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Customer experience | Sales, Customer Insights,...
Suggested Answer

How to customize Push Notification channel in Customer Insights

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Posted on by 11
Hello all,
 
We have successfully set up the Push Notification Channel in Customer Insights - Journeys, but have a use case where we would like to add a column both to the Push Notification form within Dynamics 365 CI and to the payload so that we can identify which push notification channel / template to use within our App to display the notification. I've created this column and added it to the customizable main form in the Push Notifications table (I have also created the related message part after reading the custom channel documentation), but am getting an error when I open up the form: "Attribute ____ is missing on the main form." I have been trying to figure this one out and haven't made much progress. The column name shows up on the form, but it does not accept any input, and all I get is that error message at the top of the form. Any thoughts?
 
I read this article, but assumed it related specifically to customizing the Email form: https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-customize-forms
Is there something similar that needs to be done for Push Notifications?
 
Thanks!
I have the same question (0)
  • Suggested answer
    Daivat Vartak (v-9davar) Profile Picture
    7,835 Super User 2025 Season 2 on at
    Hello AG-31032038-0,
     

    You've correctly identified that customizing the Push Notification form in Customer Insights - Journeys requires more than just adding the attribute to the table and the customizable main form. The error "Attribute ____ is missing on the main form" even though the column name shows up but is non-interactive strongly indicates that the form metadata isn't correctly synchronized or the control for your custom attribute isn't properly initialized within the context of the Push Notification form.

    The article you linked about customizing the Email form highlights the need to interact with the form editor and ensure the components are correctly added and bound. A similar process is required for the Push Notification form.

    Here's a breakdown of the steps and potential areas to troubleshoot:

    1. Verify Attribute and Message Part Creation:

    • Attribute Creation: Double-check that the new column (attribute) you created in the Push Notifications table (msdynmkt_pushnotification) has the correct data type and properties. Ensure it's marked as customizable.

    • Message Part Creation: Confirm that you created the related Message Part (msdynmkt_messagepart) specifically for your Push Notification channel and that it includes a field mapping to your newly created attribute in the Push Notifications table. The "Friendly Name" of the Message Part and its fields will be important for the form customization.


    •  

    2. Customize the Push Notification Form (The Core Process):

    You need to use the Form Editor within Power Apps to properly add your custom attribute to the Push Notification form.

    • Navigate to Power Apps: Go to make.powerapps.com and select the correct environment.

    • Solutions: Navigate to Solutions and open the solution that contains the Customer Insights - Journeys entities (usually the default solution or a specific marketing solution).

    • Tables: Find the Push Notification table (msdynmkt_pushnotification).

    • Forms: Open the Push Notification main form that is designated as "Customizable Main."

    • Add Your Column:

      • In the Form Editor, look at the Field Explorer on the left-hand side.

      • Find your newly created attribute in the list of available fields.

      • Drag and drop your attribute onto the desired section of the form.

      •  

    • Verify Control Properties:

      • Select the field you just added to the form.

      • In the Properties pane on the right-hand side, ensure that the Control is set to a suitable default control (e.g., Text Input).

      • Crucially, verify that the "Data source" and "Field" properties are correctly bound to your custom attribute. This is where the link between the form element and the underlying data occurs.

      •  

    • Save and Publish: After adding and configuring the field, Save the form and then click Publish to make your changes live.


    •  

    3. Troubleshooting the "Attribute Missing" Error and Non-Interactive Field:

    The error message and the non-interactive field strongly suggest that the form is not correctly recognizing or binding to your custom attribute, even though its label might be visible. Here are potential causes and how to troubleshoot them:


    • Form Cache Issues: Sometimes, the form might be displaying a cached version. Try the following:

      • Hard Refresh: In your browser, perform a hard refresh (e.g., Ctrl+Shift+R or Cmd+Shift+R).

      • Clear Browser Cache: Clear your browser's cache and cookies.

      •  

    • Incorrect Field Binding: Double-check the "Data source" and "Field" properties of the added field in the Form Editor. Ensure they are pointing directly to your custom attribute name (the schema name of the column you created).

    • Form XML Issues (Advanced): In rare cases, the underlying form XML might have inconsistencies. While less common for simple customizations, you can export the solution containing the form, examine the form XML, and look for any discrepancies related to your custom attribute. However, be very cautious when directly editing solution XML.

    • Unpublished Changes: Ensure that all your changes (attribute creation, message part creation, form customization) have been saved and published. Sometimes, forgetting to publish one component can lead to errors.

    • Solution Layering: If you are working within a managed solution on top of the base Customer Insights - Journeys solution, ensure your customizations are in the correct layer and are not being overridden.

    • JavaScript Conflicts (Less Likely for Basic Field Addition): If you have any custom JavaScript on the Push Notification form, temporarily disable it to see if it's interfering with the rendering or binding of your new field.

    • Metadata Synchronization Delays: In some instances, there might be a slight delay in the metadata synchronization within the platform. Wait a few minutes and try opening the form again.


    •  

    4. Verify Message Part Mapping:

    • Go back to Customer Insights - Journeys > Channels > Push notifications > Message parts.

    • Open the Message Part you created for your custom channel.

    • Ensure that the Fields section correctly maps the field in your Message Part to your custom attribute in the Push Notification table. The "Dataverse column" should point to your new attribute's schema name.


    •  

    Analogy to Email Form Customization:

    Yes, the process for customizing the Push Notification form is very similar to customizing the Email form. You need to:

    1. Create the underlying attribute (column) in the respective table.

    2. Create a Message Part to structure the data for the channel and map it to the attribute.

    3. Use the Power Apps Form Editor to add the attribute to the form and ensure it's correctly bound.

    4. Save and publish all changes.

    5.  

    The error you are seeing indicates a disconnect between step 3 (the form) and step 1 (the attribute). Focus on verifying the field binding in the Form Editor and ensuring all components are published.

    By carefully reviewing these steps and troubleshooting the potential causes, you should be able to resolve the "Attribute missing" error and make your custom column interactive on the Push Notification form. Remember to test thoroughly after making any changes.

     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.
     
    My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.
     
    Regards,
    Daivat Vartak
  • AG-31032038-0 Profile Picture
    11 on at
    Hi Daivat, 
     
    Thank you for your response. I've gone through some of your steps to try to troubleshoot the issue but wanted to clarify what you meant by a couple things you had listed. 
     
    In 2. Customize the Push Notification Form you have a step to verify the Control Properties. Are you talking about the components tied to the new column? My options on the properties tab are really Display Options, Formatting, and Components. One of the troubleshooting steps I have tried to do is add the MobilePushTextEditorControl to the new column, similar to how the other columns on the form are set up, but that did not resolve the error of "Attribute ___ is missing on the main form". Is there something I need to do to the component itself?
     
    You also mentioned to verify the Data Source and Field properties are correctly bound - is that within the component somehow? Otherwise I am not seeing these in the Properties tab of the column I created on the Customizable Main Form for Push Notifications.
     
    Finally in 4. Verify Message Part Mapping, There is no Message Part are in that breadcrumb trail you indicated, but if I go to the Channel Message Part table (msdyn_channelmessagepart) I can't see that there is a way to check the Dataverse column it is mapped to. I did make sure that the Channel Message Part I added was tied to the Push Notification channel, though, and that the "friendly name" matched that of the column I added to Push Notification table.
     
    I ran through the rest of your steps and couldn't see anything obvious in error. I have not added any custom JavaScript or anything to this, so it's just the OOTB version mostly. And I couldn't see anything obvious on the XML for the Form, though the XML was interesting to look at since it only seems to have customizations on it and not any of the other columns. It didn't seem to be the full XML for what I see in the  User Interface.
     
    Thanks again for your response on this. If the issue is related to ensuring the Data Source / Field properties are correctly bound as it seemed like you suspected from your answer, I would love the additional information on how to check on that. I was not able to find it in my poking around.
     
    -Ashley
  • Suggested answer
    Eugen Podkorytov Profile Picture
    178 on at
    I believe that customizing the Push Notification Form will be very difficult as there is a second Form that is used to render what is displayed in UI but is not customzable. I attached a screenshot so that easier to see what I mean. You will not be able to use that Form in a Solution, even if you try doing it in a default solution, you will not be able to save that form.
     
    In short, I believe that classic way of customizing the push notification will be a bit difficult. What you might be able to do instead, find an alternative different way of update the custom field you created. You could instead try to implement a command bar on the main form. Afterwards, it could prompt the use a pop-up where field be updated and saved on the record either via java script or power automate. Your custom field could then be shown in the view so you could see that information. 
     
    I hope this helps. Please reach out if you need further assistance on how to implement it. 
  • AG-31032038-0 Profile Picture
    11 on at
    Hi DynamicsPro,
     
    Thank you for your response! That is actually an intriguing idea to find an alternate way to update that field. I will definitely explore this, thank you. I was a bit stuck on getting this on the form, so had not considered just finding another way altogether.
     
    The ultimate goal is to get this into the payload for the Push Notification. Do you know of anything that might prevent this once I get this field updated? I'll dig into this further myself, but am curious to get your thoughts as well. I am hoping that adding the Channel Message Part will get this to work, but suspect it is going to be more involved than that if it is even possible.
     
    Thanks again! I'll update your answer if I get that alternate way to work.
     
    -Ashley
  • Eugen Podkorytov Profile Picture
    178 on at

    Hi AG-31032038-0,

    Thank you for reaching out.

     

    Unfortunately, I believe that custom fields added through the Push Notification form in Customer Insights - Journeys are not automatically included in the payload sent to the mobile app. This is because the underlying data structures used to generate the payload are not directly affected by form-level customizations.

     

    Implementing this use case may require developer involvement, as extending the payload to include custom fields typically involves deeper customization.

     

    To better understand the right approach, could you clarify whether this information needs to be sent in real time along with the push notification (i.e., synchronized with the notification message itself)? Or would it be sufficient if this data were sent once daily or on a scheduled basis?

     

    • If real-time delivery is required, this will likely involve customizing the push notification channel logic, and we can certainly assist with that. As a Microsoft Partner, one of our developers can help explore a suitable solution with you.

    • If a delayed or batch delivery is acceptable, it might be possible to implement a workaround using Power Automate to send the custom field data separately.

     

    Let me know your preference, and I’ll be happy to assist further.




       
  • Suggested answer
    Eugen Podkorytov Profile Picture
    178 on at
    Hi AG-31032038-0,
    I tried another way where the custom field are displayed not and can be edited, and not error is displayed on the top, 
     
    Basically, what step you are missing right now is to customize the other Main Form Information. As already descriped, it is not editable, so must make copy of it like I did here.
    Then edit the Information - Copy Form and thow your custom field in the canvas, this make the input of the field visible. 
     
    Then publish. 
     
    In the end, change the form order to something like this.
     
    Then try to send the push notification and then see if the custom field will be in the payload, although i doubt it do. 
     
    Good Luck and let me know if you need further assistance.

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