Question

A canvas app has an edit form bound to a Dataverse Account record. On the form you replaced the default data card control for the 'Primary Contact' lookup with a custom Combo box that shows contacts from the Contacts table. When a user opens an existing account, the Combo box appears empty even though the record already has a Primary Contact set. You need the Combo box to display the account's current Primary Contact when the form loads, while still allowing the user to change it. What should you do?

Accepted Answer

Set the Combo box DefaultSelectedItems property to ThisItem.'Primary Contact' (the parent data card's Default), keeping Items pointed at the Contacts source.

Answer

Set the Combo box Items property to a filtered Contacts list equal to the current Primary Contact so only that record shows.

Answer

Add an OnVisible formula on the screen that runs Reset() against the Combo box each time the form opens.

Answer

Set the Combo box Default property to ThisItem.'Primary Contact'.'Full Name'.