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JosLand
Frequent Visitor

Automatically populate a lookup field of an imported child table

Hi All,

 

I have Table 1 which has a 1:N relationship to Table 2.

Table 2 is updated and populated daily with data imported daily from an excel file (a report exported from a Learning Management System).

Table 2 has a lookup column (related to Table 1) that I would like to be populated automatically based on the following conditions:
IF

CONDITION

Registration Date ≥ Enrollment Date



   AND

E-Mail = Email



   AND

Course A Code OR Course B Code OR
 Course C Code = Course Code

ACTION

SET     Enrollment ID of Table 2     TO     Enrollment ID of Table 1

 

JosLand_1-1667426447547.png


What is the easiest way to do that with low-code or no code?

 

Thanks a lot for any help you might provide

 

7 REPLIES 7
rampprakash
Super User
Super User

Hi @JosLand 

 

As per the OOB Behavior Condition wise Import is Not Possible.

 

Please mark as Answer if it is helpful and provide Kudos


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Blog : https://microsoftcrmtechie.blogspot.com

JosLand
Frequent Visitor

Hi @rampprakash thanks for your reply.

I'm not importing based on condition.

 

Let's reformulate the question, I have all columns of Table 2 with data except for the lookup column Enrollment ID.
Is it possible to automatically populate it with the Enrollment ID from Table 1 based on the conditions described?
E.g. with a cloud flow, process, or others.

 

Thank you 

Hello, @JosLand, you can use Power Automate Flow that triggers when a row added or modified in your Dataverse table and use your validation logic. This flow will run every time there a record is modified or created, and that include while your DataFlow run to import the daily Excel data to the Dataverse.

Hi @AhmedSalih, this sounds good.
I'll try to create a Flow tomorrow.
Do you already have an idea of the main steps I'm going to need?
I have no experience with Flows so any advice is very helpful.

Thank you

Hi @JosLand 

 

Yes as said by @AhmedSalih  you can use Power Automate Flow to trigger the same.

 

Please mark as Answer if it is helpful and provide Kudos


Subscribe : https://www.youtube.com/channel/UCnGNN3hdlKBOr6PXotskNLA
Follow me on Twitter : @rampprakashd
Blog : https://microsoftcrmtechie.blogspot.com

bipinshan
Solution Sage
Solution Sage

Hi @JosLand ,

 

List rows action can be used with fetchxml to easily achieve your requirement

 

https://saralagerquist.com/2019/11/13/be-lazy-filter-list-records-in-power-automate-with-fetchxml-bu...

 

 

JosLand
Frequent Visitor

Thanks all, I'll use your recommendations and try to work out a solution I will then share

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