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Template Expressions

Every expression is evaluated server-side before the record is written to Dataverse.

tip

Type source., env., or faker. inside the editor to get IntelliSense for fields, environment variables, or test data.

Entity Reference Lookup​

You can use the entityreference function to look up and reference records by IDs or key field values:

Lookup by ID:

{
  "contactid": "{{ entityreference('contact','da509586-a5d2-f011-8543-000d3adcf1d4') }}"
}

Lookup by 1 unique key:

{
  "contactid": "{{ entityreference('contact','emailaddress1','[email protected]') }}"
}

Lookup by multiple unique keys:

{
  "contactid": "{{ entityreference('contact', [{'emailaddress1': '[email protected]'}, {'lastname': 'doe'}]) }}"
}

One-to-Many Operations​

One-to-many operations allow you to aggregate or summarize data from related records. This is useful for rollups or creating summaries.

Rollup Example (Sales)​

Calculate the total duration of all phone calls related to an opportunity and update a custom field on the opportunity record.

{
    "xrm_totalcallminutes": "{{sum = 0; for item in source.Oppportunity_PhoneCalls; if item.actualdurationminutes; sum = sum + item.actualdurationminutes; end; end; sum}}"
}

Summarizing Example (Sales)​

Create a comma-separated list of subjects for all tasks related to an opportunity.

{
    "xrm_tasksummary": "{{source.Opportunity_Tasks | array.map 'subject' | array.join ', '}}"
}

Rollup Example (Service)​

Calculate the total time spent on all cases related to an account and update a custom field on the account record.

{
    "xrm_totalcaseminutes": "{{sum = 0; for item in source.Account_Cases; if item.timespent; sum = sum + item.timespent; end; end; sum}}"
}

Summarizing Example (Service)​

Create a comma-separated list of case titles for all cases related to an account.

{
    "xrm_casesummary": "{{source.Account_Cases | array.map 'title' | array.join ', '}}"
}

Simple Type Expressions​

Date & Time (expiry, SLA, follow-up)​

{
  "new_expirydate": "{{ !source.address1_line1 ? date.now | date.add_years 2 : date.now | date.add_years 1 }}",
  "new_reminderdate": "{{ date.now | date.add_days 30 }}",
  "new_followupon": "{{ date.now | date.add_days (6 - date.now.day_of_week) }}"
}

String Clean-up & Reference Numbers​

{
  "new_leadnumber": "{{ 'LEA-' | append source.leadid }}",
  "telephone1_clean": "{{ source.telephone1 | string.remove ' ' | string.remove '-' }}",
  "emailaddress1": "{{ source.emailaddress1 | string.default '[email protected]' }}"
}

Math (pricing, scoring, bands)​

{
  "estimatedvalue_discounted": "{{ source.estimatedvalue | math.multiply 0.9 | math.round 2 }}",
  "prioritycode": "{{ source.estimatedvalue > 50000 ? 1 : 2 }}"
}

Conditional Logic​

{
  "statuscode": "{{ source.new_approvalstatus == 100000000 ? 'Approved' : 'Pending' }}",
  "preferredcontact": "{{ source.preferredcontactmethodcode ?? source.address1_telephone1 ?? 'Email' }}"
}

Multi-Select Option-Sets​

{
  "has_premium": "{{ source.new_services contains 100000002 }}",
  "services_list": "{{ string.join ', ' source.new_services.selected_items }}"
}
{
  "owner_country": "{{ source.owningbusinessunit.xrm_countrycode }}",
  "parent_creditlimit": "{{ source.parentcustomerid.creditlimit }}"
}

Environment Variables​

{
  "environment_url": "{{ env.xrm_EnvironmentUrl }}",
  "auto_approval": "{{ env.xrm_EnableAutoApproval == 'true' }}"
}

Test Mock Data​

{
  "emailaddress1": "{{ faker.internet.email }}"
}

Random Value Generation​

You can use the faker function to generate random test data, such as picking a random value from a list:

{
  "countrycode": "{{ faker.pick_random(['US','DK','NL','DE','FR']) }}"
}