Update Choice and Lookup Fields in Dataverse via Power Automate

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  • @danielwinter7575
    @danielwinter7575 26 днів тому +1

    OMG thank you so much! Was trying to update a row with a lookup column. Tried this for one hours. By using the plural name of the table it finally worked. This is INSANE MS!!!

  • @micharadziszewski6202
    @micharadziszewski6202 18 днів тому

    Thanks a lot Damien! I always used get a row by ID and from there I took oData but with your approach is a way easier!

  • @JonDoesFlow
    @JonDoesFlow 10 місяців тому +1

    This is superb as always. Thanks Damien !

  •  10 місяців тому +1

    Lookups with that plural logical names is the bread and butter of working with dataverse tables. Such popular use case for patching option sets. Great demo Damo as always! 🤘PS: Love the hover effect for notes in the new designer. For demo purpose you can also put your expressions into the Notes field, So you won't cover the expression editor in classic with your profile.

    • @DamoBird365
      @DamoBird365  10 місяців тому +1

      Thanks Kristof 👌 I’ll have to check out the notes feature 👍

  • @glendhingra8206
    @glendhingra8206 5 місяців тому +1

    Putting the plural "s" in logical name is so weird
    I was stuck on it for 5+ hours. Thank you for this!

  • @shaheenmarwari7458
    @shaheenmarwari7458 3 місяці тому +1

    Love this. Thanks so much.

  • @jahanv1593
    @jahanv1593 9 місяців тому +2

    Getting error as property attributename not exist, When I try to get choice value from list row action, filter ‘attributename eq ‘xyz’

    • @DamoBird365
      @DamoBird365  9 місяців тому

      try it without the filter, check the output history of the flow run and try and spot the correct attribute name. Otherwise please try the forum powerusers.microsoft.com/t5/Forums/ct-p/FL_Comm_Forums

    • @cherry2310
      @cherry2310 7 місяців тому +1

      Same issue for me also

  • @jeremyleff
    @jeremyleff 6 місяців тому +1

    Super helpful, thanks!

  • @BrunoLaflamme1978
    @BrunoLaflamme1978 4 місяці тому +2

    Thank you for the video, I need exactly what you are showing up. But I don't understand the use of the table 'String Maps' to get the choices of the 'choice column' colour in the table 'ANewTable' ... I miss something here and don't understand how to get these values

  • @PazzaarProductions
    @PazzaarProductions 6 місяців тому +1

    Thanks, this really helped me out!

  • @temidayolonge4566
    @temidayolonge4566 10 місяців тому +1

    Wonderful Damian

  • @jandjtempleton
    @jandjtempleton 8 місяців тому +1

    Hi Damian, How would you go about dynamically udpating the owner to match a lookup column. Eg a dataflow is populating a DV table which has a location column eg Store1 which gets applied to Location Lookup on import - We then need to update the owner to a team of the same name as the location so the Row level security works but I can't figure out the logic to make this happen? Any ideas?

    • @DamoBird365
      @DamoBird365  8 місяців тому +1

      You’ll want to patch to the Dataverse webapi? I’ve never done it before but there are pre reqs. learn.microsoft.com/en-us/power-platform/admin/update-record-owner

  • @Untethered365
    @Untethered365 10 місяців тому +1

    Very cool! On list rows 1, any reason you didn't use the Filter on the action (e.g. crg_name eq 'cricket')?

    • @DamoBird365
      @DamoBird365  10 місяців тому

      If I did that it would insert apply to each loops and everywhere I needed to access a lookup by string, I would need another list rows. This method means you can access your lookup values dynamically anywhere in the flow, as the values and ids are now in an object.

    • @Untethered365
      @Untethered365 10 місяців тому

      @@DamoBird365 I totally get you on the reusability of it elsewhere in the Flow, however I thought you only cared about a single sport record, hence the filter would get you that sport record, you use first()?['id'] and then you're good. I could be missing something :)

    • @DamoBird365
      @DamoBird365  10 місяців тому +1

      If it’s a single record, with a single lookup, you could use first, I don’t think you’ve missed anything 👍 you could check out my video on apply to each to learn more ua-cam.com/video/d99Rr5djcME/v-deo.html

  • @joinvin
    @joinvin 2 місяці тому

    Thanks for the wonderful demo. How do we handle large lookup tables say having 2000+ rows. Same approach or any effective solution?

    • @DamoBird365
      @DamoBird365  2 місяці тому +1

      Fetchxl might be a good route to explore.

    • @joinvin
      @joinvin 2 місяці тому

      @@DamoBird365 Thank you, let me explore.

  • @vitaliyb.2052
    @vitaliyb.2052 2 місяці тому

    thanx for tutorial. but what if I have quotes " in name of lookup fields?

  • @arunv1909
    @arunv1909 9 місяців тому +2

    Hi , is it possible to load power bi data to sharepoint list , i tried with run a query with dataset but it exports to csv not excel , can we export the data to excel with run a query with dataset in power automate

    • @DamoBird365
      @DamoBird365  9 місяців тому

      If you’re looking to export powerbi to excel, check out ua-cam.com/video/gtlklzi6MDg/v-deo.htmlsi=eMyuV558TxV4QBSD

    • @arunv1909
      @arunv1909 9 місяців тому

      @@DamoBird365 I m new to understand this, its bit not easy for me , but thanks

  • @islamshaban216
    @islamshaban216 10 місяців тому +1

    Awesome ❤

  • @ludogoke
    @ludogoke 8 місяців тому +1

    Great video Damian, im just wondering how would I go about bulk updating choice fields in dataverse table? Like I have two choices and I want to go from no to yes, without doing it manually?

    • @DamoBird365
      @DamoBird365  7 місяців тому

      How big is bulk? I don’t have a video on this one. You could ask on the forum?

  • @filipwinski4219
    @filipwinski4219 10 місяців тому +1

    Great, but why MS removed options: dropdown lists and multiselect list from the new designer?

    • @DamoBird365
      @DamoBird365  10 місяців тому

      For the input parameters? My belief is that it will arrive eventually. I thought it was useful to demo this to raise awareness.

  • @geralddahl9159
    @geralddahl9159 10 місяців тому +1

    Thanks for exploring/presenting this. I’m also wondering whether Power Automate has the ability to create new choices in a table for a multi-select option choice column? I’ve created playlists in UA-cam to categorize videos, however, I’d like to do this in Power Apps. Shane Young shows how to add a custom choice to an existing single select option choice column in SharePoint, but with his method (as I understand it) the only way to associate a video with more than one choice is to create two or more separate records for that video. Would you have any feedback, please, in order for me to achieve what I have in mind? Thank you.

    • @DamoBird365
      @DamoBird365  10 місяців тому

      I’m not fully understanding you. You want to add new choices to a record or new choice options to a column? And is this Dataverse or SharePoint? I’m always interested in use cases 👍

    • @geralddahl9159
      @geralddahl9159 10 місяців тому

      ​@@DamoBird365 Hoping to add new choice options to a column in Dataverse. So, if 'Favourite_Sports_Activity' includes Cricket, Football and Horse Racing and I decide that I want to add Golf I don't need to go into Dataverse solution, open tables, choose columns, select column, select edit option types, add an option, publish etc. Rather, I'm hoping that from within Power Apps I can be creating a record for a customer who for instance comes into a sports store, and when he tells the sales agent that his favourite sport is Golf or Water-Polo, that sales agent can use his or her Power App, the one they normally use to capture a customer's response as Cricket, Football or Horse-Racing, and from that Power App interface, kick off a flow that dynamically adds the new choice that needs to be associated with a record for this new customer. Again Shane Young does this in SharePoint however his method doesn't seem to result in an app that allows the sales agent to record two favourite sports for a customer. Thanks for this follow up question of yours - trust the week ahead will be full of more inspiration. ua-cam.com/video/GfY63JPdkcs/v-deo.htmlsi=bmkCjnmxaBACa7jw&t=1

    • @geralddahl9159
      @geralddahl9159 10 місяців тому

      @@DamoBird365 ​Hoping to add new choice options to a column in Dataverse. So, if 'Favourite_Sports_Activity' includes Cricket, Football and Horse Racing and I decide that I want to add Golf I don't need to go into Dataverse solution, open tables, choose columns, select column, select edit option types, add an option, publish etc. Rather, I'm hoping that from within Power Apps I can be creating a record for a customer who for instance comes into a sports store, and when he tells the sales agent that his favourite sport is Golf or Water-Polo, that sales agent can use his or her Power App, the one they normally use to capture a customer's response as Cricket, Football or Horse-Racing, and from that Power App interface, kick off a flow that dynamically adds the new choice that needs to be associated with a record for this new customer. Again Shane Young does this in SharePoint however his method doesn't seem to result in an app that allows the sales agent to record two favourite sports for a customer. Thanks for this follow up question of yours - trust the week ahead will be full of more inspiration. ua-cam.com/video/GfY63JPdkcs/v-deo.htmlsi=bmkCjnmxaBACa7jw&t=1

    • @geralddahl9159
      @geralddahl9159 10 місяців тому +1

      @DamoBird365 Hoping to add new choice options to a column in Dataverse. So, if 'Favourite_Sports_Activity' includes Cricket, Football and Horse Racing and I decide that I want to add Golf I don't need to go into Dataverse solution, open tables, choose columns, select column, select edit option types, add an option, publish etc. Rather, I'm hoping that from within Power Apps I can be creating a record for a customer who for instance comes into a sports store, and when he tells the sales agent that his favourite sport is Golf or Water-Polo, that sales agent can use his or her Power App, the one they normally use to capture a customer's response as Cricket, Football or Horse-Racing, and from that Power App interface, kick off a flow that dynamically adds the new choice that needs to be associated with a record for this new customer. Again Shane Young does this in SharePoint however his method doesn't seem to result in an app that allows the sales agent to record two favourite sports for a customer. Thanks for this follow up question of yours - trust the week ahead will be full of more inspiration. ua-cam.com/video/GfY63JPdkcs/v-deo.htmlsi=bmkCjnmxaBACa7jw&t=1

    • @DamoBird365
      @DamoBird365  10 місяців тому +1

      @geralddahl9159 I reckon you could do it with the web api here learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/create-update-optionsets I’ve demo’d this api when duplicating a flow in a solution. Interesting use case 👍

  • @dennyoy5093
    @dennyoy5093 3 місяці тому

    hi, the video is fantastic, but I'm unable to retrieve the attribute name. I'm getting an error stating 'property attributename does not exist'. I've verified the column name from the properties, but the issue persists. Additionally, I attempted to select columns using attributevalue and value without filtering, but encountered the same error.

  • @wjameswilliams
    @wjameswilliams 10 місяців тому +1

    As someone who's just starting out building Model-driven Apps with Dataverse, this was really interesting, thanks!
    Is it always the case that you add an s to the table name to get the plural name, even when that would make no sense grammatically? If not, is there a way to retrieve the correct plural name dynamically in Power Automate?

    • @DamoBird365
      @DamoBird365  10 місяців тому +1

      It’s an area I’m learning in too in all honesty. Here is a good link learn.microsoft.com/en-us/power-apps/developer/data-platform/entity-metadata

    • @wjameswilliams
      @wjameswilliams 10 місяців тому +2

      ​@@DamoBird365 Thanks for the info - with that and some more googling I was able to use the "HTTP with Microsoft Entra ID (preauthorized)" connector's "Invoke an HTTP request" action to access the Entity Metadata - I found the url for the definition for the table in the Table Properties screen, under "Tools" then "API link to table definition". Then in the body of the response was the LogicalConnectionName property which I was after, so the expression I ended up with in the lookup column of my new row was: concat(body('Invoke_an_HTTP_request')['LogicalCollectionName'],'(',outputs('Compose_1'),')') 👍

    • @DamoBird365
      @DamoBird365  10 місяців тому +1

      @@wjameswilliams love it 👍

  • @ashokreddy9723
    @ashokreddy9723 24 дні тому

    My requirement is I want import excel data into dataverse table , I am able to inser all colums but there are 2 lookup columns and one choice column in the table I'm trying from yesterday morning but still not able to complete can anyone give suggestions for this.....

  • @AdamHaas
    @AdamHaas 2 місяці тому

    7:55 I'm confused on what you're doing. How does "attributename" perform a lookup?

  • @danielwinter7575
    @danielwinter7575 26 днів тому +1

    OMG thank you so much! Was trying to update a row with a lookup column. Tried this for one hours. By using the plural name of the table it finally worked. This is INSANE MS!!!