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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Update a Sub Grid using Power Automate

Posted on by 184

I am trying to update a subgrid using power automate. 

 

When a new community record is created, we want to add it to the corresponding team subgrid. 

 

We have a 1:N relationship so one Team has multiple communities. The subgrid on the Teams form shows all of the communities with the same key. 

 

Is there a way to automatically add the community to the subgrid? We are trying to establish the relationship between the two, and i dont know how else to do it other than adding it to the subgrid. 

I was able to trigger the flow when the record is updated or created, but i dont know which option to use to create the relationship/ add the new record to the Team subgrid. 

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,872 on at
    RE: Update a Sub Grid using Power Automate

    Hi partner,

    So you have populated the DC Key when you were creating Community records, right?

    If so, you don't need to do more than that, the Communities with the DC Key filled have been added to the sub-grid of Team.

    When we are creating a Community and select a Team for the DC Key, after saving it, open the Team form, you can see the new Community is in the sub-grid.

    pastedimage1615792837779v1.png

    pastedimage1615792862948v2.png

    If the Community does not show up in the sub-grid, please check the view's filter of the sub-grid.

    pastedimage1615792993029v1.png

    pastedimage1615793009705v2.png

    pastedimage1615793023859v3.png

  • nvrhughes Profile Picture
    nvrhughes 184 on at
    RE: Update a Sub Grid using Power Automate

    Is it as simple as refreshing the subgrid?

  • nvrhughes Profile Picture
    nvrhughes 184 on at
    RE: Update a Sub Grid using Power Automate

    The Team Entity contains a DC Key (Department Community Key) This is a unique identifier. Since one team can have multiple communities, we manually enter the DC key into those communities to associate the two. I just need a way for those communities with the same DC Key as the Team to show up in the subgrid on the Team form. Is that what your asking for? Team & Community has a 1:N relationship.

  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: Update a Sub Grid using Power Automate

    Hi partner,

    Adding a record to the sub-grid of another record is actually filling the lookup field of one record with the value of another record.

    In your scenario, the Community entity has a look field of the Team entity. With the lookup field, we can select a related Team for a Community, or select multiple related Communities for a Team.

    Therefore, what we need to determine is, for a new Community, which Team to choose to fill in the lookup field, and what are is rule for finding the Team?

    If we can know this rule, then we can follow this rule to create a flow.

    So the key is to find the rule that populate the Team lookup field for Community, and this rule is determined by your business needs, and we can't give you a solution without more information.

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