How to extend standard tables for specific lines of business

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Posted on by camer314

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I am new to Dataverse and what is possible, so after some guidance.

We are looking to use the Case table as a base and then, for each line of business, want to add specific additional columns that only make sense for them.

I was thinking that would be an easy task but it seems not possible. Is it true that if we want to use the Case table (or any for that matter) that we would need to add all the columns required across all lines of business to the original table?

I was sort of hoping there was standard behaviour that allowed you to create a new table using a specific table as a template?

How do others handle this scenario where multiple business units have almost identical requirements except for a couple of additional columns?

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Microsoft Dataverse with Power Apps

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gulshankhurana 1,397 Moderator on at

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Hi

The base 'case' remains the same with all the fields. You can differentiate by using different forms with relevant fields/columns for different areas and enabling security role based access to those forms. The same could be done for the views (although security roles based access doesn't apply to views). You could create custom model driven apps for the BUs and, in the app designer, you can control which forms and views they'd have access to. You can also control which security roles would have access to which app.

I hope this information helps. Please give it a thumbs up if you like it and please accept it as a solution if it helps resolve your issue.

Kind regards
Gulshan

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MarioRing 541 Super User 2024 Season 1 on at

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An alternative solution is to use the same table of Cases, the same single form, where you put all required fields required by all departments.

Then you create a new drop-down field "Case Type" with values like "A", "B", "C" and so on (of course use your own naming).

Next, you add a business rule to the form, like:

IF "Case Type" == "A" then show all the fields related to this type of case and hide all the fields which are not
ELSE IF "Case Type" == "B" then show all the fields related to this type of case and hide all the fields which are not (and so on)...

Then you create additional views for case, like "All Open A-Type Cases", where you put only relevant columns.

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