I need a flow to run on Save & Close on a model driven app
So I looked at business Rule -> I can create the rule as an entity , but i want to update another entity with data when Save & Close has been pressed.
I have checked Calculated column and this doesn't offer much help
Or do i need to create an Power Automate flow to do this and then update another entity on CDS ?
Thanks, Jason
Hi Jason,
Yes, you could use Power Automate to update another CDS entity data as D365 business rule is mainly used to update fields in the main entity.
Please inform us if you have any further questions on it.
In order to avoid confusion, the entity/record being saved will be referred to as CurrentRecord, and the other will be OtherRecord.
A couple of questions/notes:
we also have similiar requirement to update the custom invoice main screen grant total with all the line details screen total amount. How can we achieve this? Appreciate if anyone can advice us, thanks!
Hi @JasonHoffo ,
You can have a field called UpdateEntityB (Yes/No type) in Entity A, Set the value to the field UpdateEntityB as "Yes" or "No" on click of "Save and Close" using business rule or thru JavaScript. Now, create a "Automated Cloud Flow" and in the Trigger Condition of "Item created or modified", use the UpdateEntityB value equals to Yes. Now you can update your Entity B fields by fetching the reference of current record in Entity A.
If you find my solution helpful for resolving the issue, then please consider Accept it as the solution to help the other members find it more quickly.
Hi, thanks for the suggestion. Can I check if we can create an event for the custom main when user clicks on the Save button? My worry is going through flow it might take some times for the amount to be updated in the mail form. Is there any existing library or js script that we can make use of for this? Appreciate your advice, thanks
Could you create a new post there we can discuss about your issue? Because your case and Jason's case are bit different. If I answer for your scenario here, it would be misleading.
This training provides practical hands-on experience in creating Power Apps solutions in a full-day of instructor-led App creation workshop.
Come together to explore latest innovations in code and application development—and gain insights from experts from around the world.
User | Count |
---|---|
187 | |
66 | |
45 | |
42 | |
20 |
User | Count |
---|---|
246 | |
120 | |
83 | |
74 | |
69 |