How to create order history view on account form?

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Posted on by Kamilcmm

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Hello,

I'm trying to add a section onto the account form which would show all products purchased by customers however, I'm struggling to find a way of how to narrow it down so that it only shows that products purchased by the customer that I'm viewing at said time.

I've managed to add a sub grid to the account form which currently shows all order lines created across all customers. Is it possible to change it so that if for example I'm viewing Customer A it will only show me the order lines that were created on orders for Customer A?

This is what it currently looks like

Within the sub grid properties if I select Records as 'Only related records' I cannot see the option for 'Order Lines' as an entity. At the moment I have this;

I hope this makes sense.

Many thanks.

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Kamilcmm 171 on at

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RE: How to create order history view on account form?

Hi Henry,

Thanks for your suggestions, I have managed to get this up an running using nested grids.

Many thanks,

Kamil

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Henry J. 5,237 on at

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RE: How to create order history view on account form?

Hello,

This completely makes sense, however, subgrids can only display records that are directly related to them (so the list of orders for example).
There is no out-of-the-box mechanism to display records that are below the child level in the relationship.

Here you need to display Order Products related to Orders related to Account.

What you could try to do is to use nested grids using the Editable Grid control.
That way you should be able to see the Orders and their related Products on the Account form.
https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/make-grids-lists-editable-custom-control

Another approach would be to embed a canvas app in your form to display that Order Product data.
https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/embed-canvas-app-in-form

Last, please upvote this idea if you would like an out-of-the-box way to achieve this:
https://powerusers.microsoft.com/t5/Power-Apps-Ideas/Binding-FetchXML-to-Subgrid-with-reference-to-RecordID-to-filter/idi-p/675538

Henry

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