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Power Platform Community / Forums / Power Apps / Merge Option in Custom...
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Merge Option in Custom table

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Posted on by 2

Hello everyone,

Is it possible to create a custom Merge button for a custom table similar to the out-of-the-box (OOTB) merge functionality available for the Accounts table?

The expected behavior would be similar to the standard merge feature:

  • When two records are selected, their relevant columns should be displayed.

  • The user should be able to choose the preferred values from either record.

  • One record should be set as the primary record.

  • The other record should become non-primary, its statuscode should be set to Inactive, and it should not be used going forward.

Additionally, in all related tables where the non-primary record is referenced, the lookup value should be replaced with the primary record.

For reference, this is the OOTB merge feature available for three standard tables:
https://learn.microsoft.com/en-us/power-apps/user/merge-duplicate-records

From my research, the backend functionality of replacing lookup values in related tables seems possible using a C# plugin. However, I would like to know if it is possible to fully replicate the OOTB merge functionality for a custom table, including the UI behavior.

Thanks in advance for your suggestions.


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  • Suggested answer
    11manish Profile Picture
    3,333 on at
    No, you cannot "reuse" or "point" the existing OOTB Merge dialog at a custom table. Microsoft has hard-coded that specific dialog for the Account, Contact, and Lead entities.

    However, the good news is that you can replicate the experience almost perfectly using a combination of a Custom Page (for the UI) and a C# Plugin or Power Automate
  • Chiranjeevi Shankar Profile Picture
    2 on at
    Hi @11manish ,
    I've already tried the custom page (canvas) and plugin approach. Since Power Automate is asynchronous, it would take too much time to replace the values in the selected column. I have completed the replication, using a plugin for Dataverse-related fixes and web resources for the UI. Thanks

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