Recently, I come across a scenario, where I need to create a CASE record with Customer lookup. Since Customer lookup is a polymorphic type, couldn't be able to get it through directly. But found a way to complete this using Patch and Form control options. It is working as expected - let me know your thoughts in case of any simpler approach
- Since it is a combination of Contact and Account, we cannot directly use it in Forms or Patch operations
- This can be achieved in two ways (both require two different combo box controls on the form)
- Using Patch
- Using Form
Using Patch:
- Create a canvas app
- Add Cases, Accounts and Contacts entities from Data Sources
- Add a From Control and map it to Case entity
- Add required Data Cards to it (Do not include Customer field)
- Add a Radio Button
- Add Two Combo Boxes and name them cmbAccounts and cmbContacts. Select cmbAccounts control and update its “ITEM” property with Accounts entity and for cmbContacts use “Contacts” against its Item property.
- Place the combo boxes on top of another (basically first cmbAccounts and on top of it cmbContacts)
- Select Radio button and go to “On Select” event and add below expression
If(Radio2.Selected.Value="Accounts",Set(varCMBAccounts, true);Set(varCMBContacts,false),If(Radio2.Selected.Value="Contacts",Set(varCMBAccounts, false);Set(varCMBContacts, true)))
- Select Accounts Combo box-> Visible -> varCMBAccounts
- Select Contacts Combo box -> Visible -> varCMBContacts
- Now, on select of “Create Case” button – use the following expression to create a new Case Record
Patch (Cases, Defaults (Cases),{'Case Title':DataCardValue1.Text},{Subject:DataCardValue2.Selected},{Customer:If(Radio2.Selected.Value = "Accounts",
cmbAccounts.Selected, If(Radio2.Selected.Value = "Contacts",cmbContacts.Selected))});
ResetForm(Form1)
Using Form Control (Submit Form ()):
- Create a canvas app
- Add Cases, Accounts and Contacts entities from Data Sources
- Add a From Control and map it to Case entity
- Add required Data Cards to it and include Customer Data Card too
- Hide the Customer Data Card (Visible -> false)
Please follow the same steps above from 6 to 10.
Now, select the “Customer” Data Card on the Form and go to “Update” property and add
If(Radio2.Selected.Value = "Accounts",cmbAccounts.Selected, If(Radio2.Selected.Value = "Contacts",cmbContacts.Selected))
On “Create Case” button:
SubmitForm(Form1); ResetForm(Form1)
