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Form Flow Edit from Grid Cancel The title field is required!

1. Elizabeth Orlando

   

   10 posts
   Registered:
   20 Jan 2023
   17 Feb 2023

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   I have a related form that is created in the form that launches from the grid. This works fine when creating (I have to disable passing only the first created ID), but when editing, it doesn't pass the related form's primary id field. If I put the related field on a form and try to pass it, creating no longer works as it won't send the newly generated id, it's overwritten by the form field which isn't set yet.
   
   I tried using alternate key to pull back the information using the primary from the main form, but that didn't work either. 
   
   What is the standard way to retrieve related form data using the form to create or edit? Please be very specific as the documentation provided did not work when editing.
   
   https://www.crmportalconnector.com/developer-network/documentation/how-tos/mvc-based-widgets/how-to-configure-multiple-entities-on-form
   
   
2. Tom Pawelec

   

   25 posts
   Registered:
   21 Oct 2022
   17 Feb 2023 in reply to Elizabeth Orlando

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   Hi Elizabeth,
   
   The documentation provided is our standard way of retrieving data. I would need to see exactly what you are doing to better assist you. If you are still having issues you can join Q&A here: https://www.crmportalconnector.com/support/services and have someone assist you or reach out to support at support@crmportalconnector.com and open a case. 
   
   Regards,
   Tom
   
   
   
3. Elizabeth Orlando

   

   10 posts
   Registered:
   20 Jan 2023
   19 Feb 2023

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   I have a form flow that is launched from a grid for the parent record. This creates the parent record. On the next form in the flow, it creates a child record (hidden) with fields from the parent record in a nested tpc form layout/form configuration. On the third form, I have forms for the parent and child record in a tpc form layout with form configuration and the relationship set as before, but it will not load the data on for the child record at all when using the edit option from the grid despite trying many different configurations and nesting/un-nesting the layouts and moving the configuration.
4. Elizabeth Orlando

   

   10 posts
   Registered:
   20 Jan 2023
   Answered

   20 Feb 2023

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   I had to keep Pass First Created Record Only checked in the form flow settings for the forms and continue nesting forms for the entire form flow, but it is working as expected now.