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Microsoft Dynamics 365 | Integration, Dataverse...
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Dynamic field creation for end-users to a table form

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Posted on by 903

Hello everyone,

I have two tables in dataverse that has the below custom columns:

Table 1: (Form Template)
FormTemImage.PNG

Form Template Result (Fields that should be created from the form template table)

What I want to achieve is the below:

1. I want to populate some custom table names in a lookup column inside the form. (In our example the custom "Form Template Result" table mentioned)
If it's not possible to populate the table name in the lookup column we can use a choice column with hardcoded-name for the tables to avoid using a Text field because the users may write the wrong table name.

Scenarios:

On Add:

2. When the user fills out the form in the form template table I want to create that dynamic field in the table selected.(In our example the custom "Form Template Result" table mentioned)

On Update:

3. If the user added to the "Form template result" table a text column, then he decided to change and modify that column data type to be DateOnly, the form should be affected and the data type will be changed on update.
The same goes if he also decides to rename the attribute or assign it as required.

The purpose of the above is to allow non-it users to create any fields needed to the table they select from the lookup/choice column.

What is the best and efficient way to achieve the above?
Can please someone provide an example with the steps needed?

I read the documentation about Create columns using web API. But I want to see an example of how to call this API onsave event of the form and the other requirements mentioned.

 Would highly appreciate if you can assist and any help is highly appreciated.

Thank you!

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  • Verified answer
    Community Member Profile Picture
    on at
    RE: Dynamic field creation for end-users to a table form

    Hi EBMRay,

    If you want to achieve it by yourself, it could take you lots of time. There is a tool named Attribute Manager in the XrmToolBox which does the similar things.

    Here is a video about this tool, you could have a look:

    www.youtube.com/watch

  • EBMRay Profile Picture
    903 on at
    RE: Dynamic field creation for end-users to a table form

    Hi ,

    Thank you for your reply.

    I didn't notice that we already have this tool in XRMToolBox, also it has good features.

    I will give it a try.

    Best regards,

    EBMRay

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