Creating a Lookup using Formula column

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Posted on by EMKody

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Hello all,

Still relatively new with PA solutions, so I will do my best to be thorough! I have three separate tables that are importing data from Salesforce, into Dataverse tables so the data can be synced into 365 and used for a model-driven app.

The first table (Table A), contains a client name (A1), as well as an ID column that is passed through from Salesforce (A2). In this table the client name is the primary column due to lookups that exist elsewhere in the solution.

The second table (Table B), contains lists of books that my company creates for the clients. This table has a publication name column (B1), a publication ID (B2), and a Salesforce ID (B3). Column B3 matches column A2.

The last table (Table C), is a form that will be filled out within the app. This table has a lookup column to A1 to pull the client information through (C1). What I would like to create in this table, is a column that looks up a list of all publications (B1), that matches the ID from A2 based off of what is entered into C1.

Thanks in advance for any help. Still new with the lingo so if I can clarify something please reach out!

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Jonathan Manrique 2,687 on at

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Hi @EMKody

Create the busqueda column in tab C that refers to A2.

There is a pre-filtered functionality in the edition of the formula that allows you to base it on the registry of a pre-filtered lookup on the other tab.

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EMKody 147 on at

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What type of column are you using to accomplish this?

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Jonathan Manrique 2,687 on at

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@EMKody Hi

Sorry Lookup

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EMKody 147 on at

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Ok, just to make sure I understand your solution properly, you are saying I can add the lookup column to Table C (unfiltered), and then when I am in the form builder, that's where I would set the filter on the column?

Thanks so much for your responses!

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Jonathan Manrique 2,687 on at

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Hi @EMKody

Yes, exactly

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EMKody 147 on at

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Hi @Jmanriquerios,

I attempted how you suggested; however, after setting up the relationships and applying the filter to the field, it isn't returning any matching records in the new lookup column. Any ideas on where to start troubleshooting?

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Jonathan Manrique 2,687 on at

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Hi @EMKody

Keep in mind that this pre-filter is a filter function that does not establish the record, we will devolve you automatically into the value, if you need a value you need to use JavaScript or a Workflow to log it, you will find that this is in the relationship that can be used. have N registros

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EMKody 147 on at

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Could you point me in a direction where I can look into the workflow method? It's important for my solution to be able to pass that value through, so I will need to investigate further.

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Jonathan Manrique 2,687 on at

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Hi @EMKody

Check out what needs to be done to make.powerapps.com create a Workflow process

Colocates the number of the flow that you will hear and select the table C

This is where you need to share the information similar to how it is in your sales location in your tabla C

Then you say set properties and a new window opens and there you will see in your table C the lookup (relationship with the table) and you will look on the right side in look for the table and the field says add and then ok selecting the field that corresponds as seen in the image

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