I'm doing a financial request app, and I want to be able to edit related records easily.
I want to take $x from fund source y.
Basically, I'd like a data grid on the form which can allow any number of rows to be added, without having to navigate away from the form.
I could use an editable related list, but that appears at the bottom of the form, not within a section of the form, and changes aren't immediately reflected on the form (e.g. "total value" doesn't auto update). That, and it's extra steps in the service portal (click related list, click new, set fields then click save, rinse and repeat for X number of rows).
I could use an embedded related list, but that has issues. Can't prevent disable the ability to create new records conditionally (e.g. only allow when STATE = DRAFT), and it doesn't work in the service portal.
I'd love to use a Multi-Row Variable Set, but this is an actual record, not a catalog request. Could add Variables to the form to add the multi-row variable set, but there'd need to be some magic to create those variables for each record, and to sync changes from it, and I don't believe variables on a form works on the service portal "form" page.
Any thoughts or suggestions?
Sadly, I've had to go with an array of fields on the table and on the form.
I was hoping for a better way, but unfortunately that was the best solution I could find that would allow a list of sorts to appear within a form that worked across almost all UI's and that was more flexible & controllable than an embedded related list.
Hopefully the multi-row variable sets (or something similar) is able to be used on regular forms and works across UI's in the future.
Sadly, I've had to go with an array of fields on the table and on the form.
I was hoping for a better way, but unfortunately that was the best solution I could find that would allow a list of sorts to appear within a form that worked across almost all UI's and that was more flexible & controllable than an embedded related list.
Hopefully the multi-row variable sets (or something similar) is able to be used on regular forms and works across UI's in the future.
