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Session Id : SgnBvgagD9+YHq0bFh1uJ8
Power Platform Community / Forums / Power Apps - Microsoft Dataverse / I can Patch Potential ...
Power Apps - Microsoft Dataverse
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I can Patch Potential Customer (_customerid_value) to a quote record but I cannot access it in my App

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Posted on 21 Apr 2021 13:26:02 by dee2005 95

When I create quotes in PowerApps I can succesfully assign the Customer as an existing Account, but when I access the quote in my Apps I cant retrieve the Customer using ThisItem.'Potential Customer (_customerid_value)'

 

In my patch function I set 'Potential Customer (_customerid_value)': to a variable which contains the customer record. This works perfectly as I can see the customer when I export to PDF, But when I try to display the quote information in a gallery or a Screen I cant access it. In Dynamics interface and my word template it uses the field customeridname but that is not available in PowerApps. 

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Microsoft Dataverse
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  • Verified answer
    Fubar Profile Picture
    Fubar 8,230 Super User 2025 Season 2 on 21 Apr 2021 at 23:54:31
    Re: I can Patch Potential Customer (_customerid_value) to a quote record but I cannot access it in my App

    As Customer can be either account or contact, in the Gallery you have to check isBank and isType and then display the appropriate value of the account/contact

    https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/working-with-references#show-the-fields-of-a-customer

    If( IsBlank( ThisItem.'Company Name' ), "",
 IsType( ThisItem.'Company Name', Accounts ),
 "Account: " & AsType( ThisItem.'Company Name', Accounts ).'Account Name',
 "Contact: " & AsType( ThisItem.'Company Name', Contacts ).'Full Name'
)

     

  • dee2005 Profile Picture
    dee2005 95 on 22 Apr 2021 at 14:12:36
    Re: I can Patch Potential Customer (_customerid_value) to a quote record but I cannot access it in my App

    Thank you @Fubar ,

     

    This works

  • pushpa2 Profile Picture
    pushpa2 4 on 19 Jul 2023 at 06:34:22
    Re: I can Patch Potential Customer (_customerid_value) to a quote record but I cannot access it in my App

    How can I acheive the same issue to qualify the lead from leads to Opportunities using power apps

     

     

  • dee2005 Profile Picture
    dee2005 95 on 19 Jul 2023 at 06:39:50
    Re: I can Patch Potential Customer (_customerid_value) to a quote record but I cannot access it in my App

    Can you elaborate a bit more?

  • pushpa2 Profile Picture
    pushpa2 4 on 19 Jul 2023 at 15:33:45
    Re: I can Patch Potential Customer (_customerid_value) to a quote record but I cannot access it in my App

    When we qualify the lead the data will move to Accounts,Contacts and Opportunities. Samething I want to acheive in Power app.I have written Patch function for Qualify button.The data is getting is saved in Accounts and Contacts.But in Opportunities  the error is showing 'customerId value required' means Potential customer.

     

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