cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
PowerUser06
Helper I
Helper I

Auto Refresh After Flow Run & Field Value Change

 

Hi,

 

I have created a flow in Power Automate which will set the value of a field based on changed value of a Lookup field. Now the problem is since flows are asynchronous, I can see the change in my field value only after I save and refresh the page. So if I change my Lookup value, I dont see a corresponding change in my other field unless I refresh the page. But I want the change in the other field to show as soon as my Lookup value changes. So I tried using the data.refresh JS code that is supposed to refresh without loading the page, on OnLoad & OnChange event of my Lookup field, but somehow my function is not working. Here is my code...

 

function onLookUpChange(executionContext) {

 

var formContext = executionContext.getFormContext();

 

formContext.data.refresh(save).then(successCallback, errorCallback);

 

}

 

Can someone please tell me what is wrong with my code? Or if you know any other way of loading the field value as soon as the Look Up value changes, please let me know.

 

Thanks!

 

1 ACCEPTED SOLUTION

Accepted Solutions
v-xiaochen-msft
Community Support
Community Support

Hi @PowerUser06 ,

 

Xrm framework provides an easy method to get a record from a different entity.

https://learn.microsoft.com/en-us/power-apps/developer/model-driven-apps/clientapi/reference/xrm-web...

vxiaochenmsft_0-1664417045810.png

So my advice is to use scripts instead of flow and scripts together because it is difficult for mda form to get the time of flow run successfully.

After getting the value from the other entity by using retrieveRecord function, you could use setValue() function to 

fill out the 'Designation' field.

It should be noted that at this time the two fields are just populated with values, but they are not saved in database, please remember to save the form finally.

Hope it makes sense.

 

Best Regards,

Wearsky

View solution in original post

10 REPLIES 10
v-xiaochen-msft
Community Support
Community Support

Hi @PowerUser06 ,

 

What's the trigger of your flow?

 

Best Regards,

Wearsky

SudeepGhatakNZ
Multi Super User
Multi Super User

I think what you are saying is that you have webpart on a page with a lookup field.

When you change the lookup field and submit, it triggers the flow.

The flow updates another field in the background and the changed value does not reflect in the UI. Correct?

 

Why don't you just update the field in the OnSuccess method of your Javascript?

 

If my suggestion helped you, please give it a Thumbs up and Mark it as a Solution so that it can benefit others in the community.
Sudeep Ghatak
Microsoft MVP, Business Applications
www.sudeepghatak.com

@v-xiaochen-msft 

 

In my scenario, I have a lookup named 'Personnel Name' in which you can choose a person from the Contact entity. My requirement is - I have another field named 'Designation' after the Personnel Name lookup field, so based on the person selected in the lookup field, I want the designation of that person to automatically be populated in the 'Designation' field from the designation field in the Contact entity. So my flow trigger is when my row is added or modified, i.e., when my Lookup field is updated.

 

Hi @SudeepGhatakNZ,

 

Thank you for you suggestion. Yes you are right, I have a lookup named 'Personnel Name' in which you can choose a person from the Contact entity. I have another field named 'Designation' and based on the person selected in the lookup field, I want the designation of that person to automatically be populated in the 'Designation' field from the designation field in the Contact entity. The flow triggers only after the page is refreshed.

 

I'm ok with using a JS code instead, but I am able to write only upto the point of getting the Lookup field values. So can you please help me finish this code to populate the 'Designation' field from Contact entity...

 

function setDesignation(executionContext) {

    var formContext = executionContext.getFormContext();

     // get Lookup details

    var lookupPersonnel = formContext.getAttribute("new_personnelname").getValue();

    var lookupId = lookupPersonnel[0].id;

    var lookupName = lookupPersonnel[0].name;

    var lookupEntityName = lookupPersonnel[0].entityType;

     // get the Designation field

    var designation = formContext.getAttribute("new_designation");

}

 

Thank you!

SudeepGhatakNZ
Multi Super User
Multi Super User

Is your field a span/label/div?

If you are using react, you can just update the state variable.

Else, find the control Id (using Inspect element on your browser) and set the value of the control 

If my suggestion helped you, please give it a Thumbs up and Mark it as a Solution so that it can benefit others in the community.
Sudeep Ghatak
Microsoft MVP, Business Applications
www.sudeepghatak.com

 

@SudeepGhatakNZ,

 

I just know the basics of Javascript and coding, am mainly into the admin side of Dynamics. I dont know if my field is a span/label/div, but its in the same section as the Lookup field on the form. Can you please elaborate on how to find the control id using Inspect element? I have never used it so I'm not sure how to figure it out. The Designation field name is 'new_designation' in both the entities. Since we need to get the field value from a related entity and set it in this entity, that is what is confusing me. If it was from the same entity, things would have been simpler. 

 

Thanks!

 

SudeepGhatakNZ
Multi Super User
Multi Super User

Sorry @PowerUser06 ,

 

I am not a dynamics guy so do not know the API well.

Did you look at this?

updateRecord (JavaScript API Reference) for Dynamics 365 Channel Integration Framework 1.0 | Microso...

If my suggestion helped you, please give it a Thumbs up and Mark it as a Solution so that it can benefit others in the community.
Sudeep Ghatak
Microsoft MVP, Business Applications
www.sudeepghatak.com
v-xiaochen-msft
Community Support
Community Support

Hi @PowerUser06 ,

 

Xrm framework provides an easy method to get a record from a different entity.

https://learn.microsoft.com/en-us/power-apps/developer/model-driven-apps/clientapi/reference/xrm-web...

vxiaochenmsft_0-1664417045810.png

So my advice is to use scripts instead of flow and scripts together because it is difficult for mda form to get the time of flow run successfully.

After getting the value from the other entity by using retrieveRecord function, you could use setValue() function to 

fill out the 'Designation' field.

It should be noted that at this time the two fields are just populated with values, but they are not saved in database, please remember to save the form finally.

Hope it makes sense.

 

Best Regards,

Wearsky

Hi @v-xiaochen-msft ,

 

Thanks a lot for your help! You are right, using JS instead of flow seems to be the perfect solution! I have been working on the JS code using the retrieveRecord function to get field values from my related entity and set it to my current entity using setValue() function. After a few hiccups and multiple trials, my code is finally working. Thank you @v-xiaochen-msft !

No problem, @SudeepGhatakNZ. I used the retrieveRecord function to retrieve the field value from a related entity (Contacts, in my case) and set it to my current entity and now my code is working. Thank you for your suggestions. 

Helpful resources

Announcements

Check out the Copilot Studio Cookbook today!

We are excited to announce our new Copilot Cookbook Gallery in the Copilot Studio Community. We can't wait for you to share your expertise and your experience!    Join us for an amazing opportunity where you'll be one of the first to contribute to the Copilot Cookbook—your ultimate guide to mastering Microsoft Copilot. Whether you're seeking inspiration or grappling with a challenge while crafting apps, you probably already know that Copilot Cookbook is your reliable assistant, offering a wealth of tips and tricks at your fingertips--and we want you to add your expertise. What can you "cook" up?   Click this link to get started: https://aka.ms/CS_Copilot_Cookbook_Gallery   Don't miss out on this exclusive opportunity to be one of the first in the Community to share your app creation journey with Copilot. We'll be announcing a Cookbook Challenge very soon and want to make sure you one of the first "cooks" in the kitchen.   Don't miss your moment--start submitting in the Copilot Cookbook Gallery today!     Thank you,  Engagement Team

Announcing Power Apps Copilot Cookbook Gallery

We are excited to share that the all-new Copilot Cookbook Gallery for Power Apps is now available in the Power Apps Community, full of tips and tricks on how to best use Microsoft Copilot as you develop and create in Power Apps. The new Copilot Cookbook is your go-to resource when you need inspiration--or when you're stuck--and aren't sure how to best partner with Copilot while creating apps.   Whether you're looking for the best prompts or just want to know about responsible AI use, visit Copilot Cookbook for regular updates you can rely on--while also serving up some of your greatest tips and tricks for the Community. Check Out the new Copilot Cookbook for Power Apps today: Copilot Cookbook - Power Platform Community.  We can't wait to see what you "cook" up!    

Welcome to the Power Automate Community

You are now a part of a fast-growing vibrant group of peers and industry experts who are here to network, share knowledge, and even have a little fun.   Now that you are a member, you can enjoy the following resources:   Welcome to the Community   News & Announcements: The is your place to get all the latest news around community events and announcements. This is where we share with the community what is going on and how to participate.  Be sure to subscribe to this board and not miss an announcement.   Get Help with Power Automate Forums: If you're looking for support with any part of Power Automate, our forums are the place to go. From General Power Automate forums to Using Connectors, Building Flows and Using Flows.  You will find thousands of technical professionals, and Super Users with years of experience who are ready and eager to answer your questions. You now have the ability to post, reply and give "kudos" on the Power Automate community forums. Make sure you conduct a quick search before creating a new post because your question may have already been asked and answered. Galleries: The galleries are full of content and can assist you with information on creating a flow in our Webinars and Video Gallery, and the ability to share the flows you have created in the Power Automate Cookbook.  Stay connected with the Community Connections & How-To Videos from the Microsoft Community Team. Check out the awesome content being shared there today.   Power Automate Community Blog: Over the years, more than 700 Power Automate Community Blog articles have been written and published by our thriving community. Our community members have learned some excellent tips and have keen insights on the future of process automation. In the Power Automate Community Blog, you can read the latest Power Automate-related posts from our community blog authors around the world. Let us know if you'd like to become an author and contribute your own writing — everything Power Automate-related is welcome.   Community Support: Check out and learn more about Using the Community for tips & tricks. Let us know in the Community Feedback  board if you have any questions or comments about your community experience. Again, we are so excited to welcome you to the Microsoft Power Automate community family. Whether you are brand new to the world of process automation or you are a seasoned Power Automate veteran - our goal is to shape the community to be your 'go to' for support, networking, education, inspiration and encouragement as we enjoy this adventure together.     Power Automate Community Team

Hear what's next for the Power Up Program

Hear from Principal Program Manager, Dimpi Gandhi, to discover the latest enhancements to the Microsoft #PowerUpProgram, including a new accelerated video-based curriculum crafted with the expertise of Microsoft MVPs, Rory Neary and Charlie Phipps-Bennett. If you’d like to hear what’s coming next, click the link below to sign up today! https://aka.ms/PowerUp  

Tuesday Tip | How to Report Spam in Our Community

It's time for another TUESDAY TIPS, your weekly connection with the most insightful tips and tricks that empower both newcomers and veterans in the Power Platform Community! Every Tuesday, we bring you a curated selection of the finest advice, distilled from the resources and tools in the Community. Whether you’re a seasoned member or just getting started, Tuesday Tips are the perfect compass guiding you across the dynamic landscape of the Power Platform Community.   As our community family expands each week, we revisit our essential tools, tips, and tricks to ensure you’re well-versed in the community’s pulse. Keep an eye on the News & Announcements for your weekly Tuesday Tips—you never know what you may learn!   Today's Tip: How to Report Spam in Our Community We strive to maintain a professional and helpful community, and part of that effort involves keeping our platform free of spam. If you encounter a post that you believe is spam, please follow these steps to report it: Locate the Post: Find the post in question within the community.Kebab Menu: Click on the "Kebab" menu | 3 Dots, on the top right of the post.Report Inappropriate Content: Select "Report Inappropriate Content" from the menu.Submit Report: Fill out any necessary details on the form and submit your report.   Our community team will review the report and take appropriate action to ensure our community remains a valuable resource for everyone.   Thank you for helping us keep the community clean and useful!

Users online (6,372)