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

Add reason when there is change data in field

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Posted on by

Hi,

I have a requirement where:

There is a Donor entity and if there is change data in a field(Note:to every field on the form),

I need to add reason for this change in  a table(new entity) in the Admin Tab(add subgrid of new entity here)  of the Donor Record as a free text field.

Each entry in a table also has a date stamp along with slecting value in dropdown that contains the list of fields in Donor.

Any help and how to approach and what is the best way to do  regarding the above requirement will be much helpful.

Thank you so much

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  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Sravz,

    I think you could create an on save event on your form of Donor entity, and use openForm method (openForm (Client API reference) in model-driven apps - Power Apps | Microsoft Docs) to open table(new entity) form to create records.

    And you could prevent save by preventDefault method(preventDefault (Client API reference) in model-driven apps - Power Apps | Microsoft Docs).

  • Community Member Profile Picture
    on at

    Hi Steve,

    Thank you for the response. I think its a good start, but I think, I don't need the  preventDefault method they just want to reason the change of data in the separate text field.

    And also I need to create new Table to record the changes in the Donor, where all the fields of Donor Table must be dropdown in the new Table.

    Am I making sense

    Please help me.

  • Community Member Profile Picture
    on at

    Hi Sravz,

    Please correct my understanding: You will create a table which is used to record the changed fields(type is choices) of Donor and the changed reason(type is text). 

    If so, you could create a form of new table which has these two field and open it when a Donor record is saved.

    The preventDefault method is needed because the data is saved by default. You need to save them manually after finishing your business(Open the form of new table and create a record).

  • Community Member Profile Picture
    on at

    Hi Steve,

    Yes, I think you are right. But, I need to record the changes against all fields on the form.

    I need to have all the the fields as dropdown on the new table.

    Is it really achievable, how can I approach.

    Thank you for all the help.

  • Community Member Profile Picture
    on at

    Hi Sravz,

    If your user would change multiple fields at a time, you could create a MultiSelect Option Set(Choices) type field and add each field as an option in the new table.

    If only change a field at a time, create a Option Set(Choice) is ok.

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