I have added a subgrid in my Case form to a related Custom Entity, I need users to be able to create a case, then when they get to the Tab with the subgrid be able to Create-Edit-Delete. I am not sur what components need to be set up as I am also exposing this in a MultiStep form. Can someone tell me what I need to set up? For now I can only view the subgrid on the PowerPage. How do I add buttons and is this supported in a Multistep Form and with a Subgrid to a Custom Entity?
Use the Portal/Power Pages Management App and add a form Metadata record to the Basic Form or Multistep Step. The metadata record has a Type for Subgrid and you will then get options configure the create edit etc.
Ok thank you, that got me a Create Button but the button does not do anything when pressed. What is next? I also have added the following table permissions. I added a Download button that does work.
When you enabled the create button did you also add the Form for it to use for Create, and after making the changes did you resync/preview the portal or manually clear the poral cache (<wedsitedomain>/_services/about when loged into the portal as user with the Administrators Web Role assigned)
Ok that was it, I had to create a Basic Form in the Portal.
Now how do I set the Contact? I tried to set an attribute on the basic form for Customer, but I am not sure what configuration is correct? I also need to set the related Case? I also found the associated table reference in the Basic form, no luck. All screen shots below.
If you are using a Customer Lookup then you will usually see an account and a contact field in the list for the fields schemaname, select the contact one (which you may have done if its the correct schemaname for the field in question)
The metadata setting you have for Contact should be working on Save, if you need to show it on load above the Set Value On Save setting is the Prepopulate Field section.
Note: you have a form specified for the Lookup on that metadata record - not sure if you want it or not - this is the form that it will try to use to allow the portal user to create a new Contact record (as that is the table the Lookup is for), if the Contact will always be the portal user then clear the field.
To populate Case on the create form/table
On the Basic Form for the Create, under the Associated Table tab, set "Set Table Reference On Save" to Yes, this will then unhide fields to fill in for the Save (the Table etc will usually be the Table your main form that is displaying the subgrid is for .eg. case) it will also unhide a Checkbox for Prepopulate Lookup Field - check this prepopulate if you need to see the field displayed with a value on your create form (if you don't need to see it you can leave it unchecked).
Thank you for your help, I think I have it working now. Another question, if I want to show a full page summary of the form how do I do that within the last step of the Multistep Form?
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