Forums

Surfacing record data on another page Cancel The title field is required!

1. jcimino

   

   4 posts
   Registered:
   14 May 2015
   21 May 2015

   Link to this post

   Hi,
   
   We currently have a page with an CRM Grid View widget that displays all records from a custom entity that are related to the logged in user . When a user clicks to edit a record from that grid, it takes them to a new page. We would like to surface some of that record's fields on this new page, but I'm unsure how to "link" the new page to the selected record on the previous page. Is there an easy way to do this?
2. Missing user

   
   22 May 2015

   Link to this post

   Hi Jon,
   
   When you click on the 'edit' button of a grid, the ID of the record should be appended to the URL which will retrieve the relevant fields for the editing form. ​In order accomplish this, you may refer to the quick start guide as well as the videos section (Specifically the video on how to build parent/child forms) of the developer's network.
   
   Kind Regards,
   Chris.
   
   
3. jcimino

   

   4 posts
   Registered:
   14 May 2015
   22 May 2015 in reply to Missing user

   Link to this post

   Chris, thanks for the links. Unfortunately, after reading through the quick start guide and watching the videos, I'm still not sure where I'm going wrong. On my page that edits the record, I do have the CRM Form Layout in place and the CRM Form Configuration widget pointed at the correct entity.I then have a Text Field box that is pointed at the Name field on the entity, but when I view the live site, the name from the record does not appear in widget/field.
   
   Is there another piece I am missing? My apologies if this is something basic, but this is my first week using TPC. 
4. Missing user

   
   Answered

   22 May 2015 in reply to jcimino

   Link to this post

   Hi Jon,
   
   These are some common problems people first experience with using the Portal Connector.
   
   If you are using the Grid View widget please make sure that the form manager that you are using on the page is the CRM Form Manager. In addition to this, make sure that the CRM Form Layout is only used on the form and not the page in which the form is deployed on. If you use the CRM Form Layout on the page, forms and other TPC controls inside of it will fail to load.
   
   If you are still experiencing problems with getting the form to work, would it be possible for us to organize a call later this afternoon?
   
   Thanks,
   Chris.
   
   
5. jcimino

   

   4 posts
   Registered:
   14 May 2015
   22 May 2015 in reply to Missing user

   Link to this post

   Chris, 
   
   Thanks for the tip! That has gotten me closer, but I'm still seeing some odd behavior. For example, when I first took your advice, I had just a lone text widget for the record name (plus the CRM Form Configuration widget) on the form. I tested it on the live site and the name carried over from the record as I had hoped. I then added a few other widgets (Status, Lookup, and another Text)....the Lookup and Text widget values are showing, but now the original Text widget is blank, as is the status. Have you heard of anything like this happening before?
6. jcimino

   

   4 posts
   Registered:
   14 May 2015
   22 May 2015

   Link to this post

   An update to my last post, I believe the reason the Name field was blank after I added the additional 3 fields is due to a TPC bug. I notified someone from TPC yesterday that we are getting error messages (the TPC team is looking into it) when trying to edit Picklist or Yes/No widgets. Turns out that the same is happening with the Status widget. Once I removed that widget, the Name field was populated...so my guess is that these "problem" widgets are causing the data from other widgets to appear properly.