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How to show Master / Detail data Cancel

1. charrington

   

   1 posts
   Registered:
   15 Dec 2016
   15 Dec 2016

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   I have successfully setup a sub-grid for a custom entity to show a list of related records for the account of the logged in user.  Now I want to allow the user to select a record in the grid and then see the details of that record?  Ideally, have them double-click that record in the grid to redirect to another form/page that has the details of that record.
   
   Is there an article or how-to video on how to do this? 
   
   Thanks!
2. Clinton Bale

   

   126 posts
   Registered:
   21 Feb 2014
   03 Jan 2017 in reply to charrington

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   Hello Chris,
   
   Here's a how-to video on how to display data using The Portal Connector's grid widget:
   
   https://youtu.be/XvMcHVeWrsU
   
   And here's a link to documentation on all of our page widgets:
   
   https://www.crmportalconnector.com/developer-network/documentation/help-file/page-widgets/crm-add-edit-grid-view
   
   If you have any additional questions please let me know.
   
   Best Regards,
   Clinton
3. mvenamore

   

   1 posts
   Registered:
   28 Apr 2017
   21 May 2017

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   Hi,
   
   I am interested in a similar thing, but the video and documentation don't acctually indicate how you can use the CRM grid to link to a detail record (either on the same page or different page).
   
   I am trying to show a list of orders for the users account, and then drill down into the details of the products that are on one of those orders (as I said either on the same page or another page). I have tried several option for this including using grids, sub-grids on forms, sub-grids of sub-grids on forms as well as some other options, but all to no avail.
   
   Is there a specific way of getting this master detail to work (especially in regards to my requirement to shows a list of orders (master) and then drill in to see the order products (detail)?
   
   Thanks very much.
   
   Matt Venamore
4. Adam Benoit

   

   23 posts
   Registered:
   01 Mar 2017
   23 May 2017 in reply to mvenamore

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   Hi Matt,
   
   Thank you for your question.
   
   You can enable editing and specify what page to do so on from the Grid widget designer. What you see varies slightly depending on which grid you are using (WebForms or MVC).
   
   In either case, you will need to create a page that will be used to edit the record. Once you have a page you want to use:
   -Edit the page with the grid
   -Click the "Edit" link on the grid widget.
   -Check the "Allow Editing Records" checkbox.
   -Select the page you want to use for editing by clicking the "Select a Page" button.
       -If using the MVC Grid, you can specify whether you want the user to be taken to a Different Page or if the edit form will be shown in a modal window.
   -After setting the page, click the Save button then click the Publish button.

   Now your grid will have an Edit button that will take the user to a page to edit the record than, once saved, they will be returned to the grid page.
   
   I hope this helps, please let us know if you have any additional questions.
   
   Adam

   Last modified on 23 May 2017 17:05 by Adam Benoit
5. Missing user

   
   28 Feb 2018 in reply to Adam Benoit

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   Hi Adam, is there a way to point to another page (not form) from Webforms Grid page widget? 
6. Adam Benoit

   

   23 posts
   Registered:
   01 Mar 2017
   Answered

   28 Feb 2018 in reply to Missing user

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   Hi Bishoy,
   
   If you are using the "CRM Grid View" widget, you select a page, not a form.It does not matter if the page has a form on it or not, the record ID from the grid will be passed over in the query string. If the page has a form, it will be populated with the matching record. Otherwise it just
   displays the page.
   
   If you are selecting a form, you are using the "CRM Add Edit Grid View" widget. This is not the widget you are looking for. Switch it out for the "CRM Grid View" widget to get the desired functionality.
   
   Adam
   

   Last modified on 28 Feb 2018 19:02 by Adam Benoit
7. Missing user

   
   28 Feb 2018 in reply to Adam Benoit

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   Thank you Adam, that fixed my day ... thumbs up