Unanswered

PowerFX | Button in order to create a Record with pre-filled field values!

(0) Share

Report

Posted on by Community Power Pla... Microsoft Employee

Hi!

I am trying to use PowerFX to create a button that in the following creates a record and pre-fills certain fields. I got no experience with Power Apps or PowerFX thus I dont know how the syntax is written properly to achieve this requirement.

Maybe anyone could help me out!

Thanks in advance!

Categories:

Building Power Apps

I have the same question (0)

All responses (5)

Answers (0)

Sort by

Pstork1 69,543 Most Valuable Professional on at

Like (1)

Report
Copy link

Link copied!
Where are you trying to create the button? In a Power App or somewhere else?

Where will the record be stored? What data source?

What fields will the record contain? Where is the data coming from to pre-fill the fields?

We need a bit more information to be able to help you with the syntax.

Was this reply helpful? Yes No
Community Power Pla... Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!
@Pstork1 Hi!
The button will be within the D364 Marketing App
Data is stored within the Dataverse CRM
It contains fields from the Web Page Entity (e.g. adx_websiteid)
Thanks for reaching out!

Was this reply helpful? Yes No
ChrisPiasecki 6,428 Most Valuable Professional on at

Like (0)

Report
Copy link

Link copied!

Hi @Anonymous,

Have you looked into Business Rules to see if that can accomplish your needs? You can set default values on fields based on simple criteria. Note that with business rules you can't evaluate values on related records.

If your business logic needs to be a bit more complex and look at related parent or child records, you can use a Power FX command button to perform business logic. You can also use JavaScript if PowerFX commands can't achieve the behavior.

Have a review of the links and see if those will work for you. You'd need to provide a bit more details on what your business logic needs to do based on what criteria, so that we can advise on the best approach.

---
Please click Accept as Solution if my post answered your question. This will help others find solutions to similar questions. If you like my post and/or find it helpful, please consider giving it a Thumbs Up.

Was this reply helpful? Yes No
Community Power Pla... Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!
Hi @ChrisPiasecki !

I already created a button with PowerFX, yet I am not sure how to write the formular properly for my requirement.

The logic behind is as following:I created a subarea called "Portal Content Management" within the Sales App
Create a button that creates a new web page record with pre-filled fields

I want to know how the formular is written properly in order to create and pre-fill a record. If you could give me an example of the formula I could adapt it.
I just dont know which commands are used to create records and which are used to set values on a record.

Basically there is no specific criteria, it is only for usability so that users can create a webpage for the dynamics portal within a CE App without having to fill out fields that stay the same all the time. Afterwards I will lock these fields on the form so they cant change the default website for example.

.

Was this reply helpful? Yes No
gvanlue 2 on at

Like (0)

Report
Copy link

Link copied!

Hi @Anonymous, you're looking for Patch.

Microsoft Document: https://docs.microsoft.com/en-us/power-apps/maker/canvas-apps/functions/function-patch
Example Formula for new records to be created:

Patch( Customers, Defaults( Customers ), { Name: "Contoso" } )

In the curly brackets, add the fields you want separated by commas and the default information you want filled in. Working with the different types can be a little tricky depending on what you want filled, an easy way to test your formula is to use the Helper Screen in the component library screens or setup a canvas app and add the table.

Was this reply helpful? Yes No