Hi Lisa - Great tutorial. I have recommended your video series to other colleagues. It seems that this process has been improved. It seems that you no longer need to go into the classic view to set the xml value, it appears to do it for you. - Add a lookup field to the related record on to your source table - Add components > Add form - Select Lookup column - Select Related Form - Show component on Web, Mobile, Desktop - Add a Lookup to the table you want in the section where you have added the Form component, this allows you to lookup or create the related record - Just for fun I added a business rule to the source table that would hide/show the Lookup column, it hides the entire section when you hide the lookup column
Thank you, yes, I made this one a while back, great to see it's improved. I'll add it to my list for an update (meanwhile thanks for adding the steps for anyone else watching and for the tip about the business rule!)
Does this work only for Editing records of related table? I did the same exact steps by adding a new tab on my main form to show form of the related table and I get "Source record not selected" when am trying create a new form. Whats wrong here?
Hi - greate tutorial - thank you. I'd really like to be able to bring a grandchild record through to my form, ie Entity A is a 1:N relationship to Entity B, with a 1:N relationship to Entity C, with a 1:N relationship to Entity D - I'd like to be able to bring through the look-up field from the C form onto A. Is this possible? Thanks
This is great and very helpful, however I noticed it just pulls everything and not just the specific field controls configured for the form. I'm trying to grab primary contact details for and account I have associated (look up) to a custom table. SO, I'm my head it's like a grandparent/grandchild relationship if that's a thing.
Hi Lisa, I tried using the same now but the lookup field is not getting displayed after adding the xml it is getting published but when coming to the ui it is not showing the lookuphere as of such can you help me with that
Great video. Is there anyway to do this for a One to Many relationship? I have tried to reverse engineer the Accounts > Contacts setup, but I am unable to get the same options as they have used (looks to be depricated). I want to View the list of Projects a Site has without the need to click to related dropdown option.
Hi, Quick question, what behaviour will JavaScript show on Account n Contact within same form? Will we see 2 script firing for account and contact at same time or something else?
great video but I do not seem to be able to connect to the form i want to, it just keeps on going back to the main form for the connected opportunity, whatever i try, i will not let me use my custom form. Anyone else having the same issue? i have removed all security in case that was the issue but still the same problem.
Hi Lisa - thank you for this! Question: It looks like you used the Standard FormID instead of your Custom FormID. Or did you actually your custom FormID?
Am a complete beginner and this looks cool but there is a bit missing. Where do you copy the pasted item from that you paste into notepad? Its not showing on the recording and it seems a vital step. Sorry to be a pain.
Thank you so much for your tutorials. I was wondering how can I create a field in a form which is a concatenated field based on values which you selected before with lookups. So for example I select Country : france I select place : paris Then the value of the field should be France-Paris. Hopefully you understand me
@@LisaCrosbie That's cool, would you also need to use Power Automate if you want to use the value from one column as the default in another column in another table or same table? e.g. when I create a new order request i want the values in the form to use all the values from the previous order for that customer (if one exists)
I'd suggest posting in the Power Apps community with screenshots and details, there are plenty of people from both Microsoft and the community there available and willing to help with troubleshooting. powerusers.microsoft.com/t5/Power-Apps-Community/ct-p/PowerApps1
Yes, I know it will be deprecated, I hardly ever use it and but for now this is the only way to use this feature. There are still a few things that are not yet available in the modern experience.
Hi Lisa - Great tutorial. I have recommended your video series to other colleagues.
It seems that this process has been improved. It seems that you no longer need to go into the classic view to set the xml value, it appears to do it for you.
- Add a lookup field to the related record on to your source table
- Add components > Add form
- Select Lookup column
- Select Related Form
- Show component on Web, Mobile, Desktop
- Add a Lookup to the table you want in the section where you have added the Form component, this allows you to lookup or create the related record
- Just for fun I added a business rule to the source table that would hide/show the Lookup column, it hides the entire section when you hide the lookup column
Thank you, yes, I made this one a while back, great to see it's improved. I'll add it to my list for an update (meanwhile thanks for adding the steps for anyone else watching and for the tip about the business rule!)
Hi Lisa this is great but what happens if the lookup is to Customer (Account or Contact)?
Cool feature, thanks Lisa! You're the best!
Thanks so much Debbie 😊
Does this work only for Editing records of related table? I did the same exact steps by adding a new tab on my main form to show form of the related table and I get "Source record not selected" when am trying create a new form. Whats wrong here?
Hi - greate tutorial - thank you. I'd really like to be able to bring a grandchild record through to my form, ie Entity A is a 1:N relationship to Entity B, with a 1:N relationship to Entity C, with a 1:N relationship to Entity D - I'd like to be able to bring through the look-up field from the C form onto A. Is this possible? Thanks
This is great and very helpful, however I noticed it just pulls everything and not just the specific field controls configured for the form. I'm trying to grab primary contact details for and account I have associated (look up) to a custom table. SO, I'm my head it's like a grandparent/grandchild relationship if that's a thing.
Thanks Lisa. Great video
This is really awesome trick.
Thanks Lisa 🙏
Glad you liked it!
Hi Lisa, I tried using the same now but the lookup field is not getting displayed after adding the xml it is getting published but when coming to the ui it is not showing the lookuphere as of such can you help me with that
Nice one Lisa 👍
Great video. Is there anyway to do this for a One to Many relationship? I have tried to reverse engineer the Accounts > Contacts setup, but I am unable to get the same options as they have used (looks to be depricated). I want to View the list of Projects a Site has without the need to click to related dropdown option.
Nevermind, the modern interface uses Subgrids to produce relationship data for One to Many.
Spot on!
Appreciate your work! Is there a way to make the form (FormId) that appears conditional on a value in the main form?
I'm sure there is a way to do it but you'd need to use code. Otherwise an embedded canvas app might be a better option.
Show me how it will behaving on create of main form
Hi,
Quick question, what behaviour will JavaScript show on Account n Contact within same form?
Will we see 2 script firing for account and contact at same time or something else?
great video but I do not seem to be able to connect to the form i want to, it just keeps on going back to the main form for the connected opportunity, whatever i try, i will not let me use my custom form. Anyone else having the same issue? i have removed all security in case that was the issue but still the same problem.
Hi Lisa - thank you for this! Question: It looks like you used the Standard FormID instead of your Custom FormID. Or did you actually your custom FormID?
Am a complete beginner and this looks cool but there is a bit missing. Where do you copy the pasted item from that you paste into notepad? Its not showing on the recording and it seems a vital step. Sorry to be a pain.
I’ve put a link to it in the video description. I copied it from the Microsoft documentation. I don’t write code myself, just used what they provided.
Great feature Lisa! Too bad this is just available in classic mode. Maybe in the next release wave?
Yep, apparently everything will be at parity pretty soon, so here's hoping!
Thank you!!!
Thank you so much for your tutorials. I was wondering how can I create a field in a form which is a concatenated field based on values which you selected before with lookups.
So for example
I select Country : france
I select place : paris
Then the value of the field should be France-Paris.
Hopefully you understand me
Yes, you can do that with Power Automate - I'll do a tutorial on setting field values automatically like this, stay tuned, and thanks.
@@LisaCrosbie That's cool, would you also need to use Power Automate if you want to use the value from one column as the default in another column in another table or same table? e.g. when I create a new order request i want the values in the form to use all the values from the previous order for that customer (if one exists)
I think you can create the field type as calculated and using the concatenate rule ( concat "country" "-" "place")
Hlo Lisa, I tried this in my trial account but it showing error when i click on publishing.
I'd suggest posting in the Power Apps community with screenshots and details, there are plenty of people from both Microsoft and the community there available and willing to help with troubleshooting. powerusers.microsoft.com/t5/Power-Apps-Community/ct-p/PowerApps1
This is tremendous!! Thank you
Thanks Alison 😊
Would be great if not that the only thing I got is 'Error loading control'...
❤️ Promo>SM!
STOP DOING TUTORIALS IN THE ASPX WYSWYG EDITOR... THIS WILL BE DEPRECATED.....
Yes, I know it will be deprecated, I hardly ever use it and but for now this is the only way to use this feature. There are still a few things that are not yet available in the modern experience.