Automatically populate a lookup field of an import...

JosLand · ‎11-02-2022

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

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

Thanks a lot for any help you might provide

rampprakash · ‎11-02-2022

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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JosLand · ‎11-03-2022

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

AhmedSalih · ‎11-03-2022

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.

JosLand · ‎11-03-2022

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