I am creating a quote tool. The main part is essentially done where a user can go through and enter the data in various forms (they all tie to the same SharePoint list) across multiple screens and when they hit the Submit button, it creates a record in a SharePoint list with the information.
What I want to do now is add an edit option where they can lookup the quote number, press an "edit" button and the forms will populate with all of the data from the SharePoint list record that matches the quote number. I have the ComboBox box tied to the quote number field in the SharePoint list so they can search for the quote number (that was the easy part). However, I am completely stumped on how to populate the form with the data from that record. I've been Googling for the past two hours and trying various things and nothing is working. Can someone get me pointed in the right direction?
Solved! Go to Solution.
On the same screen where you gave the new form to create New record do the following;
1. Insert a Gallery1 and a button.
2. On the OnSelect of the button put:
EditForm (YourFlowName)
3. On the Gallery items put; Filter(Datasource,QouteNumberColumn=Combobox1.Selected)
4. On the Item property of the form put:
Gallery1.Selected
5. Anything you select on the Gallery will appear on the form after you click EditForm button.
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On the same screen where you gave the new form to create New record do the following;
1. Insert a Gallery1 and a button.
2. On the OnSelect of the button put:
EditForm (YourFlowName)
3. On the Gallery items put; Filter(Datasource,QouteNumberColumn=Combobox1.Selected)
4. On the Item property of the form put:
Gallery1.Selected
5. Anything you select on the Gallery will appear on the form after you click EditForm button.
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If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.
Thanks eka24! This is exactly what I was looking for. I'm finding one hiccup though. If I select a quote from the drop-down and hit the button, it will populate the form properly. However, if I then select another quote from the drop-down, the form fields disappear (without having to hit the button) and the message "No item to display" is shown. If I then select another quote, the form fields reappear and populate (without touching the button). It will alternate back and forth with showing the fields populated and "No item to display" for each item that is selected in the list (regardless of what order I select them in). I know that message is tied to whether a form mode is set to New or Edit but I can't figure out why it is switching back and forth.
Usually, you hit the button once. Then do all your selection in the dropdown you want. It is only when you want to create New enteries that you hit another button which is set to Newform (YourFlowName)
Also if that's doesn't work then show a screenshot of the Gallery items.
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Thanks eka24. That's exactly what I needed. I have come up against some other issues somewhat related to this but if I can't figure them out, I'll start another thread. Thanks again for the help!
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