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prsguitarman
Frequent Visitor

Need a Copy Button to Copy data from a DetailForm1 to a new EditForm1 so it can be saved as a new item?

Hi,

I need a Copy Button to Copy data from a DetailForm1 to a new EditForm1 so it can be saved as a new item?

I have a BrowseGallery1 setup and it is linked to a SharePoint List. I can display the items in the list. If I then click a right arrow button, it launches the DetailForm1 with all the data for that item from the SharePoint List. That all works fine. 

 

When the DetailForm1 is launched with all the data for that item, i have a Delete Button, and a Edit Button. The edit button launches a EditForm1 with all the fields filled in with the data that was displayed in the DetailForm1. I can update the data and Accept it. But what I would like to do is take the data that is displayed in the DetailForm1 and click on a Copy button, which fills the fields in the NewForm EditForm1, so I can save it to a new record, without having to re-enter all the fields. I have added the Copy Icon button to the DetailForm1, but i don't know what to put in the OnSelect field to launch the NewForm EditForm1 with data copied?

 

Any help would be greatly appreciated!!

 

2 ACCEPTED SOLUTIONS

Accepted Solutions
v-xida-msft
Community Support
Community Support

Hi @prsguitarman ,

Do you want to copy detail info from your Detail form to a new Edit form, and save it as a new record?

 

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

Add a "Copy" button in your Detail Screen, set the OnSelect property to following:

 

Set(CopyRecord, BrowseGallery1.Selected);
NewForm(EditForm1);
Navigate(EditScreen)

 

 

Within your Edit Screen, go to the Edit form, you need to set default value for each field data card one by one. e.g. For Text Field1, unlock the Field1 data card, set the Default property of the Text Input Box inside the Text Field1 data card to following:

 

If(
   EditForm1.Mode = FormMode.New,
   If(
      !IsBlank(CopyRecord),
      CopyRecord.Field1,
      Parent.Default
   ),
   Parent.Default
)

 

For Choice Field, please unlock the Choice field data card, set the DefaultSelectedItems property of the Choice field ComboBox to following:

 

If(
   EditForm1.Mode = FormMode.New,
   If(
      !IsBlank(CopyRecord),
      {
        Value: CopyRecord.ChoiceField1.Value
      },
      Parent.Default
   ),
   Parent.Default
)

 

same logic should be applied to fields in your Edit form.

 

Set the OnSuccess property of the EditForm1 to following:

Set(CopyRecord, Blank());  // Add this formula to clear CopyRecord variable
Back()

 

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

 

Best regards,

Community Support Team _ Kris Dai
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

Hi @prsguitarman ,

Do you mean you have a Choice type field (enabled "Allow Multiple selections" option) in your SP List?

 

Yeah, you are right. For the Choice field (which enabled "Allow Multiple selections" option) in your Edit form, please consider set the DefaultSelectedItems property of the Choice field ComboBox to following:

If(
   EditForm1.Mode = FormMode.New,
   If(
      !IsBlank(CopyRecord),
      CopyRecord.'Version Control Type',
      Parent.Default
   ),
   Parent.Default
)

or

If(
   EditForm1.Mode = FormMode.New,
   If(
      !IsBlank(CopyRecord),
      ForAll(
             CopyRecord.'Version Control Type',
             {
               Value: Value
             }
      ),
      Parent.Default
   ),
   Parent.Default
)

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

 

Best regards,

Community Support Team _ Kris Dai
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

8 REPLIES 8

I would use a Patch() on the DetailForm1 page. 

 

Something like this --> 

 

Patch(datesource, Defaults( datesource),

       {

Column1: label1.text

Column2: label2.text

Column3: label3.text

 

   }

 

If you need more coaching your more than welcome to book sometime with me at Digitalms365.com/help. The first 15 min is on me free of charge. 

 

 

Where do you put the Patch code? In the OnSelect of he Copy Button on the DetailForm1?

Thanks,

Yes that is correct. However likely some of your data fields / columns are more complex than just text. If that is the case I can send you some examples of look up columns, choice columns, and people / group columns. 

v-xida-msft
Community Support
Community Support

Hi @prsguitarman ,

Do you want to copy detail info from your Detail form to a new Edit form, and save it as a new record?

 

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

Add a "Copy" button in your Detail Screen, set the OnSelect property to following:

 

Set(CopyRecord, BrowseGallery1.Selected);
NewForm(EditForm1);
Navigate(EditScreen)

 

 

Within your Edit Screen, go to the Edit form, you need to set default value for each field data card one by one. e.g. For Text Field1, unlock the Field1 data card, set the Default property of the Text Input Box inside the Text Field1 data card to following:

 

If(
   EditForm1.Mode = FormMode.New,
   If(
      !IsBlank(CopyRecord),
      CopyRecord.Field1,
      Parent.Default
   ),
   Parent.Default
)

 

For Choice Field, please unlock the Choice field data card, set the DefaultSelectedItems property of the Choice field ComboBox to following:

 

If(
   EditForm1.Mode = FormMode.New,
   If(
      !IsBlank(CopyRecord),
      {
        Value: CopyRecord.ChoiceField1.Value
      },
      Parent.Default
   ),
   Parent.Default
)

 

same logic should be applied to fields in your Edit form.

 

Set the OnSuccess property of the EditForm1 to following:

Set(CopyRecord, Blank());  // Add this formula to clear CopyRecord variable
Back()

 

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

 

Best regards,

Community Support Team _ Kris Dai
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi Kris, That all worked except if I had a Choice Field which allows for Multiple Checkboxes.  Is that syntax different than what you showed above for a Choice field?

 

You may have to use Split () on the commas so you have an array to pass. 

Where do I put the Split()?

prsguitarman_0-1592611285672.png

prsguitarman_1-1592611322961.png

 

Hi @prsguitarman ,

Do you mean you have a Choice type field (enabled "Allow Multiple selections" option) in your SP List?

 

Yeah, you are right. For the Choice field (which enabled "Allow Multiple selections" option) in your Edit form, please consider set the DefaultSelectedItems property of the Choice field ComboBox to following:

If(
   EditForm1.Mode = FormMode.New,
   If(
      !IsBlank(CopyRecord),
      CopyRecord.'Version Control Type',
      Parent.Default
   ),
   Parent.Default
)

or

If(
   EditForm1.Mode = FormMode.New,
   If(
      !IsBlank(CopyRecord),
      ForAll(
             CopyRecord.'Version Control Type',
             {
               Value: Value
             }
      ),
      Parent.Default
   ),
   Parent.Default
)

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

 

Best regards,

Community Support Team _ Kris Dai
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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