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Text field with intellisense feature and lookup function - Please help

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Posted on by teach20

I want to create a text field where it has two functions:

1st function: I can add a new record by typing in a project name and submit

2nd function: I can add a new record by typing in a project name, then it does an IntelliSense function where it will do a lookup based on the keywords you type. Then if that record (Project name) exists in a table, I can select that record and submit it. How can I achieve this?

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jkic 150 on at

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You can use a TextInput box to type Search text, then a Gallery below to show records which match the search terms, e.g. Search(TableProjects,TextInput1.Text,"project_name"). If project (search text) exists select desired project in the Gallery, if not, use another button alongside the Text Input box to 'Create New' project. Not sure exactly what you mean by 'Submit' in each scenario, so I'm assuming you want to View existing record or Add new one.
teach20 on at

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I want to view the existing record and, at the same time, select it and add it as a record. I found an example on YouTube - https://youtu.be/_75W64G4j_g?t=426 . This one was on SharePoint as a data source and I don't know how to do it in a Dataverse database.
jkic 150 on at

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If you 'view the existing record', you can't 'add it as a record', unless you mean duplicate it, or add it to a different data source. Perhaps you can clarify. If you are adding a new record you can use Patch() function, e.g. Patch(Projects,Defaults(Projects),{project_name:TextInput1.Text}) There shouldn't be any difference doing this with SharePoint or Dataverse.
Dai_Xin 41 on at

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Hi @teach20 ,

According these needs that you mentioned, I think the ComboBox control may be the first option for you.

I assume that you have created a Projects Table in your Dataverse, and it contains Project Name column (SingleLine Text), you could consider add a ComboBox control in your canvas app, and then connect the ComboBox to your Projects Table. Edit the field you want to display in your ComboBox as below:
On your side, your need to replace the Full Name field with Project Name field in your table. After that, you could type some keywords to search existing project name if it exists. You could type the new project name within the ComboBox manually (it would not show any option because it does not exist in your Project table)
If you want to reference the typed text within the ComboBox when you click submit button, you could use the following formula:
ComboBox1.SearchText

Hopes above solution could achieve your needs.

Best Regards,
Kris