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show related notes of customer visits in display form

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Posted on by CU03011102-1

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I have created a Display form to display information on selected customer visits.
In this Display form, I want to show the related note's timelines of customer visits.

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Power Platform integration

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MichaelTorres 76 on at

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show related notes of customer visits in display form

To show related notes and their timeline in your customer visits display form, first, ensure there's a relationship between the Customer Visits table and the Notes table in Dataverse.

Then, in PowerApps, add a gallery to your form screen and set its Items property to filter notes related to the selected visit, like this: Filter(Notes, CustomerVisitID = DisplayForm.Selected.ID). Customize the gallery to display fields like the note content and created date, and sort it by the date field for a timeline view.

Finally, test it to ensure the notes display correctly for each selected visit. If needed, enhance it with visuals or interactivity.

Hope it will be useful!

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