Dynamics Community Forum Thread Details

Hello CU20030939-0,

You can achieve clickable lookup fields in subgrids on Power Pages sites to view related Work Order details by leveraging the List and Basic Form components in Power Pages. Here's a breakdown of the steps involved:

1. Create a List to Display Related Work Orders:

Go to your Power Pages site in the Power Pages design studio.
Navigate to the Data workspace.
Select the Work Order table.
Click + New view.
Create a view that includes the columns you want to display in the subgrid on your Dataverse form. Make sure to include the Work Order Number (or the primary field you want to make clickable).
Save and Publish the view.

2. Create a Basic Form to Display Work Order Details:

Navigate to the Data workspace.
Select the Work Order table.
Click + New form.
Create a Basic Form that displays the detailed information you want users to see when they click on a related Work Order.
Configure the Basic Form:
- Name: Give it a descriptive name (e.g., "Work Order Details").
- Table: Select the Work Order table.
- Form: Choose the main form you want to display for Work Order details.
- Mode: Set the Mode to Read Only (unless you want users to be able to edit from the Power Pages site).
- Record Source: Set the Record Source to Query String. This will allow the form to display a specific Work Order record based on a parameter passed in the URL.
- Query String Parameter Name: Enter a parameter name (e.g., woid). This is the name of the parameter that will carry the Work Order ID in the URL.

Save and Publish the Basic Form.

3. Add a List to Your Dataverse Form in the Power Pages Site:

Navigate to the Pages workspace.
Open the page where your Dataverse form is located.
Edit the Dataverse form component.
Go to the section where you want to display the related Work Orders (this is typically a subgrid on the Dataverse form in the model-driven app).
Click + Component and select List.
Configure the List:
- Name: Give it a descriptive name (e.g., "Related Work Orders List").
- Table: Select the Work Order table.
- Select views: Choose the view you created in Step 1.
- Link a detail page:
  - Toggle "Yes" to enable linking to a detail page.
  - Select page: Choose the Power Pages page where you embedded the Basic Form you created in Step 2 ("Work Order Details").
  - Query string parameter name: Enter the same parameter name you used in the Basic Form configuration (woid).
  - Record ID parameter name: Select the Work Order table's primary key field (usually msdyn_workorderid or similar).

Save and Publish the page.

How it Works:

When the page with your Dataverse form loads, the List component will display the related Work Orders based on the view you selected.
By enabling "Link a detail page" and configuring the page and query string parameters, Power Pages automatically generates a hyperlink on the primary field (usually the Work Order Number) in each row of the List.
When a user clicks on the hyperlinked Work Order Number:
- Power Pages constructs a URL that navigates to the page containing your "Work Order Details" Basic Form.
- The URL includes a query string parameter (e.g., ?woid=) with the ID of the clicked Work Order record.
- The "Work Order Details" Basic Form, configured with the "Query String" record source and the matching parameter name, retrieves and displays the details of the specific Work Order based on the ID in the URL.

Important Considerations:

Relationships: Ensure that there is a proper relationship defined between the entity displayed in your main Dataverse form and the Work Order entity. The List component will typically filter related records based on this relationship (you might need to configure filtering options in the List settings if it doesn't happen automatically).
Permissions: Ensure that the web roles assigned to your Power Pages users have the necessary table permissions to view the Work Order records (both in the List and the Basic Form).
Customization: You can further customize the appearance of the List and the Basic Form using the Power Pages design studio.
Performance: For a large number of related Work Orders, consider the performance implications of displaying them in a List. You might need to implement filtering or pagination.

By following these steps, you can create clickable lookup fields in the related Work Order subgrid on your Power Pages site, allowing users to easily navigate and view the detailed information of each related Work Order. Remember to test thoroughly after configuring.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Regards,

Daivat Vartak

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Dataverse Form - Sub Grid Hyperlink - Power Pages

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