Is there an equivalent to "Quick Create Form" for Editing?

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Posted on by ErickDiaz

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Hi All,

I have a model-driven app that contains a big form with multiple subgrids. For each subgrid, I created a "Quick Create Form" which the users really like because they can add new data to the subgrids while staying on the main form. The problem is that they sometimes need to modify the information they already entered in the subgrid and they find it counterintuitive that they had to navigate away from the main form to modify the data, instead of just opening a right-side panel similar to the "Quick Create Form".

Unfortunately, a editable grid is not an option since these subgrids have cascading lookup tables and they don't work properly on subgrids.

Is there anything like a "Quick Edit Form" that I can allow customers to edit a subgrid information without navigating away from the main form?

Thank you,

Erick

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Microsoft Dataverse with Power Apps

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Hamish Sheild 3,005 Most Valuable Professional on at

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Hi @ErickDiaz

There isn’t a Quick Edit feature or anything similar with model-driven Power Apps. I agree, it would be a good addition and something that I am sure is possible since it exists in certain Dynamics 365 apps such as Time Entries in Project Service.

If you would like Microsoft to consider this for their roadmap, log an idea here https://powerusers.microsoft.com/t5/Power-Apps-Ideas/idb-p/PowerAppsIdeas. I will vote for it 😀

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ErickDiaz 156 on at

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Thank you @HSheild,

I just submitted an idea and here is the link in case you really want to vote for it 😊:

https://powerusers.microsoft.com/t5/Power-Apps-Ideas/Quick-Edit-Form-on-Model-Driven-App/idi-p/810518#M32884

Thank you,

Erick

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Drew Poggemann 9,287 Most Valuable Professional on at

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Hi,
One more thing to look at that might be helpful is the modal dialog JavaScript discussed here... You might be able to utilize this to accomplish your need?
https://carldesouza.com/using-the-new-modal-dialog-to-open-forms-in-dynamics-365-using-xrm-navigation-navigateto/

Thanks,

Drew

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ErickDiaz 156 on at

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That's great @dpoggemann!

I can definitely use this as an alternative if I can make it work on a subgrid.

I'll review the article and update this post again with the results.

Thank you,

Erick

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Drew Poggemann 9,287 Most Valuable Professional on at

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Good luck Erick! 🙂

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Mira Ghaly 11,413 Moderator on at

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@ErickDiaz

If you have a sub grid in a Main form I suggest that you also try using editable grid; it will allow you to edit records without having to navigate away from Main form.

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ErickDiaz 156 on at

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Hi @Mira_Ghaly,

Unfortunately, as I mentioned in my original post:

"[...] a editable grid is not an option since these subgrids have cascading lookup tables and they don't work properly on subgrids".

Thank you,

Erick

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EricRegnier 8,720 Most Valuable Professional on at

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Hi @ErickDiaz,

This is now available with the Form Component Control. It's pretty awesome and have been migrating a lot of my quick view forms. More info at: https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/form-component-control

If you need it from a subgrid, then even with Quick View Forms is not possible. A workaround is to have an iFrame control and on select of the subgrid row, set the iFrame source to the record URL with a desired form ID passed in params.

Hope this helps...

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ErickDiaz 156 on at

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Hi @dpoggemann,

I was able to make it work using Xrm.Navigation.navigateTo.

Below are the details of what I did in case someone is looking to accomplish the same in the future. The solution is far from perfect since I can only call the Main form which isn't as clean as the Quick Create Form; the success callback only triggers on "Save and Close", and not on "Save"; finally, I had to change the grid from read-only to editable in order to use the onRecordSelect event.

function openQuickEditForm (executionContext) { //get form context var formContext = executionContext.getFormContext(); //get selected row id var rowId = formContext.data.entity.getId(); //set page input parameters var pageInput = { pageType: "entityrecord", entityName: "<<entity_name>>", //change to actual entity name entityId: rowId }; //set navigation options similar to quick create form var navigationOptions = { target: 2, //open in dialog mode width: {value: 500, unit: "px"}, position: 2 //open on side panel }; Xrm.Navigation.navigateTo(pageInput, navigationOptions).then( function success() { //refresh parent subgrid after saving and closing dialog parent.Xrm.Page.data.refresh(true); var notification = { level: 1, // success message: "Your changes were saved.", showCloseButton: true, type: 1 } //show success message on when save and close record Xrm.App.addGlobalNotification(notification).then( function success(result) { //clear notification after 10 seconds window.setTimeout(function () { Xrm.App.clearGlobalNotification(result); }, 10000); }, function error (e) { console.log("Xrm.App.addGlobalNotification Error: " + e); } ); }, function error(e) { console.log("Xrm.Navigation.navigateTo Error: " + e); } ); }

Thank you for your help,

Erick

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