Nishant Rana's Weblog

Applying filter on Multi Choices / Multi-Select OptionSet – Power Apps / Dataverse

Say for e.g. we have 2 multi-select choice columns in our leads table, one is local (My Local Multi Choice Field) and the other field ((My Local Global Multi Choice Field) refers to the global option set field

In our Canvas App, to filter on ‘My Local Multi Choice Field’ by value Local Choice 2 and Local Choice 3, we can apply the below formula.

Similarly, for the Global option set to apply a filter on the Global Choice 2 value, we can compare the field in the lead with the values in the Global Option set.

As we are using “in” operator, we’d get the delegation warning. And for it to work in the case of combo box we would have to set “Allow Searching” to “Off“

Hope it helps..

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Fixed – Invalid data from the network error in the custom page – Power Apps / Dataverse

Recently in one of our custom pages, we were getting the below error

“Invalid data from the network”

We had this setting “Formula-level error management” as On, switching it off was hiding this error on the page.

To fix it we tried removing the fields one by one to figure out the issue. Eventually, we saw the error was going away if we remove one of the option set fields from the gallery or comment it’s formula. Later when we removed and added the field back in the gallery and the error got fixed for us.

The page loading properly without the error –

Hope it helps..

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Using Sort, Distinct, Filter together for combo box Items– Canvas Apps (Dataverse)

Just sharing a simple example of applying a formula to the Combo box Items property, which includes Sort, Distinct, and Filter (If).

Below is our Combo Box bound to a lookup field of type Customer. If Contact is the option selected in the radio control, we want to show Contact’s Full Name sorted else Account’s Account Name field.

If( radioBtnCustomer.Selected.Value = "Contact",
    Sort(Distinct(Filter(Contacts,Status = 'Status (Contacts)'.Active),'Full Name'),
        Value,
        SortOrder.Ascending
    ),
    Sort(Distinct(Filter(Accounts,Status = 'Status (Accounts)'.Active),'Account Name'),
        Value,
        SortOrder.Ascending
    )
)

The result –

Also to clear the selection in the combo box when the user changes the option from contact to account and vice versa we can use the Reset function.

Check the below links to learn more about working with Customer lookup –

Configure Customer lookup in canvas apps to show either contacts or accounts

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

Hope it helps..

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How to – switch between Enhanced and Legacy (Default) multisession workspace in Customer Service Workspace

Update – We can use the below option – Customer Service Admin Center >> Operations >> Miscellaneous >> New and upcoming features – Multisession Layout Improvements

With the Enhanced multisession layout in Customer Service Workspace, we have different sessions open in different tabs at the top and different tabs inside each session, along with the Navigation on the left.

To revert to the old default workspace or legacy navigation (deprecated), open the developer tools in the browser.

And paste the following command in the Console tab.

Xrm.Utility.getGlobalContext().saveSettingValue(“msdyn_MultiSessionLayoutImprovements”,false)

Xrm.Utility.getGlobalContext().saveSettingValue(“msdyn_MultisessionNavigationImprovements”,false)

We can see the layout changed to the legacy one–

To enable the new enhanced layout (recommended) back, in the console window of developers tools paste the below command.

Xrm.Utility.getGlobalContext().saveSettingValue(“msdyn_MultiSessionLayoutImprovements”,true)

Hope it helps..

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Combo box showing blank values in case of multiple conditions – Canvas App (Dataverse)

Recently while trying to filter combo box Items we were getting the values but it was coming as blank instead of showing the name field.

Below is a sample Form – connected to Leads and Source Campaign is the combo box field (lookup to Campaign)

As we can see without applying the filter we can see the name (Display fields) populated.

Now let us try to filter it based on the Campaign Type field.

Here we have applied a single filter condition.

We can see the combo box getting filtered correctly.

Now we are introducing a variable just to filter it based on condition.

Till now filtering works as expected.

Now let us introduce else condition here.

We can see the combo box getting filtered but not showing the name field of the Campaign set as a display field. Through developer tools also, we don’t see the name returned in this case. The same is the case if we use multiple If or Switch in the formula.

The solution is to filter on Campaigns data source directly, instead of the corresponding Choice field in the Lead.

The result –

Hope it helps..

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How to – Create Marketing form submission record through Flow (Power Automate) – Dynamics 365 Marketing

Recently we were exploring the possibility of creating a marketing form submission record through flow/custom code. Here simply creating the marketing form submission record is not enough, for it to be processed by the platform, we need to call the bound action – msdyncrm_UpdateMarketingFormSubmission with Step = Retry. (And it’s all not an officially supported scenario, so be careful)

Below is how the flow looks like

First, we create a form submission record –

After creating the form submission record, we are creating and associating the marketing field submission records with the values that we want to pass for the form – email, first name, and last name in this case.

And then eventually calling the action –msdyncrm_UpdateMarketingFormSubmission to trigger the submission (resubmit) of the form submission record.

On running the flow, we can see the record created with the status as pending.