I love your pace and style when sharing information. This is exactly what I needed! You make it so simple and I could not wait to subscribe to your channel. Thank you.
This was perfect. And also loved the pace and using this simple example to explain lots of functions. I have a long history with InfoPath, and have been struggling with the jump to PowerApps. You helped me a lot. Thank you.
Thank you for sharing this tutorial. This is very helpful in so many ways. I do have one question though....I for some reason cannot find my "file" menu....how do i show that on my tools bar?
This video is due for an update to be sure. I think much has changed in the Power Apps developer studio since then. I presume you're looking for where you would Save and / or Publish your changes. This can now be found in a menu in the upper right corner of the studio. There is a save button that has a few options as well as a publish button.
Thanks, you solved many mysteries for me today! Am I able to set calculations using the input or would I do that from the list exported to excel. In the end I need a summary screen/pdf for eligibility information for the file? Thanks
The first thing I would consider is where you need the calculated values to appear. If you just need them after the data is entered, then you should first consider whether you can use a field calculation on a new SharePoint column (SP can do the work for you). If you instead, need the calculated values in the input form (at the time of input), then you can do the calculation in an additional data card / label on the form.
Love how easy it has been to follow your instruction. Can you point me in the right direction to print a "custom form" I've integrated from my Sharepoint list? I have created an issue log that would need to be shared per incident in PDF format if possible, but haven't found much help online.
There is currently no easy way to make this happen. To be sure, I confirmed that the Print() function that works in a canvas app, does not work when called on a customized SharePoint list form. If it did work, it might simply give you a screen capture of your form which you could print. Alternatively, you could add a print button that will create a custom html string of your form content and send this to a Power Automate flow. Then the flow can generate a PDF from the content and attach the PDF back to the list item. Then you could open this PDF from the attachments and print it. Yuck for sure. You might also consider trigger alternatives... for example, you could trigger based on item modified or similar. The kicker will be is the PDF ready when the user opens it to print. There are a number of RUclips videos on how to do this. I think at the end of the day, if printing the content is important, you should consider moving your custom list form into a canvas app and directing the user there instead of the SharePoint list. This will ultimately give you the control you need to generate the printable version, capture, and open it for the user.
Hello, I have followed your tutorial and it works great. Do you know if there is way to manage the permissions so that one person can only see their entries and not the others'?
Yes, you can go the List or Library Settings. Under Advanced Settings, you can set Item Level permissions to control both what people can read and create or edit.
It's a great video. Thank you for explaining steps with a comfortable pace! If I have SharePoint list with a view ( view all-default view, and view 2 where the fields are less) how can I associate a second form for the view 2 where the 1st form is for view all? TIA!
Great question. Unfortunately this is not an option. There is no facility to present the user with a choice of which form they want to use. Nor is there a way to programmatically pick a different form based on who the user is. The correct way to implement something like this would be to use the Visible property on the form fields on the form to show and hide based on some criteria. Not sure what this would be in your scenario. You could give the user a choice with another toggle at the top of the screen (outside the form) and use that value to flip the Visible properties. Or, you could retrieve info from the user's profile and make a decision based on their department, etc.
@@BulbDigital Thank you for your prompt response and detailed explanation! This is my first project using power automate platform. I am rethinking how to achieve this without power form since it won’t work for views. My scenario- This list is to capture user suggestion and internal response. The SharePoint list view detail ( ID, survey category, Suggestions, Response, ReplybackY/N, survey submitted by, submission date etc, internal comment) Survey taker submits a MS from with for example ( survey category, Suggestions). view 2- The power automate flow saves it in SharePoint list and sends email to internal user with edit access to the SharePoint list. Internal user updates SharePoint list with Response, ReplybackY/N) When ReplybackY/N = Y, Flow send an email back to the survey taker with response. All survey taker has been grated an unique permission to see view 2 list ( ID, suggestions, Internal response, submission date) on a separate SharePoint site page ( by linking the web part to view 2). How can I customize the same form to show view 2 fields to user with restricted access and for other the form should show all fields.
Great video, I have a form similar to your demo... then I utilize a Container to show more fields once the original record is created. Problem I have is when I edit the record, none of the data entered within the Container gets added to the record. thoughts?
thanks a lot for this video. I have an issue with my form though, I have three screens (updated formulas for Submit, New...). However, when I submit data in SharePoint list using the form, only the data from the first screen are taken into account, the data from other screens get lost :( Any ideas?
The key to making this work is that you're ensuring all data gets saved, from every form/screen, when OnSave event happens. At the time we made this video, ~2 years ago now, the "double SubmitForm()" worked, or at least worked well enough. Today, if we were to remake this video (maybe we should), the OnSave property would instead have something like this... If (SharePointForm1.Mode = New, Patch('My SP List Name', Defaults('My SP List Name'), ShaerPointForm1.Updates, ShaerPointForm2.Updates), Patch('My SP List Name', ShaerPointIntegration.Selected, SharePointForm1.Updates, ShaerPointForm2.Updates)); ResetForm(SharePointForm1); ResetForm(SharePointForm2); RequestHide(); The key piece here is the first line. It's basically saying, if it's new, then perform a patch from both forms and provide the defaults for a new list item, otherwise, patch updates from both forms for the selected item.
Great video, thanks for sharing. Is there a particular method that allows for different types of forms to pop-up when clicking "New"? In my case, users have two common types of data to enter, and I'm looking at options to have Form A, and Form B, that the user selects and works with. ... I'm assuming the trick here will be to simply create the one form, but configure it so it caters for both users methods?
Thank you bro for your great effort, If I need make a form for incident report and after filling and saving it take automatically reference # , it can be or not and please if you can show us where we will found the saved forms.
@@BulbDigital I want to create a form. If the user finishes filling it out and saving it, the form gets a reference number automatically, and where can I find this form after saving it inside the Sharepoint. Is it possible bro ?
I'm going to answer in two ways because I'm not quite sure what you're asking... First, if you're asking where to find the saved form content that the user is creating, it will simply be a new list item in your SP list. At around 17:19 in the video you'll see a list item opened in the customized form. Alternatively, if you are asking how to reopen the customized form, you can simply use the Integrate menu at the top of your list or library and choose Power Apps -> Customize forms. This will open the already customized form. There is no good way to access this form directly from your Power Apps maker environment. It's best to just go through the list or library.
Thank you! question: when the items split to two screen, how can we submit the form update in one form? I mean, is this form become two forms? OK, GOT IT, the end part show it become two form and operate the action in two form same time
@@BulbDigital Thank you again, is there a video show how Powerapps show list's image and also upload to update the image's item, the default image show is OK, not find a way to upload image to replace the current item.
Zohar, are you trying to display an image from a list of attachments on the list item? Or are you attempting to upload an image to someplace like the Site Assets library and then link to that image from the list item with a URL/Image column?
@@BulbDigital Excuse me didn't express clearly, the list column is Thumbnail, default form can direct use add image button upload local image, but in POWERAPPS form, it can display but don't have other control
Ahh yes! The Image column. Viewing your image is supported currently. GA was February of 2022. However, if you need to add or edit an image you'll have to wait... maybe one more day? :neutral_face: Per this roadmap item... www.microsoft.com/en-us/microsoft-365/roadmap?filters=SharePoint%2CPowerApps&searchterms=98119 Given this is supposed to be here imminently, I'm not sure suggesting the other workarounds is worth it, but they are: 1. Upload to another library and store a link to the image using a Hyperlink column. 2. Upload the content of your image as base64 encoded to a text column in the list.
Thank you for the video. Is there a way to warn the user the form has been changed before they exit? The default behavior for the sharepoint details pane is it saves every field as it edited. When we change them to powerapps forms users can edit field but it does not save unless they remember to hit save and it doesn't warn them if data is changed and unsaved.
We recommend turning off the ability for inline editing for any list/library when you create a custom form. This ensures users are using your form for all of their changes. Related to warning users, you should be able to use Form.Unsaved and App.ConfirmExit to do what you want. You basically set App.ConfirmExit = Form.Unsaved. I would also set the message using App.ConfirmExitMessage = "You have unsaved data"
@@BulbDigital Thanks for the reply, I have tried that but it does not seem to work when loading the form in a sharepoint list. It just closes out of the app without warning. I tried setting confirmexit to true and confirmexitmessage to "test", still nothing. Is this because it is loading in a sharepoint list and not as a dedicated app?
I just tested the ConfirmExit functionality and it does do something, but it isn't exactly what you want. If you attempt to create a new item, then click away, and then try to navigate to a new page it will give you a warning. Which if you then click Create again you will have the data you were trying to create. If you do the same thing when editing you will get a warning, but if you try to edit your data you will be back to what the item originally had and not what you had previously edited. The only things I could suggest would be to create a full Power App instead of using the SharePoint UI, or make your form take over the whole screen so users aren't so prone to clicking off of the screen.
Thanks for this, very informative video! Is there a way to show different forms based on rights. F.e. another view for an admin and another view for an end user? Thanks!
Yes, to do this you would create a Power Automate Flow that would retrieve the user's membership status for a given group. Call this flow from your App.OnStart and assign the result to some variable. Then use the value to determine which screen to navigate to. The Flow you create will Send an HTTP Request to SharePoint... using this path... _api/web/sitegroups/getByName('YOUR OWNERS GROUP')/Users where YOUR OWNERS GROUP is a SharePoint group in the site where your list / libary lives. You parse the result of that request (JSON) to determine if your user's e-mail address is included.
This was so helpful for me as a total PowerApps beginner! One question: when I have multiple SharePointForms that I select to submit on save (I made 4), I end up with multiple entries being saved into the SharePoint list rather than data on each form saving into a single SharePoint list entry. Any ideas what I'm doing wrong? (Edit) all forms Default Modes are set to edit, not new
Thanks! You're welcome to join our next Office Hours if you want some help, but here's. our crack at a quick answer: The safe way to do this is: If(IsBlankOrError(SharePointIntegration.Selected), Patch('Issue tracker', Defaults('Issue tracker'), SharePointForm1.Updates, SharePointForm2.Updates, SharePointForm3.Updates), Patch('Issue tracker', SharePointIntegration.Selected, SharePointForm1.Updates, SharePointForm2.Updates, SharePointForm3.Updates)); ResetForm(SharePointForm1); ResetForm(SharePointForm2); ResetForm(SharePointForm3); RequestHide(); Note we're using the SharePointIntegration.Selected property to determine whether or not we're editing an existing (selected) item or not. Then we're using Patch to create or update the item. Then we've also added the ResetForm() calls and the RequestHide() after since we're not longer calling SubmitForm(), which is the thing that triggers an OnSuccess or OnFailure for each form. Remember, the ResetForm() and RequestHide() are in the OnSuccess for each form.
Great tutorial, easy listening, I’ve just created a canvas app and just wanting to link it Ito a sharepoint so all the data populated in the canvas app, goes to the share;ping, be great if you did a tutorial on this.
Simon, thanks for the kind words. Is your suggestion to make a video that simply demonstrates the different ways to connect a Canvas App to a SharePoint List, or are you looking for something more like "I want to manage my SharePoint list data from a Canvas App, to avoid using the SharePoint UI."?
Amazing tutorial - I've watched this one several times! Problem: When I add icons... they move depending on if the form is in view or edit mode after I publish. And when I say they "move", I mean they display properly when I go to edit the published form in List. But when the form is only open in view mode... the icons do not display correctly. Their position shifts slightly, usually obscuring some text in the field they are located in. Have you run into this before? Any idea how to fix?
I think the first thing I would look at is where or how the icons were added. If you're using a data form in a canvas app and you're adding icons within the context of the form, you need to ensure they're added within the data cards where you want them displayed. The trick is that the form components shift when you flip between view and edit modes and so you need to icons to shift also. I would identify the component that the icon should have a positional relationship with and set the icon position within the same container as that component and in a way that is positionally relational to that component. For example you can set the x and y properties to something like DataCard15.x + DataCard15.width - 25... or something similar.
@@BulbDigital I got you. Cool, thx for that! I just drag-n-dropped them onto the page the way he did in the video above for the "back button". But I can understand what you are saying. So I'll try that! Thank you♥
Great tutorial, nicely paced and very clear. Thank you! Could you share the list column set up as well? Trying to make this work for our communication team.
Philippe, the list template used for this example was just the Content scheduler template, which is one of the available templates when you create a list with SharePoint Online.
Hey, video. I wonder if you could answer a question. My SharePoint form has lookup columns which point to other lists for their values. I think I need to add those lists as other data sources, but I can't get them to work on the same form (i.e. a mixture of data from all lists) have you got any advice you could offer. Thanks
This should work out of the box without any anything special. If you created your form before you added the lookup columns, you may need to simply refresh your data source. If the lookup columns were in the list prior to creation of the form, it should honor the data source and all of the field types, including lookup columns. If you want more hands on help you're welcome to stop by our office hours!
So, I want to create an equipment request form app for work however, I would like to be able to see a history of all the requests that has ever been made inside the app. How do I go about doing this?
If your intent is to use SharePoint as your primary storage tool and "app" for the requests, then you can likely use SharePoint out-of-the-box by adding a status field (New, Pending, Complete, Archived) to your requests, and then creating multiple views to show you things like New Requests, Pending Requests, Archived Requests. Then you're truly just using the SharePoint customized form (Canvas) as a data capture tool. This can be a quite cost effective strategy for this type of app. If you're attempting to wrap your SharePoint list in a Canvas App that will do everything needed, that comes with other considerations. In either case some things I would consider are: - Will you ever have more than 5000 requests in the list? - Should you create a full Canvas App for this data? - If you're using a Canvas App and have lots of data, you'll need to be paying attention to delegation warnings. - Does the out-of-the-box SharePoint configuration options adequately secure my data? Think Item Level Security.
a. Yes, you can create rules on the form. The simplest form of rule is kind of built in for you. If you have set a field to required in the SP list for example, by default when you add that field to the form it will have that validation rule applied. However, if you have scenarios where you require fields after a specific status has been set, but not before, you can apply rules to the controls to stop the user from saving the form and pointing them to the "rule violation". b. Yes, the user can review their entry. They should be able to click the item in the list and reopen the form. They can review and also make edits depending on the rules you've applied to the form.
@@BulbDigital Thanks ! Using that I could work around the issue of power app that it does not allow to use one of SharePoint list views as data source!
When I add a new item and save after filling in both screens, the information on the second screen doesn't transfer to my sharepoint list on save. Do you have a solution for that?
Eric, thanks for the question. We really need to update this video. Things have changed a bit in the last year. The way I've found best to make this work currently is to use this in the SharePointIntegration.OnSave instead of the SubmitForm method... If( SharePointForm1.Mode = FormMode.New, Patch('Expense tracker', Defaults('Expense tracker'), SharePointForm1.Updates, SharePointForm1_1.Updates), Patch('Expense tracker', SharePointIntegration.Selected, SharePointForm1.Updates, SharePointForm1_1.Updates)); ResetForm(SharePointForm1); ResetForm(SharePointForm1_1); RequestHide();
Also note that you can have as many SharePointFormX.Updates in the Patch function as you need. So if you have 2 screens or 5, you just include the updates from each.
Great video. Thanks for the explanation. I have a 3 page form that does not seem to capture data from the 2nd and 3rd page of form on new record scenario. What's odd is I can go back and edit the same record using any of pages of the forms and it captures the updates when they are edited / saved. It just does not work on new records. PS Default Mode on All Forms are set to Edit.
First... thanks for pointing this out. I think it was a miss in the original content I created. Originally, we simply added SubmitForm(SharePointForm[n]); for every form we have in our customized form. The problem with this is that the forms are all in "New" mode, which means they are all essentially trying to submit a new record, independently of each other (that's the flaw). The subsequent submits fail because they don't have a required field (Title in my example). But in a way that's good because if they had succeeded then I'd just be creating duplicate data. I made an adjustment to my customized form and tested to be sure. The specific change you want to make is in the OnSave of the SharePointIntegration element. In summary, we want to sense if the form is in New mode and if so, we're going to save the item by using the Patch method. If instead, we're in Edit mode, we can get by with the multiple SubmitForm calls because they're all connected to the same item. So the updated logic would look something like this... If(SharePointForm1.Mode = New, Patch('My List', Defaults('My List'), SharePointForm1.Updates, SharePointForm2.Updates); ResetForm(SharPointForm1); ResetForm(SharePointForm2); RequestHide();, SubmitForm(SharePointForm1); SubmitForm(SharePointForm2);) Notice the ResetForm and RequestHide we're doing in the Patch scenario. This is because the forms aren't actually being Submitted and therefore the OnSuccess / OnFailure events are not firing for each form. So we take the reset and hide logic from those events and add it here... to reset and hide the form when the user clicks Save.
@@BulbDigital Thank you so much for responding. At a high level I can understand what needs to be done. (I think.) However attached is what I am using based on what you suggested. So far it does not seem to save any new records. Perhaps my syntax wrong, may be I've done something incorrectly. OnSave: If(SharePointForm1.DisplayMode = FormMode.New, Patch('Request Form - Beta', Defaults('Request Form - Beta'), SharePointForm1.Updates, SharePointForm1_1.Updates); ResetForm(SharePointForm1); ResetForm(SharePointForm1_1); RequestHide();, SubmitForm(SharePointForm1); SubmitForm(SharePointForm1_1);)
@@BulbDigital Thanks for the update. I followed along with the video and couldn't figure out why I couldn't save the data on the second screen. Now I know and I've got it working. One detail though... It seems this work around doesn't take required fields into account, meaning that required fields can be empty. Is this your experience too? Do you have a suggestion to work around this? I thought of adding a custom submit button, which would be disabled as long as not all required fields were filled, but to my surprise there seems to be no option to remove the default Save button above the form. Do you have any insights into this? Thanks for your help.
@@BulbDigital The Added Logic for the On Save works like a champ. That was spot on. Your video was the most helpful and straight forward / easy to understand. Admittedly, I the patch command took a bit of trail and error but I got that figured out. PS Great job on the video. Thanks again.
Can you create an order form that imports a product document? I am looking to create a cascading drop down form with 3-4 layers to intake products. I cannot find any examples anywhere of this. I would use a regular form and save the data to the spreadsheet but I want to customize the form so that the user can pick from a list of products available. These products will actually be very specific depending on what is chosen.
I'm going to rephrase the question according to how I understand it, and you can let me know if it makes sense: Q: Can I customize a form to give the user a specific list of products, narrowed down based on other form field selections? A: Yes. If you're using SharePoint as your data store, you would want to provide either Choice or Lookup column types for the user that include ALL options. Then in your custom form, you can implement logic in the Items property of a dropdown control to filter the items for that field based on logic that incorporates another field value from the form. You probably would also want to disable the product column until the other form field value was selected. This is a great question to bring to Office Hours if you want to go into more detail! www.bulb.digital/office-hours
I think you have one of the most helpful videos I have found. That being said I need help I’m still navigating my away around no where near expert but I’ve spent days trying to make some thing we have at work look better and I don’t want to be the failure. I am curious how do I get my form to be able to calculate a value based on choice options i placed in 5 columns to get a score? Is that possible ugh someone please help me I’m struggling and I don’t know code.
Hey Amber, I'll pass this question on to Mike, but also wanted to point you in the direction of our Office Hours since this question may be best answered with some hands on help! Our next one is actually tomorrow at 2PM EST. www.bulb.digital/office-hours
@@BulbDigital thank you good to know. I’m trying to develop tools to help us in my group at work but I’m afraid my boss is going to kill me if he finds out how much time I’m investing and don’t seem to be getting anywhere 🤨
@@BulbDigital is there anyway I can get screenshots of what we walked through in the online session so I can have a starting point to play around with? I understand if not.
Great example to start with Sharepoint Integration on Power Apps. Unfortunately I followed it step by step and I have errors. I cannot enter Multiple value separeted with a ";" on any of the action attributes. Exemple for SharepointIntegration on the action OnCancel, when I set it to ResetForm(SharePointForm1); ResetForm(SharePointForm2, it displays me an error stating caracter unexpected. I didn't find any clues on forums... Any helps?
Yoann, your issue is likely related to whatever region you are in or the language you have configured in your browser / workstation. I would refer you to these articles which detail operators and identifiers as well as expression grammar 🙂 learn.microsoft.com/en-us/power-platform/power-fx/reference/operators learn.microsoft.com/en-us/power-platform/power-fx/expression-grammar
because of how high the resolution of my monitor is, it gives me a massive amount of whitespace below the customized form, and other users report the same. Any tips?
The correct strategy to deal with this is to have additional owners on the List or Library. You can make someone an owner at the List level, or if someone is an owner of the site or site collection (and permissions inheritance is intact), then they should also have ownership of the form. In this way, customized SharePoint forms are not shared the same way proper Canvas Apps are shared and owned.
I create form in a calendar view but not able to find a good solution to delete an item, other than user changing to List view and deleting the line item. Advice?
Is it possible to have multiple owners for a powerapp SharePoint list form.When I try to edit or share from the power app admin centre the options seem greyed out even though I am the owner of the form.Is it possible to add multiple owners or change the ownership of the power app form..Please note that for a power app canvas app this issue never occurs.Can any one please advice.
Ownership of a customized form is based on the SharePoint List/Libraries. If you have permission to edit the list/library you also have permission to edit and maintain the form.
@@BulbDigital @Reza Dorrani Actually I am.able to edit the form going to.list settings- form settings- Modify form in power apps.But when I try sharing the form clicking "share with other users " I am getting the "Sorry,there was error loading data " notification.Actually I want to make another person owner of this form.Is it not possible for a SharePoint custom form.
I think you have a few options here to consider. I'll start with pointing you at some "built-in" options that you may have overlooked. Then you can decide what might work for you. First, are you aware of the built-in comments functionality for items in SharePoint? If you open the item in the list, your custom form should open and then there is a comments panel as well, in which users could enter comments. You might say, this won't work because it's not your comments field. Next option might be to simply provide a button in your custom form that takes the user to another screen, where they can enter comments, clicking a button on that screen (submit), might patch the comments the enter into the comments field of your choosing. If you must have a popup dialog, then the only option is likely going to be a custom control using PCF. Personally, I've never done this in the context of a custom SharePoint form, so I'm not 100% sure you can do it. That said, if you can do this, in order to do it, you have to allow deployment of PCF components in the Default environment. I would not recommend doing this in the default environment as it will introduce unwanted risk. In other words you don't want to allow that much, if any, customization of the default environment. So this may put you between a rock and a hard place if some kind of popup is required. I recommend focusing your energy on one of the first two options! 🙌
@@BulbDigital thanks for the reply. I believe im going to go with a popup that opens with a comments to be submitted text input and using that text input do the patch function that puts that current control and anything in the already submitted box together. Ie it’s going to patch itself and the comments submitted box inside of comments submitted box
The problem for this approaching is that whatever you created form is not reusable, portable! Any changes/maintenance needed in the future will be a lot of headaches.
Customizing a SharePoint form is meant for users who are looking to leverage SharePoint to the fullest and do not want to take the leap to Dataverse, Model Driven/Canvas Apps. If your priority is maintenance and portability you should be looking at using Environments, Solutions, Dataverse, Canvas/Model Driven apps.
I followed this but I added three screens and for some reason when I save the form it creates three separate records in the SPO list. I want it to save to just one record. My SharePoint Integration OnSave action is set to: "SubmitForm(SharePointForm1); SubmitForm(SharePointForm1_1); SubmitForm(SharePointForm1_2); " Any idea why this is occurring? Thanks!
I would check your SharePointForm controls to see what their Default Mode is set to. In my scenario, I have them ALL set to Edit. I suspect if you have them set to New, you might experience the behavior you described.
We have tried creating these customized forms from out Modern Experience Sharepoint Lists and after following all the steps, we still end up with the original form and not the customized forms. We finally gave up trying to make this work.
Hey Jefferson, sorry this isn't working for you! It's hard to guess what you're running into without seeing it, but maybe stop by office hours if you want us to dig in? www.bulb.digital/office-hours
The Rich Text Editor control does not support tables very well. It does not have any WYSIWYG options for building tables. I found that you can copy/paste a table from MS Word into the Power Apps RTE control, but it does not honor all formatting options... so really not a great option.
@@BulbDigital Thank you! I’m in a rotational assignment and we just migrated to the mod SP. It’s been a bear getting familiar with PowerApps for a short turnaround request for a form with drop down menus etc. I’m def keeping your channel as a fav lol I’m just a bit exhausted trying to incorporate the look whilst not destroying my progress. I find using PowerApps (and lacking the knowledge) is not forgiving. I so very much appreciate your channel and feedback 🙌
There's definitely a lot to learn! Hopefully you're able to accomplish what you need. We also have an intro to powerapps course you can find here if you think it would help! www.bulb.digital/courses/intro-to-power-apps
@@BulbDigital Ok, Thank you for your reply. I have the list of archive SharePoint pages and I want to add those page titles in the dropdown menu. Then when the user selects the page title from the dropdown list it should take to the archive page.
There is no way to make the text of a dropdown an actual hyperlink. You can however achieve your outcome by doing the following: Put your list of pages (Titles & URLs) into a collection. Use this collection as the source for your Dropdown control Assign the Title field as the Text for the Dropdown control In the OnChange for the Dropdown control use this method... Launch(Dropdown1.Selected.URL, {}, LaunchTarget.New); This will open the url for the selected page in a new browser tab.
This was just the type of information I was looking for: creating a Power Apps Form with a SharePoint list back end. Thank you so much!
Thanks Lisa! Glad it was helpful.
I love your pace and style when sharing information. This is exactly what I needed! You make it so simple and I could not wait to subscribe to your channel. Thank you.
Thank you Sunshine! Glad we could help.
OMG This was an absolute life-saver!!! I've been searching for this info for weeks and I just accidently stumbled on this. THANK YOU
Glad we could help Joe!
Same here.
This was perfect. And also loved the pace and using this simple example to explain lots of functions. I have a long history with InfoPath, and have been struggling with the jump to PowerApps. You helped me a lot. Thank you.
Awesome Mark, glad to hear it. Thanks for the comment!
Thank you for sharing this tutorial. This is very helpful in so many ways. I do have one question though....I for some reason cannot find my "file" menu....how do i show that on my tools bar?
This video is due for an update to be sure. I think much has changed in the Power Apps developer studio since then. I presume you're looking for where you would Save and / or Publish your changes. This can now be found in a menu in the upper right corner of the studio. There is a save button that has a few options as well as a publish button.
I love that you owned the shirt change!
Haha thanks! Thought we'd have fun with it having to shoot on different days.
Thanks, you solved many mysteries for me today! Am I able to set calculations using the input or would I do that from the list exported to excel. In the end I need a summary screen/pdf for eligibility information for the file? Thanks
The first thing I would consider is where you need the calculated values to appear. If you just need them after the data is entered, then you should first consider whether you can use a field calculation on a new SharePoint column (SP can do the work for you). If you instead, need the calculated values in the input form (at the time of input), then you can do the calculation in an additional data card / label on the form.
Very best tutorial....exactly what I needed. I am moving from Infopath to this....THANK YOU!!
Glad it was helpful!
Love how easy it has been to follow your instruction. Can you point me in the right direction to print a "custom form" I've integrated from my Sharepoint list? I have created an issue log that would need to be shared per incident in PDF format if possible, but haven't found much help online.
There is currently no easy way to make this happen. To be sure, I confirmed that the Print() function that works in a canvas app, does not work when called on a customized SharePoint list form. If it did work, it might simply give you a screen capture of your form which you could print.
Alternatively, you could add a print button that will create a custom html string of your form content and send this to a Power Automate flow. Then the flow can generate a PDF from the content and attach the PDF back to the list item. Then you could open this PDF from the attachments and print it. Yuck for sure. You might also consider trigger alternatives... for example, you could trigger based on item modified or similar. The kicker will be is the PDF ready when the user opens it to print. There are a number of RUclips videos on how to do this.
I think at the end of the day, if printing the content is important, you should consider moving your custom list form into a canvas app and directing the user there instead of the SharePoint list. This will ultimately give you the control you need to generate the printable version, capture, and open it for the user.
This was so incredibly helpful! I will have to share this with my team!
Awesome! Thank you!
Thank you for sharing this demonstration. Very detailed. I recommend this training video.
Glad it was helpful!
Very intuitive for beginners like me , thank you
Glad it was helpful!
Hello, I have followed your tutorial and it works great. Do you know if there is way to manage the permissions so that one person can only see their entries and not the others'?
Yes, you can go the List or Library Settings. Under Advanced Settings, you can set Item Level permissions to control both what people can read and create or edit.
It's a great video. Thank you for explaining steps with a comfortable pace! If I have SharePoint list with a view ( view all-default view, and view 2 where the fields are less) how can I associate a second form for the view 2 where the 1st form is for view all? TIA!
Great question. Unfortunately this is not an option. There is no facility to present the user with a choice of which form they want to use. Nor is there a way to programmatically pick a different form based on who the user is. The correct way to implement something like this would be to use the Visible property on the form fields on the form to show and hide based on some criteria. Not sure what this would be in your scenario. You could give the user a choice with another toggle at the top of the screen (outside the form) and use that value to flip the Visible properties. Or, you could retrieve info from the user's profile and make a decision based on their department, etc.
@@BulbDigital Thank you for your prompt response and detailed explanation!
This is my first project using power automate platform. I am rethinking how to achieve this without power form since it won’t work for views.
My scenario-
This list is to capture user suggestion and internal response.
The SharePoint list view detail ( ID, survey category, Suggestions, Response, ReplybackY/N, survey submitted by, submission date etc, internal comment)
Survey taker submits a MS from with for example ( survey category, Suggestions).
view 2-
The power automate flow saves it in SharePoint list and sends email to internal user with edit access to the SharePoint list.
Internal user updates SharePoint list with Response, ReplybackY/N)
When ReplybackY/N = Y, Flow send an email back to the survey taker with response.
All survey taker has been grated an unique permission to see view 2 list ( ID, suggestions, Internal response, submission date) on a separate SharePoint site page ( by linking the web part to view 2).
How can I customize the same form to show view 2 fields to user with restricted access and
for other the form should show all fields.
You're the best!
Thank you for putting this together!
Glad you enjoyed it!
Very Informative and easy to follow. Thanks for uploading.
Thank you! Glad we could help.
Very easy to understand and follow. Appreciated the basic approach.
Glad it was helpful!
Great video, I have a form similar to your demo... then I utilize a Container to show more fields once the original record is created. Problem I have is when I edit the record, none of the data entered within the Container gets added to the record. thoughts?
after rewatching your video, I was able to resolve my issue. Thank you!
Oh, good! Happy to hear 😁
Very helpful. Thank you so much. So thoughtfully put together.
Thanks, Isabel 😊 We're happy we could help you!
thanks a lot for this video. I have an issue with my form though, I have three screens (updated formulas for Submit, New...). However, when I submit data in SharePoint list using the form, only the data from the first screen are taken into account, the data from other screens get lost :( Any ideas?
The key to making this work is that you're ensuring all data gets saved, from every form/screen, when OnSave event happens. At the time we made this video, ~2 years ago now, the "double SubmitForm()" worked, or at least worked well enough.
Today, if we were to remake this video (maybe we should), the OnSave property would instead have something like this...
If (SharePointForm1.Mode = New, Patch('My SP List Name', Defaults('My SP List Name'), ShaerPointForm1.Updates, ShaerPointForm2.Updates), Patch('My SP List Name', ShaerPointIntegration.Selected, SharePointForm1.Updates, ShaerPointForm2.Updates));
ResetForm(SharePointForm1);
ResetForm(SharePointForm2);
RequestHide();
The key piece here is the first line. It's basically saying, if it's new, then perform a patch from both forms and provide the defaults for a new list item, otherwise, patch updates from both forms for the selected item.
Great video, thanks for sharing.
Is there a particular method that allows for different types of forms to pop-up when clicking "New"? In my case, users have two common types of data to enter, and I'm looking at options to have Form A, and Form B, that the user selects and works with. ... I'm assuming the trick here will be to simply create the one form, but configure it so it caters for both users methods?
Hi Karlstens, maybe this video will help! It walks through a similar scenario ruclips.net/video/ArMHejWzHbI/видео.html
Thank you bro for your great effort, If I need make a form for incident report and after filling and saving it take automatically reference # , it can be or not and please if you can show us where we will found the saved forms.
Hi Hasssan, would you mind rephrasing the question? I'm not sure I understand.
@@BulbDigital I want to create a form. If the user finishes filling it out and saving it, the form gets a reference number automatically, and where can I find this form after saving it inside the Sharepoint.
Is it possible bro ?
I'm going to answer in two ways because I'm not quite sure what you're asking...
First, if you're asking where to find the saved form content that the user is creating, it will simply be a new list item in your SP list. At around 17:19 in the video you'll see a list item opened in the customized form.
Alternatively, if you are asking how to reopen the customized form, you can simply use the Integrate menu at the top of your list or library and choose Power Apps -> Customize forms. This will open the already customized form. There is no good way to access this form directly from your Power Apps maker environment. It's best to just go through the list or library.
@@BulbDigital thanks a lot
Thank you! question: when the items split to two screen, how can we submit the form update in one form? I mean, is this form become two forms?
OK, GOT IT, the end part show it become two form and operate the action in two form same time
Sounds like you're all set - let us know if you have any more questions!
@@BulbDigital Thank you again, is there a video show how Powerapps show list's image and also upload to update the image's item, the default image show is OK, not find a way to upload image to replace the current item.
Zohar, are you trying to display an image from a list of attachments on the list item? Or are you attempting to upload an image to someplace like the Site Assets library and then link to that image from the list item with a URL/Image column?
@@BulbDigital Excuse me didn't express clearly, the list column is Thumbnail, default form can direct use add image button upload local image, but in POWERAPPS form, it can display but don't have other control
Ahh yes! The Image column. Viewing your image is supported currently. GA was February of 2022. However, if you need to add or edit an image you'll have to wait... maybe one more day? :neutral_face: Per this roadmap item...
www.microsoft.com/en-us/microsoft-365/roadmap?filters=SharePoint%2CPowerApps&searchterms=98119
Given this is supposed to be here imminently, I'm not sure suggesting the other workarounds is worth it, but they are: 1. Upload to another library and store a link to the image using a Hyperlink column. 2. Upload the content of your image as base64 encoded to a text column in the list.
Thank you for the video. Is there a way to warn the user the form has been changed before they exit? The default behavior for the sharepoint details pane is it saves every field as it edited. When we change them to powerapps forms users can edit field but it does not save unless they remember to hit save and it doesn't warn them if data is changed and unsaved.
We recommend turning off the ability for inline editing for any list/library when you create a custom form. This ensures users are using your form for all of their changes.
Related to warning users, you should be able to use Form.Unsaved and App.ConfirmExit to do what you want. You basically set App.ConfirmExit = Form.Unsaved. I would also set the message using App.ConfirmExitMessage = "You have unsaved data"
@@BulbDigital Thanks for the reply, I have tried that but it does not seem to work when loading the form in a sharepoint list. It just closes out of the app without warning. I tried setting confirmexit to true and confirmexitmessage to "test", still nothing. Is this because it is loading in a sharepoint list and not as a dedicated app?
I just tested the ConfirmExit functionality and it does do something, but it isn't exactly what you want.
If you attempt to create a new item, then click away, and then try to navigate to a new page it will give you a warning. Which if you then click Create again you will have the data you were trying to create.
If you do the same thing when editing you will get a warning, but if you try to edit your data you will be back to what the item originally had and not what you had previously edited.
The only things I could suggest would be to create a full Power App instead of using the SharePoint UI, or make your form take over the whole screen so users aren't so prone to clicking off of the screen.
Thanks for this, very informative video! Is there a way to show different forms based on rights. F.e. another view for an admin and another view for an end user? Thanks!
Yes, to do this you would create a Power Automate Flow that would retrieve the user's membership status for a given group. Call this flow from your App.OnStart and assign the result to some variable. Then use the value to determine which screen to navigate to.
The Flow you create will Send an HTTP Request to SharePoint... using this path... _api/web/sitegroups/getByName('YOUR OWNERS GROUP')/Users where YOUR OWNERS GROUP is a SharePoint group in the site where your list / libary lives. You parse the result of that request (JSON) to determine if your user's e-mail address is included.
@@BulbDigital thanks! That’s a very clever solution!
Subscribed! You guys deliver high quality both video and content wise.
Thanks Michael! Glad you're here.
This was so helpful for me as a total PowerApps beginner! One question: when I have multiple SharePointForms that I select to submit on save (I made 4), I end up with multiple entries being saved into the SharePoint list rather than data on each form saving into a single SharePoint list entry. Any ideas what I'm doing wrong?
(Edit) all forms Default Modes are set to edit, not new
Thanks! You're welcome to join our next Office Hours if you want some help, but here's. our crack at a quick answer: The safe way to do this is:
If(IsBlankOrError(SharePointIntegration.Selected),
Patch('Issue tracker', Defaults('Issue tracker'), SharePointForm1.Updates, SharePointForm2.Updates, SharePointForm3.Updates),
Patch('Issue tracker', SharePointIntegration.Selected, SharePointForm1.Updates, SharePointForm2.Updates, SharePointForm3.Updates));
ResetForm(SharePointForm1); ResetForm(SharePointForm2); ResetForm(SharePointForm3);
RequestHide();
Note we're using the SharePointIntegration.Selected property to determine whether or not we're editing an existing (selected) item or not. Then we're using Patch to create or update the item. Then we've also added the ResetForm() calls and the RequestHide() after since we're not longer calling SubmitForm(), which is the thing that triggers an OnSuccess or OnFailure for each form. Remember, the ResetForm() and RequestHide() are in the OnSuccess for each form.
Great tutorial, easy listening, I’ve just created a canvas app and just wanting to link it Ito a sharepoint so all the data populated in the canvas app, goes to the share;ping, be great if you did a tutorial on this.
Simon, thanks for the kind words. Is your suggestion to make a video that simply demonstrates the different ways to connect a Canvas App to a SharePoint List, or are you looking for something more like "I want to manage my SharePoint list data from a Canvas App, to avoid using the SharePoint UI."?
Amazing tutorial - I've watched this one several times!
Problem: When I add icons... they move depending on if the form is in view or edit mode after I publish. And when I say they "move", I mean they display properly when I go to edit the published form in List. But when the form is only open in view mode... the icons do not display correctly. Their position shifts slightly, usually obscuring some text in the field they are located in.
Have you run into this before? Any idea how to fix?
I think the first thing I would look at is where or how the icons were added. If you're using a data form in a canvas app and you're adding icons within the context of the form, you need to ensure they're added within the data cards where you want them displayed. The trick is that the form components shift when you flip between view and edit modes and so you need to icons to shift also. I would identify the component that the icon should have a positional relationship with and set the icon position within the same container as that component and in a way that is positionally relational to that component. For example you can set the x and y properties to something like DataCard15.x + DataCard15.width - 25... or something similar.
@@BulbDigital I got you. Cool, thx for that! I just drag-n-dropped them onto the page the way he did in the video above for the "back button". But I can understand what you are saying. So I'll try that! Thank you♥
@@BulbDigital It worked! Thank you so so so much!!!
Awesome! Glad to hear it. No problem!
@@fireflecked No problem, glad we could help!
Great tutorial, nicely paced and very clear. Thank you! Could you share the list column set up as well? Trying to make this work for our communication team.
Philippe, the list template used for this example was just the Content scheduler template, which is one of the available templates when you create a list with SharePoint Online.
Hey, video. I wonder if you could answer a question. My SharePoint form has lookup columns which point to other lists for their values. I think I need to add those lists as other data sources, but I can't get them to work on the same form (i.e. a mixture of data from all lists) have you got any advice you could offer. Thanks
This should work out of the box without any anything special. If you created your form before you added the lookup columns, you may need to simply refresh your data source. If the lookup columns were in the list prior to creation of the form, it should honor the data source and all of the field types, including lookup columns. If you want more hands on help you're welcome to stop by our office hours!
@@BulbDigital Hey. I have it working now, but I did have to add the data sources, it didn't honour them which is odd
Odd for sure, glad it's working now
Awesome. Thanks! Do you still hold the monthly 1 hour webinar?
We do! Our next one is January 5, you're welcome to join! www.bulb.digital/event/office-hours-january-2022
Greetings from Costa Rica! great content ! really nice explanation
Send some sun to Michigan! 😊 Glad we could help.
So, I want to create an equipment request form app for work however, I would like to be able to see a history of all the requests that has ever been made inside the app. How do I go about doing this?
If your intent is to use SharePoint as your primary storage tool and "app" for the requests, then you can likely use SharePoint out-of-the-box by adding a status field (New, Pending, Complete, Archived) to your requests, and then creating multiple views to show you things like New Requests, Pending Requests, Archived Requests. Then you're truly just using the SharePoint customized form (Canvas) as a data capture tool. This can be a quite cost effective strategy for this type of app.
If you're attempting to wrap your SharePoint list in a Canvas App that will do everything needed, that comes with other considerations.
In either case some things I would consider are:
- Will you ever have more than 5000 requests in the list?
- Should you create a full Canvas App for this data?
- If you're using a Canvas App and have lots of data, you'll need to be paying attention to delegation warnings.
- Does the out-of-the-box SharePoint configuration options adequately secure my data? Think Item Level Security.
Can I create rules on the forms? Also can the user re-view their data entry?
a. Yes, you can create rules on the form. The simplest form of rule is kind of built in for you. If you have set a field to required in the SP list for example, by default when you add that field to the form it will have that validation rule applied. However, if you have scenarios where you require fields after a specific status has been set, but not before, you can apply rules to the controls to stop the user from saving the form and pointing them to the "rule violation".
b. Yes, the user can review their entry. They should be able to click the item in the list and reopen the form. They can review and also make edits depending on the rules you've applied to the form.
Hi! Is there a way to hide a datacard for viewing but make it visible for editing on the same form?
Yes, you can toggle the Visible property on the target Datacard based on if the forms FormMode or DisplayMode (i.e. View or Edit)
@@BulbDigital Thanks ! Using that I could work around the issue of power app that it does not allow to use one of SharePoint list views as data source!
@@glaringmind-rq8xu Great, glad we could help!
When I add a new item and save after filling in both screens, the information on the second screen doesn't transfer to my sharepoint list on save. Do you have a solution for that?
Eric, thanks for the question. We really need to update this video. Things have changed a bit in the last year. The way I've found best to make this work currently is to use this in the SharePointIntegration.OnSave instead of the SubmitForm method...
If( SharePointForm1.Mode = FormMode.New,
Patch('Expense tracker', Defaults('Expense tracker'), SharePointForm1.Updates, SharePointForm1_1.Updates),
Patch('Expense tracker', SharePointIntegration.Selected, SharePointForm1.Updates, SharePointForm1_1.Updates));
ResetForm(SharePointForm1);
ResetForm(SharePointForm1_1);
RequestHide();
Also note that you can have as many SharePointFormX.Updates in the Patch function as you need. So if you have 2 screens or 5, you just include the updates from each.
perfect scenario ...for my app. thanks. Keep it up.
No problem, thanks Yehun!
great!!! I learnt a lot!!!! many thanks
No problem Michael!
Great video. Thanks for the explanation. I have a 3 page form that does not seem to capture data from the 2nd and 3rd page of form on new record scenario. What's odd is I can go back and edit the same record using any of pages of the forms and it captures the updates when they are edited / saved. It just does not work on new records. PS Default Mode on All Forms are set to Edit.
First... thanks for pointing this out. I think it was a miss in the original content I created.
Originally, we simply added SubmitForm(SharePointForm[n]); for every form we have in our customized form. The problem with this is that the forms are all in "New" mode, which means they are all essentially trying to submit a new record, independently of each other (that's the flaw). The subsequent submits fail because they don't have a required field (Title in my example). But in a way that's good because if they had succeeded then I'd just be creating duplicate data.
I made an adjustment to my customized form and tested to be sure. The specific change you want to make is in the OnSave of the SharePointIntegration element.
In summary, we want to sense if the form is in New mode and if so, we're going to save the item by using the Patch method. If instead, we're in Edit mode, we can get by with the multiple SubmitForm calls because they're all connected to the same item. So the updated logic would look something like this...
If(SharePointForm1.Mode = New,
Patch('My List', Defaults('My List'), SharePointForm1.Updates, SharePointForm2.Updates); ResetForm(SharPointForm1); ResetForm(SharePointForm2); RequestHide();,
SubmitForm(SharePointForm1); SubmitForm(SharePointForm2);)
Notice the ResetForm and RequestHide we're doing in the Patch scenario. This is because the forms aren't actually being Submitted and therefore the OnSuccess / OnFailure events are not firing for each form. So we take the reset and hide logic from those events and add it here... to reset and hide the form when the user clicks Save.
@@BulbDigital Thank you so much for responding. At a high level I can understand what needs to be done. (I think.) However attached is what I am using based on what you suggested. So far it does not seem to save any new records. Perhaps my syntax wrong, may be I've done something incorrectly.
OnSave: If(SharePointForm1.DisplayMode = FormMode.New,
Patch('Request Form - Beta', Defaults('Request Form - Beta'), SharePointForm1.Updates, SharePointForm1_1.Updates); ResetForm(SharePointForm1); ResetForm(SharePointForm1_1); RequestHide();,
SubmitForm(SharePointForm1); SubmitForm(SharePointForm1_1);)
@@BulbDigital Thanks for the update. I followed along with the video and couldn't figure out why I couldn't save the data on the second screen. Now I know and I've got it working. One detail though... It seems this work around doesn't take required fields into account, meaning that required fields can be empty. Is this your experience too?
Do you have a suggestion to work around this? I thought of adding a custom submit button, which would be disabled as long as not all required fields were filled, but to my surprise there seems to be no option to remove the default Save button above the form. Do you have any insights into this? Thanks for your help.
@@BulbDigital The Added Logic for the On Save works like a champ. That was spot on. Your video was the most helpful and straight forward / easy to understand. Admittedly, I the patch command took a bit of trail and error but I got that figured out. PS Great job on the video. Thanks again.
Can you create an order form that imports a product document? I am looking to create a cascading drop down form with 3-4 layers to intake products. I cannot find any examples anywhere of this. I would use a regular form and save the data to the spreadsheet but I want to customize the form so that the user can pick from a list of products available. These products will actually be very specific depending on what is chosen.
I'm going to rephrase the question according to how I understand it, and you can let me know if it makes sense:
Q: Can I customize a form to give the user a specific list of products, narrowed down based on other form field selections?
A: Yes. If you're using SharePoint as your data store, you would want to provide either Choice or Lookup column types for the user that include ALL options. Then in your custom form, you can implement logic in the Items property of a dropdown control to filter the items for that field based on logic that incorporates another field value from the form. You probably would also want to disable the product column until the other form field value was selected.
This is a great question to bring to Office Hours if you want to go into more detail! www.bulb.digital/office-hours
Really great video!! Congrats!
Thanks Isabela!
I think you have one of the most helpful videos I have found. That being said I need help I’m still navigating my away around no where near expert but I’ve spent days trying to make some thing we have at work look better and I don’t want to be the failure. I am curious how do I get my form to be able to calculate a value based on choice options i placed in 5 columns to get a score? Is that possible ugh someone please help me I’m struggling and I don’t know code.
Hey Amber, I'll pass this question on to Mike, but also wanted to point you in the direction of our Office Hours since this question may be best answered with some hands on help! Our next one is actually tomorrow at 2PM EST. www.bulb.digital/office-hours
@@BulbDigital thank you good to know. I’m trying to develop tools to help us in my group at work but I’m afraid my boss is going to kill me if he finds out how much time I’m investing and don’t seem to be getting anywhere 🤨
We know the feeling! Hopefully we can get you unstuck.
@@BulbDigital is there anyway I can get screenshots of what we walked through in the online session so I can have a starting point to play around with? I understand if not.
Here's a link to the session from yesterday! O365 Monthly Office Hours - February 2022
ruclips.net/video/lpN3VrX9Iok/видео.html
Great example to start with Sharepoint Integration on Power Apps. Unfortunately I followed it step by step and I have errors. I cannot enter Multiple value separeted with a ";" on any of the action attributes. Exemple for SharepointIntegration on the action OnCancel, when I set it to ResetForm(SharePointForm1); ResetForm(SharePointForm2, it displays me an error stating caracter unexpected. I didn't find any clues on forums... Any helps?
Yoann, your issue is likely related to whatever region you are in or the language you have configured in your browser / workstation. I would refer you to these articles which detail operators and identifiers as well as expression grammar 🙂
learn.microsoft.com/en-us/power-platform/power-fx/reference/operators
learn.microsoft.com/en-us/power-platform/power-fx/expression-grammar
because of how high the resolution of my monitor is, it gives me a massive amount of whitespace below the customized form, and other users report the same. Any tips?
Hi Jeroen - is it just visually an issue? Or is it causing usability issues?
@@BulbDigital Just visiually. And increasing the size off the App ironically makes it even worse :(
Thx for response so far!
Hello what happens when the person that customises the form leaves the org please ?
The correct strategy to deal with this is to have additional owners on the List or Library. You can make someone an owner at the List level, or if someone is an owner of the site or site collection (and permissions inheritance is intact), then they should also have ownership of the form. In this way, customized SharePoint forms are not shared the same way proper Canvas Apps are shared and owned.
@@BulbDigital Thank you
having just audio when presenting things would be so much better. Being able to see as much of the actual screen is way more helpful.
Thanks for your feedback Kim!
Very useful. Much appreciated.
Thanks, glad we could help!
I create form in a calendar view but not able to find a good solution to delete an item, other than user changing to List view and deleting the line item. Advice?
Just so I understand the question, are you talking about deleting an item from a list? Or an event from a calendar?
Is it possible to have multiple owners for a powerapp SharePoint list form.When I try to edit or share from the power app admin centre the options seem greyed out even though I am the owner of the form.Is it possible to add multiple owners or change the ownership of the power app form..Please note that for a power app canvas app this issue never occurs.Can any one please advice.
Ownership of a customized form is based on the SharePoint List/Libraries. If you have permission to edit the list/library you also have permission to edit and maintain the form.
@@BulbDigital @Reza Dorrani Actually I am.able to edit the form going to.list settings- form settings- Modify form in power apps.But when I try sharing the form clicking "share with other users " I am getting the "Sorry,there was error loading data " notification.Actually I want to make another person owner of this form.Is it not possible for a SharePoint custom form.
How can i do popups with a sharepoint integration app and have the comments be returned to my comments column in sharepoint?
I think you have a few options here to consider. I'll start with pointing you at some "built-in" options that you may have overlooked. Then you can decide what might work for you.
First, are you aware of the built-in comments functionality for items in SharePoint? If you open the item in the list, your custom form should open and then there is a comments panel as well, in which users could enter comments. You might say, this won't work because it's not your comments field.
Next option might be to simply provide a button in your custom form that takes the user to another screen, where they can enter comments, clicking a button on that screen (submit), might patch the comments the enter into the comments field of your choosing.
If you must have a popup dialog, then the only option is likely going to be a custom control using PCF. Personally, I've never done this in the context of a custom SharePoint form, so I'm not 100% sure you can do it. That said, if you can do this, in order to do it, you have to allow deployment of PCF components in the Default environment. I would not recommend doing this in the default environment as it will introduce unwanted risk. In other words you don't want to allow that much, if any, customization of the default environment. So this may put you between a rock and a hard place if some kind of popup is required.
I recommend focusing your energy on one of the first two options! 🙌
@@BulbDigital thanks for the reply. I believe im going to go with a popup that opens with a comments to be submitted text input and using that text input do the patch function that puts that current control and anything in the already submitted box together. Ie it’s going to patch itself and the comments submitted box inside of comments submitted box
Thank you, it helped me a lot!
Glad it was helpful!
Thank you for this....subscribed
No problem Leo, happy to help!
The problem for this approaching is that whatever you created form is not reusable, portable! Any changes/maintenance needed in the future will be a lot of headaches.
Customizing a SharePoint form is meant for users who are looking to leverage SharePoint to the fullest and do not want to take the leap to Dataverse, Model Driven/Canvas Apps. If your priority is maintenance and portability you should be looking at using Environments, Solutions, Dataverse, Canvas/Model Driven apps.
I followed this but I added three screens and for some reason when I save the form it creates three separate records in the SPO list. I want it to save to just one record. My SharePoint Integration OnSave action is set to: "SubmitForm(SharePointForm1); SubmitForm(SharePointForm1_1); SubmitForm(SharePointForm1_2); " Any idea why this is occurring? Thanks!
I would check your SharePointForm controls to see what their Default Mode is set to. In my scenario, I have them ALL set to Edit. I suspect if you have them set to New, you might experience the behavior you described.
@@BulbDigital Thank you! I will look into that and thanks for educating us and sharing your knowledge!
No problem! Have a good day :)
We have tried creating these customized forms from out Modern Experience Sharepoint Lists and after following all the steps, we still end up with the original form and not the customized forms. We finally gave up trying to make this work.
Hey Jefferson, sorry this isn't working for you! It's hard to guess what you're running into without seeing it, but maybe stop by office hours if you want us to dig in? www.bulb.digital/office-hours
Excellent Content..
Muchas gracias, excelente video.
How to insert a table in the Description text field?
Any update on this?
Hi Suneel, we don't have an update to this at the moment, but it's on our list of things to get to soon :)
@@BulbDigital sure, Thank you so much :)
The Rich Text Editor control does not support tables very well. It does not have any WYSIWYG options for building tables. I found that you can copy/paste a table from MS Word into the Power Apps RTE control, but it does not honor all formatting options... so really not a great option.
well your lecture is helpful.
Glad to hear that, thanks!
Awesome!
Thanks!
Long deep sigh…I’m a beginner too and this isn’t giving me all I’m needing to build out my form. But it’s a decent source. Back to searching YT I go…
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@@BulbDigital Thank you! I’m in a rotational assignment and we just migrated to the mod SP. It’s been a bear getting familiar with PowerApps for a short turnaround request for a form with drop down menus etc. I’m def keeping your channel as a fav lol I’m just a bit exhausted trying to incorporate the look whilst not destroying my progress. I find using PowerApps (and lacking the knowledge) is not forgiving. I so very much appreciate your channel and feedback 🙌
There's definitely a lot to learn! Hopefully you're able to accomplish what you need.
We also have an intro to powerapps course you can find here if you think it would help! www.bulb.digital/courses/intro-to-power-apps
How to add a hyperlink to Dropdown menu text in SharePoint with PowerApps
What is your desired outcome? Any more info you have would be great.
@@BulbDigital Ok, Thank you for your reply.
I have the list of archive SharePoint pages and I want to add those page titles in the dropdown menu.
Then when the user selects the page title from the dropdown list it should take to the archive page.
Any update on this?
There is no way to make the text of a dropdown an actual hyperlink. You can however achieve your outcome by doing the following:
Put your list of pages (Titles & URLs) into a collection.
Use this collection as the source for your Dropdown control
Assign the Title field as the Text for the Dropdown control
In the OnChange for the Dropdown control use this method... Launch(Dropdown1.Selected.URL, {}, LaunchTarget.New);
This will open the url for the selected page in a new browser tab.
Love it
Hey, David! Happy you loved it 😄 Thanks for watching!