Dataverse – Page 33 – Nishant Rana's Weblog

Using Customer Lookup in Canvas Apps (Dataverse)

For this example, we are taking the Company Name customer lookup column of the contact table.

We start by adding the Customer Name field to the form.

That adds a card to the form, let us add the required controls to get it working

Radio Button, Combo box, and Text Label for the combo box.

Change the Items property of the radio button to show the contact and account option.

Also, change the Layout to Horizontal and Default as Contact.

And set the Items property of the Combo box as below –

Based on the value selected in the radio button, we are setting the Data Source and also applying the Sort and Distinct function to it, along with StartsWith for delegation.

We have also set Allow searching as On for the combo box.

For the Contact option selected –

For the Account option selected –

Also, we can set the OnChange property of the radio button to Reset(comboControl) to clear the selection when the user switches between Contact and Account options.

Now to have this value saved back we can specify the Update property of the custom data card in which we have placed these controls.

References –

https://www.youtube.com/watch?v=y-VvNDwy_Jw&t=1191s

https://debajmecrm.com/configure-customer-lookup-to-show-either-contacts-or-accounts-in-canvas-apps/

https://learn.microsoft.com/en-us/power-apps/maker/canvas-apps/working-with-references#show-the-columns-of-a-customer

Hope it helps..

Advertisements

Fixed – Canvas App / Custom Page not showing data (Dataverse / PowerApps)

Recently we faced an issue wherein the custom page was not loading any data, however, it was working for users with the System Administrator role.

The gallery control shows the Product details.

There were no errors in the Developer Tools, we tried by giving all Organization level rights to the users on the tables involved etc. but that didn’t help.

Eventually, it all came down to this particular line in the formula used for the Items property of the Gallery Control i.e. Asset Status field (custom field).

We had a field security profile created which had Read set as No and the users were part of that security profile, which explained why it was only working for System Admin users.

Changing the Read access to Yes for that column fixed the issue for us.

Hope it helps..

Advertisements

FaultException – RetrieveMultiple: GetEntityDataByFetchSearch while using Configuration Migration Tool – Dataverse / Dynamics 365

While recently trying to move configuration data using the Configuration Migration tool, we got the below error.

FaultException`1 - RetrieveMultiple : GetEntityDataByFetchSearch |=> 'msdyncrm_segment' entity doesn't contain attribute with Name = 'msdynmkt_name' and NameMapping = 'Logical'. MetadataCacheDetails: ProviderType=Dynamic, StandardCache=True, IsLoadedInStagedContext = False, Timestamp=65138568, MinActiveRowVersion=65138568, MetadataInstanceId=53062908, LastUpdated=2023-04-20 07:29:48.697, OrgId=f69f1cea-23d9-446f-9130-ed45ce666b28
Source : mscorlib
Method : HandleReturnMessage
Date : 21-04-2023
Time : 15:07:29
Error : Message: 'msdyncrm_segment' entity doesn't contain attribute with Name = 'msdynmkt_name' and NameMapping = 'Logical'. MetadataCacheDetails: ProviderType=Dynamic, StandardCache=True, IsLoadedInStagedContext = False, Timestamp=65138568, MinActiveRowVersion=65138568, MetadataInstanceId=53062908, LastUpdated=2023-04-20 07:29:48.697, OrgId=f69f1cea-23d9-446f-9130-ed45ce666b28

This was because we had the wrong filter condition applied to that table/entity.

Updating the filter to use correct attribute fixed the issue.

Hope it helps..

Advertisements

Due Open Activities Control – Dynamics 365

The due open activities control shows the activities due today or overdue. It is added by default in the Enhanced Case form but can be added in the forms of other tables.

Hovering over it shows the details of the records.

Clicking on it opens the Associated Activity view (tab).

Below we are adding the Due open activities control to the Contact’s form.

Check Show related records, set table to Activities (Regarding) and Default view to Open Activities.

Set Static value Property as navActivities to open the Activities tab on click of the link.

Save and Publish the changes, and we can see the Due Date Activities control in our Contact form.

Clicking on the Test (Subject) link in the popup takes us to Open Activity Associated View

Get all the details here

Also check – Attachment Control

Hope it helps..

Advertisements

Attachment Control – Dynamics 365

The new attachment control allows users to upload , download, delete, and view attachments that are added to a table through notes or emails or directly (for Case Table).

Below we have 2 attachments added to the case record.

We can see both the attachments there in the Attachments control along with an additional attachment directly added (Direct Upload) .

We can perform a search as well as change the view.

The Tile view –

The Delete option is only available in the case of files directly uploaded not the ones showing up from notes / emails.

For the Case table, the table column property is mapped to the Pre Create Entity Attachments Id field, which allows uploading attachments even before saving or creating the case record. (This is only available for the Case table)

Below we have uploaded attachments to a new case record.

We can add the Attachment Control to other tables as well.

Below we are adding it to the Contact form.

For tables other than Case, it can only be used to View the Attachments, we do not get the option to upload there.

Get all the details here

Due Open Activities Control – https://nishantrana.me/2023/05/09/due-open-activities-control-dynamics-365/

Notes Control – https://nishantrana.me/2023/05/10/notes-control-dynamics-365/

Hope it helps..

Advertisements

Enable email address validation (preview) in the Model Driven app / Dynamics 365

To enable the new email address validation feature (preview), log in to Power Platform Admin Center >> Settings >> Features >> Data Validation

Switch On – Data Validation. (Interestingly in one of the environments enabling this setting was enough to get the smart email validation working however in another environment had to enable the below settings as well to get that working)

Next open the Model Driven App in Maker Portal – App Designer and switch on Enable Smart Email Address Validation Control