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I need to implement functionality to filter files from TableX when a specific form is opened in Dynamics.Specifically , when a user navigates to an account and opens the relevant tab , my canvas app should filter and display only the files associated with that account.

The files are sourced from a external data source and are stored in dataverse virtual table.

Is this functionality achievable?

Categories:

Building Power Apps

Hi RazOne,

Ensure the virtual table (e.g., TableX) is properly set up and includes the necessary relationship fields (e.g., AccountId or equivalent). Confirm that the table has been successfully integrated into Dataverse.

The virtual table should have a field (e.g., AccountId) that links each file to a specific account. This field will be used to filter files dynamically.

Create a Canvas App to display and filter files.

Add the Dataverse Virtual Table (TableX) as a data source in the app. Add the Accounts table as a data source (if needed for validation or display).

On the screen where files are displayed, add a Gallery Control. Set the Items property Filter(TableX, AccountId = SelectedAccount.Id)

To dynamically filter files for the account:

Use a Parameter to pass the account ID when the app is opened. Example parameter: AccountId.

In the app, retrieve the parameter value using Param("AccountId")

Use this parameter to filter files in the Items property Filter(TableX, AccountId = Param("AccountId"))
Publish the Canvas App and note its App ID.

Embed in Dynamics 365 Form

Navigate to the Account form in the Power Apps Maker.

Select the tab where the app should appear.

Add a Custom Control for the Canvas App: Set the control type to Canvas App. Configure the App ID to point to the Canvas App. Pass the AccountId as a parameter to the app: Parameter name: AccountId. Parameter value: Primary Key of the Account table (e.g., accountid).

pls try. thanks