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File Relation to Custom Table

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Posted on by Zap174

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I have a form setup to add a row into a custom table, lets call it Deals with fields like deal name and company. I also went through the process of enabling file attachment on the form into the Annotation (note) table. I am now building a Power Automate flow to process whenever a new file is submitted. However, I need help in relating the Deals table to the notes table as I want to filter the rows that the flow triggers on based on the company. Looking at the notes table in Dataverse, there is no usable fields that contain the company of the user who submitted the file so I cannot filter out the rows uploaded.

Any help is appreciated! Let me know if clarification is needed.

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Microsoft Dataverse with Power Apps

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AhmedSalih 6,678 Moderator on at

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HI @Zap174, to clarify your question:
You have two tables
Table Deals
Table Notes
Each Deals can have multiple Notes (1:N >> Deals:Notes)
Each Note can have only One Deal? (Please Confirm)
The Annotation Table is managed table, you can't create a new Column? (Please Confirm)

Regards,
Ahmed
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Zap174 167 on at

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Hi @AhmedSalih, thanks for the response! Each deal should only have one note (1 to 1). When I try to make a new column in the notes table, the options are greyed out. It seems like I cannot edit the table at this moment.

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AhmedSalih 6,678 Moderator on at

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@Zap174, You can't edit managed tables in Dataverse and you only can create 1:N and N:M relationships. For more info https://docs.microsoft.com/en-us/power-apps/maker/data-platform/create-edit-entity-relationships#types-of-table-relationships.

In your case, you can just add a column to your Deals Table and make it a FILE datatype:

Regards,
Ahmed
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Zap174 167 on at

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I see, would this allow the user to submit a file into this field upon creation/submission of the record? That is the function that I need. Previously, I explored this option and could not figure out how to let the user submit the file themselves as I would have to do it in the backend, AFTER the record was created. Is what I am trying to do possible?

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AhmedSalih 6,678 Moderator on at

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@Zap174, If you will have a Model-Driven App that your users are using to enter data, they can enter the data, click SAVE, and then upload the file all on the same screen. If you don't have a model-driven app, check this post for how your users can enter data and upload files.
https://powerusers.microsoft.com/t5/Microsoft-Dataverse/How-to-view-edit-attachment-in-Dataverse-table/m-p/1656826#M21237

Regards,
Ahmed
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Zap174 167 on at

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My use case would be primarily external users who would be using it. From my understanding, portals were made for external users to handle dataverse rows. Please correct me if I'm wrong. In this case, a model driven app would not suffice as it needs to be external facing.

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AhmedSalih 6,678 Moderator on at

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@Zap174, yes, you will use Portals (Now Pages) for external users. And they will be able to upload attachments. There is a Template Portal app in Preview called Application submission, I would recommend to start your portal with that template.

Regards,
Ahmed
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Zap174 167 on at

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Gotcha, would you have a link to that template? I am in preview no but do not see the template listed when trying to search for the name.

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AhmedSalih 6,678 Moderator on at

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@Zap174, Sure, this great tutorial will help you starts. I recommend watching the full video.
https://youtu.be/UFmL4svm8yM?t=2160

Regards,
Ahmed
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Zap174 167 on at

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Thanks for the info! I watched the video and it was very informative!

I tried making a test site but got a permissions error that I could not create it. My administrator said they could could not find the permission to set either. Would you happen to know where the setting is located?

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