Power App Mutli Screen Form Controls
Вставка
- Опубліковано 20 лип 2024
- #PowerApps #PowerAppsForms
In this video I show how you can break out a form control over multiple screens. This helps provide a better User Experience by reducing scrolling. - Наука та технологія
Excellent tutorial! I really appreciate the “driving” nature of these tutorials that skip the long Introductory descriptions and quickly move directly to the desired result. This is an excellent scenario you have described, and very useful in practice.
Thank you John! I really make an effort to get rid of all of the "filler" in my videos and get straight to the point for maximum value. Glad to hear you like it!
Summary of the best tips for multi Screen Form. Thank you!
Thanks!
Ok April, this video is bittersweet! I can't "LIKE" nor "DISLIKE" it. On 1 hand, I love it because you're the first one (out of 2 days worth of video surfing this topic) I have understood to the point that I think I can finally make it work how I need it to. On the other hand, I am still missing a piece or two :-( which is very frustrating. In the last 20-30 seconds you rush through what I probably need explained in a 1/2 hour Q&A. Every video I watch talks about "the importance" of the Item property yet no one explains it or elaborates it's functionality and how to define it or why. You cover it in a whirlwind in the last 15 seconds!
ALSO, I am still not finding any video (not even those titled "BASICS" or "INTRODUCTORY" that actually define the explain the basics - e.g.: the Tree structure - I have yet to find the distinction between "APP" or "SCREEN" or "FORM" and the behavior of the different layers on the Tree. Again, at around the 7:00 mark, you briefly go into the Property Controls again but there is no explanation of what each one does or how it works in the overall workflow. I was especially struggling with buttons - I kept failing which is how I stumbled across your video when I finally searched for "multiple screen forms" and so glad I did. THANK YOU ---> I think I can learn all I need to from you (you're easy to listen to and follow and for the most part you do explain ); however, this video did not give me 100% explanation on details I need.
I did email you from your web site - are you available for 1-on-1? I probably only need an hour or so - I become a SME very easily when I know something but I need to ask questions as I play along - it's very challenging for me following these videos without being able to stop the instructor and ask to elaborate.
I noticed that you didn't get a response in a time frame that you felt was acceptable for the free content that I provide. You then decided to spam my replies and let your feelings on the matter be known. For future notice, this is NOT how you get someone to want to help you.
If you aren't getting what you need from this video, UA-cam is full of many great resources to learn Power Apps. Also, we have a great community on powerusers.microsoft.com where you can answer questions and get help from experts in the community. It sounds to me like you would best benefit from some 1:1 consulting with a Power Apps partner. I do not have a consulting company so I don't offer consulting. I have a full time job and do these videos in my spare time. You can find a list of qualified Power Apps partners that can help you with that here: powerapps.microsoft.com/en-us/partners/
Great help to me with my first forray into Power Apps and Sharepoint lists. I wonder though, how do you deal with required fields that are not on the first form page - the page that is actually submitted, but would be on subsequent "edit" pages?
Love love love this functionality! I've used it many times for all of my canvas apps that use Sharepoint Lists. I'm venturing into using Dataverse for my datasource for a canvas app and when I tried to use this functionality, it blows up at the selectedItem variable. I tried re-creating the form (thinking maybe I did something wrong in the initial setup) and each time the Item property for the Form--I put in selectedItem and it throws an error that it's expecting a datatype of "Record". Should I be using something else for this?
April, I wondering if you could advise, please. I have a long form with some 30 Q's for research. Your tute helped a great deal. However, to avoid putting together a many pages form, I grouped the questions to halve the number of pages. That said, the internal logic in PA's makes it impossible to move around the the questions in order to group them the way I need on one page. To remedy that I split the questions on each page into two "subforms". It all works great, with the only problem with the first page of the form. When I submit the final page of the form the entries from the first "subform" on first page of the form come up in Excel on a separate lime. The rest of the form is on the same line.
I am new to PA's, so many things are still obscure to me... I was wondering if you could advise, please... It is driving me nuts!
Here is the code I am using on the first page of the form:
Set(formType,"Edit"); Set(selectedItem,frm_PatientData.LastSubmit); Set(selectedItem,frm_GeneralDetails.LastSubmit); Navigate(scr_PtPhysiology)
Love it April! Great tutorial!..
Glad you liked it!!
Absolutely brilliant. concise and well explained. Subscribed!
Thanks for the sub!!
Excellent video and didactic! Thanks!!
Glad you enjoyed it!
Thanks for the great methodology, April.
I wonder how you are grouping properties in the dropdown list of control properties at the top right of the Studio.
Thanks Amr! I apologize, not sure if I'm understanding your question about the control properties. Can you explain?
Fantastic. Thank you!
You bet!
Excellent video April, I'm a beginner at Power Apps and your video helped me a lot, thank you!!
This is great to hear! Glad it was helpful!
@@AprilDunnam well it wasn't helpful to me and you have yet to respond to my questions. Very frustrating for someone who obviously has knowledge but when a majority of it is left out of a static video, you do not interact with the questions posted here. Why allow comments if you are not going to respond?
@@spiraljoe1273 I try to answer as many comments as I can. Unlike some other UA-camrs, this is not my full time job. I work a regular full time job and I post videos in my free time because I am passionate about helping people.
It may seem like I only respond to the "thank you" type comments and frankly that's because they are the easiest to respond to. I receive a lot of comments each day. Many of the comments are very involved and highly specific. These would require me to spend time researching and testing out a solution. I try my best if I have down time to answer these more involved questions. But as I mentioned earlier, this is something I do in my spare time and I simply cannot get to answering every one of these in-depth troubleshooting type questions.
I'm not trying to make excuses and shy away from answering your questions. However, I do have to prioritize my time and use it where it will have the greatest impact. If there are questions/comments from many of you about the same topic then I know that is a common issue that I should try to address first.
Thankfully we have a vibrant community of people who are ready and willing to help at powerusers.microsoft.com. If you are stuck and need assistance right away please use the power users community forums to post your question so that you can get faster help from the larger Power Platform community.
If it's a SharePoint, Teams or general M365 question then the techcommunity.microsoft.com site is a great place to ask those questions.
Also, I get a lot of requests for 1:1 consulting. Since I do have a full time job, I don't offer consulting. If you are looking for Power Platform consulting help, there are a lot of Power Platform partners that can help. You can search all of those Power Platform partners here: powerapps.microsoft.com/en-us...
Hi April, Thanks so much for this video you have been a massive help. I have an inspection app and it has multiple screens like your one. My forward and back buttons now work perfect thank you so much! I also have a navigation menu with the idea that the user could jump to different screens depending on what component they are inspecting. I have a screen with a gallery as my menu. Is it possible to include the form control with this to ensure the data is saving in the one record?
Hey - sorry for the delayed response, I sadly fell behind on responding to comments. Yes you could definitely do this with a form control. I suspect that you've already figured that out though since I took to long to respond lol
I like the idea! but it can be done with visible /invisible in one screen instead of having several screen and I think it will be faster becasue of the less formulas.
Thank April for your always great work !
Kholio not sure that it would be any faster doing it that way honestly. And for people who are beginners to Power Apps it can be recruits difficult and confusing to manage that many elements on a single screen and all of the show/hides. This approach is much more user friendly for new users
@@AprilDunnam i am a new user and I dont find this approach easy at all. It is not working for me. Everytime I submit mu first form and go into the next screen the subsequent form disapears as if it has been recorder. I have watched this video multiple times and I give up, using one screen worked for me.
@@Pavetl Sorry to hear you were having issues with the approach. I know this has worked for myself and several others. Happy to hear that you've gotten it to work with a single screen. There's nothing wrong with a single screen approach, just another way to accomplish the same end goal.
Thanks April! Just have a question - From the first screen, the record will already be saved in a list/db. So what if I decided not to continue with the rest of the screen, then in listing all the records it will have incomplete informations, right? Moreover, do you have any approach as to not to save it until all the required forms fields are filled up?
Thanks again! Great Video!
Hey there - Yes, my use case for this is to allow the person filling it out to work on the form and enable them to be able to leave and come back to finish putting in the information. That's why it's being submitted to the data source after the first screen.
If you want to restrict it so that it doesn't submit to the data source until the end of the process then you would use a Collection approach. So each time the user clicks the "Next" button, add the data they entered into a local collection using the Collect() function instead of writing it to the data source. Then keep appending to that collection until you reach the end and then do a Patch to submit the data
April Dunnam why not using patch with the form updates in that case? Patch(List,Defaults(List),{form1.updates,form2.updates,...})
@@Mx81 - I'm my reply to her question you'll see that I said one could also use a Patch. Six of one half a dozen of the other.
Great video!! Thank you. How can I activate and desactívate bottoms based on form selection? I have a dropdown with 4 options and I would like to activate certain bottoms based on the selection, thank you!!
Thank you April, it is so helpful, kindly can you show me the code you used on the + icon?
I have seen other posts about using patch() at the end of the process to submit the form as in at the end.
Your implementation make sense to me. What would be the pro over doing it this way verses using patch()
A Patch() is typically best for more complex or advanced scenarios. Any time you want a highly customized form input then you probably want to use independent controls with a Patch().
@@AprilDunnam I have found the Patch() cannot handle complex controls such as dropdowns, or at least I, as well as some others, have not been able to make it work for complex controls.
Thank you April. I am trying to split one very big form three different screens. Is this video valid for that too? thanks (it is a sharepoint list form)
Hey there. Absolutely this approach will work for that. In fact, in the example I show that's exactly what I'm doing. It is one SharePoint List form with multiple fields and I'm breaking it out into different screens.
Hi April, can we add Multiple data source to a Single Gallery?
i have the 4 Different SP List.
What's the best practice, to built a form & display all the Entries in all the 4 SP List.
Hi! You also can do with the If-visible... Using only one form...
Thanks for the tip
Hi April, thank you for the tutorial. It’s been a life saver. I’ve managed to chain all my screens together and the data saves perfectly on to a share point list. The only thing is when I go back on to a previous screen, the form resets and I can’t see the filled in fields. I’ve checked my items property and it’s set to the right variable. Am I missing something. Any help would be greatly appreciated
Might be worth mentioning that it’s only the radio buttons that reset, not the text fields or anything else 🤔
Can you do the same thing using independent controls with collections and a submit button that writes your collection to a SharePoint list?
Thanks for the videos. They are very helpful!
Hi Tim - Absolutely you can do that! You can use the Patch() function to write data from independent controls into your SharePoint list.
Thank you April, great video. I´m also a beginner and I used your instructions to créate an app with three forms in three screens. As per your instructions, everytime a form is submitte the data is saved and the app navigate to the next screen, but I want to know if there is a way to have users save data as they are working on a form without navigating to the next page and at the same time when they are done with that form click next and save the data and navigate to the next page. In my scenario I am thinking of a case when a user whats to save the information, stay in the same form, and come back to it, finish it and continue to the next screen.
Hi Ariel,
Absolutely you could do that. The easiest way would be to add in a Save Icon or button. Then on it's OnSelect Property just copy the code from the next button and paste it in. If you just remove the Navigate() formula then it will save everything but keep you in the existing screen.
Hope that helps!
@@AprilDunnam Thank you so much for your quick reply. Im sure it would work, but I dont quite get it.
If I understood correctly your instructions, The code on the on select property of the next button should be: SubmitForm(formname).
If I paste this formula on a save icon, when the action is succesful, by the On Success property of the form, it will save the data and navigate to the next screen.
Thanks!
Thank You for your tutorial. I had confuse about the lastsubmit item. If i navigate the next screen and another user submit another form while I am 2nt screen and when i go back it wont be a last submission of mine. Is there any possibility It can navigate me the wrong record?
Hey there. That's a great question! LastSubmit doesn't communicate to the data source, it retrieves the last record submitted during the current session in the app. So that means, it's not affected when multiple users submit nearly simultaneously.
@@AprilDunnam Thank you for your reply. I add 1 sec time delay and sort the current user but it seems not necessary. Your videos are very valuable. Keep going thank you so much.
Great tips! One question: what if the first screen submit succeeds but the second or the third screen submit fails? Thank you.
Good question - I don't show it in this video but you could add in some logic to the "OnFailure" property of the forms to surface up an error if something goes wrong. You could either use the Notify() function or a Variable and Label to show an error message to the user to try submitting again
Also, what if someone completes the first screen, and then decides that they dont want to complete the subsequent screens, and close off the app. The record will have been submitted but incomplete. I can see this happening.
Thanks April, I have only 2 pages, its working, BUT I get record data on my second page (the first page that uses DefaultMode). The fields on this page and I suspect 3rd and 4th if I had them, have the fields populated from what appears to be the last item/record submited. I can select over them, but it looks bad. Checked code cant see whats wrong. If I change Defaultmode to NEW, then it splits the two screens over 2 records (as you might expect). If I can work it out I may have to go back to trusty Patch(), but then I don't learn. Thx Tim
I think its fixed......."Set(formType,"Edit");" was still in the OnSelect statement on subsequent form.
Nope not fixed :(
Great video. I have a question? In a Form (Edit mode) how can I default a dropdown or radio button to "Yes" even if the value is "No".
Hey there - you should just be able to set the Default property of the control to true
Hi April, thanks for your video! I have one question, I might have missed it. But when I press the back button on the second form screen I navigate back to the first screen, however the data I filled in there is not visible anymore and it just shows 'No item to display'. Any idea on how to fix this?
Edit: Never mind, fixed it.
You're fast - fixed it before I could respond. Glad it got it working!
Any chance you'd be willing to elaborate on the fix? I'm running in to this now and have no idea where to begin.
Can you tell me how you fixed it?
This video is fantastic. My back buttons aren't working like yours. I move back a screen but the form and data is not displaying. Did I skip a step somewhere?
Hi Conor - I would double check your Item property of the form control and make sure it's set.
Hi April, this is a great tutorial. If I want to make a survey using this method, It would be impossible to have like 20 persons using this form at the same time, right?
Good question. I would definitely encourage you to do some testing to make sure but I think the probability of that being an issue would be relatively low. The only way I would see running into an issue is on the initial screen submission. If somehow multiple people hit submit at the exact same time on the initial screen and cause it to get the incorrect last submission that would obviously be a problem.
April Dunnam Thank you so much, I will probably use this method for a one-time submission process. I am currently trying the paginated tutorial you posted recently. Such a great content April and looking forward seeing more of your creativity.
@@zaidkashour Thank you!
Thanks, will give it a go
No problem!
@@AprilDunnam
Hi there,
I am trying to implement this.
when you create a new item how can I auto populate (Next title number)
"Title" with LastSubmit.Title +1 please and set to view for that data-card
Having trouble with data-card Default =
If(form1.Mode = FormMode.New, Title, Max(SP_List1,Title) +1)
@@gerfer6261 There are a few issues I see here. The first is that the default Title field in SharePoint is a Single Line of Text. If you are wanting to get the Max value and do some math then you really want the column in your data source to be a number. The second issue is with the Max function itself. That function is not a delegable function for SharePoint so if you have over 2k records in your list it won't evaluate properly. My suggestion would be to use a number field for that in your list and use a function like this to set the Default: If(Form1.Mode=New,Title,First(SortByColumns(SPList,"Title",Descending)).Title +1)
April , Thanks you put me in right direction, for a more end I forgot i am dealing with text field. Thank you again
Hi April,
I was trying to build multi screen form. your video really helped me lot. thanks for that. However i have completed half-way. things going wrong if the user changes his mind and cancel the wizard. im getting information which was written in the first scree (Maybe tittle). Kindly help to clear all the screen and no entry is made until the forms are completely submitted.
It would be appreciated if you do video on this ASAP
You would be better off buiding a collection as you progress through your form screens that is then submitted to the data source at the end.
I see Dean beat me to the answer, thanks Dean! As Dean suggested, if that's your use case then the collection approach is best.
hello, is this form to update 3 forms or to add data to the form only when reaching the final screen?
The way that I highlight it in the video is a phased approach. So it's 3 separate forms pointing to the same data source. You submit it on Form A and then update the record you just submitted on Forms B & C. You can make it where you don't submit anything until the end by putting the values in a collection and patching that at the end though
I have a problem, if i make the "Item" of next form (in next screen) "selectedItem" , when app runs that part show "No item to display" , when i put back the Item to Default(mysharepointlist) then only it display the form.
Hi I had the same issue too. I needed to set the Item of the form to selectedItem
HI April, I applied this to a very similar form I have. Problem is when I publish is not working. However my SharePointIntegration
are in this style...whihc is not working. What do the controls would look like with your solution. ? Can you advise?
==============================
OnNew -
Set(SharePointFormMode, "CreateForm"); NewForm(FormNew); Navigate(ScreenNew, ScreenTransition.None)
OnEdit -
Set(SharePointFormMode, "EditForm"); EditForm(FormEdit); Navigate(ScreenEdit, ScreenTransition.None)
OnView -
Set(SharePointFormMode, "ShowForm"); ViewForm(FormView); Navigate(ScreenView, ScreenTransition.None)
onSave
If(SharePointFormMode="CreateForm", SubmitForm(FormNew), If(SharePointFormMode="EditForm", SubmitForm(FormEdit)))
OnCancel
If(SharePointFormMode="CreateForm", ResetForm(FormNew), If(SharePointFormMode="EditForm", ResetForm(FormEdit)))
Can you elaborate on what you mean by it's not working? Are there any errors displayed? Does it work for a new item but not and edit item or vice versa?
Amazing video .. by the way can you pls send this form in the video to us we will appreciate that
Hi - Great video - It really works, but I have one problem - my toggle buttons don't reset, when making a "New Form", what is my problem?
Are you talking about toggle buttons within your form control? If so, try doing a ResetForm(name of your form control) either after you submit or on page visibility depending on your use case
Great!
Thanks for watching!
I want to know after submitting the form I want to disable the edit option. can you please help on this
Do you mean you want to disable editing on the entire form or just the previous form that was submitted in the multi-screen form process? If you are talking about the previous form then I would just add in an extra variable in the OnSuccess of the Form like this : Set(form1Submitted, true). Then in the DisplayMode of Form1, do an If Statement to see if form1Submitted is true and if so set the display mode to disabled.
how can you submit the form when it has required fields on the screen?
You have three options:
1. Add the required fields in each form as a hidden field. Set the fields Default property to some generic data. Once you get to the screen where that field actually needs to be filled out then you will set it to the correct value
2. If possible for your form try to make all required fields show in the first screen so that it's filled out for all subsequent screens
3. Don't use SubmitForm and instead add individual controls and use a collection that you Patch() at the end of the process.
Hope this helps.
Excellent Video, Thank you April
At 04:08 you have grouped the properties in the dropdown like Action, Data, Design, etc.. can you please tell us how can we do the same? it'd be really very helpful. thank you.
That's an "experimental feature" you can enable in the settings called "advanced formula bar". I had it turned on to test it but you have to be careful with those because they might not make it into the product and may go away at any time
@@AprilDunnam thank you April :)
Wow... this is a great video April. TYSM!! 👏👏
Glad it was helpful Thomas!
@@AprilDunnam seems you only like to reply to the compliments and not the questions.
@@spiraljoe1273 Wow.. You are a really shitty person, huh? Commenting on several other comments like April OWES you a response. You want dedicated support go pay for it. Stop being an asshole.
@@spiraljoe1273 What an entitled response. Harassing April for free support across multiple comments...there's a special circle in hell for people like you
@@spiraljoe1273 dude she literally contributes hundreds of hours FREE to the community. She doesn't owe you anything. Go watch some other content if you're not happy.
So after following your interesting tutorial, I have found that each of the "Child" pages puts a new line into the Sharepoint list. Any ideas as to what I have done wrong?
It's probably the FormMode. The very first Form should be a "New" form mode. But every other form should be an "Edit" form mode that references the first form you submitted and is updating it with the additional details.
I start implementing this in sub form all going OK so far
Issue I have is this sub form get a Unique ID from main form a global variable
eg Shift+Dept+Date =DSHumanREsources29/04/2020
This sub form should only has one record. Services used by the department for the shift on a particular day.
How do do this-
User should not able to create any new record. if record does not exists Form should open in NEW mode else Edit mode without giving open to user
Only system driven-
Any advice appreciated
Hey Ger - I got behind on comments so just now getting to respond. Did you figure this out? If not if you can provide more detail I can try to help
Thanks - somewhat got round it ( I won’t forget , please keep this for next issue I going to have)
Hey April, I have watched your video, it's really good.
But I am having some issues, I have 4 different Screens and 4 Forms (with Same DataSource Connected), and there are some required fields in SharePoint List, when I submit the First Form, it gives error, that XX Field is Empty, and that field is shown on next screen and on other form.
how can I submit the whole thing together? or any other approach please help?
Hi Mustafa,
If you have required fields in your form then you can do one of two things:
1. Make sure that all required fields are in the first form you fill out so that all subsequent forms can submit successfully
2. Don't use a SubmitForm() and instead add the items to a collection in each step and use a Patch() to submit the data at once at the end.
@@AprilDunnam ohh, well I can't fill out. The Required fields in the first form as they are not part of the first screen, but I will go with the 2nd option.
But I am actually. Confused how to use that, is there any that you can Help? Are you on Microsoft. Teams?
@@mustafahussainmohsin320 Here's a good video on Patching: ua-cam.com/video/MclJ_O9HvJQ/v-deo.html
@@AprilDunnam Thanks, actually I need some real time help,. Could you please form an Anydesk session with me?
If you don't mind
What if we have required fileds in the subsequent screens, then will the form be submitted on 1st screen?
The required field will need to be submitted before you can submit. If required fields are needed on subsequent screens then you need to take a different approach. Either set an initial value of those required fields in the first screen and then override that on subsequent screens or add your data into a collection instead and use a Patch at the very end to add the data.
@@AprilDunnam those were some awesome suggestions 🔥🔥I got it.. thanks April
Do users need a License or an account in order to use a PowerApps application?
Hey Kendall - Yes users need a Microsoft M365 license and account to use a Power App. What kind of license they need depends on what features the app uses. If it's just connecting to SharePoint for example, their normal M365 license will handle it but if it's connecting to SQL or another "premium" data source then you need an additional Power Apps license.
Not sure what I am doing wrong, I do not get any errors I just get no data to display when I move onto the next page
Same situation
@@astridrodriguez1018 you need to update the Item property of your form to point to your SharePoint list eg Item=Defaults(YourSharepointList)
Hello there - as Tita said, you'll need to update the item property of the form to point to your SharePoint list
This doesn't even work. When I move to form2 on the second screen after submitting my form1, the form2 is invisible saying "No Item to display"
Actually, it does work. I wouldn't be able to demo it if it didn't. I use it all the time and several people have used this method successfully. It will say no item to display in form 2 if you didn't set the Items property of the form control to the variable created from the previous screen.
@@AprilDunnam FormType variable is set to Edit as you shown in the video. That makes the form2 (on screen 2) display no items. If I change the FormType to New, then it works, but all the fields from form2 are saved in a different row on sharepoint list. What you showed in the video is very simple, then what am I missing here?
@@AprilDunnam I face the same issue too. The second page of the form is invisible when in Edit mode. Is there any workaround for this. Really appreciate for any help.
If you go to this marker in the video: ua-cam.com/video/N8AsxE__Mw8/v-deo.html
You'll see that I say the "Items" property of the Form2 and beyond needs to be set to the SelectedItem variable. Otherwise this won't work and will show "no items to display". Hope that helps.
If an user decides not to complete the process, then you have an incomplete record, don't you?
It's technically possible but you can build in mechanisms to counteract against that like warnings if they don't click next with a timer and/or even a flow to clean up ghosted records
Too fast,not able to follow,moreover already right formulas
Raja RN Sorry you feel that way. I’m sure there are other videos on the topic that you could reference
April Dunnam no problem,I have a query,based on power app login credentials,can we pull out the login details in excel,am working on a power app project needs some help on this
@@rajarn7566 That would be a great question for the Power Users Forum: powerusers.microsoft.com/t5/Building-Power-Apps/bd-p/PowerAppsForum1