To automatically populate the donor ID in the donation form on Power Pages, you can follow these steps:
Steps to Automatically Populate the Donor ID
Configure the Relationship Between Tables:
Ensure that the Donors and Donations tables are correctly related through a lookup column. The Donations table should have a lookup column that relates to the Donors table.
Create the Donation Form:
In Power Pages, create an edit form for the Donations table. This form will be used for donors to enter their donations.
Obtain the Donor ID:
When the donor logs in, obtain their donor ID. This can be done using the User() function to get the user's email and then looking up the donor ID in the Donors table.
Configure the Form to Populate the Donor ID:
Configure the donation form so that the donor ID field is automatically populated using the obtained ID.
Implementation Example
Step 1: Configure the Relationship Between Tables
Ensure that the lookup column in the Donations table is correctly configured to relate to the Donors table.
Step 2: Create the Donation Form
In Power Pages, add an edit form for the Donations table.
Step 3: Obtain the Donor ID
Use the User() function to get the current user's email.
Use a gallery or a collection to look up the donor ID in the Donors table.
Step 4: Configure the Form to Populate the Donor ID
Configure the donor ID field in the donation form to automatically populate with the obtained ID.
Implementation Details
Create a Collection for the Current Donor:
On the start screen or the screen where the donation form is displayed, create a collection to store the current donor's information.
Configure the Donation Form:
In the donation form, select the donor ID field.
In the Default property of the donor ID field, set the value to automatically populate with the current donor's ID.
Complete Example
Create the Collection on the Start Screen:
Configure the Donation Form:
In the donation form, select the donor ID field.
In the Default property of the donor ID field, set the value:
Considerations
Security: Ensure that only authenticated users can access their own data and make donations.
Permissions: Verify that the table permissions are correctly configured to allow reading and writing data as needed.
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