Announcements
Hi,
We have a custom entity called Category which has a M-M relationship with Contact in dataverse. A contact can have many categories applied and vice versa. We have got under 10 categories.
We want to set the categories on contact form. Therefore added a custom data card and a combo box in it. Now Combo box has got category as data source. We are able to select multiple categories however not able to save those against contact. I wonder upon select of a category from combo box we could use "Relate" function to associate the category with the contact? and similarly upon removal we could somehow obtain the removed value therefore unrelate that in dataverse?
Thanks
@UmerJaved , I would also think of using relate and unrelate. Here are some examples https://docs.microsoft.com/en-us/power-apps/maker/canvas-apps/functions/function-relate-unrelate
One more thing to have in mind that app users should have append and append to securiy roles on the related tables. Here is some explanation https://stackoverflow.com/questions/56636838/for-dynamics-crm-365-security-roles-what-does-append-and-append-to-mean#:~:text=Append%20and%20Append%20To%20basically,the%20lookups%20on%20this%20entity.
Thanks @AhmedSalih . I had already used relate to achieve the functionality however unrelate seems tricky given upon save how will the logic work out what is removed from the list?
Any news on the functionality of the logic when removing items? I am thinking of a "unrelate all" and then a "relate selected" but have no idea on how to implement it.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Congratulations to our 2026 Super Users!
Congratulations to our 2025 community superstars!
These are the community rock stars!
Stay up to date on forum activity by subscribing.
11manish 536
WarrenBelz 426 Most Valuable Professional
Haque 305
