Filter on Dataverse Form

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Posted on by rbergan

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I'm building a Model Driven App.

I am working with two tables - "PO Items" and "Purchased Items".

PO Items has a lookup column called "Item" that points to Purchased Items. Purchased Items has two columns - "Categories" and "Name".

On the form for a new PO Item, I would like to select the category from Purchased Items. Based on the selected category this options for Purchased Items (Name) would be filtered. How do I do that?

Thank you.

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Microsoft Dataverse with Power Apps

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thomasfnorthrup 252 on at

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Hello, thanks for reaching out.
Of course you could write javascript on the form to filter the lookup but that can be complicated and would have to be updated with any changes to logic. I use the out of the box offering to filter a lookup based on another lookup on the form.
To do this you would need the category column on purchased items to be a lookup to a custom table called Purchase Categories, or whatever works best for you.
Create custom table Purchase categories
Then on PO items place a lookup column to Purchase Categories and place that on the form.
Then on the Purchase Items place a lookup column to Purchase Categories.
Then back on the PO Items form editor select the lookup column for Purchase Items
You may need to do this in Classic mode if in Make.powerapps.com
If you open the properties of the lookup column you will see an option to filter results based another field.
Select the purchase categories field on the PO Item form
Now when a purchase category is selected on the form, the purchase items will be filtered based on the category selected. You can control if the users can disable this filter and select something else.
Please mark as solution or give a kudos if this helped.
Good luck, have a great day!

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rbergan 199 on at

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@thomasfnorthrup ,

Thank you! I currently have a Category column on PO Items and a Category column on Purchased Items. They are both Choice columns looking at the same Choice set. Will that work, or do I have to go the way you are proposing?

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thomasfnorthrup 252 on at

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Hi, unfortunately the lookup will only filter on another lookup setup the way I described.

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ShawnBaer 2 on at

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Good day, I have a form setup with two fields - both lookups as you describe above. The filter works sometimes but not all the time. Any idea why this would be or what can be causing this behavor? The App with the form is in high use and fails to filter about 25-30% of the ime.

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