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Displaying Notes in a canvas App for an Organisation

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Posted on by WaikatoUni

I am building a canvas app which is using CRM data, The app is to be used to manage accounts and i want to be able to display information about the account and update the account and add Notes and activities

First Screen is List of Accounts

Second screen would be a form showing fields from the Account This screen would have a Button on it Called Notes which i user would click and it would take you to a gallery of the notes for that organisation

I don't seem to be able to get the transition to work

I have tried adding the following to the Items in the note Gallery but it does not work. The Last Statement is not recognised EG = OrgForm.accountid

Filter(Notes, AsType(Regarding, Organisations).accountid = OrgForm.accountid)Filter(Notes, AsType(Regarding, Organisations).accountid = OrgForm.accountid)

I have been round in circles with Co-pilot with different formulas with none that work

I want to do some with related Contacts for an orgnisation and thought this would be a common scenario but cannot get this to work at all no matter what I try . Any help with a solution to this would be apricated

Thanks

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Microsoft Dataverse with Power Apps

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Ram Prakash Duraisamy 5,751 Super User 2026 Season 1 on at

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Hi @WaikatoUni

While Navigating from First Screen to Second Screen store the Current Item in a variable

Navigate(scrAccountForm,ScreenTransition.None,{ varAccount: ThisItem })

Now try to access varAccount.Id/Account to access the same.

Please mark as answer if my suggestion helps.
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WaikatoUni 8 on at

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I have added the formula as you suggest

Navigate(OrgForm,ScreenTransition.Fade,{varAccount: ThisItem})

Filter(Notes, AsType(Regarding, Organisations).accountid = varAccount.id)

Below if the error i get

The expression was intended to filter the 'Notes' table to return only those records where the 'Regarding' field, cast as an 'Organisations' type, has an 'accountid' that matches the 'id' of the variable 'varAccount'.

The errors are:
1. 'varAccount' is not recognized, meaning the variable is either not defined or not in scope.
2. The '.' operator is used on an error value, likely because 'varAccount' is invalid, causing subsequent property access to fail.
3. There is a type mismatch in the comparison: a GUID type is being compared with an error value, which is invalid.

In summary, the main issues are an undefined or inaccessible 'varAccount' variable and type mismatches caused by that.

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11manish 1,169 on at

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try like below :

Step 1: Pass Selected Account

From Account Gallery (Screen 1):

Set(varAccount, ThisItem);

Navigate(OrgForm, ScreenTransition.Fade)

This ensures you always have the selected account

Step 2: Bind Form Correctly

On your form screen:

OrgForm.Item = varAccount

Step 3: Navigate to Notes Screen

On Notes button:

Navigate(NotesScreen, ScreenTransition.Fade)

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