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Patch function on regarding field

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Posted on by MH-09121531-0

Hi guys,
I'm currently working on a PowerApp connected to our Microsoft Dynamics CRM system. I want to create a note related to a lead.

These two entities are connected through the regarding field. The regarding field can connect lots of entities with a note. I want to connect it to a lead.

When I look at the table in the Power Apps Table function, I can't see what I need to write in there to really connect to the lead entity.

The regarding field is a polymorphic field and a lookup field in Dataverse.
What do I need to post in the Patch function so the regarding field gets assigned properly?

Below is my current function:

Patch(
    Notes, 
    Defaults(Notes),
    {
        Title: "Test Note",
        Description: "This is created from a PowerAPP",
        Regarding: {
            '@odata.type': "#Microsoft.Dynamics.CRM.lead", // Typ der Entität
            id: GUID("d5182447-4d6c-ef11-a670-0022487eddc5") // ID des Leads
        },
        isdocument: false // Setze den Wert für das isdocument-Feld
    }
)

With this function I don't get any errors, but when I look at the record in the table, the regarding is empty

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Building Power Apps

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Garima_PowerPlatform 170 on at

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Hi,

Use this and mark me varified if this helps you

The issue you're encountering with the Regarding field being empty in the record, despite no errors being thrown, might be related to how the data is being passed into the Regarding field, especially since it's a polymorphic lookup field in Dataverse.

Patch(
Notes,
Defaults(Notes),
{
Title: "Test Note",
Description: "This is created from a PowerAPP",
Regarding: {
'@odata.type': "#Microsoft.Dynamics.CRM.lead", // Entity type for Lead
id: GUID("d5182447-4d6c-ef11-a670-0022487eddc5"), // Lead GUID
logicalname: "lead" // Logical name of the entity (Lead)
},
isdocument: false // Set the value for isdocument field
}
)

Ensure the Lead ID is correct: Double-check that the GUID you provided ("d5182447-4d6c-ef11-a670-0022487eddc5") corresponds to an existing Lead record in your environment.

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MH-09121531-0 25 on at

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It worked like this. I first saved the Lead I want to set the regarding into a variable, so I get the Record Data Type.

The patch function looks like this:

Patch( Notes, Defaults(Notes), { Title: "Fair-Photo", Description: "This is created from a PowerAPP", Regarding: LastLead, 'Is Document': true, 'Mime Type': "image/png", 'File Name': "Fair-Picture", Document: Left(Last(Split(JSON(UploadedImage1.Image, JSONFormat.IncludeBinaryData), ",")).Value, Len(Last(Split(JSON(UploadedImage1.Image, JSONFormat.IncludeBinaryData), ",")).Value) -1) } )

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