Hello,
I have model driven app that has below forms mainly from two different entities: contacts and requests.
Form contacts contains the below fields:
1.Company name
2.Contact name
3.Contact email
4.Contact phone number
Form requests contains the below fields:
1.Request purpose
2.Request amount
3.Lookup field contacts
The contacts entity has a one to many relationship with request entity.
The entity Contacts already has data loaded.
My scenario is that users need to create request on the app, the request creation process requires users to input data on the request form.
My logic is users should select data from contact details lookup field and then fill up the remaining fields : Request purpose and Request amount.
But however in case a contact details is missing on the contact details lookup field, users can be allowed to create new Contact name, Contact email ,Contact phone number but while selecting an existing company name.
Can you please suggest/help how to proceed with this specific scenario where a contact details is missing on the contact details lookup field, Power Apps can allow to create new Contact name, Contact email ,Contact phone number but selecting an existing company name.
Thank you.
Regards,
Deevya
Solved! Go to Solution.
Hi @DeevyaAskoolum ,
Do you want to select from an existing list of company name when you create a new Concat in your Model-Driven app?
I have made a test on my side, please consider take a try with the following workaround:
1. Go to CDS Entities list in your PowerApps, then select your Contact Entity.
2. Click Forms Tab, then edit your Contcat form.
3. Within the opening Edit form panel, uncheck the "Show Only unused fields" option, then drag the 'Company Name' field into the Contact Information section as below:
then click "Save" and "Publish" button in right top corner, to apply your changes to the Contact Form.
After that, when you create a new Contact record in your Model-Driven app again, then you could select from an existing list of company name as below:
Please take a try with above solution, check if the issue is solved.
Best regards,
Hi @DeevyaAskoolum ,
Could you please share a bit more about your scenario?
Do you want to create a new contact within your Model-Driven app when you could select the contact from the contacts Lookup field?
Based on the needs that you mentioned, I think the contacts Lookup field in Reuqests Form within your Model-Driven app could achieve your needs.
On your side, please consider enable the contacts Lookup field within your Request Form, then the Contacts LookUp field would be acted as a LookUp search box as below:
You could type search key within the LookUp field box to search the Contact, if the Contact is not existed, you could consider click "+ New Contact" option to create a new Contact.
Note: It is not necessary to add additional complex logic or Business Rule in your Model-Driven app to achieve your needs.
Please consider take a try with above solution, check if the issue is solved.
Best regards,
Hello Kris Dai,
Thank you very much for the suggestion. I highly appreciate your help.
Note that I have already enabled the contacts Lookup field within the Request Form.
I am able to create to new contacts through the Request from
However my issue is that when creating a new contact, users should only be able to select from an existing list of company names(maybe a drop down selection that has already been loaded on the entity) in order to create new Contact name, Contact email ,Contact phone number as such continue with the request form completion.
I hope this makes sense to you.
Please let me know if this achievable on PowerApps.
Regards,
Deevya
Hi @DeevyaAskoolum ,
Do you want to select from an existing list of company name when you create a new Concat in your Model-Driven app?
I have made a test on my side, please consider take a try with the following workaround:
1. Go to CDS Entities list in your PowerApps, then select your Contact Entity.
2. Click Forms Tab, then edit your Contcat form.
3. Within the opening Edit form panel, uncheck the "Show Only unused fields" option, then drag the 'Company Name' field into the Contact Information section as below:
then click "Save" and "Publish" button in right top corner, to apply your changes to the Contact Form.
After that, when you create a new Contact record in your Model-Driven app again, then you could select from an existing list of company name as below:
Please take a try with above solution, check if the issue is solved.
Best regards,
Hello Kris Dai,
Thank you very much for your help ! This serves my requirement.
Regards,
Deevya
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!
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
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.
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