cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
TBuente
Resolver I
Resolver I

Storing many values as a "Template"

Hi all,

 

I am building an app that will allow users to create a PDF with many terms and definitions. This is useful for many people in my company, as they often need to search around for different common terms to complete their work. With this app, users will be able to select all of the terms they want, and print them out.

 

I am quite far into the development of this app; however have come to a stopping point when regarding the "Templates" option. 

 

In this app, I want users to be able to create a new PDF either from scratch (allowing them to select all of the terms themselves), or start from a template, where preset terms will be selected (users can add additional terms, the template just saves them time for common terms needed often). 

 

I have come to a stopping point within the "template management" section. I have create the ability for users creating a template (not a PDF) to select the desired terms to save into a template; however, I am running into a bit of trouble with deciding how to host these templates. Originally, I thought to make these templates store inside of my Excel database that I am utilizing to store the terms and definitions; however, I would have to make hundreds of columns (named Term1, Term2, Term3, Def 1, Def 2, Def 3, etc). These templates need to be stored and called upon easily (either for PDF creation, or editing the template itself).

 

Perhaps I may have to use an Excel database; however, I am stuck on how to display these pre-selected terms AND display the additional terms that are selected by users in ONE gallery. I believe I could use two galleries, and excel with hundreds of columns, but I would like to keep one gallery with a clean database.

1 ACCEPTED SOLUTION

Accepted Solutions
Anonymous
Not applicable

Whatever you prefer. You could do it in SharePoint or SQL. I'm not too familiar with the CDS, but I'm sure that would work as well.

The relationships can be defined in PowerApps using AddColumns() as seen here

---
If this answered your question, please click "Accept Solution". If this helped, please Thumbs Up.

View solution in original post

7 REPLIES 7
Anonymous
Not applicable

Just for clarification, do you have a table of terms and definitions yet? How do you want the data returned for the template? Do you want raw text of each term and definition in the template?

I do have a table for terms, definitions, categories, etc.

I am looking for simple raw text, I just need to be able to show users what definitions they have selected to be in their template. I know I can do this via Excel with many columns, but I guess I am trying to only have "Term", "Definition", "Category", etc columns. I would like to be able to store preset "Groupings" of terms that can be called to populate a PDF form created by a user.

 

Now that I think about it, if there is a way to create a new table upon template creation, this could work fairly well. Any suggestions on this?

Anonymous
Not applicable

Yes, upon template creation, you can use Collect() to add a row to your Excel document. You can include the raw text for the template in that document like this:

Template_IDTemplate_NameTerms_RAWDef_RAWCat_RAW
1TestTemplate1Blah blah blahBlah blah blahBlah blah blah
2Test Template 2Blah blah blahBlah blah blahBlah blah blah
3Hello World TemplateBlah blah blahBlah blah blahBlah blah blah

So I do have a very similar table setup for templates, as I was testing some solutions; however, I would like multiple terms/definitions/categories to be display separately in a gallery.

For instance, if I have this Excel table

 

Template_IDTemplate_NameTerms_RAWDef_RAWCat_RAW
1TestTemplate1Term 1, Term 2, Term 3Def 1,
Def 2,
Def 3,
etc

Cat 1,

Cat 2, 

etc

2Test Template 2

Term 1, Term 2, Term 3,

Term 4,

Def 1,
Def 2, 
etc

Cat 1,

Cat 2

etc

3Hello World Template

Term 1, Term 2, Term 3, 

Term 4, 

Term 5,

Term 6

Def 1,
Def 2,
etc

Cat 1,

Cat 2, 

Etc

 

I am having troubles displaying these terms/defs/cats individually in a gallery.

I am trying to display these in a gallery like so:

 

Term1

Cat 1

Def 1

Term 2

Cat 2

Def 2

Term 3

Cat 3

Def 3

 

 

Apologies if this is what you meant by your previous reply.

Anonymous
Not applicable

I see. It seems like you may need to set up a relationship like this:

help.png

Where templates are created and named, then there's a table where template IDs can be related to any number of term_ids, which are related to definitions and categories. I hope I've got that structure correct.

Does that make sense?

How would you recommend creating this relational database? Using SQL, CDS, or do you recommend another method? I am pretty new to PowerApps, so please forgive my confusion.

Anonymous
Not applicable

Whatever you prefer. You could do it in SharePoint or SQL. I'm not too familiar with the CDS, but I'm sure that would work as well.

The relationships can be defined in PowerApps using AddColumns() as seen here

---
If this answered your question, please click "Accept Solution". If this helped, please Thumbs Up.

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 (1,151)