Hi all
Apologies if this has been asked before, but I am new to Model Driven apps and trying to figure out how to create a table that does lookups correctly.
So basically what I don't understand I how I can make any column in a custom table lookup the different columns from the same relationship/lookup. Do I just create one relationship and set each custom column to be a lookup to the same table/relationship? Ideally, when you set a primary piece of information like 'User name', then the other custom columns like 'user email' should only show the email for the user you selected.
I hope that makes sense. Appreciate any help anyone can offer.
Solved! Go to Solution.
Answering another question - yes, you can apply a filter on the Lookup field, to allow users to choose records that fulfil filter criteria.
Proposed Data Structure:
FORMS:
@RIYxWRK
If you Task table has been created with user/team ownership then you should get an ownerid column in it automatically - this can target the User or Team tables. You can then create an additional lookup to reference the manager, which can also target the User table.
When you create lookup column in a table, under the hood, there is a N:1 relationship created for you automatically. You can then traverse this relationship for records within your code, logic, customisations and automation to retrieve data from the related record. So in your case, this will mean the user's email address and managed email address do not need to be stored directly on the Task table. Instead you can grab this data from the referenced User in the lookup columns as and when you need. This approach will result in having a 'normalised' data model, with less data duplication etc
Parvez Ghumra, XRM Solutions UK
Microsoft Power Platform | Dynamics 365 CE/CRM | Azure - Developer | Technical Consultant | Technical Architect
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Thanks for this.
Can I check my understanding?
Thanks
When you create a 1:N or N:1 relationship, the Dataverse automatically creates a new lookup field (column).
When you create a new field (column) of Lookup type, the Dataverse automatically creates a proper relationship for the given lookup field.
That means you have to perform either of these actions, and obviously the easiest way is to simply create a lookup field to point another record in the system.
Moreover - each lookup field has its own relationship, and you can freely create multiple lookups connecting the same pair of records but with different contexts.
If you want to show the e-mail of the user on the form consider using a quick view form. This is an form element, that allows you to show fields that come from the foreign record set in lookup field. In your case, you need to create a Quick View Form of User table, where you put user's e-mail addres. Then you use this Quick View Form on main Task form, connect it to the lookup field.
However, Power Automate can browse through relations in every direction (like a spider!;)), so you don't need to put the user email directly on the Task form. The automation will find the proper value.
Hi thanks for the replies.
Can I check my understanding on how to do this with you?
I will revise my requirement below to be closer to my actual use case.
My tables:
PROJECT
PROJECT TASK
REQUEST DETAIL (custom table for app)
I need to create a model driven app where users pick the Project number (Project table), pick the Project name (auto filtered from project number), and then the Task name and Task number (both filtered from the task name) value.
So in my case, I need to be able to use values from PROJECT table and PROJECT TASK which link on the Project Name column.
So my questions are:
1. Do I need to create these fields in my CUSTOM table as lookups (a separate relationship for each column?)
2. I need to be able to filter on certain data like if the task is actually active or published. Do I do that configuration in the model driven app form? It seems you can only lookup the primary key of a lookup table when assembling the table itself without being able to tell it which column to actually look at in the related target, so do I tell the app form designer which column to actually look at in the related table?
My main concern is the modelling of the data and building the relationship in the proper way, which right now I don't fully understand. I don't know if I need to recreate those columns in my custom table (it's a silly question in some respects but I keep getting conflicting info). I guess so because I will need to store that info somewhere so it may as well be in the CUSTOM table with my other custom columns?
I hope that makes sense and really appreciate any advice that can get me past the starting line 😁
Answering another question - yes, you can apply a filter on the Lookup field, to allow users to choose records that fulfil filter criteria.
Proposed Data Structure:
FORMS:
@MarioRing ah this helps a lot thank you so much for taking the time to help me out.
There can be multiple tasks related to a project [name] and the use should be able to see a fileted list based on the Project [number and name] they in the app. The structure you propose makes sense - I was overcomplicating it in my head.
Also thanks for clearing up the part about the lookup configuration in the app.
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