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JollyDodo
Frequent Visitor

Linking opportunities to an account (CDS)

Hey,

 

Using CDS, I want to view a gallery with accounts, select an account and then view the related opportunities to then zoom in on those. However, this does not work as expected. The opportunity entity does not seems to have parentaccountid/contactid fields available in a gallery, so i can't filter on those.

 

Nonetheless, when creating a form using the opportunity entity, it actually still shows account/contact information. So my question is, how to view opportunities related to an account? What entity should i select in the gallery and how to link them?

 

Any help is much appreciated! 

1 ACCEPTED SOLUTION

Accepted Solutions
JollyDodo
Frequent Visitor

Managed what i want by using this link:

https://powerapps.microsoft.com/en-us/blog/one-to-many-relationships-for-canvas-apps/

 

Make 2 gallery's. Gallery1: datasource=account. 

Gallery2:datasource=opportunities.

The items for gallery2 should be: Gallery1.selected.opportunities

 

this works perfect to load all opportunities related to an account. 

View solution in original post

1 REPLY 1
JollyDodo
Frequent Visitor

Managed what i want by using this link:

https://powerapps.microsoft.com/en-us/blog/one-to-many-relationships-for-canvas-apps/

 

Make 2 gallery's. Gallery1: datasource=account. 

Gallery2:datasource=opportunities.

The items for gallery2 should be: Gallery1.selected.opportunities

 

this works perfect to load all opportunities related to an account. 

View solution in original post

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