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Default Owning Business Unit to that of parent table

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Posted on by kazut

Suppose I have two tables: Project and its child Issue. The relationship is one to many.

I want the records in Issue to have the same Owning Business Unit as that of its parent Project, instead of the business unit of the user who created the issue. How can I achieve that?

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Microsoft Dataverse with Power Apps

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Fubar 8,329 Super User 2025 Season 2 on at

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First question is do you need to maintain it over time or just when it is created?

'server-side' For on create, create a Plugin, Workflow, or Flow and on create copy from the parent (plugin or workflow if needs to be realtime).

If only need 'client-side' in model driven app, Switch to Classic and update the relationships' Relationship Mappings and map the ownerid.

For changes that may occur later, Edit the Relationship and under Advanced set its 'Assign' Cascade Rule to cascade e..g. Cascade All (note the cascade does not apply to the initial create, just subsequent owner changes on the parent)

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kazut 13 on at

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Thanks! I was able to use the Table Mapping (your second bullet) to make it work.
https://learn.microsoft.com/en-us/power-apps/maker/data-platform/map-entity-fields

We don't really assume any changes of owning business unit, but wonder if "Parental" behavior works instead of your third bullet?

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Fubar 8,329 Super User 2025 Season 2 on at

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@kazut wrote:

We don't really assume any changes of owning business unit, but wonder if "Parental" behavior works instead of your third bullet?

Parental has them all set to Cascade All except for Rollup. Unfortunately the new interface doesn't display all the individual relationship behaviors like the Classic interface does (except for when you have chosen Custom)..

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kazut 13 on at

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Got it! Thanks again so much.

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