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Microsoft Dynamics 365 | Integration, Dataverse...
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Quick Edit Formular

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Posted on by 219

Hello together,

is there a way to make a "quick edit" formular like the quick create formular?

for example I mark a subgrid row and click a  custom button which opens an overlaying formular like the quick create?

Thx for info

McDauly

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  • Suggested answer
    Community Member Profile Picture
    on at

    Hi McDauly,

    You need to create a form and add fields you need to it. You could add a custom button on the subgrid tab by Ribbon Workbench in which you need to open the form you created and pass data to it. If you want to achieve this, it would take you some time due to there is no OOB way to do this.

  • McDauly Profile Picture
    219 on at

    Hello Steve,

    the RWB button is no problem.

    But I dont get you completely. What kind of form I need to create? a Web ressource or a standard form? And what javascript command opens the new form as overlay?

    Thx for help.

    McDauly

  • Verified answer
    Community Member Profile Picture
    on at

    Hi McDauly,

    Create a main form is ok.(Not necessary. You could also use existing form.) Then use navigateTo function to open the selected record in the subgrid. Here is the sample: https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/xrm-navigation/navigateto#example-2-open-an-existing-account-record-within-a-dialog

    NavigateTo function would open a dialog as overlay like this:

    Screenshot-2022_2D00_02_2D00_24-171013.png

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