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neill_long
Skilled Sharer
Skilled Sharer

Opening a Form in Edit or New mode depending on criteria

Hi

 

I am trying to open a form in either Edit Form or New Form depending on the criteria.  I have 2 SP Lists, one that stores client details and the other will store costings.

 

These lists are linked with the ID number of the client list and MasterID column in the costings list.

 

What I would like the button to do is, if there is a record in the costings list that has a matching number in its MasterID column, then the form is to open in EditForm with the details showing.

 

However, if there is no record in the costings list that relates to the selected client, then the form is to open in NewForm.

 

This is the formula that i have tried:

 

Set(MasterID, LookUp(LDR_Enquiry_Costs, MasterID = varRequest.ID));
If(
    IsEmpty(MasterID),
    NewForm(Form3),
    EditForm(Form3));
    Navigate(Screen1,ScreenTransition.None)

 

There is currently no data in the costings list so the form should open blank but i just get the no item to display message.

 

Any suggestions on how i can fix this please?

 

thanks

1 ACCEPTED SOLUTION

Accepted Solutions

@Drrickryp is right. A LookUp returns a single Record, not a Table, so you should use IsBlank @neill_long 

 

//put the below Set on the OnVisible of Screen1 
Set(varMasterID, LookUp(LDR_Enquiry_Costs, MasterID = varRequest.ID));
//

//now put the below in the DefaultMode property of the Form control itself
If(
    IsBlank(varMasterID),
    FormMode.New,
    FormMode.Edit
)

//now put the below in the Item property of the Form control itself
If(
    IsBlank(varMasterID),
    Defaults(yourDataSourceName),
    varMasterID
)

 

IsEmpty would only be correct, if it was Filter (which returns a Table) rather than LookUp (which returns a single Record)

 

See if it helps @neill_long 

View solution in original post

6 REPLIES 6
poweractivate
Most Valuable Professional
Most Valuable Professional

 

//put the below Set on the OnVisible of Screen1 
Set(MasterID, LookUp(LDR_Enquiry_Costs, MasterID = varRequest.ID));
//

//now put the below in the DefaultMode property of the Form control itself
If(
    IsEmpty(MasterID),
    FormMode.New,
    FormMode.Edit
)

 

More detail:

EditForm, NewForm, DefaultMode, FormMode, FormMode.New, FormMode.Edit

 

@poweractivate 

 

On the button, which is on another screen, I assume, this would just have the navigate(....)?

 

On my test, if there is a record in the SP list, the form does open in EditForm, but if there isn't a match, it is still displaying the no item to display.

 

I can add a plus button and put newform(formname) but was hoping I could get it to open if empty.

 

 

@neill_long 

 

//put the below Set on the OnVisible of Screen1 
Set(varMasterID, LookUp(LDR_Enquiry_Costs, MasterID = varRequest.ID));
//

//now put the below in the DefaultMode property of the Form control itself
If(
    IsEmpty(varMasterID),
    FormMode.New,
    FormMode.Edit
)

//now put the below in the Item property of the Form control itself
If(
    IsEmpty(varMasterID),
    Defaults(yourDataSourceName),
    varMasterID
)

See if it helps @neill_long 

@neill_long 

Try IsBlank instead of IsEmpty

@Drrickryp is right. A LookUp returns a single Record, not a Table, so you should use IsBlank @neill_long 

 

//put the below Set on the OnVisible of Screen1 
Set(varMasterID, LookUp(LDR_Enquiry_Costs, MasterID = varRequest.ID));
//

//now put the below in the DefaultMode property of the Form control itself
If(
    IsBlank(varMasterID),
    FormMode.New,
    FormMode.Edit
)

//now put the below in the Item property of the Form control itself
If(
    IsBlank(varMasterID),
    Defaults(yourDataSourceName),
    varMasterID
)

 

IsEmpty would only be correct, if it was Filter (which returns a Table) rather than LookUp (which returns a single Record)

 

See if it helps @neill_long 

@poweractivate  & @Drrickryp  thank you.  Got it to work.

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