Patch Dataverse Columns with Power Apps

#powerapps #PowerPlatform #CanvasApps #patch

Welcome to this ultimate guide on how to patch Dataverse columns directly in Power Apps! Whether you're a seasoned pro or a beginner, this video is your one-stop-shop to understand the nitty-gritty of working with various Dataverse column types.

🔥 What You'll Learn:
- How to patch Text Columns: Get the lowdown on how to handle single line and multiple lines of text.
- Number and Currency Columns: Learn the difference and how to patch them effectively.
- Date and Time Columns: Discover how to use functions like 'Today' and 'Now' for patching.
- Choice and Yes/No Columns: Uncover the best practices for these tricky column types.
- Lookup Columns: Understand how to build relationships and connect data.
- File and Image Columns: Learn how to upload and manage files and images directly.

🛠 Tools and Controls:
We'll also dive into using dropdowns, date pickers, and media buttons to enhance the user experience. Plus, get insights into the differences between SharePoint and Dataverse when it comes to patching.

📚 Further Learning:
If you're new to Power Apps or Dataverse, don't worry! This video is designed to be a comprehensive resource, but we also point you to other videos and resources to supplement your learning journey.

👍 Like what you see? Hit that like button and make the YouTube gods happy!

So, sit back, grab a coffee, and let's get patching in Dataverse with Power Apps!

Up your Power Apps Skills Today!

0:00 Patch Dataverse Columns with PowerApps
1:01 Overview of the Tables
3:11 Dataverse Text Column
5:42 Dataverse Number Column
8:04 Network Error when using Patch function: the requested operation is invalid
10:55 Dataverse Date and Time Column
13:13 Dataverse Choice Column
17:43 Dataverse Yes No Column
19:13 Dataverse Lookup Column
24:12 Dataverse File Column
28:09 Dateverse Image Column

If you need some help with something you are working on, contact us!

PowerApps911

Let's connect on social!

[TimothyBishop-oc]

This has been a consistent life-saver...you're a consistent life-saver

[curtismcleod]

Thank you once again for breaking thing down to what I need to know.

[naveenkumarpenumalla]

Thanks, Shane, it's very useful for me. There is a clear explanation, and keep posting videos on dataverse.
Thanks

[el_witcher]

That's really good stuff, Shane. Thanks.
Greetings from Germany.

[Guano]

Hi Shane,
Great video! One addition, you can use Yes/No directly for formulas (Toggle, Visible, Color, If...). "If(ThisItem.Maintenance, Color. Orange, Color. Green)" is totally fine. This behavior lets you choose how the value should be displayed in labels, dropdowns etc. Therefore you can make it sometimes more obvious for the user, depending on the context. true/false may be harder to understand than Active/Inactive, Yes/No, Ja/Nein, On/Off...

[dougydoe]

Really cool and insightful video, Shane. Thanks for sharing.

[svenbarkowsky]

Hej Shane!
Made my day (once again). I struggled for weeks with this problem (patching dropdown, with modern controls).
This finally solves my problem.
Thank you so much!

[cgenadi]

absolutely fantastic!! helped me to solve a problem!!! thanks!!!

[geralddahl]

I wonder if you or the viewers have any interest in deep-diving into Dataverse attachments stored in the Note table. (Understanding the relationship that links items stored in Notes with the Dataverse record wherein they were initially attached, displaying a thumbnail for those items etc). Thanks for showing the mechanics of add file and add image in this video - much appreciated.

[carloscordero]

Capo!!!! 🤩🤩🤩🤩 muchas gracias amigo, por todo tu contenido.

[shahbazahmed]

Thanks Shane ... please also make a video on dataverse security if possible...keep up the good work .cheers🎉

[at]

I had to add the primary key id for a new record which I put as a null value actually two double quotes "" before Defaults worked in a Patch for my Dataverse table - it was giving me an error "Network error when using Patch function: Field 'Primary Key' is required." - which was interesting. I'm still having issues getting an image to upload to an image column though - hopefully I'll get that figured out shortly. I really appreciate all your videos.

[josephletner]

Great video, Shane.

Speaking of optionsets, how about a fun dataverse video on how to dynamically add/remove items from them.

How much fun would that be? 😂😂

[rabbit]

Shane, i'm curious about patching dataverse from a collection. The ".value:" and ".text" seem to have issues with the collection. also the lookup field ".selected" seems hard to patch the table record. Could you do a video about this as I'm sure I'm not the only one with the issue? Thank you.

[jeffersondaniel]

Do you have a video where you go over patching an existing record and filtering by a GUID? I always seem to struggle with the GUID patches. For example can't get this to work. And there always a combination of Text(Guid(sometimes)) or the other way around and I never remember which, and sometimes I try both and still can't get it to work.
Patch( 'Quote Products', First(Filter('Quote Products', "quotedetailid" = lbl_QuoteProductID.Text )), { Quantity: 2 });

[ChristianFontaine-nhto]

Can we PATCH a lookup column for an existing record ? I'm strugling to save 2 forms back to back (Parent and Child). As the ID of the Parent table is not saved in the child record, I'm looking at a workaround to update the child record

[fredevellin]

Hello,
With Sharepoint list in the Patch function Don't Works but is correct. Why?

[plukraak]

Hi Shane, Ronald from the Netherlands here. Remember the picture of Brian and me with the one and only Chewy cup? I have a complicated challenge. I want to store files in a Dataverse table. That's easy and can be done with a Form in a Canvas Power App. But then I want to show the saved files (file names) in a Gallery. And when the user clicks on the name of the file in the Gallery, I want the file to open immediately, just like it works in a Form Attachments datacard. If I copy the Attachments data card from a Form and paste it into a Gallery, it does not work. It shows the file, but gives an error when you click on the file. In addition, I also want to be able to do a Search within the Gallery items on the Attachment column and then search by the name of the file. This way you can quickly search all attachments. I have created a Dataverse table with certain metadata where I store the attachments with that metadata. Unfortunately, the attachments are 'hidden somewhere' in Dataverse in a table that I cannot access from Power Apps (only when I use a Form). I can work with a Nested Gallery and have ThisItem.Attachments as Items of that Gallery and in a label ThisItem.Value, but that doesn't work either. Is see the nam of the file and that's all.

Hopefully you can show how this can be done.

Ronald Smit

[HuyNguyen-gzvt]

Hello Shane Young,
How can you add new record by Patch function without primary column ?
I try use patch function to create new record, but i have an issue field is required
The issue: "network error when using patch function field 'id' is required"
please help me

[coveryourmanhole]

Its important to understand that if you say "and" when saying a number, that denotes a period(200.22) you should have said "Two Hundred Twenty Two" (222)