cancel
Showing results for 
Search instead for 
Did you mean: 
Reply

How can populated Nominee Manager & Submitter Manager when Nominee Name is selected.

The nominee's name is connected to Sharepoint and is called "Controller Awards."

 

Sharepoint file columns included this column name:  

AwardType

Status

Area of Focus

Nominee Name

Reason for Nomination

Created By

Created Date

Modified By

Modified Date

Comments

Nominee Manager

Submitter Manager

Item Type

Path

 

 

The Nominee Manager & Submitter Manager is connected to Sharepoint and is called "Controller Org" 

 

Sharepoint file columns included this column name: 

     Manager_Name

Manager

Manager_GSN

Manager_Email_Address

Employee

Employee Name

GSN

Work_Email_Address

Item Type

Path

 

I need to make sure that when a user selects Nominee Name, the Nominee Manager & Submitter Manager as well.  The Submitter will be selecting the nominee's name when using the form by clicking on the Nomine Name, which should populate the Nomine Manager column. Also, make sure that the Submitter Manager name populates when the submitter selects the Nominee Name column.

 

Can someone please guide me with the request?

 

2 ACCEPTED SOLUTIONS

Accepted Solutions

Oh, okay, I will do that and give it a shot. Thank you so much. 

Also, the Nominee Manager & Submitter Manager is not capturing data in the SharePoint list when I hit submit for my form. I check both Controller Org & Controller Awards SharePoint lists.

 

Manager_NameManagerManager_GSNManager_Email_AddressEmployeeEmployee NameGSNWork_Email_AddressSubmitter ManagerNominee ManagerItem TypePath

 

View solution in original post

Hey @Kumar09 ,

 

So with your data set, I don't think you need the Nominee Manager or the Submitter Manager fields in your Controller Org list. You only need that data for the nomination itself.

 

The only thing you need to change in the Nominee Manager and Submitter Manager data cards is the DefaultSelectedItems property of the combo boxes within the respective data cards. I'd suggest you delete the Nominee Manager and Submitter Manager data cards and add them back in so they can reset. Once you add them, unlock the data card so you can modify the DefaultSelectedItems property for both. Following what  we covered earlier should be all you need to do.

 

View solution in original post

33 REPLIES 33

Hey @Kumar09 ,

 

  • Couple questions first. Are all the fields just dropdown types?
  • Are the Submitter names and Nominee names in your Controller Org list as EmployeeName?
  • And is your Nominee Name dropdown field connected to that Controller Org list and pulling all the EmployeeNames?

 

If all that's true then you can set the DefaultSelectedItems property of your Nominee Manager field to

{Value: NomineeNameDropdown.Selected.ManagerName}

 

And then you can set the DefaultSelectedItems property of your Submitter Manager field based on the current user (as long as the name or email matches their entry in the Controller Org list. So you could do:

{Value: LookUp(Controller Org, EmployeeName = User().FullName).ManagerName}

  • Couple questions first. Are all the fields just dropdown types? Yes, that is correct
  • Are the Submitter names and Nominee names in your Controller Org list as EmployeeName? Yes, that is correct as well.
  • And is your Nominee Name dropdown field connected to that Controller Org list and pulling all the EmployeeNames? Is connected the Controller Awards and pulling on the employeeNames.

@leonsig93 

Here are the respone to the questions you asked.

  • Couple questions first. Are all the fields just dropdown types? Yes, that is correct
  • Are the Submitter names and Nominee names in your Controller Org list as EmployeeName? Yes, that is correct as well.
  • And is your Nominee Name dropdown field connected to that Controller Org list and pulling all the EmployeeNames? Is connected the Controller Awards and pulling on the employeeNames.

Can someone assign the above request? 

Here are the respone to the questions you asked.

  • Couple questions first. Are all the fields just dropdown types? Yes, that is correct
  • Are the Submitter names and Nominee names in your Controller Org list as EmployeeName? Yes, that is correct as well.
  • And is your Nominee Name dropdown field connected to that Controller Org list and pulling all the EmployeeNames?No, this is connected to the Controller Awards and pulling on the employee names.

 

Since all that is true, you should be able to do what I said before and use the two formulas. You just need to add the first one into the DefaultSelectedItems property of the Nominee Manager field and then add the second formula into the DefaultSelectedItems property of the Submitter Manager field.

 

Try that and see if it works.

So, the first formula didn't work and showing an error of Name isn't valid. 'NomineeNameDropdown' isn't recognized. But the second one works, and it populates the submitter manager's name.

 

Also, This last question was not true. I just wanted to make sure about that 

  • And is your Nominee Name dropdown field connected to that Controller Org list and pulling all the EmployeeNames?No, this is connected to the Controller Awards and pulling on the employee names.

 

So the NomineeNameDropdown would need to get replaced by whatever you named your dropdown control for that field.

But based on your answer to the last question, you should be able to use the second formula but just tweak it like this:

{Value: LookUp(Controller Org, EmployeeName = NomineeDropdown.Selected.Value).ManagerName}

Remember to replace NomineeDropdown with the name of your dropdown control 

@leonsig93 

So, I tried your solution, but I'm getting an error. It seems like it's there, but I'm just missing it. Will you please help.

 

Kumar09_0-1717518458691.png

 

You were super close!

 

You just need to change 'Nominee Manager'.Selected.Value to DataCardValue45.Selected.Value since that is the name of the dropdown for your Nominee Name field.

Helpful resources

Announcements

Community will be READ ONLY July 16th, 5p PDT -July 22nd

Dear Community Members,   We'd like to let you know of an upcoming change to the community platform: starting July 16th, the platform will transition to a READ ONLY mode until July 22nd.   During this period, members will not be able to Kudo, Comment, or Reply to any posts.   On July 22nd, please be on the lookout for a message sent to the email address registered on your community profile. This email is crucial as it will contain your unique code and link to register for the new platform encompassing all of the communities.   What to Expect in the New Community: A more unified experience where all products, including Power Apps, Power Automate, Copilot Studio, and Power Pages, will be accessible from one community.Community Blogs that you can syndicate and link to for automatic updates. We appreciate your understanding and cooperation during this transition. Stay tuned for the exciting new features and a seamless community experience ahead!

Summer of Solutions | Week 4 Results | Winners will be posted on July 24th

We are excited to announce the Summer of Solutions Challenge!   This challenge is kicking off on Monday, June 17th and will run for (4) weeks.  The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions in the Forums to as many questions as you can. Answers can be provided in all the communities.    Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”)   - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024   Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods.  You must enter into each weekly Entry Period separately.   How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different.    Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers.  At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing.  Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random.  Individuals will be contacted before the announcement with the opportunity to claim or deny the prize.  Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners.   Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event.   ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE**   Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Community MembersNumber of SolutionsSuper UsersNumber of Solutions @anandm08  23 @WarrenBelz  31 @DBO_DV  10 @Amik  19 AmínAA 6 @mmbr1606  12 @rzuber  4 @happyume  7 @Giraldoj  3@ANB 6 (tie)   @SpongYe  6 (tie)     Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Community MembersSolutionsSuper UsersSolutions @anandm08  10@WarrenBelz 25 @DBO_DV  6@mmbr1606 14 @AmínAA 4 @Amik  12 @royg  3 @ANB  10 @AllanDeCastro  2 @SunilPashikanti  5 @Michaelfp  2 @FLMike  5 @eduardo_izzo  2   Meekou 2   @rzuber  2   @Velegandla  2     @PowerPlatform-P  2   @Micaiah  2     Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Week 3:Community MembersSolutionsSuper UsersSolutionsPower Apps anandm0861WarrenBelz86DBO_DV25Amik66Michaelfp13mmbr160647Giraldoj13FLMike31AmínAA13SpongYe27     Week 4 Results: Congratulations to the Week 4 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Week 4:Community MembersSolutionsSuper UsersSolutionsPower Apps DBO-DV21WarranBelz26Giraldoj7mmbr160618Muzammmil_0695067Amik14samfawzi_acml6FLMike12tzuber6ANB8   SunilPashikanti8

Check Out | 2024 Release Wave 2 Plans for Microsoft Dynamics 365 and Microsoft Power Platform

On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners.    The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights.    Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.    

Updates to Transitions in the Power Platform Communities

We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for.  We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer.   Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together.   Here's to new beginnings and endless possibilities!   If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport.   To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages