Power Apps Model Driven Apps: Cascading and Filtering Lookups Tutorial
ฝัง
- เผยแพร่เมื่อ 28 ม.ค. 2025
- This video shows options for working with and configuring lookups in model-driven apps, using Advanced Lookup, configuring and changing the lookup view, and configuring cascading lookups (e.g. when you select an account, the contact lookup only shows contacts from that account)
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Lisa. May I say - in all sincerity - that I love, love, love you!!! This video hit the nail on the head to an issue I was facing. Thanks a million.
Thank you, very glad to have helped.
Clean, fast paced and very clear. The way I like my PowerApps tutorials in the morning... Great! Thx!
Amazing, as usual. Nice to start my day learning how to do something in Power Apps that I was wondering about.
thank you for bridging this up, I was looking for this to change the drop down
This is a great video, is there a way to filter the look up view for selected sub grids, when using the "Add Existing" option, whilst maintaining an unfiltered lookup view for example when sharing records.
Great as always! Any way to get this to work on "edit grid view" view as well? The dropdown only seem to work in a form context with the settings you showed in this video, and that is not really sufficient for bulk editing/uploading. Thanks!
We are getting some grid view enhancements coming through in Wave 2 so perhaps that might be something we see in future there.
Hi Lisa, similar to your other videos, this was very clear, precise and easy to understand. I learnt a lot from your videos. Thanks for that.
May ask of a help on an issue I'm stuck at, please,
When I call for multiple fields from one table to another table form (e.g- Country, City, Building), in lookups it shows the correct values, but once I select a value, in form I get only the primary name value (eg. If I select City as London, the form displays the Primary Name value of the country Name UK. Any hints?
That's the way the lookup behaviour works - it will only show the primary name after you have selected the lookup. If you want to see other information from that related table, you can use a quick view form - tutorial here th-cam.com/video/TU9VtY4LZLk/w-d-xo.html
This is all great. But :) how can I allow the user to filter on the lookup view itself? Like looking for a meeting room bigger than 10 places and a beamer or any other property of the room?
Hey Lisa, thanks again for the awesome content! Is it possible to create a lookup field that only displays team members who have the same manager (from the Entra ID users/table)?
Lisa, thank you for all your videos. I am trying to build an ordering and inventory app. I have a master Item table with information by item I would like some of that information to populate in the order table. For example an Item has a standard unit of measure. I would like to be able to select the Item in the Order and have the standard unit of measure automatically populate. Do you know a way this can be done?
Is there a way to have the lookup look either direction? Start with the state and it filters both the country and city choices. I think it's only allows us to choose one of them.
Hey Lisa thanks for good content as always but I have a question
from what i've seen your video I have a question about relationship which is the problem that i facing now
from your form (table)
account is many to one to your table
contact is many to one to your table
but contact is many to one to account
so in traditional database relationship
we can have only 1 fk(lookup ,relationship) to contact table is enough to pull the data from other relate table
my question is
it is possible that we can have only one relationship with account or contact ?
and keep 2 select field as the same
if yes how can we achieve it ?
I am working around to find the way that can we have 2 drop down field but keep relationship with only 1 table
1 is for select contact
2 is for filter account from selected contact
thankyou
Thanks for the video! Is it possible to that assigning to a choice field?
I have a choice field of buildings and want to filter the rooms based on the building.
You can't do that with the out of the box configuration, but there are community members who have created controls that allow you to do this - this one by Andrew Butenko is very good pcf.gallery/dependent-optionset/
Thank you Lisa. This is very useful :)
You're so welcome!
Love your videos. Is it possible to look up data on a form outside of a 'proper' dataverse relationship? I had to import some data and tableB references an ID in tableA... on a form I'd like to filter based on the foreign key
Great video. Thanks Lisa.
You are so welcome!, thanks for watching.
Thank you Lisa, very useful, gives a more professional touch to my app:-)
Thank you Lisa. Do you have a video for Model Driven table relationships? In SQL you would have to assign a primary key (like autonumber) to most tables to join them...how does this work in PowerApps? Is there a primary key created for each table (behind the scenes)?
Hi K C - it's on my list of videos to make, coming up soon, stay tuned.
@@LisaCrosbie Also, how do reports work with Power Apps :)
This is some good stuff! 👍 Thank you!
Awesome, thanks 😊
Great video as always! Is there a way to select multiple values? For example, I have a family account and want to lookup multiple people from a contact table to add to that family account. Is this possible using a lookup field in a Model-Driven app?
A lookup field will only allow you to select one value. For the scenario you describe you should create a 1 to many relationship and show all the contacts selected in a subgrid.
Hi Lisa, Is there a way to trigger an autofill in a lookup view based on a choice field within a model-driven form?
You could do something like that with Power Automate, depends how many options you are working with though. It's an unusual thing to want to do, what are you trying to achieve, there may be a better way to approach it?
Is that possible to add multiple records in single look up section
Related Records Filtering in this i dont see columns which are present but not shown
Amazing tutorial. Thank you!
Thanks for the video, when I select the row I am looking for in the lookup field, it automatically switched the value to the primary column value regardless of what columns showed up in the lookup view. Can you help? :-)
You're not doing anything wrong, it will only ever display the primary name in that lookup once it's selected. If you want to see other data from that related record you need to use a quick view form - see my tutorial here studio.th-cam.com/users/videoTU9VtY4LZLk/edit
@@LisaCrosbie Thanks, I know how to use the quick view form, but this isn't exactly what I want. I want both tables to display a few columns that are identical based on the lookup column. The form view is one thing, but I would like that data to stay with the table without having to look at the table's relationships. The only way I can figure this out is using power automate flows. Do you know if there is another way? Just seems like it should be simple and I would rather not have to wait for a flow to execute.
I'm not entirely sure I understand your question correctly but I think what you might be looking for is the "mapping" feature, where when you add the related record it maps information across to the other table (actually makes a copy of it into the fields on the parent table, rather than just making it visible in the original table). I'm working on a video on all this but in the meantime this might help - learn.microsoft.com/en-us/power-apps/maker/data-platform/map-entity-fields
Gday Lisa, Could this work in reverse where we could type Contact and then lookup Account? Would there be any additional changes required
Because that relationship is the other way around, (many to one) it works differently. You can set it up that once you select the contact, the account field is populated with the account associated with that contact
Hi Lisa! How do you autofill a field based on a previous field's value on an Orders Form? For Example: Account is set to "Company1" which should autoselect field Team Name to "Team1". My Account table has the new Team Name column to store which team corresponds to each account (setup as a lookup to a new Teams table). Is this through a power automate flow that needs to run on record creation? Or a PowerApps workflow? Or is there something simpler? Thanks!
So I found the Quickview component and added it to my Main Orders Form and adjusted the Card's Quickview Form to show the fields I want to display, however, the Quickview component does not show any values in the Edit App mode and the Quick view component doesnt show up at all when I try to play the App. Am I missing a setting to populate and show! Everything is saved and published too! Haha.
figured it out! I was referencing the wrong field, so the QuickView was never appearing because the "selection" was blank when it had no data in it. Tying the QuickView to the right field is important, i guess...lol!
Well done!
How do I get my lookup field on the form to search for other columns in the looked-up table, and not just searching on the Primary Name column?
Have a look in the views for your table (the one that is the lookup) and you’ll find one called “Lookup View” and add the columns you want there. The first 3 columns in that view are displayed when you browse or see the search results
Hi Lisa, what if I need a list of Work Order Substatus to be populated based on the combination of Work Order Type and Work Order Status (System Status) in Model Driven Apps. How do I achieve that?
Status includes status reason, which is an option you can use. Or if you need it to have a concatenated value you can create a flow in Power Automate that will combine values into a text column.
@@LisaCrosbie
Thanks for the response.
1. I am still not sure how the "status reason" is an option when I need a list of work order substatuses to be populated by the work order type and the system status.
2. Power Automate approach may do the trick with two concerns. First, it seems to be overkill compare with non-powerapps solution. Essentially, to achieve this we have to pay money because Power Automate costs money. This operation seems to be a little, but together with here and there that require to use Power Automate, it will be a lot. Second, Power Automate approach requires the Internet or online. If my application needs to run offline completely (say 8 hours continuously), this approach would not work.
Am I correct for both of them?
How to disable ( discard changes or save changes popup ) for lookup column ?
Hi Lisa, thanks, this is a straightforward and clear tutorial. The same thing can be done without switching to the classic isn't it?
At the time of recording switching to classic was the only way to do this.
Hi Lisa! This may be hard to explain…but after I applied this, I went to my Contacts lookup and noticed that it was set to “Recent Records” (on the top right after you start typing), while yours is set to “All Records”. Yours gives you the option to select “Recent Recrods” while mine gives me the option to select “All Records”. Do you know how to change this so I too have the default set to “All Records” with the option to select “Recent Records”?
Have you find any solution to this? I am having same issue.
Thank you for your video. By now, there is no need to go to classic version anymore.
Yes, they've added a lot more to the new maker experience since I made this video. There are still a few things that require classic but less and less.
Hi Lisa, your solution works for me but whenever I am migrating my data to different environment in power apps, its not working.. any solution for this??
Sorry that’s not a question I can answer from that much information, you’d need someone to have a look at what’s not working and why.
Thanks a lot, this is really helpful! I'm a big fan! Could you please explain how to build a join view in a model driven app?
Thanks Dav id, what do you mean by a join view?
@@LisaCrosbie let's say that I have a student table an exames table and a corrispondance student-exames table with the score as attribute. I would like to view in one table the name of the student and the average exames score for each student. Is there a way to do something like that in a model driven app?
is there an advanced course available with all the updates from 2023?
I"m working on something, let me know if there are specific topics you'd like to see covered.
@@LisaCrosbie Would love to understand advanced entity relationship modelling, especially focusing on complex multiple-to-multiple connections, delve into custom report generation and data visualization techniques, master automated email notification systems, integrate workflow automation via power automate, implement advanced role-based access control and security protocols, and leverage client-side scripting with custom JavaScript functions
Neat!