Power Pages (Part 2)

Neil HaddleyDecember 20, 2024

View, create, and edit orders

Customer Orders may be handled directly by customers using a self-service Customer Portal.

Here a Power Pages Customer Portal enables customers to view, create, and edit their orders in the context of a Business Central subscription.

I created a new table

I created a new table

I set the table name to Customer Order

I set the table name to Customer Order

I updated the Name column to be an Autonumber

I updated the Name column to be an Autonumber

I added a Requested Delivery Date column

I added a Requested Delivery Date column

I set the Time zone adjustment property of the Requested Delivery Date column

I set the Time zone adjustment property of the Requested Delivery Date column

I added an Account (Customer) column

I added an Account (Customer) column

I created a Portal Active Customer Orders view

I created a Portal Active Customer Orders view

I added the Account and Requested Delivery Date columns to the view

I added the Account and Requested Delivery Date columns to the view

I created a Portal Customer Order Main Form form

I created a Portal Customer Order Main Form form

I created a Customer Orders page

I created a Customer Orders page

Authenticated Users only

Authenticated Users only

I added h1 text and a new List

I added h1 text and a new List

I created the Active Customer Orders List based on the Customer Order table

I created the Active Customer Orders List based on the Customer Order table

I create a table permission allowing customers to view their Customer Orders

I create a table permission allowing customers to view their Customer Orders

I selected the Read, Update, Create and Delete permissions and Authenticated Users

I selected the Read, Update, Create and Delete permissions and Authenticated Users

I updated the Portal Customer Order Main Form

I updated the Portal Customer Order Main Form

I tested the Customer Orders page

I tested the Customer Orders page

I added a New Customer Order page

I added a New Customer Order page

I added h1 text and a Form

I added h1 text and a Form

I created a New Customer Order (Power Pages/Basic) form

I created a New Customer Order (Power Pages/Basic) form

The contents entered into the New Customer Order form will be used to create a new order

The contents entered into the New Customer Order form will be used to create a new order

On Submit the user will be redirected to the Customer Orders form

On Submit the user will be redirected to the Customer Orders form

I disabled CAPTCHA

I disabled CAPTCHA

I disabled form filling assistance

I disabled form filling assistance

I set the New Customer Order page's permissions

I set the New Customer Order page's permissions

I updated the Customer Orders Create a new record list action

I updated the Customer Orders Create a new record list action

I clicked the Create button

I clicked the Create button

I selected a Requested Delivery Date and clicked the Submit button

I selected a Requested Delivery Date and clicked the Submit button

I could not see the new Customer Order

I could not see the new Customer Order

I created a Customer Orders app

I created a Customer Orders app

I added the Customer Order table

I added the Customer Order table

Saved the changes. I clicked the Back button

Saved the changes. I clicked the Back button

I selected the Customer Orders app and clicked the Play menu item

I selected the Customer Orders app and clicked the Play menu item

I could see the new Customer Order

I could see the new Customer Order

I switched to the Portal Active Customer Orders view

I switched to the Portal Active Customer Orders view

The Account value has not been provided

The Account value has not been provided

I selected the New Customer Order (Basic) form. I clicked the + New Basic Form Metadata button

I selected the New Customer Order (Basic) form. I clicked the + New Basic Form Metadata button

I selected type Attribute and Attribute Logical Name Account

I selected type Attribute and Attribute Logical Name Account

I clicked the Save Value On Save checkbox and selected the Current Portal User | Company Name value

I clicked the Save Value On Save checkbox and selected the Current Portal User | Company Name value

The Basic Form Metadata details are shown in the grid

The Basic Form Metadata details are shown in the grid

I scrolled to the right hand side of the grid

I scrolled to the right hand side of the grid

I added a second Customer Order

I added a second Customer Order

The Account Value was set

The Account Value was set

I added an Edit Customer Order page

I added an Edit Customer Order page

I added h1 text and a Form

I added h1 text and a Form

I created an Edit Customer Order (Power Pages/Basic) Form

I created an Edit Customer Order (Power Pages/Basic) Form

This form will allow the user to update an existing Customer Order

This form will allow the user to update an existing Customer Order

On Submit the user will be redirected to the Customer Orders page

On Submit the user will be redirected to the Customer Orders page

I disabled CAPTCHA

I disabled CAPTCHA

I disabled form filling assistance

I disabled form filling assistance

I set page permissions to Authenticated Users

I set page permissions to Authenticated Users

I updated the Customer Order's Edit record action

I updated the Customer Order's Edit record action

I clicked the edit button

I clicked the edit button

I updated the Requested Delivery Date and clicked the Submit button. Notice that when I clicked the edit button the edit page's url includes the id of the order 14b67e1a... (the value of the hadd_customerorderid field).

I updated the Requested Delivery Date and clicked the Submit button. Notice that when I clicked the edit button the edit page's url includes the id of the order 14b67e1a... (the value of the hadd_customerorderid field).

The Customer Order was updated

The Customer Order was updated

I wanted user to be redirected from the New Customer Order page directly to the Edit Customer Order page. I updated the New Customer Order's On submit value.

I wanted user to be redirected from the New Customer Order page directly to the Edit Customer Order page. I updated the New Customer Order's On submit value.

I reviewed the Customer Order table

I reviewed the Customer Order table

I reviewed the Customer Order (hadd_customerorderId) column

I reviewed the Customer Order (hadd_customerorderId) column

I reviewed the Customer Orders

I reviewed the Customer Orders

I updated the New Customer Order Basic Form

I updated the New Customer Order Basic Form

I navigated to the On Success Settings tab. I added ...Parameter Name id and ...Attribute Logical Name hadd_customerorderid

I navigated to the On Success Settings tab. I added ...Parameter Name id and ...Attribute Logical Name hadd_customerorderid

I created a new Customer Order and clicked Submit

I created a new Customer Order and clicked Submit

I was redirected to the Edit Customer page

I was redirected to the Edit Customer page

I clicked Submit on the Edit Page and was redirected to the Customer Orders page

I clicked Submit on the Edit Page and was redirected to the Customer Orders page