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Dynamics Portals Question

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Posted on by Xavi Hernandez

There is a requirement where we need to have either of the below options:

Adding a subgrid within a subgrid. i.e. for example, if record A is a subgrid, the user should be able to add more child records - record A1, record A2.
Can we have an option such that when opening a portal entity form subgrid to create a record, we have another dynamically generated form within this to allow users to enter data? For example in our entity form, if we have a dropdown where users can select multiple options - say - Company A, University B, Company C. For each Company, we want users to add years of experience and for each university we want to add a course title.

Is there any out of the box or custom way that we can achieve any of the above? Thank you in advance!

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Xavi Hernandez 5 on at

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RE: Dynamics Portals Question

Hi Leo, thanks for the response! The problem is, we cannot redirect to the edit entity form because it is within the subgrid. The subgrid modal/popup has a different URL from the regular application url. So when we append the id query string to the url, it appends it to the url of the portal rather than the URL of the modal/popup. Is there a way to redirect it to the edit subgrid modal popup?
LeoAlt 16,331 Moderator on at

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RE: Dynamics Portals Question

Hi Partner,

Yes, you could set the On Success Settings to "Redirect" and set the URL to edit entity form.

https://himbap.com/blog/?p=3410

Regards,

Leo
Xavi Hernandez 5 on at

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RE: Dynamics Portals Question

Hi Leo, thanks for the answer! basically my requirement is that I should not need to click on "View details" (see your screenshot 1.e) for the subgrid to show up. When I submit the entity form it should redirect me to the "view details popup" without having to click on view details. Is this possible?

For example:

I have an Entity form A, within that I have a subgrid A. This subgrid A only shows up once the Entity form A record has been created. But I want it to showup in the create screen itself or else I want to redirect to the edit (view details) page. Basically when the user creates an Entity Form A and submits, it should redirect the user to the "view details popup" (edit modal) without having to click on view details. Is this possible?

Thanks in advance!
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LeoAlt 16,331 Moderator on at

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RE: Dynamics Portals Question

Hi Partner,

1.There is an OOB way for your requirement. For example, I have contact subgrid on my custom entity form, and I want to create emails for contact in contact subgrid directly in custom entity form in portal.

Here are the steps.

a).Create a new MetaData on custom entity form to add contact subgrid.

b).Select the type to "Subgrid" and entity to "Contact".

c).Add a View actions as Create to allow user create new contact in custom entity form.

d).Click the "Advanced settings", and add a new Item Actions as "Create related record".

And select the relationship you need, here I chose email. And you should have created an entity form for creating email before.

And please make sure you have the permissions to all the entities.

e).Test

2.If you mean when you select an option from dropdown list, then there will be some fields hide or displayed dynamically by the option on the form? If so, you should add custom Jquery code to monitor the option you selected and do the actions.

You could add JS code in entity form Additional settings.

And you could get the fields and values easily by $("#fieldanme).val()..

Regards,

Leo