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Session Id : oR8Pspl5cDeyYKL2oFPzko
Power Pages - Design & Build
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How to realize master-detail form in Power Pages?

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Posted on 18 Dec 2023 09:48:43 by 37

I'm building a portal for managing orders.

The typical form for order management UI is like that shown in this screenshot. There are two parts on the UI, the upper part is a form for inputing order basic info, and the lower part is a list for listing and just listing the associated order items.

I know this is easy to be realized in model driven app, we can use sub-grid as the list to just show the related order items there.

But for Power Pages, i didn't find how to associate the data of these two parts.

As we can see, the UI in this screenshot was built by Power Pages, the upper part is a form, and the lower part is a list, but how can we just show the order items of current order in the list? 

Another question is, when creating, after we input the basic info on the upper part, then click Submit, the data will be submitted, at this moment we have no chance to input order items. So what is the best pratice to handle such master-detail scenario in Power Pages? I've tried multi-step form, but it also has such issue.

MichaelSoft_0-1702891885212.png

 

I have the same question (0)
  • Fubar Profile Picture
    8,060 Super User 2025 Season 2 on 18 Dec 2023 at 22:10:56
    Re: How to realize master-detail form in Power Pages?

    The detail part you would create a Subgrid on a Dataverse Form, then configure it in the (Power Pages/Portal) Form Metadata (the metadata is where you specify you can create/edit the subgrid, metadata is not needed if all you want to do is display the subgrid).

    The issue with subgrids is that you cannot generally use them on a create/insert form (but there used to be 1 exception). So you would usually make it in multiple steps either by using the PowerPages Multi-step Form with your first step being the creation of the Master record and the next step being the Detail (or the Detail plus info from the first step), or instead of the multi-step form by using two Basic Forms, and on submit of the Master redirect to the Detail page.

     

    The exception I mentioned above, relates to if you use the "Auto Generate Steps From Tabs" settings for your multi-step form, in this case you may find you can do the Master and Detail on the 1 form. https://learn.microsoft.com/en-us/power-pages/configure/load-form-step#settings

  • Verified answer
    Saud Ali Profile Picture
    812 Super User 2024 Season 1 on 18 Dec 2023 at 10:40:12
    Re: How to realize master-detail form in Power Pages?

    Hi @MichaelSoft ,

     

    After reading what you want to design, I have a suggestion to go with Multistep form not with current design of a Basic form and a list. 

     

    Just like Model Driven App where we can use Sub grids on forms to show related data. Similarly, we can use the sub grids on Power Pages Sites to show related data. You can easily configure a Sub grid to your form. Please checkout below articles to know how you can configure a sub grid to your form.

     

    Article 1: If you wanted to stay with your current design, you can add sub grid by using Entity Metadata. This article explains the same. Here is the link to read: https://www.ais.com/power-apps-portals-adding-related-subgrids/

     

    Article 2: To configure sub grid using Multistep form, create your form step and add Basic form Metadata to it. Here is the link to read: https://learn.microsoft.com/en-us/power-pages/configure/configure-multistep-form-subgrid

    Also: https://onlinemgblog.wordpress.com/2021/10/04/power-apps-portals-beginner-2-how-to-filter-sub-grid-in-a-basic-advanced-form-to-the-current-logged-in-user/

     

    Feel free to ask, if you have any questions. 

     

    Thanks,

    Saud

     

    If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.
     

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