Solution with flexible defaults for fields

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Posted on by BrutusG

Hello,

I have a modeldriven app and tables in a soltution. The solution is distributed to multiple customers.

On the table X there is a field description and a lookup field from table Y. Table X and Y can be filled by the different customers with records that they want.

When a customer makes a record in table X and just fills in the description nothing needs to happen.

When a customer makes a record in table X and also fills the LookUP field from table Y, then automatically the value of the name field of table Y needs to be filled in the description field of that record.

My question is how can I do this real time in a solution, so not through a Power Automate flow? (because then the user has to refresh to see if the changes have taken effect.

Business Rules is not possible
Is a proces an option? If so how do you configure this?

Thank you in advance for your solutions!!

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Microsoft Dataverse with Power Apps

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Parvez Ghumra 1,579 Moderator on at

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@Brutus Yes, you can use a real-time/synchronous workflow to achieve this.

In your solution, choose New > Automation > Process > Workflow and fill out the necessary details such as scope, trigger, table to trigger on and then proceed to fill out the logic

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Drew Poggemann 9,287 Most Valuable Professional on at

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Hi @Brutus ,

In this situation you have a 1 to Many relationship from Table X to Table Y. Setting the value on Table X will not allow (without a custom workflow action) to set the value of the Name on Table Y since this is a child / many relationship from X.

You could create a Plugin or a Custom Actitvity (https://learn.microsoft.com/en-us/power-apps/developer/data-platform/workflow/sample-create-custom-workflow-activity) and call from the synchronous workflow to set the value but this will require code. Power Automate would be possible but this is asynchronous vs. synchronous.

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