How to work with Dataverse Notes in canvas apps

Introduction to Notes

Notes are an integral part of Dataverse tables. They are used to store notes linked to any record e.g. an account or a contact. Some out-of-the-box tables come with attachments enabled, which in turn enables notes and files. For custom tables, there is an option to enable attachments.

Notes in canvas apps

Working with notes in canvas apps isn't too bad. It isn't as easy in a model-driven app though.

Viewing existing notes

There are two methods to display notes related to an account:

1. Use the dot operator:

   galAccounts.Selected.Notes

2. Using the Notes table:

   Filter(
       Notes,
       Regarding = galAccounts.Selected
   )

Creating a note

To create a note, use either a form connected to the Notes table or use the following Patch statement:

Patch(
    Notes,
    Defaults(Notes),
    {
        Title: "New Note",
        Description: "I am the body of this note",
        Regarding: galAccounts.Selected
    }
)

When using a form, make sure you populate the regarding field with the record you want to link the note to (e.g. the selected account from the gallery of Accounts).

Editing a note

To edit a note, use either a form connected to the Notes table or use the following Patch statement:

Patch(
    Notes,
    galNotes.Selected,
    {
        Title: "New title",
        Description: "I am the new body of this note"
    }
)

Deleting a note

To delete a note, use the following code:

Remove(
    Notes,
    galNotes.Selected
)

As you can see, working with notes in canvas apps is slightly more complicated than in model-driven apps. Next we will look at working with Attachments.

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