Embedded Canvas Apps

Challenge #6: Collecting related records in a collection

Challenge #6

If there is a need to collect the contextual record's related records in a collection, the following formula doesn't collect the complete records. Only the GUID of the related records is fetched as can be seen below (and the label in the gallery that is supposed to display the contact's full name is blank).

Incomplete related records in a collection (click to enlarge)

Trick #6

One way is to use a LookUp to fetch the contextual record using the ModelDrivenFormIntegration control.

Complete related records in a collection using LookUp (click to enlarge)

Another way is to have a gallery of Accounts that is filtered based on the ModelDrivenFormIntegration control and then to use that gallery to fetch the related records using the formula mentioned below. The gallery of Accounts can then be hidden so the users will not see the gallery.

Complete related records in a collection using a hidden gallery (click to enlarge)

Have fun! Get addicted!

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