Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Answered

Missing fields when I try to add a relationship on a data source

Posted on by 449

Hello,

I need to add the vendor name to my purchase order line entity.

So I extended the entity and added the vendor table.

I am trying to add the DirPartyTable to get the vendor name, but when I go to do the relationship, the vendtable fields are empty.

I will add pictures 

pastedimage1665667291161v1.png

pastedimage1665667307805v2.png

I am not sure why is not letting me add the field to join,

From what understand I need to do: vendtable.party = dirpartytable.recid

thanks

  • AstridMalanka Profile Picture
    AstridMalanka 449 on at
    RE: Missing fields when I try to add a relationship on a data source

    As I needed a field from the table and not the view, this is my final result.

    pastedimage1665755004603v1.png

  • GirishS Profile Picture
    GirishS 27,832 Super User 2024 Season 1 on at
    RE: Missing fields when I try to add a relationship on a data source

    After giving Join relation name you no need to select related field and field from the lookup. It will fetch the relation automatically from vend table.

    Thanks,

    Girish S.

  • AstridMalanka Profile Picture
    AstridMalanka 449 on at
    RE: Missing fields when I try to add a relationship on a data source

    pastedimage1665754499631v1.png

    pastedimage1665754511156v2.png

    i added a name, still empty fields.

  • AstridMalanka Profile Picture
    AstridMalanka 449 on at
    RE: Missing fields when I try to add a relationship on a data source

    what do you mean? i did the join and I am doing the relationship, where do that?

  • AstridMalanka Profile Picture
    AstridMalanka 449 on at
    RE: Missing fields when I try to add a relationship on a data source

    Maybe is case sencitive? I need to try that. I just copy the relationship from the vend entity, I am trying that, like copy paste.

  • AstridMalanka Profile Picture
    AstridMalanka 449 on at
    RE: Missing fields when I try to add a relationship on a data source

    I have the same issue, I add the view, but the field view is empty, and when I try to add it manually it doesnt let me.

  • GirishS Profile Picture
    GirishS 27,832 Super User 2024 Season 1 on at
    RE: Missing fields when I try to add a relationship on a data source

    After adding DirPartyView as datasource you need to give "Join relation name" property.

    Thanks,

    Girish S.

  • Martin Dráb Profile Picture
    Martin Dráb 230,064 Most Valuable Professional on at
    RE: Missing fields when I try to add a relationship on a data source

    Can you please elaborate what you mean by "it doesnt let me"? I did it successfully.

  • AstridMalanka Profile Picture
    AstridMalanka 449 on at
    RE: Missing fields when I try to add a relationship on a data source

    i tried adding the field manually, but it doesnt let me

  • AstridMalanka Profile Picture
    AstridMalanka 449 on at
    RE: Missing fields when I try to add a relationship on a data source

    I tried DirPartyView and still the field is empty. I also check the vendor entity and I see it uses DirPartyBaseEntity but it is not letting me choose the field. what is the difference between data source and derived data source?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templatesâš¡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,232 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,064 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans