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I am developing an application for creating quotes. I have a page with a gallery connected to the Quote table from Microsoft Dataverse. On this page, I have a "+" button that leads to a new page with a form connected to the Quote table from Microsoft Dataverse. In this form, I have added almost all the necessary fields, but when I try to add the Account/Contact field, neither of them appears. As I am new to Power Apps, what alternatives do I have?
Additionally, I tried using a LookUp formula, but it doesn't seem to work properly. I have two "Potential Customer" fields because one is "_customerid_value" and the other in the default has ThisItem.'Potential Customer (msdyn_account)'. I thought it had something to do with these two fields, but I don't think it does.
Yes the Account/Contact lookup is called a Polymorphic Lookup. Most lookups are usually a link between 1 table and another specific table. Polymorphic lookups allow you to pick between different tables to make a relationship. The most common Polymorphic Lookup is the ‘Owner’ column (users or teams).
take a look at this link and it will explain in detail polymorphic lookups.
https://learn.microsoft.com/en-us/power-apps/maker/canvas-apps/working-with-references
The link will show you how to setup a canvas app to work with that lookup. The AsType function is key here.
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