Powerapps: problem specifying DataCard record Id for Patch function

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Posted on by bgarcial

I have a PowerApps CanvasApp, inside a CRM environment. It consists of a survey form of this way:

From a DataCard I am getting the Account record, keeping in mind that here there is an interaction with Account source entity.

DataSourceInfo([@Accounts], DataSourceInfo.MaxLength, "name")

This process is working because I can see the Account selected to include this application inside the CRM Account form. I mean the name Bernardo Garcia

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I want to set the Submit action in its Button, in order to pass the accountid in the formula. I want here use the accountid of the context Account which is active and using CRM.

In the new_account key here, I don't know how to pass the accountid, so I have the following as a test:

Patch(
 Surveys,Defaults(Surveys), 
 {
 new_city:DataCardCityValue,

 # IS HERE WHERE I WANT TO PASS THE accountid. It is a test 
 new_account:First(Filter(Accounts,'Address 1: Primary Contact Name')),
 
 new_phone:DataCardPhoneValue,
 new_name:TextInputName.Text, 
 new_issurveydone:ToggleSurveyDone.Value,
 new_noofemployee:Value(NoEmployeeSlider.Value),
 new_email:TextInputEmail.Text,
 new_surveydate:SurveyDatePicker.SelectedDate,
 new_signature:SignaturePenInput.Image
 });

With this formula in the Submit button I manage to store in my Survey entity in CRM the survey data, but I am not getting the value regarding to Account

I am trying to get the accountid using the Value function, but of course I am asking for the Text value here

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I have been trying according to this explanation, and this another article , but is not clear for me how should I set the parameter inside the `Patch` function.

If someone can point me in the right direction, I will appreciate it.

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Building Power Apps

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v-yutliu-msft Microsoft Employee on at

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Hi @bgarcial ，

Could you tell me

1)the relationship between Surveys entity and Accounts entity?

2) is new_account a lookup field?
3)describe more clearly the meaning of this formula?

Filter(Accounts,'Address 1: Primary Contact Name')

Usually, we use this kind of formula to update lookup field:

Patch(entity,Defaults(entity),{lookupfieldname:DataCardValue.Selected,....})

set the lookup field's drop down's Items:

Choices([@YourEntity].lookupColumn)

Or like this:

Patch( Surveys,Defaults(Surveys), { new_city:DataCardCityValue, new_account:LookUp(Accounts,condition)), .... });

The lookup formulas should be like:

LookUp(Accounts,'Address 1: Primary Contact Name'=....) //if 'Address 1: Primary Contact Name' is a field name.

Please refer these two docs about updating lookup field:

https://powerusers.microsoft.com/t5/Common-Data-Service-for-Apps/Problem-with-lookup-fields/m-p/360145

https://powerusers.microsoft.com/t5/Common-Data-Service-for-Apps/Patching-User-Lookup-on-CDM/m-p/366115

Best regards,
bgarcial 2 on at

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Hi, @v-yutliu-msft Thanks for reaching out.

I want to answer your questions.

2) is new_account a lookup field?
Yes new_account is a Lookup field. You can see it here.

1. the relationship between Surveys entity and Accounts entity?

Yes, it was a small and important detail which I forgot. My apologies.
I am trying to set up the relationship between Account and Surveys, 1 : N
But I have some doubts here:
At the Lookup Field section, do I need to reference the new_account field?

3)describe more clearly the meaning of this formula?

Filter(Accounts,'Address 1: Primary Contact Name')

Really It was only a test to verify despite I wasn't getting the accountid (because of the relationship between Surveys and Account ... I guess) I can store data in my Surveys Entity, so, really this value I don't want to reference it in any specific place.
It was just to fill something in the new_account key.

The Address 1: Primary Contact Name' yes, it is a Field, in the Accounts form, and obviously in the Account Entity

But I don't need it in my Formula process.

The other recommendations about reference the lookup field inside Patch Formula look nice, but I suppose that I need to set up the relationship first in order to continue right?