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Web Forms with Subgrids Associate/Dissociate options

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Posted on by 716

Hello Power Apps Portals Community,

I hope you can help please.

Previously, I created a Entity Form and was able to add a subgrid showing a related entity onto the Entity Form. I was also able to add the "Associate" and "Dissociate" options, which allowed a customer to add a record to the subgrid or remove a record from the subgrid. 

We now want to move away from Entity Forms and use Web Forms. We have Web form Steps, step 2 and 3 have subgrids on them, as we want to add records from related entities on steps 2 and 3. 

On the Web Form and the Web Form steps, I'm unable to see where I add the Associate or Dissociate options to make this functionality show on the subgrids.

Does anyone know how to do this please? Any help would be greatly appreciated.

Garry

  • Re: Web Forms with Subgrids Associate/Dissociate options

    @GarryPope wrote:

    Hello Power Apps Portals Community,

    I hope you can help please.

    Previously, I created a Entity Form and was able to add a subgrid showing a related entity onto the Entity Form. I was also able to add the "Associate" and "Dissociate" options, which allowed a customer to add a record to the subgrid or remove a record from the subgrid. 

    We now want to move away from Entity Forms and use Web Forms. We have Web form Steps, step 2 and 3 have subgrids on them, as we want to add records from related entities on steps 2 and 3. 

    On the Web Form and the Web Form steps, I'm unable to see where I add the Associate or Dissociate options to make this functionality show on the subgrids.

    Does anyone know how to do this please? Any help would be greatly appreciated.

    Garry


    If there are "Web form Steps" 2 and 3, it is an Advanced Form, not a Web Form, at least with the current nomenclature.

  • CU01081947-0 Profile Picture
    CU01081947-0 716 on at
    Re: Web Forms with Subgrids Associate/Dissociate options

    Hello @OOlashyn,

    Like always, you're the man. Your answer solved it. 

    Thanks for all your help,

    Garry

  • Verified answer
    OOlashyn Profile Picture
    OOlashyn 3,496 on at
    Re: Web Forms with Subgrids Associate/Dissociate options

    Hi @GarryPope ,

    You need to configure Associate and Disassociate actions in Web Form Metadata for subgrid ( as per this article). Navigate to your step that contains subgrid. For some reason on Web Form Steps they hide tab with Metadata so you will need to add it through related entities. Select Related and select Metadata (see screenshots attached). Then create necessary metadata record for your subgrid with the configuration for necessary action.

     

    Hope this will help.

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