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 Source: Role Price) should be filtered.   Steps: 1. We have an Screen which is divided into two parts:(Edit Form + Gallery)          a. Quote Project Price List Edit Form.          b. Gallery with Role Price data source. 2. Add field into the Editable Grid (Gallery). 3. The Lookup Field on the EditForm is PRICE LIST on which the gallery is suppose to be filtered. 4. To filter the Gallery set the Items property of the Gallery to the following formula, Item property: Set Gallery.Item = Filter(‘Gallery Data Source’, ‘GalleryFieldName’.Name = ‘Form Lookup Field Name(Combo Box)’.Selected.Name) For eg: GalleryRolePrice.Item=Filter(‘Role Prices’, ‘Price List’.Name=PriceListLookup.Selected.Name) 5. Output of the screen, The Gallery is not visible as the Lookup Field (Price List) is not selected. 6. After selecting the Lookup Field (Price List), the gallery is visible and also filtered on the basis of the selected field. 7. In this way the Gallery will get Filtered on the basis of the Lookup field on the EditForm.

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 lookup fields(combo box) into the editable grid and also save it in Dynamics 365 CRM.   Steps: 1. Insert Gallery :  Insert a new gallery – Insert > Gallery > Blank Vertical Add Data Source to the Gallery Go to Properties > Click Data Source you want. 2. Add Combo Box input control in the PowerApps Grid.     I have added 3 Combo Box input control inside the Grid, 2 text box, 1 is currency field in the data source and a Save icon. 3. For each Combo Box input box: Item Property: Set ComboBox.Item = Choices([@’Data Source’].<Field Name>) For eg: RoleComboBoxRP_1.Item = Choices([@’Role Prices’].Role) DefaultSelectedItems property: Set ComboBox.DefaultSelectedItems = ThisItem.<Field Name> For eg: RoleComboBoxRP_1.DefaultSelectedItems = ThisItem.Role 4. For each text input box: Default property: Set TextInput.Default = ThisItem.<Field Name> For eg: DescriptionRP_1.Default = ThisItem.Description Note: Do not forget to set the <DefaultSelectedItems> properties or else the value wont be visible in the grid. 5. To Save the changed value into the Data source, set the Save Icon to the following: OnChange property: Set SaveIcon.OnChange = Patch(DataSource, ThisItem, { <fieldName>: TextInput.Text, <fieldName>:ComboBoxName.Selected, <fieldName>:Value(CurrencyTextInput.Text) }) For eg: SaveRP_1.OnChange = Patch([@’Role Prices’], ThisItem, { Role : RoleComboBoxRP_1.Selected, ‘Resourcing Unit’:ResourcingUnitComboBoxRP_1.Selected, Unit:UnitComboBoxRP_1.Selected, Description:DescriptionRP_1.Text, Price:Value(PriceRP_1.Text) }) 6. The Output Screen. 7. The changed Lookup value. If you click the Save Icon the changed values will be saved. In this way we can change the Lookup values and also Save the changed value in the Dynamics 365 CRM.

One of the most common errors we come across while calling API to create records in Dynamics but isn’t clear what it means? One such issue is – “An error occurred while validating input parameters: Microsoft.OData.ODataException: Does not support untyped value in non-open type.” On the console of the browser, you’ll see this – But, if you open the <objectName>.responseText of the Failure message of the call, you’ll see the below – A more zoomed view of the error would be below – This is because of my typo in the code [Which is the case for most scenarios] where you mistype a name of the field and neither does the error itself doesn’t specify which field you’re missing out on nor what it means! Reason This is because of a simple typo  in one of the fields in the object I was creating using AJAX In my case, this should have been “entity.duration” and not “entity.durationn“. It was a simple issue which led me wander troubleshooting in areas which I shouldn’t look into. Hope this saves you some valuable time! Happy 365ing!

Introduction This blog explains how to use Expand Query (N:1 Relationship) in the Common Data Service List Records Connector. Steps to be followed: Initialize Variable of type string. Using Expand in list RecordsExpand Query: cf_Project($select=cf_projectname,cf_projectabbreviation) Here cf_Project is the Schema Name of Project Lookup field on location entity. Pass the field names of the project entity that  you want. Here I have passed cf_projectname and cf_projectabbreviation. Result of list record: You can see we get Project value in the below format to use this we have to parse the JSON. “cf_Project”: “{\r\n \”cf_projectname\”: \”Client Commercial\”,\r\n \”cf_projectabbreviation\”: \”CC\”,\r\n \”cf_pmtrackerid\”: \”3b576605-9c82-e911-a839-000d3a07f695\”\r\n}” Retrieving Project Values. Use “Apply to each” to get the value of the Project. Pass “Value” of “List Records” from Dynamic Content in “Select an output from previous steps” Now Set the Value in the “Project” variable which we had initialized earlier. Go To Expression and type: items(‘Apply_to_each’)[‘cf_Project’] Note: Here “cf_Project” is what we had retrieved in the output of ‘list records’. Make sure you pass this value correctly. “cf_Project“: “{\r\n \”cf_projectname\”: \”Client Commercial\”,\r\n \”cf_projectabbreviation\”: \”CC\”,\r\n \”cf_pmtrackerid\”: \”3b576605-9c82-e911-a839-000d3a07f695\”\r\n}” Result of Project Variable: Parsing JSON. Use “Parse JSON” action Add “Project Variable” in Content from “Dynamic Content” Click on “Generate from sample” to generate JSON Schema Enter sample JSON payload and click on done. { “cf_projectname”: “Test Project”, “cf_projectabbreviation”: “TR”, “cf_pmtrackerid”: “3b576605-9c82-e911-a839-000d3a07f695” } It will generate a JSON Schema automatically. Using Project Values. After parsing Json successfully you can use the values of the project entity field. You can use “Compose” to get and check the value. Enter “cf_projectname” in “Compose” inputs. OutputEntire FLOW: NOTE:  You can add multiple expand queries in List Record:Query: cf_Project($select=cf_projectname,cf_projectabbreviation),cf_ParentLocationId($select=cf_name)

Introduction We had a requirement where we wanted to create a price list with current date time with respect to current country. In this blog we will use the OOB date conversion functionality. Use Case : (UTC with ) We created a flow where we had used UTC now functionality but this was returning the value time value with -5.30 hours. After doing RND I come to know that it automatically adjust the time using our time zone. As you can see in the below screen shot.   Solution: To over come with this issue we need to use the inbuilt functionality convertTimeZone. It takes below parameter Sr No Parameters Example Explanation 1. <timestamp>     Utcnow() It is a string or function which contains the timestamp 2. <sourceTimeZone>       UTC The name for source time zone . We can write source time zone which we want to convert into 3. <destinationTimeZone>       India Standard Time The name for the target/destination time zone. In this case we want to convert UTC into India Standard Time. So the India Standard Time is a destination TimeZone   4. <format>     dd/MM/yyyy HH:mm   Its a format  in this case we wanted to convert into date and time dd/MM/yyyy HH:mm As you can see in the below screen i have converted UTC to India time zone. convertTimeZone(utcnow(),’UTC’,’India Standard Time’,’dd/MM/yyyy HH:mm’) Result: As you can see in the below screen shot it shows the date time in the mentioned format or you can say indian format. Conclusion: Hope this will help you to over come the time zone issue while working with different country time.   For more Time Zone conversion refer : https://docs.microsoft.com/en-us/previous-versions/windows/embedded/gg154758(v=winembedded.80)?redirectedfrom=MSDN

Introduction : As we know , signature field with pen control can not be mapped directly into word template. This blog will explain how to map  signature field into word template. Implementation : Steps to Add Signature Field Step 1 :  Create signature Field with data type multiple line of text and maximum length 15000   Step 2:  Then in the field properties -> control -> select Pen Control and Add. In word template ,signature field will map as a text field which contains base 64 separated by comma. As shown below. Steps for resolution: Step 1 : To map signature field in picture format in word template , create new field signature text with data type multiple line of text and maximum length 1048576.     Step 2 : Write plugin. Plugin will trigger on create of record and update of signature field. Plugin Explanation : Plugin will retrieve the value of signature and separate  ” data:image/png;base64 ” string followed by “,” (comma) and save remaining text in newly created signature text field.   Plugin Registration: Register a plugin on create and update of account entity     2.Plugin Code void SignatureUpdate(Entity account) { tracingService.Trace(“postmsg : ” + account); string signaturetext = string.Empty; string attributeToUpdate = string.Empty; Entity AccountUpdate = null; try { AccountUpdate = new Entity(); AccountUpdate.Id = account.Id; AccountUpdate.LogicalName = account.LogicalName; if (account.Contains(“new_signature”) && account[“new_signature”] != null) { signaturetext = account.GetAttributeValue<string>(“new_signature”); attributeToUpdate = “new_signaturetext”; AccountUpdate = ProcessSignature(signaturetext, AccountUpdate, attributeToUpdate); } service.Update(AccountUpdate); } catch (Exception) { throw; } } public Entity ProcessSignature(string signaturetext, Entity Account, string attribute) { //to split base64 and remaining text string[] substring = signaturetext.Split(‘,’); Account[attribute] = substring[1]; return Account; } 3. build the code and update assembly and trigger a plugin And upload this template . Result :

Introduction If have a parameter on our report to see the past “N” days data on our report, we can perform the following steps. Step 1: Add a new Parameter, say “Days” Step 2: Under the Available Values Section, Add a new Value for the Parameter with value as 7 and expression having the following formula: =DateAdd(“d”,-7,Globals!ExecutionTime) Step 3: Under the Default Values Section, Add a new Value for the Parameter with expression having the following formula: =DateAdd(“d”,-7,Globals!ExecutionTime) Step 3: In your Dataset, add the following Filter Condition in the XML. <filter type=”and”> <condition attribute =”modifiedon”  operator=”on-or-after” value=”@Days” /> </filter> Conclusion Thus, now you can view your report with records modified in the past “N” days.

In a hurry, you perhaps selected a similar looking Price List on your Quote and you want to change it. Example: By mistake, I have selected “SalesPriceListINR” and want to select “SalesPriceListUS” But when you try to do this, you can’t see the PriceList you want to set. Why is that? Currency That’s because the Currency selected on the record is Rupee (₹) and your PriceList has the currency US Dollar ($) Change it to US Dollar and you’ll see your PriceLists show up. And try searching your Price Lists again Error while changing PriceList In a typical scenario, if you have child records dependent on the record you are changing, you’ll see this error. But as simple as the wordings are, you’ll need to do the needful and make sure there are no Currency dependent records associated. Hope this helps!    

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 in the background) > Click on OK I have created a Custom Field as Status. I want this workflow to run when this field is updated, So Check the Record fields change > Select the Status Field State the condition on which you want to trigger the workflow. Select Perform action > Select Action(Set Word Template) > Click on Set Properties Select your Word Template in “SelectedTemplate” and in Target select the “Entity”. If you cannot set Entity Name in “Target” make sure “Business process flows” properties of that entity is enabled. Save the Word Template Activate the Workflow. Output: Update the Status field Automatically the Note is created with word template

Introduction : This blog explains how to add notes attachments in word template. Implementation : Let say we have word template on the account entity and we want to add attached notes in word template. Step 1: a. Create record( if no record is there) for an account entity. b. Select the record and download the word template.   Step 2 : Select  notes- annotation(1:N) relationship and Download. Step 3 : Open Word Template, Navigate to  “Developer” ->Select “XML Mapping Pane” -> Select entity . Step 4 : Then insert a table in the template , here inserting 2×1 table. and then in the XML mapping, go to Account_Annotation relation. Step 5: Map document body and note text a. For text in word template, left-click on the note text and select plain text.   b.For the image in word template, left click on the document body and select Picture. Step 6 : Save and Upload the Template. To upload the Template  – a. Go to advanced settings ->  navigate to “Template”. b. In Templates, Select Document Template. c. In Document Template, click on Upload Template and browse. d. Upload.