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I have a table with customers (customerID is primary key)
I have a table with users (userID is pirmary key)
In table customers i have a column called customerManager.
This column have userID´s (primary key from table called users).
I want a business rule that do this:
If column customerManger contains data
Then lookup that value in the user table (column userID) and set the value Name to a new column in customers called customerManagerName
Is this possible?
Or is the only way to do this with a power automate flow that runs often loop through all records and populate the name of the manager in the column?
Hi @Oskarkuus,
After the condition step in the workflow, add an update step to update the record. When you go to set the customerManagerName column, you can select the related Users table and pick the Name column from it.
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Thank you.
But that real time dataverse workflow seems to be in the old UI and i have never really done anything there. So far i can not find any way to do a look up when creating a workflow there. I create a rule that says "if customerManger does contain data"... but then i get stuck in creating the action that looksup the customerManager value in the user table in the userID column and returns the Name column.
Since i can only chose from the customer table i wonder if it needs to be a relationship between customer and user tables? My columns called customerManagerName in customer table is of the datatype string and not lookup...
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And on your second alternative, i dont understand what formula i could use as a lookup in a calculated colum tho do the lookup(user,accountmanager = userid,name)...
Hi @Oskarkuus,
A business rule can only access columns from the table that the rule is applied against. You can use a real time Dataverse Workflow to trigger on create or update of the customer record to set the customerManagerName column if the customerManager column contains data.
Alternatively, you could use a Formula or Calculated column to show the name of the user if the customerManager Lookup contains data.
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