How to display on a form multiple fields to complete based on a grouping of fields navigated to from a gallery

[pcoombe]

Hi All, 

this is a bit of a complex one. Let me explain the current logic. I have a Gallery linked to a SharePoint List. This Gallery displays a list of items in rows. The user when notified (via a power automate) needs to go into the specific row they are responsible for and fill in a number of field. Each row has a navigate icon. When the user presses the icon, this navigates to a form where the user needs to add a value to the Amt per Rec field, looad in the backing documentation and press the submit reconcilliation button. Later down the line Mngt will re-enter the reconcilliation and approve or reject it. 

 

At the moment the user has to go into each individual record they are responsible for and fill in the appropriate forms and submitthe reconciliation. However what the business now want to do is to apply a grouping to a number of the individual records. the idea being that where indiviudal accounts are from the same area of the business they can group them, navigate to any of the particular grouped items and then have a form which displays GL total Amt, Amount per Rec, Difference plus the values on the left hand side for each of the grouped items. 

I have created a seperate SharePoint and linked this to the PowerApp. this SP tells which GL accounts are in which group. I then have an icon display on the GL account field on the gallery form and I have put in place logic which tells the navigate button to navigate to a different detail form. So that bit is ok. You can see below I have an icon which denotes this GL account is in a group. 

Where I am stuck. Say there are 4 gallery row items with the red icon, lets say they are account 001 002 003 004 all part of a group. When I select the navigate icon for say 003 I want to be able to see the field values for all 4 grouped row items. the same if I select any one of the 4 row items. At the moment all logic is worked out usiing ThisItem. Does anyone know the best way to show multiple items in a single form which are linked  by say a specific icon/color i..e where icon is red then when navigated to, all fields related to red icon will display ready for completion. 

Hope this makes sense. 

[royg · Accepted solution]

I would add a gallery to the secondary form that will display all the items that meet your requirement (red icon, same GL, etc.). In that gallery you can display the data you think is most important for the user to provide the total value.

That's my 2 cents hope this helps.

[pcoombe]

that is a good suggestion. I will give it a go and let you know if successful