Power Platform Community Forum Thread Details

Not a question, but something I thought might help others.

I have a custom table, and when creating a new record users need to have the ability to add a note and attachment(s). Once the record is submitted, it is read-only, so I have to gather everything prior to submitting the record. I am using the Dataverse Notes and Attachment tables.

I struggled with how to do it for a day or so, but here's how I did it:

Enable Notes and Attachments on the custom table
Create a text box for the note text
Add an EditForm with only "Attachments" as described here.
Change the "Item" property on the EditForm to the below. See here as to why.

If(IsBlank(lPatchRecord), Defaults(CustomTable), lPatchRecord)

When submitting, use Patch as described in Step 3.

UpdateContext(
 {
 lPatchRecord: Patch(
 CustomTable, 
 Defaults(CustomTable),
 {
 <fields here>
 },
 frmAttachments.Update
 )
 }
)

Now that you have a record, Patch your Note. Optionally, add error trapping prior so you know if the record was created, notify the user, etc.

If(
 !IsBlank(txtNoteText.Text), 
 Patch(
 Notes, 
 Defaults(Notes),
 {
 Title: NoteTitle,
 Regarding: lPatchRecord,
 Description: txtNoteText.Text,
 'Is Document': false
 }
 )
)

Something I did not know until today, when you add a record to the Attachments table it also adds a record to the Notes table. So when I come back to the screen to view my Note, I thought the code would be First(lPatchRecord.Notes).Description. But no! Because I added the Attachment first, I had to use Last(lPatchRecord.Notes).Description.

Hope this helps someone down the road.

Categories:

Building Power Apps