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Canvas App button - OnSelect update Dataverse table row

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Posted on by BridgeInbetween

Hello,

I have a Canvas App which at the moment, has one page split in half with a form and also a datatable. The bottom half - The datatable, has a custom table created in Dataverse called "Invoice Portal" which displays an invoice in each row, but it is showing a filtered view : Filter('Invoice Portal', 'Invoice Portal (Views)'.'Awaiting Approval')

The top half of the page, is the Form area which has some columns. I have the DataTable set up so when users select a record on the datatable, the forms column show (or selects) the current records details. I have a button I'm intending to set up so when users have a record selected, they can click this button to approve the invoice which will then trigger flow on processes. From what I understand, DataTables can't be edited and aren't customizable? Does this mean I'm requried to use the Patch method and update the Dataverse table, which would then update the DataTables "Approval Status" to "Approved"?

Dataverse Table: Invoice Portal

Column Name: In Dataverse, its logical name is "be3c6_approvedstatus" - In the DataTable its field displayname is just Approved Status.

Would my Patch code look like:

"Patch('Invoice Portal',Defaults('Invoice Portal'),{'Approval Status':"Approved"})"

I can't figure out the Patch aspect when it comes to dataverse tables and a choice column.

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Building Power Apps

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SBax 1,348 on at

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Dataverse status columns are a bit more tricky

You need to say the name of the status field then the value within your patch

E.g. Status (Accounts).Active would set the account to active

Something like this should cover what you need

Patch('Invoice Portal',Defaults('Invoice Portal'),{'Approval Status': 'Status (Invoice Portal)'.Approved})

Intellisense should be able to suggest any issues as you go, so I'd recommend typing the above as opposed to copy/paste

If this doesn't work, drop me a reply, I've got a working example in an app that I can look out tomorrow when I'm at my desk (if required)

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SBax 1,348 on at

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@BAJ

as promised, here is a working example that changes the status of an account to inactive

Patch(Accounts,ThisItem,{Status: 'Status (Accounts)'.Inactive})

Accounts is the table
This item refers to the item to be updated (in this case its a gallery item, so "ThisItem"
we then pass the fields to be updated as part of the patch, here we are saying update the status, to the value of the inactive status, from the Account table's status column

hope this helps

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BridgeInbetween 56 on at

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Thanks for the response, I've only been able to get back to this just now.
I think where I was originally going wrong was not identifying the status field + value in the patch.

Is this patch formula working with a choice column? it seems like this may be only a text field? would it require an additional "Value:" command? It seems like the Patch command is working, but I get an error which says the below, and it may be related to the column/field type?

"does not match the expected type optionsetvalue"

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SBax 1,348 on at

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Hi @BAJ

The formula I shared is for patching a choice field (Status)

Are you capturing the chosen status in your canvas app in a choice field? If so, you will need a . value at the end of the choice field name in your patch

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BridgeInbetween 56 on at

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No I'm not capturing the chosen status. The default value of the field is empty and there's either an approve or reject choice.

I've configured the Form to show that when users select a record in the DataTable, the Form generates the information for that record, by setting the Forms Settings>Advanced>Item Field to Datatable.Selected

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SBax 1,348 on at

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Hi @BAJ

I'll build something similar in my playground environment later today and come back to you with a working formula

I have a few meetings coming up, but should be able to do this in a couple of hours for you

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SBax 1,348 on at

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@BAJ Just had a short gap in my diary

this formula seems to work for me:

Patch('Invoice Portals',Defaults('Invoice Portals'),ThisItem,{'Approved Status': ThisItem.'Approved Status'})

You may need to tweak this (e.g. to replace ThisItem with wherever you store you value) but aside from small changes, it should work for you

Any problems, do let me know

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BridgeInbetween 56 on at

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Thanks, I was just typing out a response then my browser crashed 😞
I've removed some additional fluff and have it stripped back to just what I need at the moment. Please see the screenshot below. When I click on the record in the DataTable, the record information is generated in the form up the top. So what I'm trying to do is when a record is selected, the button can be pressed to change the status in the Approval Status column to Approved. I'm using the below code for the OnSelect method on the button

Patch('Invoice Portals',Defaults('Invoice Portals'),ThisItem,{'Approval Status': ThisItem.Approved})

Where:
Invoice Portals = Dataverse Table name
Defaults= modifying existing row in a dataverse table
ThisItem = (for the record that is selected?)
Approval Status = the column I want to modify
ThisItem.Approved = The status I want the column to be modified to?

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SBax 1,348 on at

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Hi @BAJ

I've reached out to a friend who thinks he has a solution. Will come back to you within the next 24 hours

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SBax 1,348 on at

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***removed***

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