Filter salesrep based on office365users to match our own userid

[baller72]

Thanks in advance for any help.

I am trying to filter based on office365user (currently logged in) using Office365Users.MyProfile().MailNickname which is for example "rjohnson". I'd like Office365Users.MyProfile().MailNickname to match our own company UserID. Upon matching I want ComboBox.Salesrep to return Salesrep field equals to only Robert Johnson.

Datasource 1: Office365Users 

Field: MailNickname

Datasource 2: Salesrep_tbl (Sharepoint list)

Field: UserID & Salesrep

Again, appreciate the help.

[mdevaney]

@baller72
Do you want the SalesRep to show in the Combobox? Try putting this code in the DefaultSelectedItems or (Default) property of the SalesRep Combobox. It will retrieve the record.

Lookup(Salesrep_tbl,UserID= Office365Users.MyProfile().MailNickname)

If you just want to get the sales rep name as a text string so this instead

Lookup(Salesrep_tbl,UserID= Office365Users.MyProfile().MailNickname.SalesRep)

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[baller72]

@mdevaney 

Hey there. Thanks!

Here's what I see.

[v-xida-msft]

Hi @baller72 ,

Could you please share a bit more about the UserID column in your Salesrep_tbl SP List? Is it a Single text type column?

Could you please share a bit more about the Salesrep column? Is it a Choice type column?

Further, do you add a ComboBox to connect to the Salesrep column in your SP List?

I have made a test on my side, please take a try with the following formula:

LookUp(Salesrep_tbl, UserID = Office365Users.MyProfile().MailNickname, Salesrep)

or

LookUp(Salesrep_tbl, UserID = Office365Users.MyProfile().MailNickname).Salesrep

Note: I assume that the User ID column is a Single text type column.

If the Salesrep column is a Choice type column, and you want the ComboBox to connect to this column where current login user MailNickName matches the User ID column, please take a try with the following workaround:

Set the Items property of the ComboBox to following:

Filter(
        Choices(Salesrep_tbl.Salesrep),
        Value in Filter(Salesrep_tbl, UserID = Office365Users.MyProfile().MailNickname).Salesrep.Value
)

If the  Salesrep column is a Single text column, please set the Default property of a Text Input box to following:

LookUp(Salesrep_tbl, UserID = Office365Users.MyProfile().MailNickname, Salesrep)

or

LookUp(Salesrep_tbl, UserID = Office365Users.MyProfile().MailNickname).Salesrep

Please consider take a try with above solution, then check if the issue is solved.

Best regards,

[baller72]

Hey @v-xida-msft .

Thanks for helping out. I will give this a go then let you guys know.

Salesrep - Single line of text ( I added a combobox)
UserID - Single line of text

Appreciate your time.

[baller72]

Hi @v-xida-msft ,

Please see error messages. Placed this in Default property.

[baller72]

@v-xida-msft 

I was able to filter the salesrep, but have this warning. Any work around?

Items property (warning)

Default property (error)

DefaultSelectedItems property (warning)

[v-xida-msft · Accepted solution]

Hi @baller72 ,

Based on the screenshot that you mentioned, I think you have faced a Delegation warning issue with your formula.

If you have faced a Delegation warning issue with your formula, it means that you could not delegate the data process to your data source itself (on your side, it is Salesrep_Distinct_UserID), instead, you could only process your data locally.

If the amount of your Salesrep_Distinct_UserID data source records is not more than 2000, you could ignore this warning issue. More details about the Delegation warning issue, please check the following article:

https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/delegation-overview

In order to get rid of this Delegation warning issue, please consider take a try with the following workaround:

Set the OnStart property of the App to following:

Set(CurrentUserNickName, Office365Users.MyProfile().MailNickname)

Then modify your Filter formula as below:

Filter(Salesrep_Distinct_UserID, UserID = CurrentUserNickName).Salesrep

then re-load your app (fire the OnStart proeprty of App), check if the issue is solved.

Best regards,