cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
UmerJaved
Helper IV
Helper IV

Dynamics 365 Portal - Entity list set lookup value on create mode

 

Hi,

 

We have 1-M relationship between Contact and Resource Entity. When click "Create" on "Resource Forecast" entity list page, the contact gets set to the login user however we also want to be able to by default set equivalent resource lookup value. Every portal contact is also set as Resource in CRM.

 

I wonder if we need FetchXML or WebAPI call in Entity list to only execute when "Create" is clicked therefore pass contact guid and retrieve equivalent Resource record from CRM and set the lookup value here (screenshto attached)?

 

SetResource.png

 

1 ACCEPTED SOLUTION

Accepted Solutions

Hi @bobf,

 

Yes it did work eventually. I had to use fetchxml in a template to retrieve the resource record.  Then in my entity form I had to use Javascript make fetchml call by passing login contact id. The following article helped me to achieve the desired results.

 

https://www.dancingwithcrm.com/custom-lookup-filtering-powerapps-portal/

 

 

View solution in original post

15 REPLIES 15
hardikv
Memorable Member
Memorable Member

Hi @UmerJaved 

 

You can achieve your requirement by creating a workflow on create of "Resource Forecast" entity. You have to update Bookable Resource field from Contact field.

Hi @hardikv 

 

Workflow won't execute until the record is saved whereas in our case we want to set the value as soon as the Create button is clicked therefore form is loaded. 

 

Hi

 

you can achieve that via JS 

 

------------

If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.




If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

Power Pages Super User | MVP


Oliver Rodrigues


 

Hi @OliverRodrigues 

 

Thanks. As per your first link shared, the Odataset and views is the same as entity list whereas in my scenario, the entity list is a different entity(Resource Forecast). And the 2 lookups required to be set on the create form for Resource Forecast are from different entities (Resource and Contact). So I am not sure if suggested solution in the link would work here?

it's not a problem if it is the same entity.. I am not sure if you can use the same Entity List though, I would create 2 different Entity List records.. one to be shown in the Portal.. other with the oData flag enabled

 

via oData you will retrieve the record ID.. so via JS you can populate your lookup with the record ID 




If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

Power Pages Super User | MVP


Oliver Rodrigues


 

Hi @OliverRodrigues 

 

 

I'll look into the option you suggested. However I have written FetchXML in a web template therefore able to retrieve the Guid from the resource record (attached screenshot).

 

Now the question how do I setup the resource lookup value on the create form so it is only set when "Create" is clicked from the entity list web page?   I tried to setup the lookup value in web template within Fetch XML result however it didn't work.Lookup.PNG

 

ResourceDetail.PNGCreateForm.PNG

Hi @UmerJaved

You have to put liquid code in single quotein javascript.

$("#ao_fieldname").val('{{result.name}}');

you can add custom code to validate fields on the submit button.. I guess that's the best place to put your logic

 

https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/add-custom-javascript#additional-...

 




If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

Power Pages Super User | MVP


Oliver Rodrigues


 

Hi @OliverRodrigues 

 

I guess it is moreover setting a value on load of the create form instead of submit of the form.  Can we use custom javascript section in entity list form therefore use Fetchxml query/liquid and checking if the create button is clicked therefore set the lookup value?  Screenshot attached.Capture.PNG

Helpful resources

Announcements

Power Platform Connections Ep 14 | J. Panchal | Thursday, 18 May 2023

Episode Fourteen of Power Platform Connections sees David Warner and Hugo Bernier talk to Microsoft PM Jocelyn Panchal, alongside the latest news, videos, product reviews, and community blogs.     Use the hashtag #PowerPlatformConnects on social media for a chance to have your work featured on the show.    Show schedule in this episode:  00:00 Cold Open 00:32 Show Intro 01:10 Jocelyn Panchal Interview 24:10 Blogs & Articles 29:50 Outro & Bloopers  Check out the blogs and articles featured in this week’s episode:   https://www.nathalieleenders.com/Blog/index.php/;focus=STRATP_com_cm4all_wdn_Flatpress_42136159&path=?x=entry:entry230511-101930#C_STRATP_com_cm4all_wdn_Flatpress_42136159__-anchor  @NathLeenders https://www.keithatherton.com/posts/2023-05-12-msbuild2023-cloud-skills-challenge/  @MrKeithAtherton https://elliskarim.com/2023/05/13/how-to-find-files-in-onedrive-that-match-a-naming-pattern/  @MrCaptainKarim https://www.linkedin.com/pulse/my-fond-memories-scottish-summit-2022-pranav-khurana/ @pranavkhuranauk https://www.linkedin.com/feed/update/urn:li:activity:7061777660745560064/?updateEntityUrn=urn%3Ali%3Afs_feedUpdate%3A%28V2%2Curn%3Ali%3Aactivity%3A7061777660745560064%29  @thevictordantas  Action requested: Feel free to provide feedback on how we can make our community more inclusive and diverse.  This episode premiered live on our YouTube at 12pm PST on Thursday 18th May 2023.  Video series available at Power Platform Community YouTube channel.  Upcoming events:  Power Apps Developers Summit – May 19-20th - London European Power Platform conference – Jun. 20-22nd - Dublin Microsoft Power Platform Conference – Oct. 3-5th - Las Vegas  Join our Communities:  Power Apps Community Power Automate Community Power Virtual Agents Community Power Pages Community  If you’d like to hear from a specific community member in an upcoming recording and/or have specific questions for the Power Platform Connections team, please let us know. We will do our best to address all your requests or questions.   

May 2023 Community Newsletter and Upcoming Events

Welcome to our May 2023 Community Newsletter, where we'll be highlighting the latest news, releases, upcoming events, and the great work of our members inside the Biz Apps communities. If you're new to this LinkedIn group, be sure to subscribe here in the News & Announcements to stay up to date with the latest news from our ever-growing membership network who "changed the way they thought about code".         LATEST NEWS "Mondays at Microsoft" LIVE on LinkedIn - 8am PST - Monday 15th May  - Grab your Monday morning coffee and come join Principal Program Managers Heather Cook and Karuana Gatimu for the premiere episode of "Mondays at Microsoft"! This show will kick off the launch of the new Microsoft Community LinkedIn channel and cover a whole host of hot topics from across the #PowerPlatform, #ModernWork, #Dynamics365, #AI, and everything in-between. Just click the image below to register and come join the team LIVE on Monday 15th May 2023 at 8am PST. Hope to see you there!     Executive Keynote | Microsoft Customer Success Day CVP for Business Applications & Platform, Charles Lamanna, shares the latest #BusinessApplications product enhancements and updates to help customers achieve their business outcomes.         S01E13 Power Platform Connections - 12pm PST - Thursday 11th May Episode Thirteen of Power Platform Connections sees Hugo Bernier take a deep dive into the mind of co-host David Warner II, alongside the reviewing the great work of Dennis Goedegebuure, Keith Atherton, Michael Megel, Cat Schneider, and more. Click below to subscribe and get notified, with David and Hugo LIVE in the YouTube chat from 12pm PST. And use the hashtag #PowerPlatformConnects on social media for a chance to have your work featured on the show.         UPCOMING EVENTS   European Power Platform Conference - early bird ticket sale ends! The European Power Platform Conference early bird ticket sale ends on Friday 12th May 2023! #EPPC23 brings together the Microsoft Power Platform Communities for three days of unrivaled days in-person learning, connections and inspiration, featuring three inspirational keynotes, six expert full-day tutorials, and over eighty-five specialist sessions, with guest speakers including April Dunnam, Dona Sarkar, Ilya Fainberg, Janet Robb, Daniel Laskewitz, Rui Santos, Jens Christian Schrøder, Marco Rocca, and many more. Deep dive into the latest product advancements as you hear from some of the brightest minds in the #PowerApps space. Click here to book your ticket today and save!      DynamicMinds Conference - Slovenia - 22-24th May 2023 It's not long now until the DynamicsMinds Conference, which takes place in Slovenia on 22nd - 24th May, 2023 - where brilliant minds meet, mingle & share! This great Power Platform and Dynamics 365 Conference features a whole host of amazing speakers, including the likes of Georg Glantschnig, Dona Sarkar, Tommy Skaue, Monique Hayward, Aleksandar Totovic, Rachel Profitt, Aurélien CLERE, Ana Inés Urrutia de Souza, Luca Pellegrini, Bostjan Golob, Shannon Mullins, Elena Baeva, Ivan Ficko, Guro Faller, Vivian Voss, Andrew Bibby, Tricia Sinclair, Roger Gilchrist, Sara Lagerquist, Steve Mordue, and many more. Click here: DynamicsMinds Conference for more info on what is sure an amazing community conference covering all aspects of Power Platform and beyond.    Days of Knowledge Conference in Denmark - 1-2nd June 2023 Check out 'Days of Knowledge', a Directions 4 Partners conference on 1st-2nd June in Odense, Denmark, which focuses on educating employees, sharing knowledge and upgrading Business Central professionals. This fantastic two-day conference offers a combination of training sessions and workshops - all with Business Central and related products as the main topic. There's a great list of industry experts sharing their knowledge, including Iona V., Bert Verbeek, Liza Juhlin, Douglas Romão, Carolina Edvinsson, Kim Dalsgaard Christensen, Inga Sartauskaite, Peik Bech-Andersen, Shannon Mullins, James Crowter, Mona Borksted Nielsen, Renato Fajdiga, Vivian Voss, Sven Noomen, Paulien Buskens, Andri Már Helgason, Kayleen Hannigan, Freddy Kristiansen, Signe Agerbo, Luc van Vugt, and many more. If you want to meet industry experts, gain an advantage in the SMB-market, and acquire new knowledge about Microsoft Dynamics Business Central, click here Days of Knowledge Conference in Denmark to buy your ticket today!   COMMUNITY HIGHLIGHTS Check out our top Super and Community Users reaching new levels! These hardworking members are posting, answering questions, kudos, and providing top solutions in their communities.   Power Apps:  Super Users: @WarrenBelz, @LaurensM  @BCBuizer  Community Users:  @Amik@ @mmollet, @Cr1t    Power Automate:  Super Users: @Expiscornovus , @grantjenkins, @abm  Community Users: @Nived_Nambiar, @ManishSolanki    Power Virtual Agents:  Super Users: @Pstork1, @Expiscornovus  Community Users: @JoseA, @fernandosilva, @angerfire1213    Power Pages: Super Users: @ragavanrajan  Community Users: @Fubar, @Madhankumar_L,@gospa  LATEST COMMUNITY BLOG ARTICLES  Power Apps Community Blog  Power Automate Community Blog  Power Virtual Agents Community Blog  Power Pages Community Blog  Check out 'Using the Community' for more helpful tips and information:  Power Apps , Power Automate, Power Virtual Agents, Power Pages 

Check out the new Power Platform Communities Front Door Experience!

We are excited to share the ‘Power Platform Communities Front Door’ experience with you!   Front Door brings together content from all the Power Platform communities into a single place for our community members, customers and low-code, no-code enthusiasts to learn, share and engage with peers, advocates, community program managers and our product team members. There are a host of features and new capabilities now available on Power Platform Communities Front Door to make content more discoverable for all power product community users which includes ForumsUser GroupsEventsCommunity highlightsCommunity by numbersLinks to all communities Users can see top discussions from across all the Power Platform communities and easily navigate to the latest or trending posts for further interaction. Additionally, they can filter to individual products as well.         Users can filter and browse the user group events from all power platform products with feature parity to existing community user group experience and added filtering capabilities.       Users can now explore user groups on the Power Platform Front Door landing page with capability to view all products in Power Platform.      Explore Power Platform Communities Front Door today. Visit Power Platform Community Front door to easily navigate to the different product communities, view a roll up of user groups, events and forums.

Microsoft Power Platform Conference | Registration Open | Oct. 3-5 2023

We are so excited to see you for the Microsoft Power Platform Conference in Las Vegas October 3-5 2023! But first, let's take a look back at some fun moments and the best community in tech from MPPC 2022 in Orlando, Florida.   Featuring guest speakers such as Charles Lamanna, Heather Cook, Julie Strauss, Nirav Shah, Ryan Cunningham, Sangya Singh, Stephen Siciliano, Hugo Bernier and many more.   Register today: https://www.powerplatformconf.com/   

Welcome! Congratulations on joining the Power Pages community!

Welcome to the Power Pages Community!   You're now a part of a vibrant group of peers and industry experts who are here to network, share knowledge, and even have a little fun.     Now that you're a member, you can enjoy the following resources:   The Power Pages Community Forums The forums are also a great place to connect with other Power Pages community members. Check the News & Announcements section for community highlights, find out about the latest community news, and learn about the Community Team. Share your feedback, earn custom profile badges, enter challenges to win prizes, and more.   Community Blog Our community members have learned some excellent tips and have keen insights on the future of business analysis. Head on over to the Community Blog to read the latest posts from around the world. Let us know if you'd like to become an author and contribute your own writing — everyone is welcome.   And that’s not all, we have Galleries of additional information such as the Community Connections & How To Videos & Webinars & Video Gallery and more to motivate, educate and inspire you.   Again, welcome to the Power Pages community family, we are so happy you have joined us! Whether you are brand new to the world of data or you are a seasoned veteran - our goal is to shape the community to be your ‘go to’ for support, networking, education, inspiration and encouragement as we enjoy this adventure together! Let us know in the Community Feedback forum if you have any questions or comments about your community experience, but for now – head on over to the forums Get Help with Power Pages and dive right in!   To learn more about the community and your account be sure to visit our Community Support Area. We look forward to seeing you in the Power Pages Community!   The Power Pages Community Team  

Users online (4,413)