dynamics-crmpowerappsdynamics-crm-portals

Regarding associating web roles to contact from Power Pages Portal


I have to implement the assigning of web roles to the Contact from the portal itself.

I have the contact form which has the web role subgrid, on the portal but it's not editable at all even though I am creating proper Basic Form Metadata in basic forms.

I have also added proper permissions so that when I add web roles forms on the portal, I can update and create the web roles but I am unable to associate web roles from the subgrid in contact form.

Note: Contact and Web role entity do not have any relation and I am also unable to create M2M relation between them.

Is there way so that I can assign web roles from the portal itself which creating a contact or modify them?

Any help would be appreciated.


Solution

  • After a lot searching here and there, finally I got the problem and the solution as well.

    So, I was trying to create relationship between Contact and Web Role entity which was possible in Standard Data Model but since now we have Enhanced Data Model, the web role entity is not a standard or custom table instead its a virtual table and hence we can't create the relationship. It's actually is the part of Site Component table.

    The actual relationship is between Contact and Site Component entity.

    Here is the reference which I found helpful: https://www.dancingwithcrm.com/web-roles-and-enhanced-data-model/

    In Basic Form Metadata, we have to create for Contact and Site Component relationship and give proper permissions for Site Component Table.

    Also, I was able to create the flow as well, as given in the reference linked above.

    Thanks guys if anyone was giving their time for this question.