Filter a Lookup Field on New Form Using PowerApps.
Introduction: In this blog, we will learn how to filter a Lookup Field on the New Form. Use Case: We have a requirement where there is a Lookup Field on the form, which should only show those values whose Status is Active. Steps: 1. This is the form of Quote Product. We want to filter … Continue reading Filter a Lookup Field on New Form Using PowerApps.
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Nested Filters in PowerApps.
Introduction: In this blog, we will learn how to use Nested filters in PowerApps. Use Case: We have a Gallery(GalleryQuoteLineDetail) where we need to put filter which equals Quote Product selected in another Gallery. Once we get those Quote Products, we need to filter the Gallery(GalleryQuoteLineDetail) based on ‘Transaction Type’ Field, which is a field … Continue reading Nested Filters in PowerApps.
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Filter Gallery based on lookup field (Combo Box) on EditForm
Introduction: In this blog, we will learn how to filter Gallery based on Combo Box which is on different form. Use Case: We have a requirement where there is a lookup field (Price List) on the Editform (Data Source: Quote Project Price List). When there is data in the lookup field the Gallery (Data … Continue reading Filter Gallery based on lookup field (Combo Box) on EditForm
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Add lookup fields in an editable grid using PowerApps
Introduction: We had a requirement where we wanted to show the editable grid in power apps. The fields which are suppose to show are of string, decimal and lookup. Other data type was easy to display but we find difficulties in showing the lookup value. In this blog, we will learn how to add … Continue reading Add lookup fields in an editable grid using PowerApps
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Convert Email Body from HTML format to Text
Introduction: We had a requirement , wherein when an Email is received a Case will be created in CRM and the body of the email will be set the description of the case. However we faced a problem because the Email body was in HTML format so we have to convert it and set it … Continue reading Convert Email Body from HTML format to Text
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Create An Editable Grid View In PowerApps
Introduction: In this blog, we will learn how we can create an editable Grid View in PowerApps. Steps: 1.Set up a gallery in your Powerapps. Insert a new gallery – Insert > Gallery > Vertical 2.Add Data Source to the Gallery you added. Go to Properties > Click Data Source you want. … Continue reading Create An Editable Grid View In PowerApps
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How to Attach Word Template to Notes of record Automatically
Introduction: In this blog, we will look into How to Create Word Template Automatically and attach it to Notes. Steps to attach Word Template Using Workflow Navigate to Solution > Processes > Click on New > Enter your Process name, Select Workflow as your Category, Enter your Entity (Account), Check the button (Run this Workflow … Continue reading How to Attach Word Template to Notes of record Automatically
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How to Replicate D365 View using XRM Tool
Introduction: In this blog we will look into How to Replicate your View to all the Views Steps: Navigate to Solution > Expand the Entity (Account) > Views > Click on Quick Find Active Account Click On Add View Columns3. You can Add fields for the view based on what you want to view.4. … Continue reading How to Replicate D365 View using XRM Tool