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Power Platform Community / Forums / Power Apps / Creating custom fields...
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Creating custom fields in recurring appointments and automatically populating the appointments table

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Posted on by 6

Hello everyone,

We are a school and we want to create appointments in the appointment table to act as classes. We need to add a custom field to the recurring appointment table on Dataverse. This field will contain multiple Users (students). The creation of the recurring appointment series will populate the same field type (students) in all the subsequently created records in the appointments table.

My question is: is it possible to create a recurring appointment series with a custom field, which can contain multiple Users. And if not a field, is there someway to relate multiple Users to an appointment series? Is it also possible to do this in the events table? 

Note: There is such a field as PartyList E.g., requiredattendees however we need a clear split in roles within the class (E.g., student(s), primary teacher, teaching assistant etc.), hence the custom fields. I assume we cannot create a custom PartyList ourselves.

Finally, how can the the new field/or relation in the appointments table be populated automatically from the recurring appointments table. Does it have to be done through a flow (Power Automate)? Or is there a simpler way?

Thank you for your help!

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  • fcwhiskardeu Profile Picture
    6 on at

    PS: We need the appointments to be added to Outlook so our solution needs to use the appointments table and not a custom activity entity. Thanks.

  • Verified answer
    Mira Ghaly Profile Picture
    11,413 Moderator on at

    @fcwhiskardeu 

    1. It is possible to add new field of type lookup to the recurring appointment however there is no way .. to create a column of type party list, so the alternate way is to use N:N relationship.

    2. Now since you need this N:N relationship to be reflected on Required Attendees , then you need a plugin/Power automate that runs synchronously on the association of the new user to the recurring appointment to reflect on required attendees so that these appointments can reflect on outlook.

    If you explain what are the fields should look like:

    I assume you need to use Required Attendees as students

    Then Lookup for Teacher and Lookup for Assistant and then you can copy over to appointment using a sync workflow which is easier for lookups , but to copy N: N relationship you mean need a power automate flow.

     

    In workflow from when an appointment is created you can reach the recurring appointment through the series Id column

    Mira_Ghaly_0-1664778469291.png

     

  • fcwhiskardeu Profile Picture
    6 on at

    I managed to get the flow working. Thanks for your help!

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