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Memorable Member
Memorable Member

Dynamics 365 filter Appointments based on CaseID

Hello, I'm trying to get all appointmnets that are relating to Case.

When I was playing for a while I found out that Appointments got "_regardingobjectid_value" and this is same as "incidentid" of case. What I'm not capable is to filter those appointments by this incident ID. It seems that there is some limit of items that the connector can get.

 

I was also trying if I'm able to filter via Subject of Appointment and this works fine for me, I'm able to find appointment I'm looking for with "_regardingobjectid_value" displayed, but when I tried again to filter in "_regardingobjectid_value" I was not able to find such appointment.

 

So can somebody from PowerApps team clarify for me what is the limitation and if there is some chance to filter in appointments by "_regardingobjectid_value".

 

Thank you in advance

P.

1 ACCEPTED SOLUTION

Accepted Solutions
Power Apps
Power Apps

It looks like you have everything you need to case a user all of the activities or appointments on a case.  I created an app with 3 entities as data sources (Case, Appointment and Activities).  I listed all of my cases in Gallery1 by setting the Items to Cases.

 

I created a 2nd gallery (Gallery2) so it would show all activities on the case I selected in Gallery1.  The items for Gallery2 are Filter(Activities,_regardingobjectid_value = Gallery1.Selected.incidentid).

 

I created a 3rd gallery (Gallery3) to show only appointments tied to the case I selected in Gallery1. The Items property for Gallery3 is Filter(Appointments,_regardingobjectid_value = Gallery1.Selected.incidentid).

 

This will filter down your activities and appointments by the case the user selects.  I am using the Dynamics Connector for this.

 

Activities will show you all of the activities that happened, if you want to only see Phone Calls, you could bring in the phone calls table just like I did for Appointments in Gallery3. 

 

If you want to show a list of Appointments and show the user what item those are tied to you will have to use the _regardingobjectid_type to find out what Entitiy it is looking up then do a If then case for each entitiy type to show the name for the item like this: If( ThisItem._regardingobjectid_type = "incidents",LookUp(Cases,incidentid = ThisItem._regardingobjectid_value).title,"Else More Lookups Here")

 

Hopefully this helps.

View solution in original post

3 REPLIES 3
Power Apps
Power Apps

It looks like you have everything you need to case a user all of the activities or appointments on a case.  I created an app with 3 entities as data sources (Case, Appointment and Activities).  I listed all of my cases in Gallery1 by setting the Items to Cases.

 

I created a 2nd gallery (Gallery2) so it would show all activities on the case I selected in Gallery1.  The items for Gallery2 are Filter(Activities,_regardingobjectid_value = Gallery1.Selected.incidentid).

 

I created a 3rd gallery (Gallery3) to show only appointments tied to the case I selected in Gallery1. The Items property for Gallery3 is Filter(Appointments,_regardingobjectid_value = Gallery1.Selected.incidentid).

 

This will filter down your activities and appointments by the case the user selects.  I am using the Dynamics Connector for this.

 

Activities will show you all of the activities that happened, if you want to only see Phone Calls, you could bring in the phone calls table just like I did for Appointments in Gallery3. 

 

If you want to show a list of Appointments and show the user what item those are tied to you will have to use the _regardingobjectid_type to find out what Entitiy it is looking up then do a If then case for each entitiy type to show the name for the item like this: If( ThisItem._regardingobjectid_type = "incidents",LookUp(Cases,incidentid = ThisItem._regardingobjectid_value).title,"Else More Lookups Here")

 

Hopefully this helps.

View solution in original post

Hi @EvanChakiMSFT,

It is working 🙂 I don't why it was not working for me first time... Maybeee the problem was that I was trying to filter it with textinput and not like set variable to incidentid for seelected case and then filter by this variable in appointments...

 

So leeson learned as I need to take a break for a while and the solution will appear 🙂

 

Thank you for your time it is working perfectly as you desribed.

P.

 

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