Dataverse – Page 10 – Nishant Rana's Weblog

Using Xrm.Utility.getPageContext().input to identity or get parent record details for the Quick Create form – Dataverse / Dynamics 365

Recently we had a requirement to make different sets of fields mandatory and non-mandatory on the Quick Create form for Contact, based on the parent record type it is opened from.

Quick Create Form

As we cannot have multiple Quick Create Form specified for different forms, we had to use JavaScript to identify the parent record type.

We can use the below properties for that.

Xrm.Utility.getPageContext

Xrm.Utility.getPageContext().input.data.parentrecordtype
Xrm.Utility.getPageContext().input.createFromEntity.entityType

Below we have the contact’s quick create form opened from a custom table – custom_contract’s contact lookup.

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On using the above properties in our form load script for the quick create form, we can see different sets of fields set as required and recommended on the Quick Create Contact form based on the parent record it is opened from.

Parent A :

Parent B :

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The helpful post – https://butenko.pro/2020/09/15/js-how-to-get-the-originating-record-reference-in-the-form-script-of-the-quick-create-form/

Hope it helps..

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Manage solution dependencies easily through the refreshed look – Dataverse

In Dataverse, solution dependencies are a vital aspect of managing and deploying applications. Dependencies ensure that required components are present for a solution to work seamlessly across environments. However, with complex solutions, understanding and managing these dependencies can become overwhelming.

The updated dependencies page is designed to simplify dependency management by offering a more intuitive, action-driven experience.

Select a particular component in the solution, right-click>> Advanced >> Show dependencies.

We can see 3 different tabs.

Delete Blocked By (tab): Displays any dependencies preventing deletion of a component. Below we can see that for the Age column, it shows Contact’s System Form as the dependency.

Clicking on the Open option takes us to the component page, where we can see all the forms for the contact table.

Used By (tab): Lists other components dependent on the selected component.

Uses (tab): Shows dependencies that the selected component relies upon.

On clicking Open, it opens the Columns page for that table.

The different actions that we can take are Open and inspect the object, Delete the object, Remove dependency, and open the relevant documentation.

Below we have selected the option Remove dependency. As we saw the dependency here refers to the Contact System form in which we have the age field used.

Select Remove.

We get the success message after the successful removal of the dependency.

i.e. we can see the field removed from the blocking Contact’s System form.

Now if we want we can easily delete that particular field with no object blocking the delete.

Lastly, the Delete option for the solution allows the delete (uninstall) the solution that has dependencies on the solution component.

Get all the details here.

Hope it helps..

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Using Copilot to Create and Explain Formulas – Power Apps

Using the new features – Create a formula (preview) and Explain this formula we can now easily write, edit, and understand formulas in Power Apps.

To enable it, navigate to switch on – Settings >> Updates >> Preview >> Copilot for formulas

Here in the sample app below, we are trying to set the Items property of the Gallery using Create a formula. Here our gallery control is bound to Cases as the data source.

We can describe what formula we need in plain language.

We can see it generating the formula for us. We have the option to Apply, Discard, and Copy it.

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Here we have applied the generated formula.

Another example is where we are setting the Text property.

Here instead of the customer name it considered the Customer Contacted field. So basically we need to review the formula generated.

We can also generate formula from code comments as show below. Simply type the comment and wait for formula to be generated or otherwise press Enter.

The result

Next using Explain this formula we can use the copilot’s ability to explain the formula in plain language.

The result

We can also select specific parts of the formula for explanation.

Below we have selected the Filter keyword and Explain this selection option.

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The result

Similarly, on selecting SortOrder

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The result

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Get all the details here

Hope it helps..

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Field suggestions by Copilot –Power Apps (Dataverse)

Field Suggestions by Copilot for Canvas Apps apply to Gallery, Form Table controls both classic and modern for Dataverse, SharePoint, or SQL Server data source. It analyzes the schema of the table selected and recommends up to 10 fields that also include a maximum of 10 required fields of that table.

Let us see it in action.

Below we have the following fields defined as required fields in the lead table.

Now inside CanvasApp when we insert and bind the Modern Form / Table or the classic Edit Form / Display Form, Data Table to the lead table it automatically suggests the fields for binding.

Here we have selected Lead as the Data Source for the Edit form or Form (modern) control.

Here we can see it suggesting all the required fields of the lead along with other key fields of lead like City, Country, Email, First Name, etc.

In the case of Table, we can see it suggesting the following 10 fields.

In the case of a custom table with very few fields in it, it suggested the below fields for Form and Table control.

Get all the details here.

Hope it helps..

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Using the Smart Paste (Preview) feature to fill the form fast in Dataverse / Dynamics 365

To enable this feature navigate to Power Platform Admin Center > Environment > Features > Enable smart paste (preview)

With the smart paste feature, we can copy the text to the clipboard that has the details we want to fill in for our form and click the smart paste button or use our normal CTRL + V. Copilot will analyze the pasted text and will provide suggestions for the different fields on the form.

Suppose we have copied the below text from an email received–

Below we have selected the Smart paste button.

We can see the notification that the Smart Paste is analyzing the clipboard data.

And can see it populating the suggestions for most of the fields from the text we had copied.

We can click on Accept all suggestions or select it for the individual fields.

On Accept all suggestions we can see the values auto-filled from the copied text in clipboard –

Get more details

Hope it helps..

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Customize the Real-time Marketing Form form / Form Editor to add field (Dynamics 365 Customer Insights – Journey)

Suppose we want to add the Lead Type (a custom choice field) to the Marketing Form’s form / form settings (RTM).

Open the Form table for customization, here we need to add the field to below 2 forms.

Starting with the Form Settings form, drag the field to the form.

If we check the form now, it will ask us to add it to the main form.

Open the Information (Main) form, double click the field to add it. As the field will not render in the form designer, select the field from the Tree View, and Hide it.