Answered

Filtering Status Reason options by Selected Status

(0) Share

Report

Posted on by Cath Tatham

Hi there,

I am creating a popup in a canvas app that will allow a user to close a lead. There are two options for an inactive Status (Qualified and Disqualified) and each of these have their own associated Status Reasons.

Is it possible to filter the Status Reason choices based on the Status selection?

Current expression doesn't give errors, but also doesn't show any options in the Status Reason option set. (DataCardVAlue59 is the Status Drop Down option set. This is from the Items for the Status Reason option set.)

If(DataCardValue59.Selected.Value = 'Status (Quotes)'.Qualified, Filter(Choices('Status Reason (Quotes)', 'Status Reason (Quotes)'), Status='Status (Quotes)'.Qualified), Filter(Choices('Status Reason (Quotes)', 'Status Reason (Quotes)'), Status='Status (Quotes)'.Disqualified))

Thanks.

Kind regards,

Cath

Categories:

Building Power Apps

I have the same question (0)

All responses (2)

Answers (1)

Sort by

Joel CustomerEffective 3,224 on at

Like
a
(0)

Report
Copy link

Link copied!

No, the relationship between these two picklists is not accessible from canvas apps. I would recommend creating a collection with these values and their relationship

Abe Saldona wrote a good post that shows how to update status and status reason (statecode and statuscode) via patch
https://abesaldana.com/powerapps-canvas-using-status-fields-in-cds/

Fortunately these options very rarely change.

If you have the XRM toolbox, there is a utility in there called the Power BI OptionSet Assistant that puts all of the option set values in an entity making it easier to retrieve these values.

Was this reply helpful? Yes No
Verified answer

v-xida-msft Microsoft Employee on at

Like
a
(0)

Report
Copy link

Link copied!
Hi @Cath_Tatham ,

Based on the formula that you mentioned, I think there is something wrong with it. I agree with @jlindstrom 's thought almost. If you want to filter the Status Reason choices based on the Status selection in your canvas app, I afraid that there is no direct way to achieve your needs.

The Relationship between Status Reason choices and Status choices could not be available in canvas app currently. Regarding your formula:

Filter(Choices('Status Reason (Quotes)', 'Status Reason (Quotes)'), Status='Status (Quotes)'.Qualified)

the Choices('Status Reason (Quotes)') formula would return a table value contains only the "Value" column, there is no column called "Status" in the Choices('Status Reason (Quotes)') formula result, so you could not specify the Status column as Filter column in your Filter function.

As an fixed solution, you could consider collect the Status option and related Status Reason Options in a collection, and then compare the DataCardValue59 selected option with the collection table. I have made a test on my side, please try the following workaround:

Set the OnStart property of App to following:

ClearCollect( StatusCollection, {'Status Value': 'Status (Quotes)'.Qualified, Value: 'Status Reason (Quotes)'.'Best Rates'}, {'Status Value': 'Status (Quotes)'.Qualified, Value: 'Status Reason (Quotes)'.'Favours ..'}, // replace 'Favours ..' with actual option value here from your Option Set {'Status Value': 'Status (Quotes)'.Qualified, Value: 'Status Reason (Quotes)'.'Superior Service'}, {'Status Value': 'Status (Quotes)'.Qualified, Value: 'Status Reason (Quotes)'.'No Reason Provided'}, {'Status Value': 'Status (Quotes)'.Disqualified, Value: 'Status Reason (Quotes)'.'Lost to Competitor'}, {'Status Value': 'Status (Quotes)'.Disqualified, Value: 'Status Reason (Quotes)'.'No Feedback'}, {'Status Value': 'Status (Quotes)'.Disqualified, Value: 'Status Reason (Quotes)'.'Client Declined Cover'}, {'Status Value': 'Status (Quotes)'.Disqualified, Value: 'Status Reason (Quotes)'.'Canceled'}, {'Status Value': 'Status (Quotes)'.Disqualified, Value: 'Status Reason (Quotes)'.'No Reasons Provided'}, {'Status Value': 'Status (Quotes)'.Disqualified, Value: 'Status Reason (Quotes)'.'Other'} )

Then set the Items property of the Status Reason ComboBox to following:

Filter( Choices('Status Reason (Quotes)'), Value in Filter(StatusCollection, 'Status Value' = DataCardValue59.Selected.Value).Value )

Note: I assume that the 'Status Reason (Quotes)' represents the Option Set in your CDS.

Please re-load your canvas app, then check if above solution could fix your issue.

Also please check and see if the blog @jlindstrom provided above would help in your scenario.

Regards,

Was this reply helpful? Yes No