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Customer experience | Sales, Customer Insights,...
Suggested answer

Insert a 6 column section in Field Service form

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Posted on by 119

Greetings,

I want to insert a table into a Field Service form where each cell would be a unique field. I want it to have 6 columns with multiple rows

I also want a 1 column field at the top and the 6 column section below that.

Currently you can add a 4 column Section to a form but that is the limit.

If you create a 2 column TAB and split each column into 3 columns each, the rows don't align and you can't put a single column section above the 2 split columns.

A sub grid does not allow me to enter data into that form entity and does not give me the layout I'm after

I want it all! I want it now and I want it to be Dynamic like the name suggests:)

 pastedimage1575577209487v1.png

Cheers,

Dave

  • Suggested answer
    David Carr Profile Picture
    45 on at
    RE: Insert a 6 column section in Field Service form

    Hi Dave,

    Two thoughts:

    1) Do the fields line up OK if you create sections with ONE row of fields in each of them?

    So, you'd have a 2 tab layout, and yes the header field 25, 26, and 27 will only span the first tab, but you can make the width of the first tab wider, to get you very close to what you want.

    pastedimage1575665256985v1.png

    etc..

    2) Alternatively, I believe you should be able to accomplish this by building a "canvas app".   Power Apps can be one of three types:

         - Model-based: linked to the CDS, this is what you typically use for CRM apps.

         - Portal apps: for Portal forms exposed to the outside world   

         - Canvas apps: for "pixel perfect" apps.   Using the 'tablet' layout, you can fit 6 fields on one row (see below).

    Using a canvas app, you can still attach to the CDS,

    https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/data-platform-create-app

    and you can also embed a canvas app in a Model-based app form.

    docs.microsoft.com/.../embed-canvas-app-in-form

    You could create a form that has the layout you described above...

    pastedimage1575665601187v2.pngetc.. adding your multiple rows of 6 fields...

    #1 would be easier...   HTH,

    Dave

    President, Visionary Software 

    http://crm-rules.com

  • cloflyMao Profile Picture
    25,208 on at
    RE: Insert a 6 column section in Field Service form

    Hi Dave,

    If you had complex layout table, 

    I suggest you could create a web resource and use bootstrap to design your layout,

    (2 2 2 2 2 2 grid system would meet your 6 columns requirement)

    then create a tab for the web resource table.

    You can use Xrm.WebApi.retrieveRecord to populate fields:

    https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/xrm-webapi/retrieverecord

    create a custom submit button to save record with:

    formContext.data.save()

    https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/formcontext-data/save

    or just use Xrm.WebApi.updateRecord with data in your fields:

    https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/xrm-webapi/updaterecord

    Regards,

    Clofly

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