Update Choice and Lookup Fields in Dataverse via Power Automate

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  • čas přidán 6. 09. 2024

Komentáře • 41

  • @glendhingra8206
    @glendhingra8206 Před 2 měsíci +1

    Putting the plural "s" in logical name is so weird
    I was stuck on it for 5+ hours. Thank you for this!

  • @shaheenmarwari7458
    @shaheenmarwari7458 Před 5 dny +1

    Love this. Thanks so much.

  •  Před 7 měsíci +1

    Lookups with that plural logical names is the bread and butter of working with dataverse tables. Such popular use case for patching option sets. Great demo Damo as always! 🤘PS: Love the hover effect for notes in the new designer. For demo purpose you can also put your expressions into the Notes field, So you won't cover the expression editor in classic with your profile.

    • @DamoBird365
      @DamoBird365  Před 7 měsíci +1

      Thanks Kristof 👌 I’ll have to check out the notes feature 👍

  • @JonDoesFlow
    @JonDoesFlow Před 7 měsíci +1

    This is superb as always. Thanks Damien !

  • @jeremyleff
    @jeremyleff Před 3 měsíci +1

    Super helpful, thanks!

  • @BrunoLaflamme1978
    @BrunoLaflamme1978 Před měsícem

    Thank you for the video, I need exactly what you are showing up. But I don't understand the use of the table 'String Maps' to get the choices of the 'choice column' colour in the table 'ANewTable' ... I miss something here and don't understand how to get these values

  • @PazzaarProductions
    @PazzaarProductions Před 4 měsíci +1

    Thanks, this really helped me out!

  • @dennyoy5093
    @dennyoy5093 Před měsícem

    hi, the video is fantastic, but I'm unable to retrieve the attribute name. I'm getting an error stating 'property attributename does not exist'. I've verified the column name from the properties, but the issue persists. Additionally, I attempted to select columns using attributevalue and value without filtering, but encountered the same error.

  • @jahanv1593
    @jahanv1593 Před 6 měsíci +2

    Getting error as property attributename not exist, When I try to get choice value from list row action, filter ‘attributename eq ‘xyz’

    • @DamoBird365
      @DamoBird365  Před 6 měsíci

      try it without the filter, check the output history of the flow run and try and spot the correct attribute name. Otherwise please try the forum powerusers.microsoft.com/t5/Forums/ct-p/FL_Comm_Forums

    • @cherry2310
      @cherry2310 Před 5 měsíci +1

      Same issue for me also

  • @temidayolonge4566
    @temidayolonge4566 Před 7 měsíci +1

    Wonderful Damian

  • @islamshaban216
    @islamshaban216 Před 7 měsíci +1

    Awesome ❤

  • @Untethered365
    @Untethered365 Před 7 měsíci +1

    Very cool! On list rows 1, any reason you didn't use the Filter on the action (e.g. crg_name eq 'cricket')?

    • @DamoBird365
      @DamoBird365  Před 7 měsíci

      If I did that it would insert apply to each loops and everywhere I needed to access a lookup by string, I would need another list rows. This method means you can access your lookup values dynamically anywhere in the flow, as the values and ids are now in an object.

    • @Untethered365
      @Untethered365 Před 7 měsíci

      @@DamoBird365 I totally get you on the reusability of it elsewhere in the Flow, however I thought you only cared about a single sport record, hence the filter would get you that sport record, you use first()?['id'] and then you're good. I could be missing something :)

    • @DamoBird365
      @DamoBird365  Před 7 měsíci +1

      If it’s a single record, with a single lookup, you could use first, I don’t think you’ve missed anything 👍 you could check out my video on apply to each to learn more czcams.com/video/d99Rr5djcME/video.html

  • @ludogoke
    @ludogoke Před 5 měsíci +1

    Great video Damian, im just wondering how would I go about bulk updating choice fields in dataverse table? Like I have two choices and I want to go from no to yes, without doing it manually?

    • @DamoBird365
      @DamoBird365  Před 5 měsíci

      How big is bulk? I don’t have a video on this one. You could ask on the forum?

  • @wjameswilliams
    @wjameswilliams Před 7 měsíci +1

    As someone who's just starting out building Model-driven Apps with Dataverse, this was really interesting, thanks!
    Is it always the case that you add an s to the table name to get the plural name, even when that would make no sense grammatically? If not, is there a way to retrieve the correct plural name dynamically in Power Automate?

    • @DamoBird365
      @DamoBird365  Před 7 měsíci +1

      It’s an area I’m learning in too in all honesty. Here is a good link learn.microsoft.com/en-us/power-apps/developer/data-platform/entity-metadata

    • @wjameswilliams
      @wjameswilliams Před 7 měsíci +2

      ​@@DamoBird365 Thanks for the info - with that and some more googling I was able to use the "HTTP with Microsoft Entra ID (preauthorized)" connector's "Invoke an HTTP request" action to access the Entity Metadata - I found the url for the definition for the table in the Table Properties screen, under "Tools" then "API link to table definition". Then in the body of the response was the LogicalConnectionName property which I was after, so the expression I ended up with in the lookup column of my new row was: concat(body('Invoke_an_HTTP_request')['LogicalCollectionName'],'(',outputs('Compose_1'),')') 👍

    • @DamoBird365
      @DamoBird365  Před 7 měsíci +1

      @@wjameswilliams love it 👍

  • @filipwinski4219
    @filipwinski4219 Před 7 měsíci +1

    Great, but why MS removed options: dropdown lists and multiselect list from the new designer?

    • @DamoBird365
      @DamoBird365  Před 7 měsíci

      For the input parameters? My belief is that it will arrive eventually. I thought it was useful to demo this to raise awareness.

  • @jandjtempleton
    @jandjtempleton Před 5 měsíci +1

    Hi Damian, How would you go about dynamically udpating the owner to match a lookup column. Eg a dataflow is populating a DV table which has a location column eg Store1 which gets applied to Location Lookup on import - We then need to update the owner to a team of the same name as the location so the Row level security works but I can't figure out the logic to make this happen? Any ideas?

    • @DamoBird365
      @DamoBird365  Před 5 měsíci +1

      You’ll want to patch to the Dataverse webapi? I’ve never done it before but there are pre reqs. learn.microsoft.com/en-us/power-platform/admin/update-record-owner

  • @geralddahl9159
    @geralddahl9159 Před 7 měsíci +1

    Thanks for exploring/presenting this. I’m also wondering whether Power Automate has the ability to create new choices in a table for a multi-select option choice column? I’ve created playlists in CZcams to categorize videos, however, I’d like to do this in Power Apps. Shane Young shows how to add a custom choice to an existing single select option choice column in SharePoint, but with his method (as I understand it) the only way to associate a video with more than one choice is to create two or more separate records for that video. Would you have any feedback, please, in order for me to achieve what I have in mind? Thank you.

    • @DamoBird365
      @DamoBird365  Před 7 měsíci

      I’m not fully understanding you. You want to add new choices to a record or new choice options to a column? And is this Dataverse or SharePoint? I’m always interested in use cases 👍

    • @geralddahl9159
      @geralddahl9159 Před 7 měsíci

      ​@@DamoBird365 Hoping to add new choice options to a column in Dataverse. So, if 'Favourite_Sports_Activity' includes Cricket, Football and Horse Racing and I decide that I want to add Golf I don't need to go into Dataverse solution, open tables, choose columns, select column, select edit option types, add an option, publish etc. Rather, I'm hoping that from within Power Apps I can be creating a record for a customer who for instance comes into a sports store, and when he tells the sales agent that his favourite sport is Golf or Water-Polo, that sales agent can use his or her Power App, the one they normally use to capture a customer's response as Cricket, Football or Horse-Racing, and from that Power App interface, kick off a flow that dynamically adds the new choice that needs to be associated with a record for this new customer. Again Shane Young does this in SharePoint however his method doesn't seem to result in an app that allows the sales agent to record two favourite sports for a customer. Thanks for this follow up question of yours - trust the week ahead will be full of more inspiration. czcams.com/video/GfY63JPdkcs/video.htmlsi=bmkCjnmxaBACa7jw&t=1

    • @geralddahl9159
      @geralddahl9159 Před 7 měsíci

      @@DamoBird365 ​Hoping to add new choice options to a column in Dataverse. So, if 'Favourite_Sports_Activity' includes Cricket, Football and Horse Racing and I decide that I want to add Golf I don't need to go into Dataverse solution, open tables, choose columns, select column, select edit option types, add an option, publish etc. Rather, I'm hoping that from within Power Apps I can be creating a record for a customer who for instance comes into a sports store, and when he tells the sales agent that his favourite sport is Golf or Water-Polo, that sales agent can use his or her Power App, the one they normally use to capture a customer's response as Cricket, Football or Horse-Racing, and from that Power App interface, kick off a flow that dynamically adds the new choice that needs to be associated with a record for this new customer. Again Shane Young does this in SharePoint however his method doesn't seem to result in an app that allows the sales agent to record two favourite sports for a customer. Thanks for this follow up question of yours - trust the week ahead will be full of more inspiration. czcams.com/video/GfY63JPdkcs/video.htmlsi=bmkCjnmxaBACa7jw&t=1

    • @geralddahl9159
      @geralddahl9159 Před 7 měsíci +1

      @DamoBird365 Hoping to add new choice options to a column in Dataverse. So, if 'Favourite_Sports_Activity' includes Cricket, Football and Horse Racing and I decide that I want to add Golf I don't need to go into Dataverse solution, open tables, choose columns, select column, select edit option types, add an option, publish etc. Rather, I'm hoping that from within Power Apps I can be creating a record for a customer who for instance comes into a sports store, and when he tells the sales agent that his favourite sport is Golf or Water-Polo, that sales agent can use his or her Power App, the one they normally use to capture a customer's response as Cricket, Football or Horse-Racing, and from that Power App interface, kick off a flow that dynamically adds the new choice that needs to be associated with a record for this new customer. Again Shane Young does this in SharePoint however his method doesn't seem to result in an app that allows the sales agent to record two favourite sports for a customer. Thanks for this follow up question of yours - trust the week ahead will be full of more inspiration. czcams.com/video/GfY63JPdkcs/video.htmlsi=bmkCjnmxaBACa7jw&t=1

    • @DamoBird365
      @DamoBird365  Před 7 měsíci +1

      @geralddahl9159 I reckon you could do it with the web api here learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/create-update-optionsets I’ve demo’d this api when duplicating a flow in a solution. Interesting use case 👍

  • @arunv1909
    @arunv1909 Před 7 měsíci +2

    Hi , is it possible to load power bi data to sharepoint list , i tried with run a query with dataset but it exports to csv not excel , can we export the data to excel with run a query with dataset in power automate

    • @DamoBird365
      @DamoBird365  Před 7 měsíci

      If you’re looking to export powerbi to excel, check out czcams.com/video/gtlklzi6MDg/video.htmlsi=eMyuV558TxV4QBSD

    • @arunv1909
      @arunv1909 Před 7 měsíci

      @@DamoBird365 I m new to understand this, its bit not easy for me , but thanks