I am trying to use a look field on my form which displays 'documenttemplate' entity's records. But since this is a system entity I'm unable to find it in the drop down menu of entities under Target Record Type.
I've looked for a PCF control for this but lookups are not yet supported by powerapps component framework.
So is there a way to show the documenttemplate data in the lookup field?
Related
I am trying to upload 1000s of records into a custom entity on model driven Power Apps. I am able to read in text fields, option sets, dates, etc without any issue. However when I try to map lookup fields, I get an error that says "can't resolve the guid for the lookup field:...". I am able to select "Edit in Excel" in an entity where I can manually select the appropriate lookup choice. But i can not copy and paste the item name because it does not recognize it as a GUID. There is too much data to do this and I need a way to complete this in a programmatic way.
I essentially want to relate the Product IDs (500004, 500370, etc) to the POBs (POB-1000, POB-1001, etc), as records that I can connect together in the model driven app.
Error message after mapping fields and importing:
By default, while importing in CRM (aka Model driven Power App), Lookup field will expect either GUID of that record (ex. 78C03F0D-4618-41C6-9089-B5BDB456465A) or Name (Primary field of that entity record, ex. Full name) to resolve the particular record to be associated.
If you want to map another field, you can map it while doing mapping in Import wizard.
How To Set A Lookup Value With Non-Primary Field As Reference
In service now for reference, there's a field type called 'reference'. Now I need to create a multi-reference field. But I don't see any field type for it. Can we achieve the same using field type 'List'? If yes, How to achieve it in the UI and REST API?
Multi-reference means to search through multiple objects
FYI, I'm using Madrid version and Customer Service Plugin.
No, there is no such thing as multiple table reference Field. How should the system react, if you write eg. Incidents and Catalog Items in the same Field?
I would advice you to just make two Fields, each with it's own reference table.
If you really want multiple types of references to pick, you would have to create a new table, import eg. Incident and Catalog Item references into that table and create a reference Field to that table.
The tentative goal is to allow form pre-population from Project entity to related Document entity. Notice that both are custom entities. The relationship between Project and Document is set properly:
And the mappings for this relationship are also set:
However, when we try to create a new Document for an existing Project. The fields are empty:
Why is the pre-population not working?
The out of box workings for mapping only works in the case of creating a record from a grid. If you're not doing this, you won't get the mapping.
I am not able to set lookup fields on MSCRM sub grid from external database.
I tried with the retrieve multiple plugin as:
get the data from external database in datatable
EntityCollection entityCollection= (EntityCollection)context.OutputParameters["BusinessEntityCollection"];
Entity anyEntity= new Entity("entity");
anyEntity.Attributes["new_customerid"] = new EntityReference("contact", new Guid("B26EF3E7-BD68-E411-9447-00155D010B06"));
anyEntity.Attributes["new_address1"] ="value from datatable";
entityCollection.Entities.Add(anyEntity);
Except lookup type field I am able to bind all the fields to the sub grid from external database.
This is expected since you cannot "look up" to a record in a different database. CRM enforces foreign key constraints on lookup fields so that you can only set a lookup value to point to an entity that actually exists in that CRM system. You could however set the lookup to a value in CRM based on some value in the other database.
I've made a custom entity that will work as an data modification audit (any entity modified will trigger creating an instance of this entity). So far I have the plugin working fine (tracking old and new versions of properties changed).
I'd like to also keep track of what entity this is related to. At first I added a N:1 from DataHistory to Task (eg.) and I can indeed link back to the original task (via a "new_tasksid" attribute I added to DataHistory).
The problem is every entity I want to log will need a separate attribute id (and an additional entry in the form!)
Looking at how phone, task, etc utilize a "regardingobjectid", this is what I should do. Unfortunately, when I try to add a "dataobjectid" and map it to eg Task and PhoneCall, it complains (on the second save), that the reference needs to be unique. How does the CRM get around this and can I emulate it?
You could create your generic "dataobjectid" field, but make it a text field and store the guid of the object there. You would lose the native grids for looking at the audit records, and you wouldn't be able to join these entities through advanced find, fetch or query expressions, but if that's not important, then you can whip up an ASPX page that displays the audit logs for that record in whatever format you choose and avoid making new relationships for every entity you want to audit.
CRM has a special lookup type that can lookup to many entity types. That functionality isn't available to us customizers, unfortunately. Your best bet is to add each relationship that could be regarding and hide the lookups that aren't in use for this particular entity.