Hello,
I have model driven app that has below forms mainly from two different entities: contacts and requests.
Form contacts contains the below fields:
1.Company name
2.Contact name
3.Contact email
4.Contact phone number
Form requests contains the below fields:
1.Request purpose
2.Request amount
3.Lookup field contacts
The contacts entity has a one to many relationship with request entity.
The entity Contacts already has data loaded.
My scenario is that users need to create request on the app, the request creation process requires users to input data on the request form.
My logic is users should select data from contact details lookup field and then fill up the remaining fields : Request purpose and Request amount.
But however in case a contact details is missing on the contact details lookup field, users can be allowed to create new Contact name, Contact email ,Contact phone number but while selecting an existing company name.
Can you please suggest/help how to proceed with this specific scenario where a contact details is missing on the contact details lookup field, Power Apps can allow to create new Contact name, Contact email ,Contact phone number but selecting an existing company name.
Thank you.
Regards,
Deevya
Solved! Go to Solution.
Hi @DeevyaAskoolum ,
Do you want to select from an existing list of company name when you create a new Concat in your Model-Driven app?
I have made a test on my side, please consider take a try with the following workaround:
1. Go to CDS Entities list in your PowerApps, then select your Contact Entity.
2. Click Forms Tab, then edit your Contcat form.
3. Within the opening Edit form panel, uncheck the "Show Only unused fields" option, then drag the 'Company Name' field into the Contact Information section as below:
then click "Save" and "Publish" button in right top corner, to apply your changes to the Contact Form.
After that, when you create a new Contact record in your Model-Driven app again, then you could select from an existing list of company name as below:
Please take a try with above solution, check if the issue is solved.
Best regards,
Hi @DeevyaAskoolum ,
Could you please share a bit more about your scenario?
Do you want to create a new contact within your Model-Driven app when you could select the contact from the contacts Lookup field?
Based on the needs that you mentioned, I think the contacts Lookup field in Reuqests Form within your Model-Driven app could achieve your needs.
On your side, please consider enable the contacts Lookup field within your Request Form, then the Contacts LookUp field would be acted as a LookUp search box as below:
You could type search key within the LookUp field box to search the Contact, if the Contact is not existed, you could consider click "+ New Contact" option to create a new Contact.
Note: It is not necessary to add additional complex logic or Business Rule in your Model-Driven app to achieve your needs.
Please consider take a try with above solution, check if the issue is solved.
Best regards,
Hello Kris Dai,
Thank you very much for the suggestion. I highly appreciate your help.
Note that I have already enabled the contacts Lookup field within the Request Form.
I am able to create to new contacts through the Request from
However my issue is that when creating a new contact, users should only be able to select from an existing list of company names(maybe a drop down selection that has already been loaded on the entity) in order to create new Contact name, Contact email ,Contact phone number as such continue with the request form completion.
I hope this makes sense to you.
Please let me know if this achievable on PowerApps.
Regards,
Deevya
Hi @DeevyaAskoolum ,
Do you want to select from an existing list of company name when you create a new Concat in your Model-Driven app?
I have made a test on my side, please consider take a try with the following workaround:
1. Go to CDS Entities list in your PowerApps, then select your Contact Entity.
2. Click Forms Tab, then edit your Contcat form.
3. Within the opening Edit form panel, uncheck the "Show Only unused fields" option, then drag the 'Company Name' field into the Contact Information section as below:
then click "Save" and "Publish" button in right top corner, to apply your changes to the Contact Form.
After that, when you create a new Contact record in your Model-Driven app again, then you could select from an existing list of company name as below:
Please take a try with above solution, check if the issue is solved.
Best regards,
Hello Kris Dai,
Thank you very much for your help ! This serves my requirement.
Regards,
Deevya
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