Patch Dataverse Columns with Power Apps

[@geralddahl9159]

I wonder if you or the viewers have any interest in deep-diving into Dataverse attachments stored in the Note table. (Understanding the relationship that links items stored in Notes with the Dataverse record wherein they were initially attached, displaying a thumbnail for those items etc). Thanks for showing the mechanics of add file and add image in this video - much appreciated.

[@ShanesCows]

Interesting. I will give that a think. Thanks

[@TimothyBishop-o2c]

This has been a consistent life-saver...you're a consistent life-saver

[@ShanesCows]

Glad to help. Hope you have a great day!

[@Guano1983]

Hi Shane, Great video! One addition, you can use Yes/No directly for formulas (Toggle, Visible, Color, If...). "If(ThisItem.Maintenance, Color. Orange, Color. Green)" is totally fine. This behavior lets you choose how the value should be displayed in labels, dropdowns etc. Therefore you can make it sometimes more obvious for the user, depending on the context. true/false may be harder to understand than Active/Inactive, Yes/No, Ja/Nein, On/Off...

[@svenbarkowsky3332]

Hej Shane! Made my day (once again). I struggled for weeks with this problem (patching dropdown, with modern controls). This finally solves my problem. Thank you so much!

[@naveenkumarpenumalla7221]

Thanks, Shane, it's very useful for me. There is a clear explanation, and keep posting videos on dataverse. Thanks

[@ShanesCows]

Thanks, will do!

[@el_witcher]

That's really good stuff, Shane. Thanks. Greetings from Germany.

[@ShanesCows]

Thank you from the United States 🤩

[@dougydoe]

Really cool and insightful video, Shane. Thanks for sharing.

[@ShanesCows]

Glad you enjoyed it!

[@at3941]

I had to add the primary key id for a new record which I put as a null value actually two double quotes "" before Defaults worked in a Patch for my Dataverse table - it was giving me an error "Network error when using Patch function: Field 'Primary Key' is required." - which was interesting. I'm still having issues getting an image to upload to an image column though - hopefully I'll get that figured out shortly. I really appreciate all your videos.

[@DelcyFalk]

Great video as always!

[@ShanesCows]

I appreciate that

[@cgenadi]

absolutely fantastic!! helped me to solve a problem!!! thanks!!!

[@ShanesCows]

Awesome, glad to help

[@curtismcleod3593]

Thank you once again for breaking thing down to what I need to know.

[@ShanesCows]

Glad it was helpful!

[@carloscordero5300]

Capo!!!! 🤩🤩🤩🤩 muchas gracias amigo, por todo tu contenido.

[@ShanesCows]

¡Gracias a ti por el apoyo! Me alegra mucho que disfrutes del contenido. ¡Sigamos adelante juntos! 😊🙌 Y gracias a ChatGPT por la ayuda con la traducción 😉

[@rabbit5464]

Shane, i'm curious about patching dataverse from a collection. The ".value:" and ".text" seem to have issues with the collection. also the lookup field ".selected" seems hard to patch the table record. Could you do a video about this as I'm sure I'm not the only one with the issue? Thank you.

[@ShanesCows]

Rabbit think about it this way. Power Apps just wants what Power Apps wants. :) So however you have the data stored in the collection, you will need to shape it to look like what Dataverse is looking for. Text and Numbers are easy but things like a Choice you would want to store the Choice in the collection, not text. It is all possible but complex, I will put it on the list of videos, but no promises.

[@rabbit5464]

@@ShanesCows i agree that PowreApps most certainly wants what it wants. Also I don't think it likes "Modern Controls" vs "Classic" with the patch function.

[@paolovr1970]

Thanks Shane, is there a way to return all columns of a collection or table in Power App to avoid Getting an error in the patch phase due to typos

[@ShanesCows]

If you start to type the column name the formula bar should auto suggest them for you.

[@jeffersondaniel5883]

Do you have a video where you go over patching an existing record and filtering by a GUID? I always seem to struggle with the GUID patches. For example can't get this to work. And there always a combination of Text(Guid(sometimes)) or the other way around and I never remember which, and sometimes I try both and still can't get it to work. Patch( 'Quote Products', First(Filter('Quote Products', "quotedetailid" = lbl_QuoteProductID.Text )), { Quantity: 2 });

[@plukraak]

Hi Shane, Ronald from the Netherlands here. Remember the picture of Brian and me with the one and only Chewy cup? I have a complicated challenge. I want to store files in a Dataverse table. That's easy and can be done with a Form in a Canvas Power App. But then I want to show the saved files (file names) in a Gallery. And when the user clicks on the name of the file in the Gallery, I want the file to open immediately, just like it works in a Form Attachments datacard. If I copy the Attachments data card from a Form and paste it into a Gallery, it does not work. It shows the file, but gives an error when you click on the file. In addition, I also want to be able to do a Search within the Gallery items on the Attachment column and then search by the name of the file. This way you can quickly search all attachments. I have created a Dataverse table with certain metadata where I store the attachments with that metadata. Unfortunately, the attachments are 'hidden somewhere' in Dataverse in a table that I cannot access from Power Apps (only when I use a Form). I can work with a Nested Gallery and have ThisItem.Attachments as Items of that Gallery and in a label ThisItem.Value, but that doesn't work either. Is see the nam of the file and that's all. Hopefully you can show how this can be done. Ronald Smit

[@ChristianFontaine-nh4to]

Can we PATCH a lookup column for an existing record ? I'm strugling to save 2 forms back to back (Parent and Child). As the ID of the Parent table is not saved in the child record, I'm looking at a workaround to update the child record

[@ShanesCows]

Yes. When you Patch a LookUp column you have to patch the whole Record. So something like Patch(ChildTable, Defaults(ChildTable), {ParentRecord: LookUp(ParentTable, ID = IDYouWant)})

[@fredevellin8897]

Hello, With Sharepoint list in the Patch function "XX:Dropdown1_Action_Sat.Selected.Value" Don't Works but "XX:Dropdown1_Action_Sat.SelectedText" is correct. Why?

[@ShanesCows]

Not sure. What column type are you using might be the difference. Dropdown1.Selected. what options do you see? Guessing something different than value.

[@shahbazahmed9738]

Thanks Shane ... please also make a video on dataverse security if possible...keep up the good work .cheers🎉

[@ShanesCows]

Great suggestion!

[@sameerkhan-zp1zb]

Thanks, this video saved me hours :)

[@ShanesCows]

Glad it helped! Amazing how many little details there are. 😎 Have a great weekend.

[@HuyNguyen-gz8vt]

Hello Shane Young, How can you add new record by Patch function without primary column ? I try use patch function to create new record, but i have an issue field is required The issue: "network error when using patch function field 'id' is required" please help me

[@ShanesCows]

If the field is required then you cannot create a record without the field.

[@cholopa]

Hi shane Thx very much. I'm strungling to use "for all" plus "patch" filling a lookup column when the forall is lookong at a gallery with a database that is not the same as the database in the "patch" function. I use to be able to used it in shrepoint but now it doesn't work in database. I've been in contaxr wirh the oficial support team for a couple of days, but they can't help...

[@ShanesCows]

You would need to do A lookup inside the Patch. Example: ForAll(Table As MYDATA , Patch(Dataverse, Defaults(Dataverse), {LookupColumn: LookUp(ChildTable, IDField= MYDATA.IDValue)})) That is the way to think about it. Hope it helps

[@cholopa]

Hi Shane, thanks you for your feedback, yes, thats the way it is done, but It doesn't work when this happens: "Table" is not the same table as "Childtable". The strange thing is that it used to worked when I used Sharepoint, but now it doesn't worked in dataverse!!!! " I Think there must be an issue inside powerapps, because if instead of working with a Lookup column is a "direct" column it works. And if Table is the same as Childtable, it works, even when using the lookupcolumn....@@ShanesCows

[@TheepiTH37]

Hi Shane, I want to export the scanned barcode information from powerapps and import into a table in d365fo table. Suggest me how to do this Shane

[@josephletner5066]

Great video, Shane. Speaking of optionsets, how about a fun dataverse video on how to dynamically add/remove items from them. How much fun would that be? 😂😂

[@ShanesCows]

I actually tried this for another app and NO THANK YOU. 😜

[@josephletner5066]

@@ShanesCows I actually need to figure this out for a project....do you have any resource ideas?

[@uzaier]

Hi shane, can we patch data into empty dataverse table that only contains column name with no data yet?

[@ShanesCows]

Patch(TableName, Defaults(TableName), {Field: Value}) Will create a new row and would work whethere the table was blank or not.

[@sangrampradhan8349]

You are a life saver.

[@ShanesCows]

Happy to help. Have a great day. 🐶

[@Post-it-note330]

Watching this now! Thanks for the help with those pesky dataverse choice columns >:(

[@ShanesCows]

They are the worst part about dataverse to me.

[@coveryourmanhole3271]

Its important to understand that if you say "and" when saying a number, that denotes a period(200.22) you should have said "Two Hundred Twenty Two" (222)

[@ShanesCows]

Crafted six books and still, English throws me curveballs with numbers. It's all part of the charm, right? 🤷‍♂️

[@coveryourmanhole3271]

Absolutely! I only pointed it out cause you are killin it all video! great Job brother, thanks. @@ShanesCows

[@OrestesDiniz-c8w]

Good job!

[@ShanesCows]

Thank you! Cheers!

[@oluwatobipaul6171]

Thank you Shane.

[@JoelRiveraJr-g8h]

Hi Shane, Great Video! How to PATCH A dataverse table Person Column from ComboBox Selected Items In Power Apps

[@ChrisLee-ov2sn]

How about updating a lookup column with a Flow in DV. WHAT A PITA(pain in the @--)!!

Yesterday I was trying to figure out how can I get those Color indicators' HEX value next choices labels on the left, so we can can leverage those in Canvas Apps. ¯\_(ツ)_/¯

[@ShanesCows]

I don't think it is possible. :(

@@ShanesCows Came to that same conclusion. Great walkthrough. BTW we have a Formula (Preview) Data Type as well. 👍

[@angelabot7682]

Super!!!

[@ShanesCows]

Thank you 😊

[@SriKrishnaVlogs143]

First view boss

[@ShanesCows]

Many many thanks 😊

[@jailsonroberto88]

Hi! Obrigado :)

[@clintro]

hI, HOW ABOUT 10 DAYS LATER? lol