Passing Gallery and Model Driven Integration data to edit form Fields

[Duppong]

Hello,

I am building an app that should, when completed, create a new record that is related to my ModelDrivenIntegration record. This will be an embedded canvas app within a model driven app. 

Entities Involved: 

Enrollments - Model Driven Form Integration Record/Entity

Major - Related as 1:N to both Enrollments and Enrollment Career Majors

Enrollment Major - Related as N:1 to both Enrollments and Career Majors. This is the students "major" for the enrollment. 

I'm trying to create a new Enrollment Career Major using an edit form, however, to do so I must have information from the Enrollment and the Career Major populated. 

On my first screen, I have the user select a Major from a Gallery of Career Majors. 

The second screen has three fields:  Major, Enrollment, and Student. My issue is here.

Major should be the selected gallery record. However, when I input the Items control with BrowseGallery1.Selected no data appears. 

Enrollment should be the enrollment record from the ModelDrivenFormIntegration. However, when I input the item as ModelDrivenFormIntegration.Item.'Enrollment (ctech_enrollmentsid)' I get an error message. I've tried several formulas here and none of them work. 

Student should be the student name from the ModelDrivenFormIntegration. The item is set to ModelDrivenFormIntegration.Item.'Student Name' . There isn't an error, but much like with the Major field, the field is blank. 

Essentially, I'm trying to populate fields with data from a Gallery and from a Model Driven Form Integration, but none of the fields are populating. 

What am I missing? 

[v-xida-msft]

Hi @Duppong ,

Could you please share a bit more about your embedded canvas app configuration?

Is "Major" field acted as a ComboBox within your second screen?

For your "Major" field, I suppose that it is acted as "ComboBox" control in the Edit form within your second screen, is it right? Based on the formula that you mentioned, I think there is something with it.

If you want to populate the "Major" ComboBox with value from the selected record in your Gallery, please try the following workaround:

Set the DefaultSelectedItems property of the "Major" ComboBox to following:

BrowseGallery1.Selected

set the Items property of the "Major" ComboBox to following:

Choices([@Enrollments].Major)   // original formula within the Items property of the "Major" ComboBox

If the "Major" field still could not show up, please try the following LookUp formula (set the DefaultSelectedItems property of the Major ComboBox):

LookUp(Majors, 'Unique Identifier Column' = BrowseGallery1.Selected.'Unique Identifier Column')

Note: The Majors represents the Majors Entity your BrowseGallery1 connected to.

For your Enrollment field, I suppose it is acted as a Text Input box within the Edit form, could you please share more details about the error message? I have made a test on my side, and don't have the issue that you mentioned. Please set the Default property of the Enrollment field Text box to following:

[@ModelDrivenFormIntegration].Item.Enrollment

Note: The Enrollment represents the Unique Identifier column in your Enrollments Entity, which could identify one record uniquely

Or you could type the following formula:

[@ModelDrivenFormIntegration].Item.ctech_enrollmentsid

Note: The ctech_enrollmentsid represents the logic name of the Unique Identifier field in your Entity

For your Student field, I assume that the 'Student Name' is a Text type column in your Enrollments Entity. Please set the Default property of the Student Text box to following:

[@ModelDrivenFormIntegration].Item.'Student Name'

If the Student Text Box still display blank, please make sure the 'Student Name' field of the Enrollment record you are editing in our Model-Driven app is not Blank.

The important thing you need to know is that -- the [@ModelDrivenFormIntegration].Item formula would be populated with proper record only when you edit an record in your Model-Driven app.

Best regards,

[Duppong]

Hello @v-xida-msft ,

Thank you for your response. Unfortunately, I'm not getting any data to appear. 

For the Major field, I don't have an error message. Additionally, using your formula I see the record that I want in the bar, but it doesn't appear on the form. 

For the enrollments, the issue seems to be related to the field type?

When the formula is this: [@ModelDrivenFormIntegration].Item.'Enrollment (ctech_name)'

The error is this: The property on this control expects Record values. The rule produces Text values which are incompatible.

When the formula is this: [@ModelDrivenFormIntegration].Item.'Enrollment (ctech_enrollmentsid)'

The error is this: The property on this control expects Record values. The rule produces Guid values which are incompatible.

I'm stumped as there aren't any other fields that reference the Enrollment. The c9_Name formula should work here. But it doesn't.

For the student, I'm getting a message that no record is found. There isn't an error message. However, I'm absolutely sure that the ModelDrivenFormIntegration record that's being used does have a student name populated (in a lookup field). I tried publishing and testing on a "real" record in sandbox, but the student name still did not appear. 

[v-xida-msft · Accepted solution]

Hi @Duppong ,

Could you please share a screenshot about your second screen of your app?

For the Major field, I think you have some misunderstanding on my solution I provided above. The LookUp formula I provided above should be typed into the DefaultSelectedItems property of the Major ComboBox rather than Items.

The Items property of the ComboBox should be set to a Table value rather than a record value your LookUp formula returns. So please set the Items property of the Major ComboBox to following:

Choices([@Enrollments].Major)

set the DefaultSelectedItems property of the Major ComboBox to following:

LookUp(Majors, 'Unique Identifier Column' = BrowseGallery1.Selected.'Unique Identifier Column')

Note: Please type proper formula in correct property of the Major ComboBox.

For your Enrollments field, is the Enrollments field a LookUp type field in your "Enrollment Major" Entity? Please set the DefaultSelectedItems property of the Enrollments ComboBox in your canvas app Edit form to following:

[@ModelDrivenFormIntegration].Item

Note: Type formula within DefaultSelectedItems property of the Enrollments ComboBox  rather than Default property.

For your Student field, is the "Student Name" a LookUp field in your  "Enrollment Major" Entity? If yes, please set the DefaultSelectedItems property of the "Student" ComboBox in your canvas app Edit form to following:

[@ModelDrivenFormIntegration].Item.'Student Name'

Note: Type formula within DefaultSelectedItems property of the "Student" ComboBox rather than Default property.

Please share a screenshot about your second screen configuration in your canvas app, which would be better for your scenario.

Best regards,

[Duppong]

@v-xida-msft 

The first two worked! Thank you for pointing out the DefaultSelectedItems rather than Default settings - that made all the difference. 

The only item that's still not working displaying is the Student field - and to be honest, if I can't get the canvas app to work I may just create a workflow that will autofill that field upon record creation instead of trying to add it to the canvas app.

I've shared the screenshot below. Note that I've tested this within our sandbox and the Student Name field is always populated. I'm wondering if it's because the student name is a jump from the ModelDrivenFormIntegration record to another record? I found this docs page, but when I try to use the formulas here I'm getting error messages.