u/CurveSC

Establishing a Many-To-Many relationship for records in a New form

Establishing a Many-To-Many relationship for records in a New form

Hello,

I'm building a Canvas application to allow users to have an overarching Goal with a list of Methods and Obstacles associated with it. Any given Method or Obstacle can be associated with many Goals, and each Goal has multiple Methods and Obstacles.

Methods and Obstacles are listed in their own separate tables, and I have set up an N:N relationship with the Goal table, but I am wondering how I can set up a form so that, when a new Goal is being created, a user can select Methods and Obstacles that apply.

I have been following this YouTube video but this appears to only cover editing existing records, and I am looking to associate these on creation. How would I go about that?

Currently I have a Form on the page, set to "New" mode, and a pair of galleries, one for Methods and one for Obstacles.

u/CurveSC — 3 days ago

Hello all, I'm wondering what the best method would be to handle this situation.

Each department in our company is tasked with coming up with a list of "MOMs" for each quarter, these consist of a number of Methods, Obstacles, and Deliverables with Milestones that are grouped under a heading.

Each MOM has unique Deliverables, but the Methods and Obstacles can be shared between each MOM, and they do not all have the same amountds of Me

Somewhat like this:

Methods Obstacles
Method 2, Method 5, Method 6 Obstacle 1, Obstacle 3, Obstacle 4
Deliverables
Deliverable 01, Deliverable 02, Deliverable 03 Delivery Date 01, Delivery Date 02, Delivery Date 03
^(Please imagine that there are line breaks in each table.)

I am creating a PowerApp backed by Dataverse tables to simplify the reporting and storage of this data (at the moment it's all on individual Powerpoint files.)

Currently, my plan is to store the methods and obstacles in their own tables, one on each row, with a lookup for each department for filtering purposes, and then have the MOMs be a separate table to include the deliverables and their deadlines, again with one of these on each row in the table.

I am trying to figure out the best solution for calling this data. Can I make the Methods and Obstacles as Choices? If they can be filtered based on other information in the column that would be ideal. I would like to be able to, say, click on Method 01 in the MOM record and have it show me the details for that particular Method.

Or am I barking up the wrong tree completely here?

reddit.com
u/CurveSC — 13 days ago

Hello all, I'm wondering what the best method would be to handle this situation.

Each department in our company is tasked with coming up with a list of "MOMs" for each quarter, these consist of a number of Methods, Obstacles, and Deliverables with Milestones that are grouped under a heading.

Each MOM has unique Deliverables, but the Methods and Obstacles can be shared between each MOM, and they do not all have the same amountds of Me

Somewhat like this:

Methods Obstacles
Method 2, Method 5, Method 6 Obstacle 1, Obstacle 3, Obstacle 4
Deliverables
Deliverable 01, Deliverable 02, Deliverable 03 Delivery Date 01, Delivery Date 02, Delivery Date 03
^(Please imagine that there are line breaks in each table.)

I am creating a PowerApp backed by Dataverse tables to simplify the reporting and storage of this data (at the moment it's all on individual Powerpoint files.)

Currently, my plan is to store the methods and obstacles in their own tables, one on each row, with a lookup for each department for filtering purposes, and then have the MOMs be a separate table to include the deliverables and their deadlines, again with one of these on each row in the table.

I am trying to figure out the best solution for calling this data. Can I make the Methods and Obstacles as Choices? If they can be filtered based on other information in the column that would be ideal. I would like to be able to, say, click on Method 01 in the MOM record and have it show me the details for that particular Method.

Or am I barking up the wrong tree completely here?

reddit.com
u/CurveSC — 13 days ago