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Session Id : MWapJ0kAwBbuz5rzt5h8fM
Power Apps - Microsoft Dataverse
Unanswered

Field mapping dynamics 365 for Quick find

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Posted on 20 Mar 2023 00:07:31 by 180


Hello,

 

I have requirement to find and view related table information Parent-Child Record.

 

it is not possible to include parent columns in child quick view .

 

I am thinking of creating new field in child entity and map with parent entity field and include in Quick find view search.

 

Is it ok to create mapping b/w 2 fields in this scenario 

 

what is advantages and disadvantages of Entity mapping?

 

Thanks,

 

  • Drew Poggemann Profile Picture
    9,278 Most Valuable Professional on 20 Mar 2023 at 11:33:22
    Re: Field mapping dynamics 365 for Quick find

    Hi @Shafdev ,

     

    You are right, related tables are not supported with Quick Find Search.  In my past projects I explain this to my users that if the column is from a related table in the view they can utilize the Filters only for these columns vs. the Quick Find in the Grid view.  

     

    If you wanted to sync the column to your child table from the parent table this is a possibility and there are ways to accomplish:

    1. Column Mapping on creation of child from the parent record
    2. Real-Time workflow to set the corresponding field on the child when creating the record

    The two above have challenges if the parent's field changes, then there is nothing that will update the value of this field on the child record.  You would need to do something like the following:

    1. Create a Power Automate Flow that is triggered on the parent field's change and then searches for all child table records with this parent record relationship and update the value.

     

    Overall this is doable to update the child records but I would not recommend this type of data model as things could get out of sync.  I personally, if at all possible, train the users on the search capabilities within the grid vs. what they would have to use with Filters on the columns.

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