Dataverse: Auto-populate field using multiple column match across tables

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Posted on by KR-26110543-0

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“Dataverse: Auto-populate field using multiple column match across tables”

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I have three tables in Dataverse:

Header Table: Company Id, Site Id, Warehouse

OnHand Table: Item Id, Warehouse, Onhand Qty

Line Table: Company Id, Site Id, Warehouse, Item Id, Onhand Qty (needs auto-population)

When creating a Line record, I want the Onhand Qty field to auto-populate based on matching Warehouse, Site Id, Company Id from the Header table and Item Id from the OnHand table.

The user will only select the values for Company Id, Site Id, Warehouse, and Item Id in the Line record.

Is it possible to achieve this using Dataverse lookups or column mapping? If not, what is the recommended approach (Power Automate, calculated columns, or custom PCF)?

Any guidance or documentation links would be appreciated.

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timl 36,156 Super User 2025 Season 2 on at

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Dataverse: Auto-populate field using multiple column match across tables

Hi @KR-26110543-0

The way I would approach this would be to write JavaScript on the 'Line item' new form to call the Dataverse Web API and fetch the Qty value from the OnHand table.

The link to the documentation is here.

https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/get-started-web-api-client-side-javascript

This appears to be a question about model driven app - I would add that if you were to build a canvas app, this process would be easier.

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