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Filtering the appointment records based on account name

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Posted on by ayyappa1

Hi All

I am trying to build a power-app which show all the Dynamics CRM 'Appointments' which needs further filtering by the 'Account/Company' name

I got the Dynamics CRM's connector and entities into my data set. I also added Appointment and Account Screen .

The appointment screen contains the fields I need from the Appointment entity. It also has the 'Account Name' (converted from the Regarding field)

I am now trying to filter the 'AppointmentScreenGallery' based on the value in the Search field. Lets say 'Adventure Works' is added in the search field (please see attached screenshots)

I am struggling to filter the gallery (items) so that it shows only appointments of 'Adventure Works'. I have my query at the moment along the lines of

Search(Appointments,LookUp(Accounts,CompanyField=SearchCompanyName.Text,'Account Name'),"_regardingobjectid_value")

Please could you kindly point me to the right direction?

Thanks in advance

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Building Power Apps

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v-xida-msft Microsoft Employee on at

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Hi @Ayyappa ,

Based on the formula that you mentioned, I think there is something wrong with it. I have made a test on my side, please consider take a try with the following workaround:

Set the Items property of the Gallery to following:

Filter( [@Appointments], StartsWith( AsType(Regarding, Accounts).'Account Name', TextSearchBox1.Text ) )

Note: The Regarding column is actually a polymorphic lookup column in D365 CRM Entity or CDS Entity. Please check the following article for more details:

https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/working-with-references#understand-regarding-relationships

AsType function

Please consider take a try with above solution, then check if the issue is solved. If the issue still exists, please consider add CDS Entity connection as data source in your app instead of the D365 CRM Entity connection.

Best regards,
ayyappa1 8 on at

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Hi @v-xida-msft

Thanks for the solution and links. The logic did not work for the Dynamics CRM Data Sources Entities.. but when connected to Common Data Service Data sources entities it worked like a charm.