cancel
Showing results for 
Search instead for 
Did you mean: 
Reply

Patch multiple new records with Dataverse lookup.

Hello, I am at a bit of a loss on how to do this as it seems like it should work but I suspect there is an issue with the relationships between tables that is causing it to not work. I have an app that we use to track equipment on projects. It contains 2 tables relevant to this inquiry. Equipment and Equipment Projects: They of course contain more columns but I have included the relevant ones as an example

Equipment

Unit NumberEquipment TypeParent Equipment (lookup from same table)isAttachment
TRAC1Tractor false
BUCK1BucketTRAC1true
FORK2ForksTRAC1true

 

Equipment Projects

ProjectStart DateEnd DateEquipment(lookup from Equipment Table)
22314June 1, 2022 TRAC1
22314June 1, 2022 BUCK1
22314June 1, 2022 FORK2
22313May 1, 2022June 1, 2022TRAC1
22313May 1, 2022June 1, 2022BUCK1
22313May 1, 2022June 1, 2022FORK2

 

The problem that I am having is that I need each attachment unit to be tracked with its parent. So when I assign "TRAC1" to a project, it needs to also create a new project record for BUCK1, and FORK1 as in the table above. Similarly, when TRAC1 is done at the project, I need it to also update the attachments.

 

Currently I have an Equipment details screen: (top black line would be TRAC1, bottom 2 lines would be BUCK1 and FORK1)

michaelpaul_0-1656020784542.png

 

When I select 'New Project' the onSelect is:

 

 

If(!IsEmpty(AttachmentsGallery),
ClearCollect(colAttachments,AttachmentsGallery.AllItems);Set(varHasAttach,true),
Set(varHasAttach,false)
);
Navigate('New Project',ScreenTransition.None,{cvarUnit: cvarUnit})

 

 

Basically creates a collection of the Attachments, navigates to the new project screen, and passes the Parent Unit context variable (cvarUnit) to the next screen. 

 

On the 'New Project' screen the user inputs the project details in a form to assign the unit to a project:

michaelpaul_1-1656021371053.png

Then onSelect of the submit button I am trying the following code which submits the form for the parent equipment (TRAC1) just fine but does not patch the new records for the attachments:

 

 

SubmitForm(Form8);
    If(varHasAttach,
        ForAll(colAttachments,
            Patch('Equipment Projects',
                Defaults('Equipment Projects'),{
                        Equipment:ThisRecord,
                        Project:ProjectCard.Selected,
                        'Start Date': StartDateCard.Value}
)))

 

 

I have tried to use only the Patch on it's own (without the SubmitForm) and it will still not create the new records for the Attachments. I am also getting the following issue:

michaelpaul_2-1656022057279.png

 

I am hoping someone is able to tell me what I am doing wrong. 

 

 

1 ACCEPTED SOLUTION

Accepted Solutions

So I Managed to get it:

 

I needed to create a collection from my attachment collection with custom named fields that match the fields in the table that needs the new records. I also needed to use LookUp to pull the Project Record. Then I could do a ForAll for that new collection and it patches the new records:

 

 

If(varHasAttach,
 Clear(colAttachNew);
 ForAll(colAttachments,
   Collect(colAttachNew,
      Table(
            {crd13_startdate: DateValue13.Value,
             crd13_project: LookUp(Projects,
                    'Project Number' = DataCardProject.Selected.'Project Number'),
             crd13_equipment: ThisRecord}
)));
 ForAll(colAttachNew,
    Patch('Equipment Projects',
           Defaults('Equipment Projects'),
                {Project: crd13_project,
                'Start Date': crd13_startdate,
                Equipment: crd13_equipment}
)));
SubmitForm(Form8)

 

 

View solution in original post

1 REPLY 1

So I Managed to get it:

 

I needed to create a collection from my attachment collection with custom named fields that match the fields in the table that needs the new records. I also needed to use LookUp to pull the Project Record. Then I could do a ForAll for that new collection and it patches the new records:

 

 

If(varHasAttach,
 Clear(colAttachNew);
 ForAll(colAttachments,
   Collect(colAttachNew,
      Table(
            {crd13_startdate: DateValue13.Value,
             crd13_project: LookUp(Projects,
                    'Project Number' = DataCardProject.Selected.'Project Number'),
             crd13_equipment: ThisRecord}
)));
 ForAll(colAttachNew,
    Patch('Equipment Projects',
           Defaults('Equipment Projects'),
                {Project: crd13_project,
                'Start Date': crd13_startdate,
                Equipment: crd13_equipment}
)));
SubmitForm(Form8)

 

 

Helpful resources

Announcements

Community will be READ ONLY July 16th, 5p PDT -July 22nd

Dear Community Members,   We'd like to let you know of an upcoming change to the community platform: starting July 16th, the platform will transition to a READ ONLY mode until July 22nd.   During this period, members will not be able to Kudo, Comment, or Reply to any posts.   On July 22nd, please be on the lookout for a message sent to the email address registered on your community profile. This email is crucial as it will contain your unique code and link to register for the new platform encompassing all of the communities.   What to Expect in the New Community: A more unified experience where all products, including Power Apps, Power Automate, Copilot Studio, and Power Pages, will be accessible from one community.Community Blogs that you can syndicate and link to for automatic updates. We appreciate your understanding and cooperation during this transition. Stay tuned for the exciting new features and a seamless community experience ahead!

Summer of Solutions | Week 4 Results | Winners will be posted on July 24th

We are excited to announce the Summer of Solutions Challenge!   This challenge is kicking off on Monday, June 17th and will run for (4) weeks.  The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions in the Forums to as many questions as you can. Answers can be provided in all the communities.    Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”)   - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024   Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods.  You must enter into each weekly Entry Period separately.   How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different.    Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers.  At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing.  Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random.  Individuals will be contacted before the announcement with the opportunity to claim or deny the prize.  Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners.   Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event.   ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE**   Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Community MembersNumber of SolutionsSuper UsersNumber of Solutions @anandm08  23 @WarrenBelz  31 @DBO_DV  10 @Amik  19 AmínAA 6 @mmbr1606  12 @rzuber  4 @happyume  7 @Giraldoj  3@ANB 6 (tie)   @SpongYe  6 (tie)     Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Community MembersSolutionsSuper UsersSolutions @anandm08  10@WarrenBelz 25 @DBO_DV  6@mmbr1606 14 @AmínAA 4 @Amik  12 @royg  3 @ANB  10 @AllanDeCastro  2 @SunilPashikanti  5 @Michaelfp  2 @FLMike  5 @eduardo_izzo  2   Meekou 2   @rzuber  2   @Velegandla  2     @PowerPlatform-P  2   @Micaiah  2     Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Week 3:Community MembersSolutionsSuper UsersSolutionsPower Apps anandm0861WarrenBelz86DBO_DV25Amik66Michaelfp13mmbr160647Giraldoj13FLMike31AmínAA13SpongYe27     Week 4 Results: Congratulations to the Week 4 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Week 4:Community MembersSolutionsSuper UsersSolutionsPower Apps DBO-DV21WarranBelz26Giraldoj7mmbr160618Muzammmil_0695067Amik14samfawzi_acml6FLMike12tzuber6ANB8   SunilPashikanti8

Check Out | 2024 Release Wave 2 Plans for Microsoft Dynamics 365 and Microsoft Power Platform

On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners.    The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights.    Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.    

Updates to Transitions in the Power Platform Communities

We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for.  We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer.   Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together.   Here's to new beginnings and endless possibilities!   If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport.   To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages

Users online (1,140)