cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Digitrony64
Frequent Visitor

Need Help with Patching Sharepoint list from 2 different collections

I am building an offline powerapp for our sales department to use when internet connectivity is limited. I have managed to build an app where customer data and contacts are added to two collections (i.e. colCustomerData, and colContactsData). They are tied to two SP Lists called Customers and Contacts. The one-to-many relationship is established between the two lists using ID from the Customers and RefID from Contacts. Everything works as expected within the app when users add customers and contacts, however, the problem I'm having is when it comes time to sync (patch) the data back to the datasources, in this respect the two SP lists (Customers, and Contacts), and maintain the relationship. 

 

This is the desired result I am seeking and hopefully one of you gurus can help.

 

When the user enters more than one customer in the app, and associates several contacts to that customer, when they are online and sync the data back to SharePoint, I want the app to be able to enter the customer and contacts for each customer and its associated contacts. Additionally, I am using an add and update button to add or update the record in the collections.

 

Contacts Add Button:

 

OnSelect: Collect(colContactsData, {Title: Contact_DataCard1.Update, Contact_x0020_Phone: 'Contact Phone_DataCard1'.Update, Contact_x0020_Email: 'Contact Email_DataCard1'.Update, RefID: varRecord.ID});SaveData(colContactsData, "SavedContactData");ResetForm(ContactsEditForm);NewForm(ContactsEditForm)

 

Customer Add Button:

 

OnSelect: Collect(colCustomersData, {Title: Customer_DataCard2.Update, Address: Address_DataCard2.Update, PhoneNumber: Phone_DataCard2.Update, Salesperson0: Salesperson.Selected, ID: CountRows(colCustomerData)+1});ResetForm(CustomerEditForm);SaveData(colCustomerData, "SavedCustomerData");NewForm(CustomerEditForm)

 

I have tried several Patch, ForAll, Lookup combinations but can't seem to wrap my head around how to get this to work. Here is what works for one record:

 

Set(varID,Patch(Customers,Defaults(colCustomerData),CustomerEditForm.Updates).ID);Patch(Contacts,ForAll(colContactsData,{'Ref ID': varID, Title: Title, ContactPhone: ContactPhone, ContactEmail: ContactEmail}))

 

I am trying to get the app to work for all records. I am new to this forum so please excuse me if this has already been addressed. I have been Googling for days and can't seem to find the precise answer to my problem. Thanks for all that you do. Best Regards.

 

1 ACCEPTED SOLUTION

Accepted Solutions

Hello Community,

 

Well I finally found the answer. The question? How do you get the ID's to match for a one to many relationship in an offline app? The answer came from this post Power Apps Offline Mode: A Step-By-Step Tutorial - Matthew Devaney. In short, you cannot get the ID's to match using the auto generated ID from a SharePoint list. The trick was to create your own ID column (in my case, called OfflineID), and use this command in the OnSelect property when creating new records:

Set(varNewOfflineGUID, GUID());

 

Then in the OfflineID card in the form add:

If(FormMode.New, varNewOfflineGUID, Parent.Default)

 

The rest was a matter of following this from the amazing Reza: (3) Power Apps working with SharePoint List Relationships - YouTube.

 

I now have a working CRM app that is both offline and online. Great stuff!

View solution in original post

2 REPLIES 2
Digitrony64
Frequent Visitor

Allow me to add more insight to what I am trying to accomplish with your help of course.

 

There are two lists (really three but for simplicity's sake we'll keep it to two), this is the Customers list:

 

Digitrony64_0-1660164411875.png

and Contacts list, respectively:

Digitrony64_1-1660164465058.png

The RefID should match the Customer list "ID" when patching from a collection to SharePoint. There are two collections: colCustomersData and colContactsData

In the Powerapps, when adding contacts, the RefID is the same as the customers ID using the variables varRecord i.e. If(ContactsEditForm.Mode = FormMode.New, varRecord.ID, ThisItem.RefID)

Digitrony64_2-1660165257502.png

colContactsData collection:

Digitrony64_3-1660165368911.png

However, this is the challenge I am facing...

When patching the data back to their respective SharePoint lists, I can't seem to figure out how to maintain the relationship between the two lists. Hence, the Customers list is the Master List and the Contacts list the the Child. It's patching the data back to SharePoint and maintaining the relationship is where I am finding very challenging to say the least.

 

What does work is using this formula:

Set(varID,Patch(Customers,Defaults(colCustomerData),CustomerEditForm.Updates).ID);Patch(Contacts,ForAll(colContactsData,{'Ref ID': varID, Title: Title, Contact_x0020_Phone: Contact_x0020_Phone, Contact_x0020_Email: Contact_x0020_Email}))

 

Using the ForAll statement and changing the RefID Datacard on the ContactsEditForm to 

 

If(ContactsEditForm.Mode = FormMode.New, varID, ThisItem.RefID) 

 

Works as intended when patching the data back to SharePoint. But I can't use this function in an Offline app. That is the conundrum I'm facing. When I patch the Customer data back to the SharePoint list, the ID field is automatically generated. But when I patch the contact data, it does not match the auto generated customer ID and so the relationship is broken. I should also mention that the SharePoint lists is also being used by an Online app that works great. It's getting the Offline app to sync the data nicely to maintain the relationship were I'm having trouble. If anyone can help shed some light on this matter, I would be greatly appreciative of your efforts. Please let me know if there is additional information I can provide that would be helpful. Best Regards.

Hello Community,

 

Well I finally found the answer. The question? How do you get the ID's to match for a one to many relationship in an offline app? The answer came from this post Power Apps Offline Mode: A Step-By-Step Tutorial - Matthew Devaney. In short, you cannot get the ID's to match using the auto generated ID from a SharePoint list. The trick was to create your own ID column (in my case, called OfflineID), and use this command in the OnSelect property when creating new records:

Set(varNewOfflineGUID, GUID());

 

Then in the OfflineID card in the form add:

If(FormMode.New, varNewOfflineGUID, Parent.Default)

 

The rest was a matter of following this from the amazing Reza: (3) Power Apps working with SharePoint List Relationships - YouTube.

 

I now have a working CRM app that is both offline and online. Great stuff!

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

Users online (1,175)