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Session Id : CxvH4dTeJdQlM6RYgDxC6h
Power Apps - Microsoft Dataverse
Unanswered

Create custom column in dataverse

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Posted on 2 Jun 2023 17:09:24 by 17

how to create a drop down on a new table with the options of a specific column in another table appearing as the choice list in the new table?

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  • Ami K Profile Picture
    15,665 Super User 2024 Season 1 on 12 Jun 2023 at 10:52:24
    Re: Create custom column in dataverse

    @developer_1 ,

     

    There are many methods to bulk update a table with relationship columns, but the one which I think is the most mature is through Dynamics.

     

    Canvas App method

     

    Create a temporary single line text column which holds the relationship value and run the import. After the import is complete, create the Lookup column which is going to be the actual relationship column (if that column does not exist already). Then in a Canvas app, use Collections and a Patch function to update up to 2000 records using the temporary text column as a reference.

     

    GUID method

     

    If you can identify what the GUID is for each related item, you can paste the GUID into the data import and the relationship column will update. I put together a post about this for user names for example here:

     

    https://powerusers.microsoft.com/t5/Microsoft-Dataverse/How-can-i-import-the-excel-file-to-Dataverse-table-that-contain/m-p/2149961#M29795

     

    Dynamics 365 method (best)

     

    I will put a blog post on the basic steps when I have a moment later this week but the below instructions work:

     

    https://softchief.com/2021/06/18/import-related-entity-records-using-data-import-in-dynamics-365-ce-importing-lookup-fields/

     

    ------------------------------------------------------------------------------------------------------------------------------

     

    If I have answered your question, please mark your post as Solved. Remember, you can accept more than one post as a solution.

    If you like my response, please give it a Thumbs Up.

  • EricRegnier Profile Picture
    8,714 Most Valuable Professional on 12 Jun 2023 at 06:36:19
    Re: Create custom column in dataverse

    Hi @developer_1,

    You can prepare the data in Excel and then import it back into Dataverse. Here's more info to import from Excel/CSV: https://learn.microsoft.com/power-apps/maker/data-platform/data-platform-import-export?WT.mc_id=DX-MVP-5004271
    Alternately, you can leverage the Power Apps Add-in in Excel and bulk update your data: https://appsource.microsoft.com/en-us/product/office/WA104380330?corrid=02a1f9a4-7dbc-4bcf-6b9d-34589068f729&src=office&exp=kyyw
    Hope this helps!

  • developer_1 Profile Picture
    17 on 10 Jun 2023 at 01:33:55
    Re: Create custom column in dataverse

    i have a large table, i already have the data needed to connect, i actually had to move the column to connect both tables to the primary column of the parent table. However it created a lookup column (empty) to lookup to the parent table primary column. it seems i have to manually type in the lookup values to match the rows because i have more than 4000 rows of data in the child table. How can i copy and paste on that lookup column. i just can't do the manual inputting 😥

  • developer_1 Profile Picture
    17 on 10 Jun 2023 at 01:33:09
    Re: Create custom column in dataverse

    i have a large table, i already have the data needed to connect, i actually had to move the column to connect both tables to the primary column of the parent table. However it created a lookup column (empty) to lookup to the parent table primary column. it seems i have to manually type in the lookup values to match the rows because i have more than 4000 rows of data in the child table. How can i copy and paste on that lookup column. i just can't do the manual inputting 😥

  • EricRegnier Profile Picture
    8,714 Most Valuable Professional on 05 Jun 2023 at 06:39:13
    Re: Create custom column in dataverse

    Hey @developer_1,

    Unfortunately like @Amik said, cascading choices/optionsets are not supported out-of-the-box. You would need JavaScript to achieve this and here's a little trick:

    1. Use tables (lookup column) instead. This is always my preference as tables give more flexibility, especially if eventually you need more properties/fields to the drop down items (e.g. Display Order). Using tables, you can filter out-of-the-box the related drop down/lookup/list on the form. See best practice #9 from: Top 15 best practices when configuring Power Platf... - Power Platform Community (microsoft.com)
    2. Define the values of your optionset items with a prefix, then with JavaScript, filter the child dropdown based on the selected parent. For example:
      1. Parent choice:
        • item 1: 11001
        • item 2 11002
      2. Child choice:
        1. item 1: 11001001
        2. item 2: 11001002
        3. item 3: 11002001
        4. item 4: 11002002

    Hope this helps! 

  • Ami K Profile Picture
    15,665 Super User 2024 Season 1 on 02 Jun 2023 at 19:32:51
    Re: Create custom column in dataverse

    Hi @developer_1 ,

     

    Does not work that way. A Lookup column will only return the Primary Name column (and GUID) associated to the Table being referenced. You can create a relationship between both tables and then leverage that relationship to display the column you need in a Canvas App or Model Driven App, but I suspect this is not what you're trying to do.

     

    Suggest you create a Global Choices column, and then create a Choice column for both tables linked to the Global Choices.

     

    ------------------------------------------------------------------------------------------------------------------------------

     

    If I have answered your question, please mark your post as Solved. Remember, you can accept more than one post as a solution

    If you like my response, please give it a Thumbs Up.

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