Using information from a datacare to populate a field on another screen

[tjtaylor]

Hello!

I have two Sharepoint Lists.

Information collected in the screen below goes to SP1.

NewOrgScreen

When users click the button on the NewOrgScreen, the information is submitted to SP1 and navigates to NotesScreen.

Information from the NotesScreen is saved in a different SharePoint list - SP2. (I'm using Organization name as a lookup in SP2.)

NotesScreen

How can I have the organization name pre-populated from the NewOrgScreen?

I have it working for existing organizations in my database (new notes are saving in my SP2 list and referencing to the Organization in SP1). I just can't figure out how to do it when users are adding a new organization.

Thank you!!

[mdevaney]

@tjtaylor
When a form is submitted successfully you can use the LastSubmit property to get data from any field. Additionally, LOOKUP fields are a special case because they require three pieces of data: the odata type, Id and Value.

Trythis code in the Default property of your Form2

{ '@odata.type':"#Microsoft.Azure.Connectors.SharePoint.SPListExpandedReference",
Id: Form1.LastSubmit.ID,
Value: Form1.LastSubmit.Organization
}

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[poweractivate]

@tjtaylor @mdevaney 

In our case we usually notice faster performance when leaving odata.type out. Especially when for instance, Patching the record. If we leave it in, it is much slower. If we leave it out, it is much faster. 

However if it is not working for you @tjtaylor unless you have the odata.type in there, then you may have better luck if you leave it in there.

Also, your case is different, the suggestion of @mdevaney was not about Patching it, but rather, about using it in Default property. It is possible that certain cases dictate that the odata.type property has to be there. In our case we take it out and it works better, but we do not know every possible case and there is some chance odata.type has to be there in some cases.

[tjtaylor]

Thank you! That solved my problem.

However it created another problem (I think). User need to fill out three forms for new organizations:

1. NewOrgScreen - SharePoint List 1 (screen capture in my original message)

2. NewOrgNotesScreen - SharePointList 2 (screen capture in my original message)

3. NewOrgContactsScreen - SharePoint List 1

The problem is when they had a contact for the new organization, it's not showing up. I looked at the SharePoint list and it's adding a new line with just the contact info.

Do you know what it would be doing that?

[poweractivate]

@tjtaylor 

Which contact info are you referring to?

The 3rd screen was not in your original post. NewOrgContactsScreen

What is the contact info that is not going in? 

Without this, we would guess that the part with the Contact, specifically was not implemented correctly.

Did everything else in the original post work?

This introduces info not present originally, so you may need to post more details about the new information such as this 3rd screen.

Also, is there anything subject of the original post that didn't work correctly?

If not and it's only the new stuff, do you have more details on the new stuff, for example the screenshot of the 3rd screen was not present in the original post.

[tjtaylor]

Everything else is working perfect! After the new organization and new notes are added and saved, I can go back to another screen and see that information in my combo box and update info, add notes, update contacts, etc.

Here is the final screen for adding a new organization:

The datasource is SP1. And I just realized that the item is ComboBox2.Selected (that's if it's an existing organization). What should the item property be so that it recognizes the new organization the same way the NewNotesScreen does.

[poweractivate]

@tjtaylor 

Regarding this:

---

@tjtaylor wrote:

The problem is when they had a contact for the new organization, it's not showing up. I looked at the SharePoint list and it's adding a new line with just the contact info.

---

Do you mean the stuff selected in Green below goes in, but not the stuff selected in Red below?

Or did you mean something else?

[mdevaney]

@tjtaylor 

Upon hearing that there are 3 screens where the organization is needed I think we store the organization name in a variable so it can be used everywhere its needed in the app.

Put this code in the OnSuccess property of your Edit Form in the first screen to create a variable.

Set(
    myOrganization,
    {
        '@odata.type':"#Microsoft.Azure.Connectors.SharePoint.SPListExpandedReference",
        Id: Form1.LastSubmit.ID,
        Value: Form1.LastSubmit.Organization
    }
)

On your 2nd screen with the Combobox put the variable name in the Default property replacing what we put in there previously.

myOrganization

Then on the 3rd screen you I believe you want to put Organization Name into a Text Input.  Put this code in the Default property of the Text Input for Organization.

myOrganization.Value

The reason we use the code myOrganization.Value is to "select" the text organization name stored in the field called "Value" (you can see this in the variable we created above.

Let me know if you have any questions.

---
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[tjtaylor]

You have been so kind and helpful.

For some reason, now I'm getting two entries in my SP1 list - one that was the new organization info (SP2 list is using this one). The second line in my SP1 list just has the organization name (which is correct) and the contact information.

[tjtaylor]

Sorry - I just realized that the new note isn't saving to the new organization name like it was before either. It's showing up in my Notes database, but no organization is listed.