Polymorphic lookup field Value CRUD operation from Canvas App with Dataverse

You might have used polymorphic lookup field which can hold reference of multiple tables like Customer Data Type which can hold contact or account. SO for this type of complex data types its is not straight forward to handle CRUD operation from canvas app. Let us see here how to Create a record in Dataverse with multi-entity lookup field or polymorphic field value, Update record and display record with polymorphic data.

Watch the video below or scroll to read the article.

Follow the below steps.

Displaying Polymorphic lookup value in Gallery

To display poly morphic lookup value in gallery, you need to add below PowerFX.

If(
    IsType(
        ThisItem.Customer,
        Accounts
    ),
    AsType(
        ThisItem.Customer,
        Accounts
    ).'Account Name',
    AsType(
        ThisItem.Customer,
        Contacts
    ).'Full Name'
)

Displaying Polymorphic lookup value on View Form

To display multi-entity lookup value on view more form you need to use below PowerFX on the custom card control.

If(
    IsType(
        ThisItem.Customer,
        Accounts
    ),
    AsType(
        ThisItem.Customer,
        Accounts
    ).'Account Name',
    AsType(
        ThisItem.Customer,
        Contacts
    ).'Full Name'
)

Add Multi-entity polymorphic lookup on Create Form while creating new record

While creating new record you can add Custom card to bind polymorphic lookup.

Add Item property as below of the dropdown. The dropdown will display values as per the toggle value.

If(Toggle1.Value = true,Distinct(Contacts,'Full Name') ,Distinct(Accounts,'Account Name'))

In the Udpate property of the custom card use below PowerFX.

If(Toggle1.Value = true,LookUp(Contacts,'Full Name'=Dropdown1.Selected.Result) ,LookUp(Accounts,'Account Name'=Dropdown1.Selected.Result))

Auto-Populate polymorphic lookup value as per the record selected while editing record.

Auto-select toggle. If existing record customer points to contact the toggle will be true or false.

If(
    IsType(
        ThisItem.Customer,
        Accounts
    ),
    false,
    true
)

Bind the selected lookup record into dropdown. Use below PowerFX.

If(
    IsType(
        ThisItem.Customer,
        Accounts
    ),
    AsType(
        ThisItem.Customer,
        Accounts
    ).'Account Name',
    AsType(
        ThisItem.Customer,
        Contacts
    ).'Full Name'
)

Now you can complete CRUD operation.

Hope this helps.

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