Yeah it's deficult to grasp everything in 1 go. I can't imagine how much efforts you put to create this content. Extraordinary work🎉🎉 Thanks a million 😊😊😊
Lisa, you're amazing! It makes sense, and I improved the app like crazy because of you. I hope Microsoft is in awe with how much you're helping them getting this product used!
Lisa, I can't thank you enough... I have sent you a little something, I know it is very little in comparison to what you have given me but still, that's all I can give as of now, apart from all the love, good luck, and best wishes for your success. You are one awesome soul.
Your explanations helped a bunch! I am came from the Canvas side, but now I have even more of an appreciation of the Model-Driven. Thank you for your highly informative and clear videos!
This is pure gold... this is all that I have been fumbling with for a while now... I Have understood a lot about Model-driven apps from your videos and this fills all the gaps. I am sure I will not be able to implement everything in one go, but this brings in the clarity needed to continuously deepen my learning and familiarity into the world of Model_Driven Apps. Thanks a lot, Lisa, you da best!
Yes, please more of this advanced type of content. Javascript onLoad, on Change onSave, PowerFX on command buttons, strategies/frameworks to keep all of this straight in your head 😛
PowerFx on command buttons is on my list, but javascript is not my game at all. I'd recommend Scott Durow's channel, he has the best advanced content on that stuff, really clearly explained. www.youtube.com/@ScottDurow
What a useful video - thank you very much ! I remember the hassle in the 'old days' when you had to make a Many-to-Many relationship by using a 'bridging' table. Using Dataverse tables takes all that pain away. So glad I saw this video first, as I was going to create a 'bridging' table. Glad I don't have to now 🙂. Thank you!
31:18 this "formats" part is exactly what i need though. do you have any videos on creating these? We are moving from a CRM that had "flags" for each contact that were able to be searched by those flags. In this case, looking at all the books with paperback formats is what I'm looking for.
Thanks so much for the support, really appreciate that. The "format" field in this video is a Choice column with multiple options set. You can easily configure that for your model-driven app (or Dynamics 365 Sales which is the CRM part of the platform if you want to move to a full CRM). In my full tutorial here at 16:34 I show how to create a choice column. It's not in the video but it's the same as this, but you check the button that says '"allow multiple selections"". ruclips.net/video/HrILchHvMUA/видео.htmlsi=j_Hl38GQL0SeuRZb&t=994
Lisa, great video on a topic that is not handled well in the documentation. Microsoft should link to this video when the subject of lookups is searched
The quick view form was just what i was missing THX. I normally work with Canvas apps, and that is a complete different thing when I need to get related data from a lookup, so this was the missing part of the puzzle. Thanks for showing it - and keep up the good work 👏👏
Hi Lisa! Videos are really great and informative! Quick question - if you've created a many-many relationship for a model driven app as you did with BooksAuthors (letting PowerApps do this rather than creating an intersect table yourself), how does one import data for Books and Authors (from CSV) and link them if the underlying intersect table is hidden away? Is there some crafty way to do this or an alternative to join the data?
Good idea, yes, I’ll add that to the list. The customer polymorphic lookup is just there and ready to use, can you give me an example of what other use case you have for a polymorphic lookup?
@@LisaCrosbie My use case is around a Maintenance Management application. The scenario involves the following tables 1. EQUIPMENTS: This table contains a list of all the equipments that are owned by a business. It also contains information such as Model, Type of work performed, and Location of an equipment. 2. EQUIPMENT MODEL: It contains a list of Models, Manufacturers, etc for each equipment in the EQUIPMENTS table. 3. EQUIPMENT DUTY: Contains the function of each equipment. For e.g. blower, boiler, heater, pump, etc 4. LOCATION: An area/region of the business where the equipment is located. Such as North, South, East, West, etc. 5. TASK TEMPLATE: Contains a list of inspection or preventive maintenance tasks that are driven by manufacturer’s recommendation, standard practices, or local laws. So to categorize each task accordingly, I want to add a polymorphic Lookup column in this table that Looks up one of the three tables- Equipment Model, Equipment Duty, or Location. 6. EQUIPMENT TASK: This table Looks Up a task from the TASK TEMPLATE table and an equipment from the EQUIPMENTS table. Having a polymorphic Lookup column in the TASK TEMPLATE table will help narrow down the tasks that can be assigned to a selected an Equipment in this table. A Car manufacturer can also have a similar scenario when they have to initiate recalls. A recall can be either engine specific, car model specific, or location specific.
Lisa, thank you so much. all of your videos are so helpful. I am just starting to learn Power Platform and I am trying to wrap my head around all of the things you *can* do in Model driven apps. For example, in the data mapping functionality, this video explains what it does for you. The technical docs just list how to do something, but not really how that applies to the functionality of the app itself. Can you show this for Rollup and calculated columns? how using these types of fields apply in a model driven app?
Another great video - thank you! Would you be able to do a MDA video on how to have multiple teams be responsible for each stage of a business process flow? For example after record creation, it goes to Team A and then to Team B and so on. Knowing how to assign a team/security role to a stage would be really helpful!
Another great video! Mapping is exactly what i was looking for. I am building out an app for internal use where items are selected and checked out to a user, similar to your asset app video. I was wondering if there is a way to map an image field as well. I am sure i can do the display using the quick display, any direction on this?
This video was very helpful. Though I'm having an issue now where I have made a many to many relationship but on the parent form I want to display a "roll up" but because it's now a M:M relationship I'm unable to do so. This would be like having a "Total Authors" field in your example around 29:22. Is there a known workaround for this sort of thing and/or how would I go about doing that sort of thing? Any assistance is greatly appreciated!!
Great value!!! I learnt something new with mapping fields using classic view. Thank you for showing that One question I have is regarding adding meta data to multiple to multiple relationships. How can we create conditions so the end user can add all of that in an easy way rather than adding single lookups for every line-item
I really enjoy your videos and have been learning a ton! I have a general question on the Formula Columns, how complex of a calculation can you do in these? Do you have any videos where you dive into them more?
Fantastic video. This was definitely helpful. To take this one level deeper, many-to-many is great for when the information just needs to be visible within the app itself, but what about if I need to extract that data? Real world scenario - Using the authors example in the video, what if I wanted to generate a PDF for the entire Good Omens entry and be sure that includes both Neil and Terry as the authors? I already know that I would need to use a Canvas app on a model-driven custom page to generate the PDF using the Dataverse content, but, since the table doesn't technically exist, how would I display the authors? Thanks in advance.
@LisaCrosbie - alternatively, if we are unable to access the many-to-many relationship table, and we have to create our own table, is there any way to automate the population of that table based on the hidden relationship table to take advantage of both functionality? The downside is that really breaks normalization. Would "keys" help prevent that? I know how keys work in a regular SQL db, but not as they relate to Dataverse. I haven't seen a recent video from you about the "keys" feature in Dataverse.
Brilliant! Thank you for this. It was most helpful. I have one more requirement that you didn't address. It's a of a hybrid of your discussion of making/using lookup tables and the last part of your discussion on M:M relationships. I have a scenario where I have set of four cascading lookups, where the value of the 2nd lookup is filtered by the selection of the first lookup. The complication I have is that in the definition of the 2nd lookup, it can actually be related to more than one value from the first lookup. Think of the extension of your example of city names in states. The same city name may be unique within the state but it may not be unique within the country or world. Right now I've implemented this as a set of lookups called Lvl1, Lvl2, Lvl3, and Lvl4 where Lvl2 has a lookup to Lvl1 and so on. In the Lvl 2 table I need to duplicate the value in the name column for each different relationship to a value from Lvl1. I don't like this because it introduces duplication. What I'd prefer is to use M:M relationships between these tables to eliminate the duplication. Is it possible to use the M:M relationship as the lookup on a form where these four cascading values need to be used? Would I have to manually create the "middle" table and use that as a lookup? Also, thanks for the section on security and controlling the ability of users to add new lookup values. That was vexing for me and I couldn't find an explanation for how to do that. It did not occur to me that the reason I was seeing the feature was because I am an environment admin.
Great add-on for the previous videos. About filtering. Using this example, after selecting state, how could I find a city by by filtering another, non-related column? Or, in general, how can I allow the end user to further refine lookup results by filtering on multiple columns? Thanks.
If it’s not related then the filtering won’t help. Can you give me an example of a use case? You can set up business rules or Power Automate flows to populate a particular value for state based on some other data point, would that help?
@@LisaCrosbie like I want to assign a meeting room to an event, that have at least 10 seats. There is a relationship between the events and the meeting rooms, but they have tons of properties, that are not related, and sometimes, like the capacity, it is not possible to force relation.
I haven't done anything on lookups in canvas apps - I'd suggest looking at Shane Young's channel, he will have something. ruclips.net/channel/UC7_OGRP8BYvtGB8eZdPG6Ng
Hi Lisa,Thanks for the video. What would be best practices is to to create lookup of custom table with Exiting table ?or to create new Existing table .Could you please suggest...
Hi, love your video. This filled almost all of the missing pieces in my app. One question, for the QuickFind, is there a way to search for contains text. For example: if the user input "A", it will return like "Car A", "Car ABC"?
I thought you already teach me the essential on your previous vid, ... that's not true, once more you create the surprise with the Mapping or Many to Many, with your talent of pedagogy. Warm thank you. and happy new year
At 33.47 I show how to create a subgrid on the book form which will show multiple authors - but in the view (grid), unfortunately not, if you use many to many. You can show the related parent table if it's many to one, but the grid format doesn't work with many to many
Great video. When you were working with the mileage on the car and mapping, is the mileage on the car table being updated with the new service appointment mileage? Basically I’m wondering if the service appointment table is also showing the mileage, like service history mileage.
No, this is a one-way static mapping from the parent table (Car) to the child table (Service Appointments). For your scenario I wouldn't do it the way I've shown here, I would have the mileage column on each table and then create a flow in Power Automate that is triggered when that column is updated on the Service Appointment table, get the related car record, and update the value on that column in the car table.
Brilliant video with many moving parts. This was what I asked for and I got much more, Thank you. I'll have to watch this again and again to digest it fully. Thanks for taking the time to produce this video. A quick question... is it possible to share the tables you used in a solution? I really want to walk through this and replicate it myself. That's the way I learn quickly. Will really appreciate it.
When you choose the columns on the Service Appointment view, there is a tab called "Related" where you can go in and choose that related Car table, and then select the columns you want from that and just drop them in to the view.
Hi Lisa! Thank you SO MUCH for your videos! They have helped me build my first model-driven app and I'm now working on my second. I'm hoping you can help with a question I have about the idea of mapping to columns when importing. First - thank you for answering this question in the video - I couldn't find anywhere that explained how to map imported data when the relationship between the tables is based on a field other than the "primary" name field! My question, though, is it looks simple enough when you do a manual import, but I will be setting up a flow to do this on a daily basis. Do you have any resources on how that would be done? Thanks again!
Hi Lisa - Great video and very helpful thanks. I still have an issue though regarding sub-grids. I would like to display all available options in the sub-grid and then have the user associate the client with the relevant items by them selecting the checkbox alongside it. Is that possible?
Hello Lisa, Thank you very much for your content that helped me a lot. I was here wondering if it is not possible to do the mapping without resorting to the subgrid? That is, when selecting an item through the lookup, the rest of the form information will be filled in automatically. I remember that it was possible to do this in access.
Can you give me a specific example of what you want to achieve and which way the relationship goes? You use a subgrid to add a related child record (one to many) and a lookup to link a parent record (many to one), I can’t see the use case for mapping “up”
@@LisaCrosbie Thank you Lisa for responding to my request for help. Example: I have a form originating from table2 with the following fields: Product name Customer Name -> Lookup -> Table1. Customer’s name “I want that when I choose Customer Name from table 1, the columns below are also filled in with the values of the corresponding fields also coming from table1 Address County Zip code As an example, I have two tables. Table1 has the following columns: Customer’s name Address County Zip code Table 2 has the following columns: Product name Customer name -> Lookup -> Table1 Product code Address County Postal Code.
Hi Lisa, again, amazing video and very, very helpful! I got it to work, tried doing the same on a Canvas app but /I'm guessing it's just not possible, but successful on the Model-driven version - however, on my lookup field, I'm only getting the first 20 entries of a 2500 row table coming through - I can't find a parameter that I need to change, any suggestions? (I had thought initially, give Dataverse a chance to catch-up, so left it 24 hours and tried again, still the same 20 records only)
Help, does anyone else know the answer to this? I've searched online for 2 weeks and can't find a solution, I'm absolutely stuck! Even tried creating new tables but the same thing happens.
Hi Lisa, thanks again for your excellent work. Very interesting for me was the mapping thing. I made everything like you showed, but there is no mapping ! Di you have an idea? The data format is exactly the same ! Seems like the two columns had no connection but they are shown in the relationship correctly…a mystic ! And I was so happy seeing this as I needed exactly this information!
I love your videos and almost have a completed Survey constructed, but I can't figure out how to show multiple selects in view lists. I think I saw that yours show commas separated in your list views.
Lisa - all this is amazing and your content is top-notch. Yet in the area of Lookups., there is still some grey area where many people (incl myself) stumble a lot. With multiple tables (source is dataflow), all having a common column, which is a lookup column to the master - when data is imported from Dataverse Dataflow, the values in lookups do not get populated. From what I see, the alternate key may be the answer. Hence my humble request - any chance of seeing a video with Data Import from Dataflows and Keys in the tables? Thanks and again - enjoying your vids so much!
You can edit the Primary Name column data type to Autonumber. (Primary name has to be either text or autonumber). If you choose autonumber, remember to change it from Business Required to optional as well.
good stuff, regarding the last 5min of the video where we have many to many, just want to know how the data it is getting saved in the column when we have many to many relationships as I can't see any data in table column but in form view
One more thing I wanted to ask Lisa, suppose I I have 2 tables in one to many relationship and I want to create a percentage completion view where all the related fields are counted from the many table and then the completed fields are calculated and then the division is shown in the one side of the table in a column. How will I achieve that in a calculated column, which functions can I use?
Hi Lisa, the mapping function is exactly what I was looking for!.. kinda annoying we need to switch to the old system to access these essential functions... I have a question, I am having issues with the timeline, I've created a custom activity table but no matter how I create the record it does not show up in the timeline... is this something you can help me with? Thank youuuu
Another great video. I learn so much from these videos and would pay for any Udemy class you develop. Idea for a future video.,,, I need to create a table view with columns from related tables more than level up. For example, Parent, Child, Grandchild. I want to see columns from all three in one view. Power Apps appears to only allow columns from directly related tables.
Lisa, you're amazing! I just wondered if I could use the mapping to help with a problem i've got at the moment - i'm building a CRM tool to track stakeholders on a programme where 95% of those stakeholders are internal to the org and are already stored on the users and AAD tables; how can I copy this data over to the contact table so i dont end up with 3 tables all holding the same information? Could mapping help with this as I see I cant set up users to work on the timeline so am stuck!
Another very good video but i am stuck on a few bits. For adding more than one record, does this data go anywhere? Or is it effectively just saving a filter on a view of selected authors so i cant pass that information on.
Yes, it goes into the other table. So in the books and authors example in the final chapter here o have a table for authors and a table for books connected by a many to many relationship. From a book I can see all the authors, from the author I can see all their books
Hi Lisa, first of all thanks for the content. I have a question about filtering: I want to do something that is much more simple than what you explained: I want in a lookup column to "account" table (as referenced table) that allows only the elemets that in the "account" table has specific column values (for example those values that in a "Yes/no" column the value is "Yes"). How can I do that? I think that the filtering that you explained is much more case specific and I have found it explained in several places. But something as simple as I am proposing I have not found in any place. Thanks in advice
I have find the way to filter values in a lookup, it is so difficult that I will answer myself: 1 - Do a view in the reference table that filters the values in the way you want to be filtered in the lookup table. 2 - Go to the form where the lookup field is used. 3 - Set power Apps in the "classic view" (yes, something that simple as filtering a lookup is not available in the "new view", or at least I have not been able to find it, correct me if wrong). 4 - Double click in the lookup field that you want to filter (a window opens). 5 - In the "Display" tab scroll down till "additional properties" there you can filter by the view created at step 1. I do not know if there is an easier way to do it... I have not found it.
Awesome video. Say I have "BogPost" entity and Tags. Tags has Name, Id, etc... Multiple tags can be assigned to a BlogPost and it should be a multi select dropdown on the BlogPost form. How can I do that?
Hi Lisa. Question about mappings - I have a table where I need to look up two email addresses (1st approver and 2nd approver) against the User table. I am trying to use mappings for this instead of Power Automate, but I am not clear on how to designate mapping one for 1st approver and mapping two for 2nd approver. I think the system will get confused as there are two separate 1:N relationships to the same table. Any advice on this?
hey thank you for your video. is ist possible to have a look up to azure ad users? because I want to see all the users from the company, but not all of them are in the environment, so user table is not helping.
After field mapping, if I directly go to create New Service Appointment and populate a Car field, how can I auto populate related fields such as make and model in that case? I am not creating a new service appointment from Car table.
I have a question and I have no idea how to resolve it. I have three tables that are related in the following order (Campaigns -> Expenses -> Payments), I would like to create a view where I can analyze the total expenses and payments per campaign.
Hi Lisa, I'm not sure that I'm doing this properly. I've created a Many-to-Many relationship, then created a sub-grid on the form - the subgrid is appearing on the Power Apps display but not at all appearing on the testing of the form. I'm not entirely sure what I'm doing wrong here.
Scratch that, I got it working - BUT the table doesn't seem to want to save the information. So I can now see the Authors, but if I was to click on that entry again, the authors aren't there again, I'd have to add them. Am I missing something?
You can also create a new record using a subgrid, it doesn't have to be existing. If you mean that you have to create and save the main record before you can add related records to it, I can't see that changing to be honest.
If you enable the activities on a table, you will get an error when you use the "visualize this view" button. It is in the small print on the Microsoft site but it took me 2 weeks + Microsoft support to find out why... It will be solved someday. Anybody know a workaround?
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Yeah it's deficult to grasp everything in 1 go. I can't imagine how much efforts you put to create this content.
Extraordinary work🎉🎉
Thanks a million 😊😊😊
Lisa, you're amazing! It makes sense, and I improved the app like crazy because of you. I hope Microsoft is in awe with how much you're helping them getting this product used!
Wow, thank you so much, really appreciate that 😊
Lisa, I can't thank you enough... I have sent you a little something, I know it is very little in comparison to what you have given me but still, that's all I can give as of now, apart from all the love, good luck, and best wishes for your success. You are one awesome soul.
Your explanations helped a bunch! I am came from the Canvas side, but now I have even more of an appreciation of the Model-Driven. Thank you for your highly informative and clear videos!
25:13 - WOW! Again, I keep coming back to your magical videos! THANK YOU!!!!
This is pure gold... this is all that I have been fumbling with for a while now... I Have understood a lot about Model-driven apps from your videos and this fills all the gaps. I am sure I will not be able to implement everything in one go, but this brings in the clarity needed to continuously deepen my learning and familiarity into the world of Model_Driven Apps.
Thanks a lot, Lisa, you da best!
Yes, please more of this advanced type of content. Javascript onLoad, on Change onSave, PowerFX on command buttons, strategies/frameworks to keep all of this straight in your head 😛
PowerFx on command buttons is on my list, but javascript is not my game at all. I'd recommend Scott Durow's channel, he has the best advanced content on that stuff, really clearly explained. www.youtube.com/@ScottDurow
Glad i came across this video. Spent all night looking for how to change the primary lookup column till I found this.
What a useful video - thank you very much ! I remember the hassle in the 'old days' when you had to make a Many-to-Many relationship by using a 'bridging' table. Using Dataverse tables takes all that pain away. So glad I saw this video first, as I was going to create a 'bridging' table. Glad I don't have to now 🙂. Thank you!
You don’t have to but you still can if you want to edit any properties on that bridging table
You have bailed me out again Lisa! The quick view widget was the perfect solution in my app. Excellent content. Cheers! 👏👏👏
31:18 this "formats" part is exactly what i need though. do you have any videos on creating these? We are moving from a CRM that had "flags" for each contact that were able to be searched by those flags. In this case, looking at all the books with paperback formats is what I'm looking for.
Thanks so much for the support, really appreciate that. The "format" field in this video is a Choice column with multiple options set. You can easily configure that for your model-driven app (or Dynamics 365 Sales which is the CRM part of the platform if you want to move to a full CRM). In my full tutorial here at 16:34 I show how to create a choice column. It's not in the video but it's the same as this, but you check the button that says '"allow multiple selections"". ruclips.net/video/HrILchHvMUA/видео.htmlsi=j_Hl38GQL0SeuRZb&t=994
Lisa, great video on a topic that is not handled well in the documentation. Microsoft should link to this video when the subject of lookups is searched
Köszönjük!
Thank you so much ☺️
Lisa, the filters in the Quick View are magical! Yesss!!! Thank you for the tip!
The quick view form was just what i was missing THX. I normally work with Canvas apps, and that is a complete different thing when I need to get related data from a lookup, so this was the missing part of the puzzle. Thanks for showing it - and keep up the good work 👏👏
Detailed coverage of lookups, one of the confusing topic in model driven app. Thank you very much.
Thanks!
Wow thank you, that’s very generous of you, appreciate that so much. 😊
Hi Lisa! Videos are really great and informative! Quick question - if you've created a many-many relationship for a model driven app as you did with BooksAuthors (letting PowerApps do this rather than creating an intersect table yourself), how does one import data for Books and Authors (from CSV) and link them if the underlying intersect table is hidden away? Is there some crafty way to do this or an alternative to join the data?
The missing link .. Classic Mode Mappings! Marvellous!
Hi Lisa. This video helped so much for the demo I have to do in 2 weeks... WOW! Thank you.
Awesome, love hearing that - and good luck with your demo.
Very informative video Lisa! Thank you :). Would it be possible for you to show how to create polymorphic lookups in one of the future videos?
Good idea, yes, I’ll add that to the list. The customer polymorphic lookup is just there and ready to use, can you give me an example of what other use case you have for a polymorphic lookup?
@@LisaCrosbie My use case is around a Maintenance Management application. The scenario involves the following tables
1. EQUIPMENTS: This table contains a list of all the equipments that are owned by a business. It also contains information such as Model, Type of work performed, and Location of an equipment.
2. EQUIPMENT MODEL: It contains a list of Models, Manufacturers, etc for each equipment in the EQUIPMENTS table.
3. EQUIPMENT DUTY: Contains the function of each equipment. For e.g. blower, boiler, heater, pump, etc
4. LOCATION: An area/region of the business where the equipment is located. Such as North, South, East, West, etc.
5. TASK TEMPLATE: Contains a list of inspection or preventive maintenance tasks that are driven by manufacturer’s recommendation, standard practices, or local laws. So to categorize each task accordingly, I want to add a polymorphic Lookup column in this table that Looks up one of the three tables- Equipment Model, Equipment Duty, or Location.
6. EQUIPMENT TASK: This table Looks Up a task from the TASK TEMPLATE table and an equipment from the EQUIPMENTS table. Having a polymorphic Lookup column in the TASK TEMPLATE table will help narrow down the tasks that can be assigned to a selected an Equipment in this table.
A Car manufacturer can also have a similar scenario when they have to initiate recalls. A recall can be either engine specific, car model specific, or location specific.
Wow that's a gem. Thanks Lisa, the video helped me alot with lookups ❤
Amazing work as usual, Lisa. Thank you so much.
Lisa, thank you so much. all of your videos are so helpful. I am just starting to learn Power Platform and I am trying to wrap my head around all of the things you *can* do in Model driven apps. For example, in the data mapping functionality, this video explains what it does for you. The technical docs just list how to do something, but not really how that applies to the functionality of the app itself. Can you show this for Rollup and calculated columns? how using these types of fields apply in a model driven app?
Thank you, and good suggestion on the rollup and calculated columns, I'll add it to my list.
Thank you Lisa your videos are amazing and really well explained and I have used your suggestions effectively in my organisation.
Another great video - thank you! Would you be able to do a MDA video on how to have multiple teams be responsible for each stage of a business process flow? For example after record creation, it goes to Team A and then to Team B and so on. Knowing how to assign a team/security role to a stage would be really helpful!
Another great video! Mapping is exactly what i was looking for. I am building out an app for internal use where items are selected and checked out to a user, similar to your asset app video. I was wondering if there is a way to map an image field as well. I am sure i can do the display using the quick display, any direction on this?
Very value able and very good described ! Thank you Lisa!
This video was very helpful. Though I'm having an issue now where I have made a many to many relationship but on the parent form I want to display a "roll up" but because it's now a M:M relationship I'm unable to do so. This would be like having a "Total Authors" field in your example around 29:22. Is there a known workaround for this sort of thing and/or how would I go about doing that sort of thing? Any assistance is greatly appreciated!!
Great value!!! I learnt something new with mapping fields using classic view. Thank you for showing that
One question I have is regarding adding meta data to multiple to multiple relationships.
How can we create conditions so the end user can add all of that in an easy way rather than adding single lookups for every line-item
Sorry, not sure what you mean. You can use Power Automate to automatically add records based on rules, would that help?
I really enjoy your videos and have been learning a ton! I have a general question on the Formula Columns, how complex of a calculation can you do in these? Do you have any videos where you dive into them more?
Fantastic video. This was definitely helpful. To take this one level deeper, many-to-many is great for when the information just needs to be visible within the app itself, but what about if I need to extract that data? Real world scenario - Using the authors example in the video, what if I wanted to generate a PDF for the entire Good Omens entry and be sure that includes both Neil and Terry as the authors? I already know that I would need to use a Canvas app on a model-driven custom page to generate the PDF using the Dataverse content, but, since the table doesn't technically exist, how would I display the authors? Thanks in advance.
@LisaCrosbie - alternatively, if we are unable to access the many-to-many relationship table, and we have to create our own table, is there any way to automate the population of that table based on the hidden relationship table to take advantage of both functionality? The downside is that really breaks normalization. Would "keys" help prevent that? I know how keys work in a regular SQL db, but not as they relate to Dataverse. I haven't seen a recent video from you about the "keys" feature in Dataverse.
@ 7:50 you selected the customer but what if i want it to be auto populated based on parent record. i am struggling a lot on this. kindly help 🙏
Great overview. Thank you very much for this 😊🎉.
Brilliant!
Thank you for this. It was most helpful. I have one more requirement that you didn't address. It's a of a hybrid of your discussion of making/using lookup tables and the last part of your discussion on M:M relationships.
I have a scenario where I have set of four cascading lookups, where the value of the 2nd lookup is filtered by the selection of the first lookup. The complication I have is that in the definition of the 2nd lookup, it can actually be related to more than one value from the first lookup. Think of the extension of your example of city names in states. The same city name may be unique within the state but it may not be unique within the country or world.
Right now I've implemented this as a set of lookups called Lvl1, Lvl2, Lvl3, and Lvl4 where Lvl2 has a lookup to Lvl1 and so on. In the Lvl 2 table I need to duplicate the value in the name column for each different relationship to a value from Lvl1. I don't like this because it introduces duplication. What I'd prefer is to use M:M relationships between these tables to eliminate the duplication.
Is it possible to use the M:M relationship as the lookup on a form where these four cascading values need to be used? Would I have to manually create the "middle" table and use that as a lookup?
Also, thanks for the section on security and controlling the ability of users to add new lookup values. That was vexing for me and I couldn't find an explanation for how to do that. It did not occur to me that the reason I was seeing the feature was because I am an environment admin.
Great add-on for the previous videos. About filtering. Using this example, after selecting state, how could I find a city by by filtering another, non-related column? Or, in general, how can I allow the end user to further refine lookup results by filtering on multiple columns? Thanks.
If it’s not related then the filtering won’t help. Can you give me an example of a use case? You can set up business rules or Power Automate flows to populate a particular value for state based on some other data point, would that help?
@@LisaCrosbie like I want to assign a meeting room to an event, that have at least 10 seats. There is a relationship between the events and the meeting rooms, but they have tons of properties, that are not related, and sometimes, like the capacity, it is not possible to force relation.
Thank you Lisa for the video. Looks very simple with model-drive app, is there a demo for the canvas app?
I haven't done anything on lookups in canvas apps - I'd suggest looking at Shane Young's channel, he will have something. ruclips.net/channel/UC7_OGRP8BYvtGB8eZdPG6Ng
Another great video! Thanks Lisa!
Hi Lisa,Thanks for the video. What would be best practices is to to create lookup of custom table with Exiting table ?or to create new Existing table .Could you please suggest...
It’s best to use existing tables if they meet your needs, otherwise create custom tables.
Hi, love your video. This filled almost all of the missing pieces in my app.
One question, for the QuickFind, is there a way to search for contains text. For example: if the user input "A", it will return like "Car A", "Car ABC"?
muchas gracias Lisa !!! sos una genia, tus videos me han ayudado mucho !!!
I thought you already teach me the essential on your previous vid, ... that's not true, once more you create the surprise with the Mapping or Many to Many, with your talent of pedagogy. Warm thank you. and happy new year
Thank you so much
Hi Lisa, love your videos!
Is there a way to show the multiple 'Authors' on the main books view?
At 33.47 I show how to create a subgrid on the book form which will show multiple authors - but in the view (grid), unfortunately not, if you use many to many. You can show the related parent table if it's many to one, but the grid format doesn't work with many to many
Great video. When you were working with the mileage on the car and mapping, is the mileage on the car table being updated with the new service appointment mileage? Basically I’m wondering if the service appointment table is also showing the mileage, like service history mileage.
No, this is a one-way static mapping from the parent table (Car) to the child table (Service Appointments). For your scenario I wouldn't do it the way I've shown here, I would have the mileage column on each table and then create a flow in Power Automate that is triggered when that column is updated on the Service Appointment table, get the related car record, and update the value on that column in the car table.
This is fantastic and has vastly improved my Model Driven app - thank you!
Is there a way that I can filter a view by the users email address?
Every record in the system has an "owner", so it's easy to use filters to see records that are just "current user" - e.g. "My accounts".
Great help. Thank you so much Lisa.
Brilliant video with many moving parts. This was what I asked for and I got much more, Thank you. I'll have to watch this again and again to digest it fully. Thanks for taking the time to produce this video. A quick question... is it possible to share the tables you used in a solution? I really want to walk through this and replicate it myself. That's the way I learn quickly. Will really appreciate it.
Hi Lisa. Regarding your Quick View Form example, how would you display the Car columns in a Service Appointment view?
When you choose the columns on the Service Appointment view, there is a tab called "Related" where you can go in and choose that related Car table, and then select the columns you want from that and just drop them in to the view.
Hi Lisa! Thank you SO MUCH for your videos! They have helped me build my first model-driven app and I'm now working on my second. I'm hoping you can help with a question I have about the idea of mapping to columns when importing. First - thank you for answering this question in the video - I couldn't find anywhere that explained how to map imported data when the relationship between the tables is based on a field other than the "primary" name field! My question, though, is it looks simple enough when you do a manual import, but I will be setting up a flow to do this on a daily basis. Do you have any resources on how that would be done? Thanks again!
Hi Lisa - Great video and very helpful thanks. I still have an issue though regarding sub-grids. I would like to display all available options in the sub-grid and then have the user associate the client with the relevant items by them selecting the checkbox alongside it. Is that possible?
Hello Lisa, Thank you very much for your content that helped me a lot. I was here wondering if it is not possible to do the mapping without resorting to the subgrid? That is, when selecting an item through the lookup, the rest of the form information will be filled in automatically. I remember that it was possible to do this in access.
Can you give me a specific example of what you want to achieve and which way the relationship goes? You use a subgrid to add a related child record (one to many) and a lookup to link a parent record (many to one), I can’t see the use case for mapping “up”
@@LisaCrosbie
Thank you Lisa for responding to my request for help.
Example:
I have a form originating from table2 with the following fields:
Product name
Customer Name -> Lookup -> Table1. Customer’s name
“I want that when I choose Customer Name from table 1, the columns below are also filled in with the values of the corresponding fields also coming from table1
Address
County
Zip code
As an example, I have two tables.
Table1 has the following columns:
Customer’s name
Address
County
Zip code
Table 2 has the following columns:
Product name
Customer name -> Lookup -> Table1
Product code
Address
County
Postal Code.
Hi Lisa, again, amazing video and very, very helpful! I got it to work, tried doing the same on a Canvas app but /I'm guessing it's just not possible, but successful on the Model-driven version - however, on my lookup field, I'm only getting the first 20 entries of a 2500 row table coming through - I can't find a parameter that I need to change, any suggestions? (I had thought initially, give Dataverse a chance to catch-up, so left it 24 hours and tried again, still the same 20 records only)
Help, does anyone else know the answer to this? I've searched online for 2 weeks and can't find a solution, I'm absolutely stuck! Even tried creating new tables but the same thing happens.
Hi Lisa, thanks again for your excellent work. Very interesting for me was the mapping thing. I made everything like you showed, but there is no mapping ! Di you have an idea? The data format is exactly the same ! Seems like the two columns had no connection but they are shown in the relationship correctly…a mystic ! And I was so happy seeing this as I needed exactly this information!
I love your videos and almost have a completed Survey constructed, but I can't figure out how to show multiple selects in view lists. I think I saw that yours show commas separated in your list views.
Lisa - all this is amazing and your content is top-notch. Yet in the area of Lookups., there is still some grey area where many people (incl myself) stumble a lot. With multiple tables (source is dataflow), all having a common column, which is a lookup column to the master - when data is imported from Dataverse Dataflow, the values in lookups do not get populated. From what I see, the alternate key may be the answer. Hence my humble request - any chance of seeing a video with Data Import from Dataflows and Keys in the tables?
Thanks and again - enjoying your vids so much!
Thanks for the suggestion, I’ll add it to my list.
Thank you for the video Lisa. It is very helpful. Quick question, for the primary name column, how do we get the app to autogenerate ID numbers?
You can edit the Primary Name column data type to Autonumber. (Primary name has to be either text or autonumber). If you choose autonumber, remember to change it from Business Required to optional as well.
@@LisaCrosbie Thank you Lisa. I tried and it worked.
good stuff, regarding the last 5min of the video where we have many to many, just want to know how the data it is getting saved in the column when we have many to many relationships as I can't see any data in table column but in form view
One more thing I wanted to ask Lisa, suppose I I have 2 tables in one to many relationship and I want to create a percentage completion view where all the related fields are counted from the many table and then the completed fields are calculated and then the division is shown in the one side of the table in a column. How will I achieve that in a calculated column, which functions can I use?
This is great, Lisa. How does the mapping work if the form is based on a different table?
Great stuff Lisa
Nicely Explained 👍is there any way to filter a lookup/Choice based on the user being a member of a specific team in a model-driven app
Hi Lisa, Will it be possible for you to share this demo dataset to import and follow along ?
Hi Lisa, the mapping function is exactly what I was looking for!.. kinda annoying we need to switch to the old system to access these essential functions... I have a question, I am having issues with the timeline, I've created a custom activity table but no matter how I create the record it does not show up in the timeline... is this something you can help me with? Thank youuuu
Another excellent video!
Another great video. I learn so much from these videos and would pay for any Udemy class you develop. Idea for a future video.,,, I need to create a table view with columns from related tables more than level up. For example, Parent, Child, Grandchild. I want to see columns from all three in one view. Power Apps appears to only allow columns from directly related tables.
Hi Lisa, I got two scenarios that I need for lookup. Can you do cascade lookup for editable grid/subgrid? Thank you.
Yes - you can use this in a subgrid ruclips.net/video/HjrABElHSGo/видео.html
Lisa, you're amazing! I just wondered if I could use the mapping to help with a problem i've got at the moment - i'm building a CRM tool to track stakeholders on a programme where 95% of those stakeholders are internal to the org and are already stored on the users and AAD tables; how can I copy this data over to the contact table so i dont end up with 3 tables all holding the same information? Could mapping help with this as I see I cant set up users to work on the timeline so am stuck!
I tried the mapping but it’s not working… I have tried several times now, but no data ever gets populated
Thanks for sharing!
Good Omens is my favorite book of all time!!!
Yay, mine too, I was hoping someone would call that out!
Another very good video but i am stuck on a few bits.
For adding more than one record, does this data go anywhere? Or is it effectively just saving a filter on a view of selected authors so i cant pass that information on.
Yes, it goes into the other table. So in the books and authors example in the final chapter here o have a table for authors and a table for books connected by a many to many relationship. From a book I can see all the authors, from the author I can see all their books
Hi Lisa, first of all thanks for the content. I have a question about filtering:
I want to do something that is much more simple than what you explained: I want in a lookup column to "account" table (as referenced table) that allows only the elemets that in the "account" table has specific column values (for example those values that in a "Yes/no" column the value is "Yes").
How can I do that? I think that the filtering that you explained is much more case specific and I have found it explained in several places. But something as simple as I am proposing I have not found in any place.
Thanks in advice
I have find the way to filter values in a lookup, it is so difficult that I will answer myself:
1 - Do a view in the reference table that filters the values in the way you want to be filtered in the lookup table.
2 - Go to the form where the lookup field is used.
3 - Set power Apps in the "classic view" (yes, something that simple as filtering a lookup is not available in the "new view", or at least I have not been able to find it, correct me if wrong).
4 - Double click in the lookup field that you want to filter (a window opens).
5 - In the "Display" tab scroll down till "additional properties" there you can filter by the view created at step 1.
I do not know if there is an easier way to do it... I have not found it.
Awesome video. Say I have "BogPost" entity and Tags. Tags has Name, Id, etc...
Multiple tags can be assigned to a BlogPost and it should be a multi select dropdown on the BlogPost form. How can I do that?
Hi Lisa. Question about mappings - I have a table where I need to look up two email addresses (1st approver and 2nd approver) against the User table. I am trying to use mappings for this instead of Power Automate, but I am not clear on how to designate mapping one for 1st approver and mapping two for 2nd approver. I think the system will get confused as there are two separate 1:N relationships to the same table. Any advice on this?
Hi Lisa, thats Amazing. can you please make a tutorial on multi select people picker lookups in model driven apps. Thankyou.
If you want to have multiple selections you’ll need a choice column or a related table, you can’t do it out of the box with a lookup.
hey thank you for your video. is ist possible to have a look up to azure ad users? because I want to see all the users from the company, but not all of them are in the environment, so user table is not helping.
After field mapping, if I directly go to create New Service Appointment and populate a Car field, how can I auto populate related fields such as make and model in that case?
I am not creating a new service appointment from Car table.
So at the end, is it possible for me to click on an author and see their books once I've assigned them as the author on the book form?
you're the best, holy moly ty
Could you please show us how to do logarithmic functions in dataverse?
Sorry, that’s not something I’ve ever done and I don’t know if it’s possible. Perhaps try asking in the Power Apps Community forum
I have a question and I have no idea how to resolve it. I have three tables that are related in the following order (Campaigns -> Expenses -> Payments), I would like to create a view where I can analyze the total expenses and payments per campaign.
Hi Lisa, I'm not sure that I'm doing this properly. I've created a Many-to-Many relationship, then created a sub-grid on the form - the subgrid is appearing on the Power Apps display but not at all appearing on the testing of the form. I'm not entirely sure what I'm doing wrong here.
Scratch that, I got it working - BUT the table doesn't seem to want to save the information. So I can now see the Authors, but if I was to click on that entry again, the authors aren't there again, I'd have to add them. Am I missing something?
How to display a field other than the primary name field in lookup field’s , is there to do this?
No you can’t do that. You can configure the lookup view and add a quick view form here as shown here to make other fields more visible.
Loved, the problem of the subgrid is always needs an existing record to appear in the form, i hope microsoft fix that.
You can also create a new record using a subgrid, it doesn't have to be existing. If you mean that you have to create and save the main record before you can add related records to it, I can't see that changing to be honest.
@@LisaCrosbie Thanks alot for making it clear for me :)
Awesome ty
If you enable the activities on a table, you will get an error when you use the "visualize this view" button. It is in the small print on the Microsoft site but it took me 2 weeks + Microsoft support to find out why... It will be solved someday. Anybody know a workaround?
I have a crush on Lisa Crosbie.
🥰