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Anonymous
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How to filter rows with lookup column in Dataverse

Hello Community,

 

I have been trying to figure out how to set the filter query in the List Rows action in Dataverse, to only get the related records from the same parent lookup. As an example, for each Account, we have multiple child Contacts associated with the same parent account record (i.e. having the account as the lookup on the contact).

 

In the Power Automate flow, I use the List Rows action to first get all the accounts in Dataverse, and then use "Apply to each" operation to loop through each account. For each loop, I want to use the List Rows action to get all the related contact records associated with the same account via the account lookup. How can I define that filter query so that the List Rows action in each loop returns only the list of related contacts for the same account lookup, as we loop through each account?

 

D365_Eric_1-1655358197696.png

Any insights would be greatly appreciated!

 

Thank you!

1 ACCEPTED SOLUTION

Accepted Solutions

You should use _parentcustomerid_value which holds a numerical value of the accountid. Hope it works! 

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7 REPLIES 7
StretchFredrik
Multi Super User
Multi Super User

{ColumnName} eq '{YourDynamicData}'

Hi @StretchFredrik ,

 

Thanks for your reply. I tried the following, however it's not working. It gives me the following error:

 

Did I miss anything in terms of syntax?

D365_Eric_0-1655382090844.png

D365_Eric_1-1655382178428.png

 

StretchFredrik
Multi Super User
Multi Super User

The column doest exist, are you taking the "backend" name of the column? I usually get this by looking at the API call and seeing what the internal name for the field is. 

Hi @StretchFredrik ,

 

Yes, in this case, in the filter condition, I am putting parentcustomerid eq 'Account' (Account being the Dynamic Data). The field "parentcustomerid" is the out of the box internal name of the lookup field to Account on the Contact entity. Not sure why it's complaining the field doesn't exist because it's definitely there... 

You should use _parentcustomerid_value which holds a numerical value of the accountid. Hope it works! 

CRMMaven
Regular Visitor

Can I use month day and year functions if the filter condition for the date field 

example 

new_certificationanniversarydate ne null and month(new_certificationanniversarydate) eq @{utcNow('MM')} and day(new_certificationanniversarydate) eq @{utcNow('dd')} and year(new_certificationanniversarydate) ge @{utcNow('yyyy')}

 

When using this function flow try to execute the step multiple times and every time it returns a status "notimplemeted" 

can you suggest alternate way to get this done.

Thanks @Rose2022 , this solution definately works for me.

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