The table on the left "Project Details", is completed by the user, who will then navigate to the "Capture Milestone" table on the right. This "Capture Milestone" table will have many entries as it captures continual activities. I need the last row entry of the column "Funnel Position" to reflect under the read only column "Funnel" on the as shown on "Project Details" table. How can do I this or must I use Power Automate?
Yes, you need a background process. You can have a power automate or plugin on the "create" of "capture milestone" table, which looks at the last entry (assuming the definition is "top row found by sorting records on 'created on' descending"), then read the column value and update it on the project details record.
Exact code writing will take time, but you can use 'List Rows' action in power automate and specify your filters, column list etc. Give this a try.
https://learn.microsoft.com/en-us/power-automate/dataverse/list-rows?tabs=classic-designer
Thank you. This is what I have done, but I worry about the Row IDs. Does this flow make sense? Remember that ib Dataverse is a "Projects" table with a subgrid table called "Milestones". When a row is added in "Milestones", the data in the column "Funnel Position" must appear in the column "Funnel Placement" of the "Projects" table.
Am I on the right track here (I worry about what dynamic entry I must select for Row IDs):
@CuriousMind
You definetely need some kind of automation, as others have suggested, however before I can provide some help could you clarify the following
1. Which table is the column "Funnel Position" located at, and what is the data type
2. What is the relationship between "Funnel Position" and Milestone table, is it a column in this table?
3. Can you confirm "Funnel" column on Project Details is a lookup?
4. Is the requirement that when a new milestone record is created for this project detail, you need to set this as the funnel on project detail record? (assuming funnel is a lookup and ignoring whatever funnel position column means)
If the 4th one is what you are looking for, it can be achieved with a simple real time or background workflow
Create a new workflow on Milestone table
Ensure the trigger is on create
Ensure the level is org and not user
In the logic
If the Project Details record of the Milestone contains data
Update Project Details (you will find it in drop down of the update step)
Set Funnel field with the Milestone record (or if Funnel is another lookup on Milestone, set that )
** if the funnel field shows locked on the workflow editor, its because you have locked it on the information form, temporarily unlock it on the form, publish and try to set it in the workflow again, lock the field back once workflow is set.
Save and Publish workflow.
That should do it.
Thank you, and in response to your questions:
This is the flow created, but it does not work. The error: "URL was not parsed due to an ODataUnrecognizedPathException. Resource not found for the segment provided in the URL." was returned.
And what information do I place into the "Row IDs".
@CuriousMind
You almost nailed the power automate, in the row id field of the last step in your screenshot, you need to just put "/PLURAL_NAME_OF_PROJECT_TABLE/_regardingobjectid (what u have currently)"
for eg if your project table has schema name "new_project"
put "/new_projects/{id}" in the row id field.
it should work
another common way to populate lookups in power automate is
/new_projects({id})
this should also work ... whichever style you prefer
@sudipm Thank you.
I have entered this code into the Row Id: triggerOutputs()?['body/_regardingobjectid/node_Projects({id})']
I still get a flow run fail.
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