Forms & Submit Data to Sharepoint | HOW to use Microsoft POWER APPS (2024)
HTML-код
- Опубликовано: 27 май 2024
- In the final episode of this BEGINNER training course on how to use Microsoft POWER APPS, we will focus on Forms and show you how to submit data to Sharepoint from within the app, check it out!
In the other videos in this playlist we will tackle more Powerapps building blocks:
✅ Creating the App within a Solution
✅ Screen Navigation
✅ Galleries & Data sources (Sharepoint!)
✅ Variables
✅ Collections
✅ Overlays & Pop-ups
✅ ...and so much more!
💻 Developing on a low code platform is so much fun, so join us for the ride! Use these videos as a tutorial to build and develop your own apps! Keep us posted in the comments!
🎥 Link to the whole playlist:
• HOW to use Power Apps ...
📚 VIDEO CHAPTERS:
0:00 Introduction
0:49 How to CREATE a Form
11:11 RESETTING a Form
12:53 How to SUBMIT data to Sharepoint
17:50 FINAL TEST of the whole training app!
▶️ Official Microsoft guide for Powerapps formulas:
learn.microsoft.com/en-us/pow...
📜Check out the Cegeka website on the Power Platform:
www.cegeka.com/en/be/solution...
❇️ If you like this kind of content and want to see more, don't forget to:
- Smash that LIKE button! 👍
- Leave a COMMENT with your questions and remarks! ✏️
- SUBSCRIBE to our channel! 🔴
👀 Stay tuned for upcoming videos on the Power Platform and MS D365!
🗣 Also feel free to leave some ideas for future videos in the comment section down below!
-- SETUP FOR THE SHAREPOINT SITE --
Create a Sharepoint-site called "OfficeOrderingSite" and make sure that your user (the one where you are developing the PowerApp with) also has read & write permissions on this whole site.
On that site create these 3 lists, these are used throughout the video series:
"Categories" (these are all required fields!)
- Title = default Sharepoint-field (will serve as the category name)
- CategoryID = number field
- CategoryImage = image field (I used 250x250 jpg-images, but feel free to choose your own!)
"Items" (these are all required fields!)
- Title = default Sharepoint-field (will serve as the item name)
- ItemID = number field
- CategoryID = number field
- ItemPrice = currency field
- ItemImage = Image field (I used 250x250 jpg-images, but feel free to choose your own!)
"OrderHeader" (these are all required fields, except for "Notes"!)
- ID = default Sharepoint-field
- Email = default Title-field renamed to "Email"
- Orderer = required single line of text field
- OrderDate = required single line of text field
- Notes = not-required multiple lines of text field
- TotalAmount = required currency field
- NumberOfItems = required number field
- Status = required Choice-field (with options: Ordered, Approved, Rejected, NeedsApproval)
For the 3 images used in the app itself, you can also choose whatever images you like! 
Наука
It's the curtain call! How did your app development go? Let us know down in the comments! Feel free to contact us at www.cegeka.com/en/be/solutions/dynamics365/contact !
This course has to be one of the best out there. This proves the point best way to learn is to create a project and learn concepts during the creation of the application. Looking forward to another series. Great Job !!!!
Oh thanks, much appreciated! 😀 - Jochen
By far, this series is the best👍 (Microsoft POWER APPS) tutorial I have found,
Please, we need a lot more about it😊👋
Thanks! 😎
Hi Mr. Jochen, please create a dynamic audit app where we can use 1 app for multiple audit scenarios...
Hi! Good idea, added to the list for possible future content. :-) - Jochen
Thanks Jochen! I really appreciate that video to get familiarized with Power Apps😀
Glad I could help, thanks David!! - Jochen
Just found this series and it’s fantastic. Thank you.
Great to hear that, thanks! 👍
I am completely new to PowerApps but found your videos extremely helpful. When it comes to coding I am currently out of my depth but hope to develop this over time. I still have so much learn but when an order is placed using your example, would it be possible to generate a unique order number? Thank you, you are helping getting me started.
Thanks Paul, glad we could help! 👍
Yes, for example you can generate a unique order number by using some sort of calculated field/column on SharePoint that auto-fills with a default value when a record is created.
You could also just create a required "OrderID"-field on SharePoint and create some "number generation" logic inside of PowerApps, to eventually just fill the Default-property of that OrderID-field with the generated number.
Lots of options really, hope this helps! - Jochen
Thank you so much for these videos! They helped me a ton!
You are so welcome! - Jochen
thank you please keep on coming sir.
Thanks! 🙂
Perfect course! Best one I went through :)
Do you plan to create another?
Thanks! :-) Maybe not another course, but there will be more content in the future. - Jochen
Thank you for a gtreat and useful teaching series. Could I please ask for continuation of this serie by adding a userprofile capability plus authenication by email/password and possibly Facebook, Instagram or Google? Thank you again....
Thanks! Good suggestions, they are added to the list for possible future content. :-) - Jochen
Look forward for coming tutorials …
Appreciate your effort and making the series a simple and easy to learn for those who wish to start with Power apps. One of the best out there. Can we also get the backend data that is the SharePoint List files as a link, so that we can use them to practice this project.
Glad I could help! I don't have any data to share, but the setup for the simple SharePoint lists that I used is at the end of every video description. Hope that helps! - Jochen
hi. and thanks for this introduction to PowerApps.
a question : in which table is the list of ordered items saved. In this episode, we can only see a table with the aggregate number and price
Hi Yaroslav! Eventually we decided to not save the items at all for this series, so only the "header" information is saved in the OrderHeader-list on SharePoint. Hope that helps! - Jochen
Hi brilliant video, i have built my app with several pages for managers and SP list. I need to create as an approval app. do you have videos showing how to do this ?
Hi Dawn, and thanks! :-) We don't have a video on this, but take a look at this to get inspired: learn.microsoft.com/en-us/power-apps/guidance/patterns/approval-pattern . Hope this helps! - Jochen
thank you so much, from Vietnam, very like
Hi! Glad you like it, thanks! 😀👍
Nice video been doing PA for a long time and learnt a couple of things here
Thank you! Glad we could be of help 😄
Brilliant. I got a lot from this series. I am trying to build my first app, a timesheet app. Do you have any tutorials on this? I need a time picker where I can select hours and minutes but powerapps doesn’t seem to have this!
Thank you for the kind words! Maybe check out this link for the time picker: www.matthewdevaney.com/make-a-time-picker-in-power-apps/ . Hope it helps, good luck!
Thank youuu!!!!
You're very welcome Louise!! 😀 - Jochen
Great Playlist ever watched on RUclips….Please let me know if you have a private paid studies available for power apps.. Can’t wait to see more stuffs like this in the next month🎉❤😊😊😊
Hi, and thank you for the kind words! 😎 - Jochen
I’ve binged watched all of these this morning… Fantastic I think it’s just what people need to get started and it’s a fully functioning out. You’ve got a great style for delivering this content. I wish you all the best. I am now a new subscriber … I do have one question where i would appreciate a response. I have the need to save files to the sharepoint list item. You deleted the attachment column. if I keep the attachment control is there something special I need to do to get the file to upload to SharePoint list item? And… will this show up in the pop up? Aside from those questions I would like more insight around the power pages platform, something that allows users to build business sites internally like an internal intranet for HR that supported on boarding for people that are not yet t in the company all leveraging Dataverse… I do enjoy your work. Thank you!
Hi! I deleted the Attachments-field indeed, but if you leave it there you will see it's super easy to use. It will automatically upload the files you chose when you submit the form. It will show in the pop up if you decide to keep the Attachment-field in that Form yes (since it's literally just another part of the Form then, just like the other fields). Hope this helps! And thanks for the content idea on Power Pages, noted! 👍 - Jochen
Thanks for the videos, they are great and I have enjoyed following along. Although you have forgotten a bit, how do I write the contents of the basket to the SharePoint list. We only see the form being written.
Hi Carl, thanks for the kind words! Yeah in this training scenario we eventually decided to just save the "header" data to Sharepoint. For the shopping basket items you could use a combination of the ForAll and the Patch functions maybe, as explained in this link: powerusers.microsoft.com/t5/Building-Power-Apps/Submit-a-Collection-to-a-SharePoint-List/m-p/53284#M22137. Hope this helps!
great course and great explanations. I have a doubt about the last one. You store the data in the Order header list, but how would you store in a child list of Order items. Using a form or with a special code?
Hi Gabriel, and thanks! 😀 Yeah for the Order lines it would be somewhat different because that would be a "multiple record save" to SharePoint, instead of just saving 1 record like we did with the OrderHeader-form.
You can do this by using a ForAll()-function and a Patch()-function in PowerApps. In short: ForAll will "loop" over all the records in the colShoppingBasket, and for each record the Patch will then save it so SharePoint. Check out this link for some more information on that if you are interested: powerusers.microsoft.com/t5/Building-Power-Apps/Submit-a-Collection-to-a-SharePoint-List/m-p/53284#M22137
I eventually decided not to include this in the series, because it's somewhat more advanced.
Hope this helps! - Jochen
Great Playlist! Are you planning on creating more of these for projects that require Power Automate as well? I have seen a lot of developers building 'Project Tracker' Apps using Power Apps and Power Automate.... and SharePoint as the source. If not, could you please guide me to where I can find such content for free on RUclips?
Thank you for the kind words! We are still deciding on what our next content should be about, so we will definitely take note of your suggestion!
@@CegekaBusinessSolutions we need more videos
@@CegekaBusinessSolutions yes please ..we need project like this ...
Really appreciate the kind words! 👍 We are currently working on new videos for the channel, so stay tuned! 😎 - Jochen
Wow, this is so amazing, it was just what I needed, you are a life savor. Question, is it possible to add a signature field so a customer can sign for an order? Also, are your services for hire?
Thanks Gary, much appreciated! 👍 Check out this link to implement a signature field: www.matthewdevaney.com/capture-a-signature-with-power-apps-pen-input-and-save-to-sharepoint/ . I am a consultant for a company called Cegeka and our website is linked in the video description. Hope this helps! - Jochen
Very useful videos. I made such a fantastic shopping app that is unbelievable. Your detailed and easy explanation made me to finish it so far. Amazing. I really hope you could show us video 6 for sharepoint(Orderlines). I don't know how to get the same order ID no. into Orderline with aline the Order ID no. of the Orderheader when submitted the order. Please 😭
Thanks, glad I could help! There won't be a video 6 on that, since we have eventually decided to leave that out of the scope for this course.
But in short you will need to add an extra formula as the first line of code in the OnSuccess-property for the form. Because if the OnSuccess is triggered, that means that you will have the LastSubmit.ID-value that you can use.
It's maybe not 100% accurate, but the extra code you would need as that first line in the OnSuccess-property would be something like ForAll(colShoppingBasket, Patch(OrderLines, Defaults(OrderLines), {OrderID: formConfirmation_NOS.LastSubmit.ID, ItemID: 123, ItemName: ThisRecord.ItemName, Price: ThisRecord.Price}))
Note that if you have followed the videos, you won't have the ItemID-field in the shopping basket, that's why I just added 123 as a dummy value in this formula. Once you add ItemID as a field to the Collect-fuction in the OnSelect of that Order-button, you can change the formula to ForAll(colShoppingBasket, Patch(OrderLines, Defaults(OrderLines), {OrderID: formConfirmation_NOS.LastSubmit.ID, ItemID: ThisRecord.ItemID, ItemName: ThisRecord.ItemName, Price: ThisRecord.Price}))
Hope this helps! - Jochen
This was just amazinggg!!! Thank you for making this series of videos, it's been very helpful, and I watched and liked the whole series, but I wish there was a way I could show my appreciation more. I have a question. First one is I added a refresh icon to one of the App's screens, and I want the page refreshes when user clicks on the refresh icon (it is like refreshing the social media feed screen), I couldn't see in this series how can I do this? thank you!
Hi, and thank you for the kind words! 👍 You can't really "refresh" a screen in PowerApps because that would mean the screen would have to "navigate" to itself. However, to refresh a data source you can use the Refresh(...)-function on the OnSelect-property of you refresh icon, with the data source name between the brackets. Hope this helps! - Jochen
thank you for your quick response and we are waiting for more PowerApps video🌼🌼 I have one more question 😊 I have sign up screen in my app but I want user log in this app via company organization sign in page like entering an app via facebook account, I added hyperlink in to sign up screen and it works but instead of navigating away from the app for sign in could I embed the capability within the app ? Then once signed in I want users are automatically in the Second "home" screen menu of the app. Thank you 🌻🌻 @@CegekaBusinessSolutions
Hi again! Well, on opening the app the user will already have be signed in to your company's organisation, just like they would be signed in before using outlook.com or SharePoint. This is because PowerApps needs a license before the user can run any app.
The only way to embed stuff like this (that I know of), is using a custom component like this: learn.microsoft.com/en-us/power-apps/maker/portals/add- .
Of course you could just "mimic" this by creating your own "pop-up" in the first home screen with text inputs for login and password, and then use the Office365User-connector to find that user. Only if the user is found, navigate to the second home screen. More info on that connector here: learn.microsoft.com/en-us/power-apps/maker/canvas-apps/connections/connection-office365-users
But again, an extra login-step like that would be the same credentials check that PowerApps automatically does when the app is started.
Hope this helps! - Jochen
Would people using the form we created need to have power app access/license as well?
Hi! Yes, all users that you would share your app with need to have a PowerApps-license to run the app. They will also need access to the SharePoint-lists you use as data sources. Hope that answers your question! - Jochen
Very nice build up of the course, however I miss the save action of the items within the basket, only the order header itself seems to be submitted, or did I miss somethin?
Hi Jeroen, thank you for the kind words! 😀 You didn't miss anything, in the end we decided to leave the lines data out of scope for this series. It's somewhat more advanced, but in short: you could do a "loop" over the shopping basket collection records with a ForAll-function, and then use the Patch-function to save each record to the OrderLines SharePoint-list. Check out this link for a similar scenario: powerusers.microsoft.com/t5/Building-Power-Apps/Patch-Collection-To-SharePoint-List-Fastest-Way/td-p/1693156 . Hope that helps!
Hi, This Beginner level sessions are awesome! 🙂🤩. I'm stuck with two things:-
1)What is the difference between adding code to Default property on the overall Status Data Card, to that of adding Default property within the Status field card itself? For me the Status card didn't get updated when I added the IF condition to that overall Default property of the card, but instead it is working only when I added the condition in the propety within that dropdown choice field itself.
2) How to auto-increment the OrderID/ ID and posting to the Sharepoint data source, as the ID column is not shown in the sessions on how to input it.
Hope you are clear with my ask. Looking forward for you reply. thanks!
Hi!
1) there are certain scenarios where it can make a difference, but for most cases it doesn't matter if you put the Default-value on the outer card or on the inner card. Do make sure that then your inner card has Parent.Default as its default value so that it just refers to that outer card default value instead of being empty or having its own value on the inner card. I can't really tell where it went wrong for you, because normally it should work like that. (it sure does for me at least)
2) The ID-column I use is the default ID-column that you will find in every SharePoint-list. It is also auto-incremented by SharePoint-logic itself. The column is always there by default, but also unvisible by default :-) So you have to make it visible on SharePoint by doing "Add column" on the list, but then choose "Show or hide columns" and tick the ID-column. You can also create your own OrderID-column if you like of course. To auto-increment it, I would just google how to do that on a custom made SharePoint-column. Plenty of tutorials available no doubt :-)
Hope this helps! - Jochen
Thanks, that helps. well, I found out what I was missing in the Status Card field. While assigning the value - NeedsApproval or Ordered, I got to know that, the "Value:" was missing uppercase v - 'V', because of which it was it's sent back to the SharePoint list.
Ah yes, PowerApps is VERY capital sensitive! 😊 Good job fixing it!
How about if I have a fillable PDF form that i need people to fill out and submit to sharepoint?
Hi! I'm not sure what you mean by " a fillable PDF form", but maybe this link could be helpful: learn.microsoft.com/en-us/power-apps/maker/canvas-apps/how-to/pdf-function . Hope it helps! - Jochen
I have my app set up, but Sharepoint was set up prior to my employment so I’m having trouble getting the results of my surveys. My submit button triggers a “Thank you” screen, but how to I get my results?
Hi! Not sure what you mean by "my results"? You can used the .LastSubmit on your form after submitting the data to SharePoint, this will give you the last record that was saved, so you can maybe use that to show some data fields of that record in the app? More info here: www.spguides.com/powerapps-lastsubmit/ . Hope this helps! - Jochen
Excellent tutorial, thank you so much! However, it seems like you only submit the OrderHeader data. How are the multi-row shopping basket items being submitted, and to which data source? Did I miss something? Thanks again!
Hi Jason, thank you for the kind words! 😀 You didn't miss anything, in the end we decided to leave the lines data out of scope for this series. It's somewhat more advanced, but in short: you could do a "loop" over the shopping basket collection records with a ForAll-function, and then use the Patch-function to save each record to the OrderLines SharePoint-list. Check out this link for a similar scenario: powerusers.microsoft.com/t5/Building-Power-Apps/Patch-Collection-To-SharePoint-List-Fastest-Way/td-p/1693156 . Hope that helps!
@@CegekaBusinessSolutions Ok, thanks. Makes sense that we'd want to submit the OrderHeader, retrieve the OrderHeader ID and then append that ID on each Cart row entered to link them. Can we use Try or Catch other to backout the entire set of transactions should there be a failure down the line? I'll look that up... Thanks again for the tutorial. It opened my eyes to some cool new things (new to me anyways).
Yeah, there are some possibilities regarding error handling. Just Google 'Powerapps data submit error handling' or something like that and you should get lots of ideas! Good luck! 👍
How do you get the items order from the cart to the other SharePoint list (OrderLines) - Love the Course BTW!
Hi, and thanks! Yeah eventually we decided to not really use the OrderLines-list, sorry for the confusion :-) There are several ways you could do it, with a Patch()-function for example. Check out this link for some more info on that: www.matthewdevaney.com/patch-multiple-records-in-power-apps-10x-faster/ . Hope this helps! - Jochen
Is it possible to get a video that shows me (total beginner) how I get a barcode scanner value into en text box in an edit form? Going crazy here.. and grasping at straws..
Hi Louise! I don't know if this is the exact use case you have as well, but might we worth checking out: powerusers.microsoft.com/t5/Building-Power-Apps/A-way-of-navigating-to-an-edit-form-from-a-scanned-barcode/m-p/1923290#M483114
Hope this helps! - Jochen
Hi Jochen. Thank you for this series. I'm a beginner in Powe Apps and it helps me to understand a lot of bulding the app.
I have one problem in my solution. When I save the order, back to home screen and click create new order, my shopping basket remembers previously ordered items. I definitely missed the place where I need to clear this collection. I can't find this place. Can you remind me?
Thank you.
Hi Natalia! In my example I have set the formula ClearCollect(coShoppingBasket, [ ]) in the OnSelect-property of the "Clear shopping basket" button in the New Order Screen. FYI: Clear(colShoppingBasket) should also work.
In the OnVisible-property of the New Order Screen you can then put Select(btnClearShoppingBasket), so that button is "automatically clicked" every time that screen becomes visible. Hope this helps! - Jochen
@@CegekaBusinessSolutions Thank you. Now the colllection is clear and no items appear after going again to new order screen. Best regards.
OK great to hear that! You are welcome! 😀 - Jochen
Nice but unbelievable the amount of code required to make this work. Pure MS mentality. That's why I love Smartsheet.
Well it kind of depends on what you want to achieve with the app, but "low code" is not always the correct phrasing I guess... 😀
@CegekaBusinessSolutions How did you update the galleries to look at your collects vs the data links? Sorry if i missed this.
Hi! For this you will have to check the "Items"-property of your Galleries. First it was set to "Categories" and "Items" (= the SharePoint data lists) and I changed those to "colGalleries" and "colItems" (= the collections). Hope this helps! - Jochen
@@CegekaBusinessSolutions This was very helpful. i do have a followup question. the office items are filtered based on the categories, and when I tested mine a category is always selected when I load. Can it be set up somehow to show all items and not have the category filter setting to "IsSelected" turn? or is there a way to add an all items option in the categories gallery?
By default the first element is always selected in a gallery when the app starts (or when the screen becomes visible). If you don't want that, change the Default-property of the Gallery to {} (literally open and close curly brackets with nothing inbetween) and do a Reset(galCategories) in the OnVisible of the New Order Screen. This will select "nothing" as the defaulted first element in the gallery, and the reset retriggers that functionality every time the New Order Screen becomes visible.
See what that does to your Items-gallery, you might need to update that Items-property to something like: If(IsBlank(galCategories.IsSelected), colItems, Filter(colItems,...)). Not sure if that formula is 100% valid, but I think you get the idea so play around with it! Hope this helps! - Jochen
@@CegekaBusinessSolutions That worked great. Thank you so much. and I did have to redo the format of the items on the second gallery. Just for anyone else readind this comment later.
Nice, good to here that!! 👍 - Jochen
What function did you use to mirror your ShoppingBasket item count to the PopGallery label "3 items - $5.50"?
Hi Audrey! Try CountRows(colShoppingBasket) & " - " & varGlobalTotalPrice . Or this: varLocalItemCounter & " - " & varGlobalTotalPrice , it should give the same result. Hope this helps! - Jochen
@@CegekaBusinessSolutions Yes, that was very helpful. But my Popup label info is not visible.
Hi! I don't really have an immediate solution I'm afraid, it's hard to pinpoint the issue from here. The thing I would check for controls that "should be visible, but aren't" is the Visible-property for that control. - Jochen
Hi how to add an ID column
Hi! There is an ID-column already there by default if you create a SharePoint-list. Just click "Add column" and then "Show/hide colums" and you can enable it in the list (it's hidden by default). Hope this helps! - Jochen
I have also encountered this problem. What I did was go to the sharepoint list. Then go to "Show & hide columns" settings which can be access by clicking "add column". From there you can check the ID which enables you to see it on the list.
Yes exactly, thanks! 😀👍
Hello Again
i tried to add excel table data into form it didnt work
is is impossible or is there any work around to adding form fields without sharepoint
Hi! Excel can be used as the "input" data (as you also have done), but it is really not recommended to use it as the "output" data source and it will indeed be limited/impossible to even set it up like that. I personally have never used it like that before so I can't really give you any pointers on that, so my advice would be to Google it and see if you can find any workarounds (but I doubt it).
In the end, you need some form of database to store new data coming from your app. Excel is not a database at all and automated data entry can be hard to accomplish. SharePoint is also not the "ideal" database of course, but it will work just fine for smaller projects.
Hope this helps! - Jochen
@@CegekaBusinessSolutions
thank you so much
learnt a lot from your playlist
are u going to make any more new videos on power apps?
or do you have like a course or something?
Oh thanks, I really appreciate the kind words! 👍 We don't offer any direct courses, but we are currently working on new videos for the channel, so stay tuned! 😎 - Jochen
@@CegekaBusinessSolutions
Hey found a work around i uploaded the excel sheet to OneDrive and added it as an one drive data source everything worked just fine except the status option.
thank you
Oh nice!! Glad I could help! 😀 - Jochen