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Teresa24486
Helper V
Helper V

Data Propagation doesnt work with Dropdown fields.

Hi,

I am trying to have Data Propagation feature work on Dropdown fields on the Appointments /Recurrence table. Basically, when a recurrence is set I need the the data to flow from Recurrence form to Appointment form for dropdown fields.

1 ACCEPTED SOLUTION

Accepted Solutions
EricRegnier
Super User II
Super User II

Hi @Teresa24486,

Optionsets/Choices should be supported (@v-xiaochen-msft FYI). You need to ensure they use the same global option set and not a local option set. Can you try to re-create the field (with a new name) and then create the appointment field from the New button in the "Data Propagation" section?

Let me know how that goes!

View solution in original post

5 REPLIES 5
v-xiaochen-msft
Community Support
Community Support

Hi @Teresa24486 ,

 

Could you tell me:

  1. What’s Data Propagation feature?
  2. Is this a model driven problem?
  3. What is the specific phenomenon of the problem? Could you provide some pictures or formulas?

 

I am confused about your question, could you provide more information?

 

Best Regards,

Wearsky

hi,

1- You can check out this article:

https://technologyblog.rsmus.com/microsoft/dynamics-365-customer-engagement/use-data-propagation-fun... 

 

2- Not sure if this is a model driven problem.

3- Data doesnt propagate seamlessly from dropdown fields on Recurrence form to Appointments Form. It works with lookup.

 

 

v-xiaochen-msft
Community Support
Community Support

Hi @Teresa24486 ,

 

Unfortunately, it does not seem to support these data types.

 

v-xiaochen-msft_0-1609752975496.png

 

 

v-xiaochen-msft_1-1609752975500.png

If you have any ideas, you could submit them Here .

 

Best Regards,

Wearsky

If my post helps, then please consider Accept it as the solution to help others. Thanks.

EricRegnier
Super User II
Super User II

Hi @Teresa24486,

Optionsets/Choices should be supported (@v-xiaochen-msft FYI). You need to ensure they use the same global option set and not a local option set. Can you try to re-create the field (with a new name) and then create the appointment field from the New button in the "Data Propagation" section?

Let me know how that goes!

View solution in original post

hi @EricRegnier ,

The column names are defined both on Appointment and Recurrence tables with data propagation. The fields get rightly mapped from appointment to recurrence columns and vice-versa. BUT, when u check the saved recurrence forms, the dropdown data is missing on all recurrences. 

Have you tried saving the recurrence record and checking the recurring records to verify this behavior?

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