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F4b
Level: Powered On

Relate serveral records to an other selected record

Hi everyone,

I 'm a beginner on PowerApps (no background as developer) and I have a problem with the application I'm trying to create.

The purpose of the application is to manage investment fund. For Each fund, several reports can be attached. This app is based on a Dynamics CRM (There is a one-to-many relationship between the fund entity and the report entity).

 

The workflow is:

  • Select a fund on the first screen (Screen_Funds) on a gallery (Gallery_Funds) to arrive on a second screen.
  • On the right of this second screen (Screen_Reports), there is a gallery (Gallery_reports) that displays all the reports related to the selected funds on Gallery_Funds. On the left, details of the selected report are displayed (FormViewer_Reports). At the top, there are also buttons which display a pop-in with a form (Form_Reports) to modify or create a new report (Cf. Screenshots).

 

I have two problems:

  1. On Gallery_report, I can’t show only reports related to the selected fund. I tried many things, but it didn’t work; using filters or things like:
    Gallery_report.Items : Gallery_Funds.selected.Rapports
  2.     When I create a new report, I can’t link it to the selected fund. I tried several things with the function Relate but it didn’t work.

 

 

I read many posts but I couldn't solve my problem Smiley Sad
 

Do you have an idea to solve my problem? 

 

P.S. : I hope to have been clear. As you have probably noticed, English isn't my native language. Smiley Wink

Screenshots :


Capture5.PNG

 

Capture6.PNG

1 ACCEPTED SOLUTION

Accepted Solutions
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F4b
Level: Powered On

Re: Relate serveral records to an other selected record

Hi @v-yutliu-msft  !

I have been able to get this worked by using Common Data Service as the data source instead of using Dynamics 365 as the data source.

But now, I have another problem : elements of option sets (combo box in my apps) aren't saved when I submit the form (while it worked when the application was using Dynamics365 as the data source).
I saw on the forum that there were problems when using canvas and option sets from CDS.  Is this still the case ?
I can explain the issue situation in detail on this thread but it might be better to create a new one. What do you think ?

Thank you ! 
9 REPLIES 9
Community Support Team
Community Support Team

Re: Relate serveral records to an other selected record

Hi @F4b ,

1)I suggest you try this formula:  (set the Gallery_report's Items):

Filter(report, look up column name.reportID=Gallery_Funds.selected.reportID)

Please replace the look up column name and reportID with the field name that you use.

Look up column is one column in report entity.

reportID is one column in fund entity.

2)Please add the look up field in the edit form. (it will be a combo box by default)

Set the look up field's combo box 's DefaultSelectedItems:  Gallery_Funds.selected

Then, the look up field will be automatically filled with the data of the selected fund.

 

Best regards,

Community Support Team _ Phoebe Liu

 

 

Community Support Team _ Phoebe Liu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
F4b
Level: Powered On

Re: Relate serveral records to an other selected record

Hi @v-yutliu-msft ,

Thanks a lot for your quick answer. It really helped me ! 
However, I still have a problem on the second point : I can't link the report submitted to the fund.

 
When I add the look up field  (with the combobox), it doesn't display what I want (screenshot 1) (I don't know why): 
DisplayFields : [createdby_type]
SearchFields :  [createdby_type]
So, I modified Datafield and DisplayName  (screenshot 2) and the combobox displays the GUID. Then I tried to Display the fund name but it didn't worked.
(I tried thinks like that :
Fonds_DataCard13.Update : LookUp([@Fonds_1];Fonds = ThisItem.Fonds;Nom)
)

Would you have an idea to display fund name in the combobox (lookup) and linked the report submitted to the selected fund?

 

Screenshot 1 :
Capture7.PNG
screenshot 2 :

Capture8.PNG

Community Support Team
Community Support Team

Re: Relate serveral records to an other selected record

Hi @F4b ,

I've made a similar test for your reference:

Please not firstly inset the lookup field to the edit form.

Firstly set the edit form's Item.

Then, insert the lookup field to the edit form.

If you want to display fund name in the combo box, set the combo box's DispalyName, SearchName to "crb4c_fieldname" .   The fieldname is the field that you wat to display(fund name).

Here's my test:

testone is my look up name, Name is the fieldname in the other entity that I want to display731.PNG

Best regards,

Community Support Team _ Phoebe Liu

 

Community Support Team _ Phoebe Liu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
F4b
Level: Powered On

Re: Relate serveral records to an other selected record

Hi @v-yutliu-msft  ,

Thanks you for your answer, it really help me again !
however, I still have an error. This time, the error is on my submit button. Code :

Icon3_5.OnSelect : SubmitForm(Form_Reports)


The error is : "the requested operation is not valid. Server response: a value must be provided for the element"

 

The only required field is the field "Nom" (the report name). I tested and it works if I don't have the Fund lookup in Form_Reports. So I think the problem comes from there.

I saw that there were several posts about it on the forum but I didn't find a solution to my problem.

If you have an idea... Smiley Happy

(Thanks a lot again)

Community Support Team
Community Support Team

Re: Relate serveral records to an other selected record

Hi @F4b ,

Do you  mean that you can not update successfully because the look up field?

Here's my test:

The LookUp field's control is a combo box

The Combo box's Items: Choices(testmanies.crb4c_testone)

One your side you could try:  Choices(report.crb4c_fund)   (the red part is the "many" entity name, green is the "one" entity name) (many-to-one relationship: report-to-fund)

The Data Card's Update: DataCardValue9.Selected                    (DataCardValue9 is the combo box's name)

 

Best regards,

Community Support Team _ Phoebe Liu

 

Community Support Team _ Phoebe Liu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
F4b
Level: Powered On

Re: Relate serveral records to an other selected record

Hi @v-yutliu-msft ,

Yes, I think I can't submit the report's form because of the lookup field (because the submitting worked whithout it).

The combo box and the datacard are already configure as you indicated.

 
In addition to the error on the submit button ("the requested operation is not valid. Server response: a value must be provided for the element"), I also have an error when I run a preview. By clicking on the submit button, the following message appears : "Data source may be invalid".
After checking, the application is well connected to Dynamics. 
 
I saw that others had the same error message but I don't think it's the same problem: https://powerusers.microsoft.com/t5/General-Discussion/Data-source-may-be-invalid/td-p/130707

Community Support Team
Community Support Team

Re: Relate serveral records to an other selected record

Hi @F4b ,

Please check whether you have required field.

I've found a similar issue for your reference:

https://powerusers.microsoft.com/t5/General-Discussion/Problem-in-writing-data-to-Dynamics-365-F-amp...

 

Best regards,

Community Support Team _ Phoebe Liu

Community Support Team _ Phoebe Liu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
F4b
Level: Powered On

Re: Relate serveral records to an other selected record

Hi, @v-yutliu-msft,

I don't think it's same issue.

I only have one mandatory field on the form: the name of the report (plus the owner).
 
I also tested the modification of an existing record : I was able to change the values of all fields except the lookup field. I think it confirms that the problem comes from the lookup field ! (But I don't know how)
Highlighted
F4b
Level: Powered On

Re: Relate serveral records to an other selected record

Hi @v-yutliu-msft  !

I have been able to get this worked by using Common Data Service as the data source instead of using Dynamics 365 as the data source.

But now, I have another problem : elements of option sets (combo box in my apps) aren't saved when I submit the form (while it worked when the application was using Dynamics365 as the data source).
I saw on the forum that there were problems when using canvas and option sets from CDS.  Is this still the case ?
I can explain the issue situation in detail on this thread but it might be better to create a new one. What do you think ?

Thank you ! 

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