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Patching to Dataverse Notes table

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Posted on by StevenMoore

I am playing about with trying to get some of the Timeline functionality, specifically Notes and Attachments, to work from a Canvas App.

In my test App I have a gallery connected to a Dataverse table and can retrieve all associated notes for that table to the Items of another gallery: galMyAppraisal.Selected.Notes

I can Patch changes to the Description (Body) of the note from an RTF control to a selected item in this gallery:

Patch(

Notes,

LookUp(

Notes,

Note = noteGUID

{

Description: rteNoteBody.HtmlText,

'Is Document': false,

Title: galAppraisalNotes.Selected.Title

}

);

NoteGUID was set in the gallery OnSelect: Set(noteGUID,ThisItem.Note)

All works fine, HOWEVER, when trying to add a NEW Note to a selected record I can't associate the Note to the record, my Notes table has the new entry, I can see it in the Dataverse Notes table, but I can't locate the property equivalent to the Note(GUID) used when I patched a change.

Patch(

Notes,

Defaults(Notes),

{

Description: "",

'Is Document': false,

Title: "New note ..."

}

);

Categories:

Microsoft Dataverse

Tables

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Suggested answer

SwatiSTW 716 Super User 2025 Season 2 on at

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Patching to Dataverse Notes table

1. To create a new note and link it to a record, you need to use the Regarding field in your Patch function. This field tells the note which record it belongs to.

2. Use this code to create the note:

Patch(
Notes,
Defaults(Notes),
{
Description: "",
'Is Document': false,
Title: "New note ...",
Regarding: galMyAppraisal.Selected
}
);

3. This line Regarding: galMyAppraisal.Selected links the note to the record you picked in the galMyAppraisal gallery.

4. Save and test your app. When you select a record in galMyAppraisal and add a new note, it will now be connected to that record.

5. If it doesn’t work, check that the Regarding field is set up correctly in your Dataverse Notes table. It must allow linking to the record type you are working with (like Appraisals).

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Verified answer

StevenMoore 92 on at

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Patching to Dataverse Notes table

Thanks SwatiSTW for the response.

I had already tried the line:

Regarding: galMyAppraisals.Selected

and it generated the entry but with nothing in the Regarding column, neither do any of the other entries created in a Model driven App (I don't understand how the relationship is maintained):

I am assuming that your point 5 is the key, but I can't find the documentation on adding a custom table to the lookup, I can see a whole host of choices in the Regarding Lookup, but not my Appraisals table - so, how do you add a custom table to the Lookup?

Many Thanks

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StevenMoore 92 on at

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Patching to Dataverse Notes table

Ok, I think I found the answer, it was staring me in the face and I didn't read the info, I hadn't ticked the box:

~~No - still no joy.~~ It took some time to activate but now working, thanks for your help.

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