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Sub-grid create records Associate with Current form records

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Posted on by owen.liao

For example,I have an account form and a contact sub-grid. On the contact sub-grid, add the create button and click to open the new contact form. I need the account field of the contact form to be automatically filled. What should I do?

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Manish R Sharma 96 on at

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@owenliao - The parent record field gets filled automatically on the subgrid form on Save. However, if you want to pre-populate it on the form and show it you may need some javascript to achieve this.

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Community Power Pla... Microsoft Employee on at

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Hi @owenliao , beside the above you can utilize Metadata to "Pre Populate" values into a web form or entity form based on logged in user data and their account

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owen.liao 7 on at

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@PortalNewbie @Anonymous Thank you for your reply. I solve this problem by customizing javascript.
Add custom javascript in order form
// Find the value of the parent form and assign it to the child form.
$("#vy_reproduct_name").val(("#vy_name",window.parent.document).getElementById("vy_name").value);
$("#vy_reproduct").val(("#vy_name",window.parent.document).getElementById("EntityFormControl_EntityFormView_EntityID").value);

As shown in the figure

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