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MDA - Adding a column based on the regarding field in an Appointment form. Is it possible?

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Posted on by 137

I would like to be able to create an appointment but that the appointment form automatically includes the address of the account in the regarding column.

 

This will save users having to add the address of the account manually.

 

Is it possible to add a column that contains the address from the Account table ,relevant to the regarding column account in the appointment Quick Create form?

 

Boppersnr1_0-1661178674096.png

 

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  • SBax Profile Picture
    1,348 on at

    This is possible.

     

    A few options:

    • Use a quick view form to display the address, this would make the details visible without the need to add extra fields
    • Use a JavaScript function to populate the address on change of the regarding field
    • Create a flow to pull the details when an appointment is created (only an option if you don't require the user who is creating the appointment at the point of creating (i.e. they would use these details later)

    Happy to support with either of the above options if you let me know which one you prefer 

  • Boppersnr1 Profile Picture
    137 on at

    @SBax cool. This 1st option sounds like the most attractive. If you could provide any guidance to do that please it would be a much appreciated.

     

     

  • SBax Profile Picture
    1,348 on at

    Hi @Boppersnr1 

     

    This documentation should cover everything you need to know, but do feel free to come back to me with any questions 

  • Boppersnr1 Profile Picture
    137 on at

    @SBax That worked great and I was able to add a new quick view form to the Dynamics appointment form. It brought in the data for the regarding account. Perfect.

     

    However, since they are new columns in the appointment in the Dynamics app, they don't appear in the actual invite in Outlook. How can I show columns/quick view form that I added to the appointment form, in the actual outlook invite. See screen shots below to help explain:

    Appointment in Dynamics App:

    Boppersnr1_2-1661266623024.png

     

    Same Appointment in Outlook:

    Boppersnr1_3-1661266679809.png

     

     

     

  • SBax Profile Picture
    1,348 on at

    Hi @Boppersnr1 - if you want to display the address in the outlook calendar invite it's a bit more complicated. 

     

    I think we could probably achieve this with a flow to pull the address of the customer into the description field on the appointment. 

     

    There would be a small delay (30-60 seconds) between the appointment being created and the address being visible. Is that ok? 

  • Boppersnr1 Profile Picture
    137 on at

    @SBax yes, a delay would be fine. Since the synch from dynamics to outlook takes a few mins anyway. Any help you can give would be appreciated.

     

  • SBax Profile Picture
    1,348 on at

    No problem, leave it with me, just about to go into a meeting, I'll build you a flow after that and drop some screenshots over 

  • Verified answer
    SBax Profile Picture
    1,348 on at

    @Boppersnr1 

     

    I have built a flow that will cover what you need

     

    Step 1: Trigger

    Trigger.png

     

    Step 2: Check if the regarding is an account

    Condition.pngRegarding Table Name.png

    Step 3: Get the Account

    Get Regarding Value.png

    Step 4: Update the address 1 field to the description on the appointment

    Update Appointment with Address.png

     

    I have added this to a scope action, if you copy the below to your clipboard

     

    {"id":"c651e474-bc0c-4620-9856-b3e035e97c11","brandColor":"#8C3900","connectionReferences":{"shared_commondataserviceforapps":{"connection":{"id":"/new_sharedcommondataserviceforapps_64bc3"}}},"connectorDisplayName":"Control","icon":"data:image/svg+xml;base64,PHN2ZyB3aWR0aD0iMzIiIGhlaWdodD0iMzIiIHZlcnNpb249IjEuMSIgdmlld0JveD0iMCAwIDMyIDMyIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPg0KIDxwYXRoIGQ9Im0wIDBoMzJ2MzJoLTMyeiIgZmlsbD0iIzhDMzkwMCIvPg0KIDxwYXRoIGQ9Im04IDEwaDE2djEyaC0xNnptMTUgMTF2LTEwaC0xNHYxMHptLTItOHY2aC0xMHYtNnptLTEgNXYtNGgtOHY0eiIgZmlsbD0iI2ZmZiIvPg0KPC9zdmc+DQo=","isTrigger":false,"operationName":"Scope","operationDefinition":{"type":"Scope","actions":{"Condition":{"type":"If","expression":{"equals":["@triggerOutputs()?['body/_regardingobjectid_type']","accounts"]},"actions":{"Get_a_row_by_ID":{"type":"OpenApiConnection","inputs":{"host":{"connectionName":"shared_commondataserviceforapps","operationId":"GetItem","apiId":"/providers/Microsoft.PowerApps/apis/shared_commondataserviceforapps"},"parameters":{"entityName":"accounts","recordId":"@triggerOutputs()?['body/_regardingobjectid_value']"},"authentication":"@parameters('$authentication')"},"runAfter":{},"metadata":{"operationMetadataId":"a7b4d094-8d38-4177-8252-6bab88324911"}},"Update_a_row":{"type":"OpenApiConnection","inputs":{"host":{"connectionName":"shared_commondataserviceforapps","operationId":"UpdateRecord","apiId":"/providers/Microsoft.PowerApps/apis/shared_commondataserviceforapps"},"parameters":{"entityName":"appointments","recordId":"@triggerOutputs()?['body/activityid']","item/description":"Customer Address:\n@{outputs('Get_a_row_by_ID')?['body/address1_composite']}"},"authentication":"@parameters('$authentication')"},"runAfter":{"Get_a_row_by_ID":["Succeeded"]},"metadata":{"operationMetadataId":"cb5a23ab-908c-4a33-915b-49492c031a8c"}}},"runAfter":{},"metadata":{"operationMetadataId":"15b77eda-7bc1-4351-8cdf-0eacd18f8eaf"}}},"runAfter":{}}}

    then go to flow and press add an action, then select clipboard, followed by Ctrl + V it should display and can be added straight into your flow (you will still need to add the trigger)

     

     

    Hope this helps!

  • Boppersnr1 Profile Picture
    137 on at

    You are a genius and very helpful. Thanks a mill. That worked a treat.

    Boppersnr1_1-1661280493145.png

    @SBax Maybe you could also look at another query I have open about deleting an attachment in a CDS Gallery. I would have thought it was simple but I cant seem to get an answer...https://powerusers.microsoft.com/t5/Building-Power-Apps/Delete-an-attachment-in-a-CDS-gallery/m-p/1729970#M440040 

  • SBax Profile Picture
    1,348 on at

    @Boppersnr1 - glad that helped, and thank you for your kind words!

     

    I'll have a look tomorrow and see what I can figure out

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