How to create a CASE record along with Customer Field (Polymorphic Lookup)

How to create a CASE record along with Customer Field (Polymorphic Lookup)

• Since CUSTOMER Lookup is a combination of both Contact and Account entities, we cannot directly use it in Forms or Patch operations
• This can be achieved in two ways (both require two different combo box controls on the form)

1. Using Patch
2. Using Form 

Using Patch: 

•  Create a canvas app
• Add Cases, Accounts and Contacts entities from Data Sources
• Add a From Control and map it to Case entity
• Add required Data Cards to it (Do not include Customer field)
• Add a Radio Button
• Add Two Combo Boxes and name them cmbAccounts and cmbContacts. Select cmbAccounts control and update its “ITEM” property with Accounts entity and for cmbContacts use “Contacts” against its Item property.
• Place the combo boxes on top of another (basically first cmbAccounts and on top of it cmbContacts)
• Select Radio button and go to “On Select” event and add below expression

If(Radio2.Selected.Value="Accounts",Set(varCMBAccounts, true);Set(varCMBContacts,false),If(Radio2.Selected.Value="Contacts",Set(varCMBAccounts, false);Set(varCMBContacts, true)))

•  Select Accounts Combo box-> Visible -> varCMBAccounts
•  Select Contacts Combo box -> Visible -> varCMBContacts

Now, on select of “Create Case” button – use the following expression to create a new Case Record

Patch (Cases, Defaults (Cases),{'Case Title':DataCardValue1.Text},{Subject:DataCardValue2.Selected},{Customer:If(Radio2.Selected.Value = "Accounts", 
cmbAccounts.Selected, If(Radio2.Selected.Value = "Contacts",cmbContacts.Selected))}); 
ResetForm(Form1)

Using Form Control (Submit Form (<<Form Control Name>>)):

1. Create a canvas app
2. Add Cases, Accounts and Contacts entities from Data Sources
3. Add a From Control and map it to Case entity
4. Add required Data Cards to it and include Customer Data Card too
5. Hide the Customer Data Card (Visible -> false)

Please follow the same steps above from 6 to 10. 

Now, select the “Customer” Data Card on the Form and go to “Update” property and add 

If(Radio2.Selected.Value = "Accounts",cmbAccounts.Selected, If(Radio2.Selected.Value = "Contacts",cmbContacts.Selected))

 

On “Create Case” button:

SubmitForm(Form1); ResetForm(Form1)