is not directly related (with a lookup), then no its not that straight forward sorry.

If I have helped you, I would really appreciate if you please Mark my answer as Resolved/Answered, and give it a thumbs up, so it can help others

Cheers

Thank You
Michael Gernaey MCT | MCSE | MCP | Self-Contractor| Ex-Microsoft
https://gernaeysoftware.com
LinkedIn: https://www.linkedin.com/in/michaelgernaey

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SandlineGlobal 16 on at

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Hi @FLMike, thanks for the reply. The relationship between the current record and the ones I want to display is they share the same project. This is easy to do directly from the project form, but can't figure out a way to get it to work directly from the billing entry record.

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ivan_apps 2,189 Moderator on at

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So if I understand correctly you have:
Billings - 1:N - Billing Entries
Billing Entries - N:1 - Projects

As you are creating a Billing Entry, you want to reference the selected Project’s other Billing Entries (prior to create and after create?)
A subgrid with custom fetchXML used to be the solution to this (only after creation of the record), but that is no longer supported. There are 2 supported methods that I can think of.

1. Create an embedded canvas app. Ensure you create a text field and go to classic editor to launch the canvas app and you’ll have a ‘ModelDrivenFormIntegration’ add-in that you can reference fields within the form. Reference the Projects lookup and build a gallery that shows Billing Entries that match the selected project.
Docs: https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/embedded-canvas-app-add-classic-designer

2. Add a reference panel/Side Pane. On select of your project (onchange), you can add JS code to create a reference panel on the right that opens a specific form from another table. Create a form on your Project table that just has a subgrid of Billing Entries and open that form as the reference panel. Alternatively you could create a Custom Page and pass the Project GUID as a deep link parameter and have it show a gallery of related Billing entries in the reference panel.
Side Panes Docs: https://learn.microsoft.com/en-us/power-apps/developer/model-driven-apps/clientapi/create-app-side-panes

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SandlineGlobal 16 on at

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Thanks so much for the ideas. This just unlocked so many possibilities!

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