I have built a Canvas App. In New form I have a question called Is this a new or revised submission ? If the user selects revised than the user will enter a ID of the previous request. Previous ID is a unique field (lookup column )for each item in a SharePoint Online list ( List Name 'Sales Tracker')
Based on the ID of this request, how can I get the fields to be auto populated ? If its new leave it blank .
Fields that needs to be auto populated
a: Office ( Choice)
b. Name: ( person or Group)
c. Tracker Number: ( Single line of text)
d. Plan: (Multiple lines of text)
e. Region: ( multiple choice column)
Thank you for your help.
Assuming the user enters the ID in a Text Input control, and you're using separate Button controls for "New" and "Revised", I would use the below on the OnSelect property of the "Revised" Button:
EditForm('Your Form);
UpdateContext(
{
ctx_record: LookUp(
'Your Data Source',
'Previous ID' = TextInput1.Text
)
}
)
And the below on the OnSelect property of the "New" Button:
NewForm('Your Form)
And the below on the Item property of your EditForm control:
ctx_record
If you need to use a Global Variable, use:
EditForm('Your Form');
Set(
gbl__record,
LookUp(
'Your List',
'Previous ID' = TextInput1.Text
)
)
Note - if the "Previous ID" is a SharePoint LookUp column, use:
'Previous ID'.Value
------------------------------------------------------------------------------------------------------------------------------
If I have answered your question, please mark your post as Solved. Remember, you can accept more than one post as a solution.
If you like my response, please give it a Thumbs Up.
Imran-Ami Khan
@Amik Thank you for your response, I tried using your approach but I am running to a issue. Here is step by step of what I did.
1. User clicks Send a request Button on PowerApps ( Home Screen with Gallery)
2. A pop up appears asking user if its new or Revised
3. When user selects New, it will take them to InitialForm( FormScreen) . There is no issue here.
4. While user selects Revised ( Previous ID and Submit Button shows up ), User selects Previous ID from the dropdown which is a look up column.
5. When user clicks submit after selecting the ID , it opens up the InitialForm but is blank . The field are not prepopulated.
Formula I have on Submit Button
Navigate(FormScreen);
EditForm(InitialForm);
Set(ctx_record, LookUp('My List', 'Previous ID'.Value = DataCardValue164.Selected.Value));
//hide popup after submit
UpdateContext({popUpVisual:false});
6. I also set the item Property of the InitialForm to ctx_record.
Can you please tell me what am I doing wrong here.
Thank you .
@mssa12345 - could you insert a Label control into your App and confirm a value is being returned:
LookUp('My List', 'Previous ID'.Value = DataCardValue164.Selected.Value, "choose any field in your list which is no blank")
------------------------------------------------------------------------------------------------------------------------------
If I have answered your question, please mark your post as Solved. Remember, you can accept more than one post as a solution.
If you like my response, please give it a Thumbs Up.
Imran-Ami Khan
@Amik , I inserted a label with the formula above which is
LookUp('My List', 'Previous ID'.Value = DataCardValue164.Selected.Value, Office.Value)
When there is no selection of previous ID by default, the office from the 1st item in list is populated. But as soon as I select the Previous ID, the correct office is populated in label.
But the form is still blank .
Thanks
@mssa12345 - If a value is being returned from that test LookUp, then the Solution should work.
Here is what I would do if I were to create this solution. See if there's anything in here you might have missed:
1. Insert an EditForm control into your screen and configure it as you see fit
2. On a different screen, insert a Button control and set the Text property to "Send a request"
3. On the OnSelect property of this Button, enter:
UpdateContext({ctx_show_pop_up: true})
4. Insert a Container control into this Screen
5. Add a Button control inside this Container and set the Text property to "Revised"
6. On the OnSelect property of this Button, enter:
UpdateContext({ctx_show_revised_ctrls: true})
7. Add another Button control inside this Container and set the Text property to "New"
8. On the OnSelect property of this Button, enter:
NewForm(InitialForm);
Navigate(FormScreen)
9. Insert a Dropdown control into this Container
10. Set the Items property of this Dropdown to whatever you're currently using
11. Add another Button control inside this Container and set the Text property to "Submit"
12. On the OnSelect property of this Button, enter:
Navigate(FormScreen);
EditForm(InitialForm);
Set(
gbl_record,
LookUp(
'My List',
'Previous ID'.Value = DataCardValue164.Selected.Value
)
);
//hide popup after submit
UpdateContext({ctx_show_pop_up: false});
UpdateContext({ctx_show_revised_ctrls: false});
13. Set the Visible property of the Dropdown control and the Submit Button to:
ctx_show_revised_ctrls
14. On the Visible property of the Container, enter:
ctx_show_pop_up
15. On the OnVisible property of this screen, enter:
UpdateContext({ctx_show_pop_up: false});
UpdateContext({ctx_show_revised_ctrls: false})
16. On the Item property of the EditForm, enter:
gbl_record
Notes:
There is alternative to using a Global Variable by "passing" Local Context Variable between screens, but I will explain the steps for that once you can confirm these steps work for you.
------------------------------------------------------------------------------------------------------------------------------
If I have answered your question, please mark your post as Solved. Remember, you can accept more than one post as a solution.
If you like my response, please give it a Thumbs Up.
Imran-Ami Khan
@Amik I really appreciate your help here, I followed each and every step you mentioned above I am still getting a blank form after I select the Previous ID and hit Submit.
I don't know if this makes any difference, the Column Previous ID is a lookup Column based on another column on same list called Tag# ( which is Single line of text). I only created this lookup so user can select option from the dropdown.
Thank you.
@mssa12345 - so long as the selection from DataCardValue164 returns a LookUp result, then it makes no difference that you've created a LookUp column on a SharePoint list back to the list itself.
DataCardValue164.Selected.Value
On a separate note, if you simply want a Single Line Text field to be displayed in a Dropdown/ComboBox, you simply need to set the Items property to your data source.
------------------------------------------------------------------------------------------------------------------------------
If I have answered your question, please mark your post as Solved. Remember, you can accept more than one post as a solution.
If you like my response, please give it a Thumbs Up.
Imran-Ami Khan
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!
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
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.
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