Power Apps Copy Item - Copy a record, make multiple copies, and edit + design tips

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  • Опубліковано 7 лис 2024

КОМЕНТАРІ • 98

  • @ivancuervo777
    @ivancuervo777 4 роки тому +1

    I see this being useful when someone wants to create same/frequent/common requests without filling out whole forms again! Thks Shane!!

  • @NKBobcat
    @NKBobcat 4 роки тому +5

    Excellent! I wish I could patch more but I use forms a lot because my app owners require lots of fields. Many apps have more than 100 fields in a single data source. Patch would take me all day. When I copy a record, I have the copy icon set a variable called Set(varCopy, true). I also Set(varRecord.ThisItem) (Learned from you!). I then navigate to the New form. I then set the Default value with If(IsBlankorError(varCopy), Parent.Default, varRecord.fieldname). It's still a lot of work, but it works for forms.

    • @ShanesCows
      @ShanesCows  4 роки тому +1

      Thanks for sharing Bob!

    • @chigwidiri
      @chigwidiri 2 роки тому

      @@ShanesCows Is it possible to copy a record with attachments?

  • @debbilawson9619
    @debbilawson9619 Рік тому +1

    Great video, as always! Now for a follow-up question: How can I find the GUID (in Dataverse) of the duplicate that I created?

    • @ShanesCows
      @ShanesCows  Рік тому

      TableName.TableName is the ID or Primary key. That will have the GUID. If you used Patch to create it you can Set(varRecord, Patch(...your logic)). This will store the whole record you just createdin the variable. So varRecord.TableName will be the GUID.

    • @debbilawson9619
      @debbilawson9619 Рік тому

      @@ShanesCows Setting the variable was exactly what I needed! Thank you for your response!

  • @sininv1
    @sininv1 3 роки тому +1

    Hi Shane, this is great.. Any chance of showing to u create those created more than one . thx

    • @ShanesCows
      @ShanesCows  3 роки тому

      Sorry, not sure what you are asking.

  • @joan322
    @joan322 2 роки тому +1

    Hi Shane
    Nice video! Is it possible to the the selected records attachements copied into the new record? I have tried a lot of things, but it seems like it is not saving eventhough I have a collection, with the picture in it, added it to the attachements items, however it does not save with the attachement in it.

    • @ShanesCows
      @ShanesCows  2 роки тому

      I think you have to use Flow to get and save attachments. :( Attachments are difficult to work with sadly.

    • @chigwidiri
      @chigwidiri 2 роки тому

      @@ShanesCows Have you got a video on copying an item with attachments?

  • @clairevoyance26
    @clairevoyance26 10 днів тому +1

    hi shane, i have a form that i need to "Save As", ive tried Patch function but it doesnt work for Attachments. Any advice or tips to patch an attachment to the new form?

    • @ShanesCows
      @ShanesCows  9 днів тому +1

      Best I can offer is this video where I talk about how to handle attachments. Basically flow becomes involved. ua-cam.com/video/K74UFYgrKB4/v-deo.html

  • @MarieCastine
    @MarieCastine 4 роки тому +2

    Thank you so much! This just saved me so much work of having to figure out the copy option. Will be implementing in my form tonight! Lol!

    • @mariecastine134
      @mariecastine134 4 роки тому +1

      Literally took me about 1.5 hours to implement on my current form! This is wonderful and is going to save us a lot of time with our forms. Thank you!!

    • @ShanesCows
      @ShanesCows  3 роки тому

      Glad it helped!

  • @rayromych5534
    @rayromych5534 2 роки тому

    Thanks for another great video!
    Got one question though - is there any way to copy item from one SharePoint list to another SharePoint list with identical columns without typing all fields/values to be copied?
    I tried Patch(List2, Defaults(List2), LookUp(List1, ID=3) ) ; but it complains that some fields are added automatically (Created, CreatedBy etc) rather than passed.
    Thanks

  • @marcosmanto
    @marcosmanto 4 роки тому +1

    Many thanks Shane I learn a lot from your channel. Just one question what varOnStart do at the end of copying code? Again thanks Shane

    • @ShanesCows
      @ShanesCows  4 роки тому +1

      Oh.. that was something i used to handle the default behavior of the search box from the first video. Not important part of copying, it is part of the visual magic only

  • @ahmadyamout1115
    @ahmadyamout1115 3 роки тому +1

    You are amazing man thank you . But dear regarding copying the item from a list and paste it to another one is there a way to do so without using power flow?

    • @ShanesCows
      @ShanesCows  3 роки тому

      You do it with patch I guess. I feel like I show some good options in this video.

    • @ahmadyamout1115
      @ahmadyamout1115 3 роки тому

      @@ShanesCows thank you

  • @danielgil9651
    @danielgil9651 3 роки тому +1

    Sorry Shane is there any video where you explain how to make that screen that pop up while the background is darker? thanks

    • @ShanesCows
      @ShanesCows  3 роки тому

      It is the same way I do the spinner in this video. ua-cam.com/video/UWy5I_MuIgU/v-deo.html I am sure I have covered it before in part of other videos like this one ua-cam.com/video/xKXPmK00DCA/v-deo.html but it doesn't have a dedicated video. I will add it to the QTT list. Great suggestion! 🐶

  • @cristiancampo4755
    @cristiancampo4755 3 роки тому +1

    Hi Shane, thank you for the video. I tried using the same functionality however it doesnt copy the attachment, what can you advice for that?. Thank you in advance

    • @ShanesCows
      @ShanesCows  3 роки тому +1

      I have never figured out how to Patch attachments. You would have to use a flow I am guessing

    • @cristiancampo4755
      @cristiancampo4755 3 роки тому

      @@ShanesCows thank you for the quick reply, do you have a video showing how to edit certain fields of the record and when submitting it it copy the rest that hasnt being updated, including the attachment (similar to patch(...,form.updates)?

    • @ShanesCows
      @ShanesCows  3 роки тому

      @@cristiancampo4755 I don’t. 😑 This video is as close as I have been that I can think of.

  • @jasonholland83
    @jasonholland83 3 роки тому

    Where did you get the VarRecord from? I have a form that links 3 forms to each other to combined as one form under a var call vartype. How would It work for me in that since.

  • @asifh8152
    @asifh8152 4 роки тому +1

    I can see another utilization of it in new form, where you want to add multiple copy of same data. Great stuff.

  • @sreyayendluri4744
    @sreyayendluri4744 4 роки тому +1

    Hi Shane, Quick question can you also copy attachments if they are part of the original record with CDS backend?

    • @ShanesCows
      @ShanesCows  4 роки тому

      I haven't tried but I would guess the answer is yes. They are just a table you need to grab.

  • @danielgil9651
    @danielgil9651 3 роки тому +1

    Hi Shane, sorry it is possible to copy the attachments of the record too? I tried the way you do in the video but it doesn't work, thanks in advance

    • @ShanesCows
      @ShanesCows  3 роки тому

      I have never had luck patching attachments 😑

  • @Bozo19660
    @Bozo19660 Рік тому

    Great videos Shane! A question please, I'm trying to replicate your 'Just copy' button patch function using a variable like you did in this video. Could you give an example of patching a choice value please through the variable? Thanks a lot!!

  • @georgiescicluna8405
    @georgiescicluna8405 3 роки тому

    Hi. Great video just what l was after. In that sequence how can l add a day to the date column for the new records as they are created. Thanks in advance

  • @fathimasamrinp2743
    @fathimasamrinp2743 3 роки тому +1

    Can we copy from another source(Clipboard) and PAste this in power apps?

    • @ShanesCows
      @ShanesCows  3 роки тому

      You could paste into a text input field. But nothing else fancy

  • @mohamednasr5444
    @mohamednasr5444 2 роки тому

    Amazing man thanks a lot, what about if I have attachment field needs also to be edited

  • @shwetanayak979
    @shwetanayak979 4 роки тому +1

    Hi Shane , I am new to powerapps and learning from your videos. I have a requirement I want to create a pivot table in the powerapps using a SharePoint list. I cannot use excel or poeer BI. Do you think it is possible to create a pivot table similar to one we create in excel.

  • @Spurr82
    @Spurr82 4 роки тому +2

    Hey, thought for content, I see you working with SP lists (and other DS's) a lot, and using Patch to fill, edit data, is the enough for a topic on when to use the insert an use form control and te submit form vs standard inputs with Patch, is there a fore and against, size of list working with (number of columns), flexibility etc? Great content again, thanks

    • @ShanesCows
      @ShanesCows  3 роки тому +2

      I will add to my list of QTT videos doing a Form vs. Patch video. Fun idea.

    • @Spurr82
      @Spurr82 3 роки тому

      @@ShanesCows look forward to it 👍

  • @ndzalavukosi
    @ndzalavukosi 6 місяців тому +1

    Im new to power apps, am looking to move a record from one sp list to another when a button is clicked on power apps, i.e list of active users is displayed and when the revoke button is selected the record should be deleted from active users and the record moved to deactivated users sp list

  • @jray1429
    @jray1429 3 роки тому +1

    This is Utterly Amazing 😂
    No, really this is great. I was just looking for something similar to this. You’ve made my day.
    Thank You!!!
    Now, just to make it open the copy automatically when it’s a record that has more field

  • @gabseqdu
    @gabseqdu 2 роки тому

    Hi Shane, thank you for your amazing videos. I'm having trouble with the Copy multiple items part. I have a sequence of several items on the list based on filters, when I do Copy all the first item gets copied multiple times... if my list count of items is 2 same item is copied 2 times, or 15 or 8 etc. It feels like the forall is not moving through my gallery item list. Any help would be appreciated

  • @enzisatine4918
    @enzisatine4918 3 роки тому +1

    Hi Shane!
    Your videos are AMAZING so thank you so much for taking the time to make them :)
    One quick question - is there a limit on how many fields you can 'patch' to create a copy? I have a large SharePoint list (over 60 fields) and i need to be able to copy an item multiple times, but it looks like when i applied your formula it doesn't quite work. Like it worked at the beginning and then I went back to the application and it stopped working. Any thoughts?

    • @ShanesCows
      @ShanesCows  3 роки тому

      Sorry for the delay. I am not sure. I guess there is a limit, I have never hit it but sounds like you may have. 😐

  • @riturajsingh169
    @riturajsingh169 2 роки тому

    Hi Shane, this is an excellent tutorial. Helped me a lot. Just one question, let's say I want to bulk copy data that is sorted monthly and the only field that changes is the date. So let's say month of May had 10 records and i want to bulk copy those records into June by just changing the month field. Is that something you have a tutorial on or can help me with ?

  • @pavelbenev3607
    @pavelbenev3607 4 роки тому +1

    Another great video Shane! You rock
    /. I have an attachment control which I am using to attach all kind of files to a SP document library. Each attachment/s should be assigned to a specific ticket request. After that I have a gallery to display the names of all attachments for this ticket so users can review them in the future. The gallery is not refreshing with the new attachments without the refresh statement. Is there another way to do it because you said never use refresh?

    • @ShanesCows
      @ShanesCows  3 роки тому +1

      You might be in a case that needs refresh. 😀 It is okay to use when you prove you need it, like you did. 😀

  • @klaudia8323
    @klaudia8323 3 роки тому +1

    Any ideas how to copy gallery items which contain the attachment? Patch and collection dont work. Using flow to do that seems like much work to do. Any ideas for workaround? 🙏🏼

    • @ShanesCows
      @ShanesCows  3 роки тому +1

      I don’t have a better answer 🤨

    • @klaudia8323
      @klaudia8323 3 роки тому

      @@ShanesCows oh :( thank you for response!

  • @bobcrowley6000
    @bobcrowley6000 4 роки тому +1

    Do you have an video or resource for why you prefer Patch over forms?

    • @ShanesCows
      @ShanesCows  4 роки тому +1

      I don't... I talk about it randomly. I will add it to the list of videos, that would be a solid QTT. Thanks for the idea.
      The quick answer is control. Forms are great if you want them the way they are but as soon as you start needing to make them look or behave certain ways I find controls + patch less work.

  • @tonysabarez3790
    @tonysabarez3790 3 роки тому +1

    I just signed up but I can't seem to find the download for the app source above. I really would like to. Is there a link that can point to where it is?

    • @ShanesCows
      @ShanesCows  3 роки тому

      Hi Tony - Https://training.powerapps911.com and sign up for the curated library. You can download this and many other apps I have built. 🐶

    • @tonysabarez3790
      @tonysabarez3790 3 роки тому

      @@ShanesCows I did sign up last night but I couldn't find this = "Power Apps Copy Item - Copy a record, make multiple copies, and edit + design tips". I will look again. Maybe it was just already too late or too early for the next day :-). Thank you!

  • @qiangzhao7975
    @qiangzhao7975 3 роки тому

    Thanks, Shane, this is what I am looking for, I have a question here, I have a choice column called "status", the options are "copied event" "In process" and "Closed", if I copy a "closed" item, I want the status column of the copied item is "copied event", how should I do. thanks,

    • @qiangzhao7975
      @qiangzhao7975 3 роки тому

      used below to get it resolved thanks,
      {'@odata.type':"#Microsoft.Azure.Connectors.SharePoint.SPListExpandedReference",

  • @mvos1980
    @mvos1980 4 роки тому +1

    Thanks Shane. We will listen to your good advice.

  • @ehabatme5324
    @ehabatme5324 4 роки тому +1

    Thank you for your ongoing added values on PowerApps. I would appreciate an Audit Checklist app with a dashboard for operation to see audits for all departments. Also how to have a defined questions & categories based on department.
    Have a smooth move 🙏

  • @rob5800can
    @rob5800can 3 роки тому +1

    Thanks for this video. Very helpful.

  • @ashokpershad
    @ashokpershad 4 роки тому +1

    New Feature I never used before, hope some day i will refer back to this video... :)

    • @ShanesCows
      @ShanesCows  4 роки тому

      It is handy for sure. 😎

  • @rajkiran9465
    @rajkiran9465 2 роки тому +1

    Hi Shane, I am new to power apps, my requirement is to copy parent and child records,using this video I can able to copy parent record but don't know how to copy child record.could you please help me out how to do.

    • @ShanesCows
      @ShanesCows  2 роки тому

      I did A video for that also Power Apps Copy, Edit, and Save Parent Child Data - Expense Report Example
      ua-cam.com/video/k7IoN60ObiE/v-deo.html 😎

  • @RexKanum
    @RexKanum 4 роки тому +1

    Is it possible to use a power app to display and edit a Teams wiki?

    • @ShanesCows
      @ShanesCows  4 роки тому +1

      I don't know... that is a great question I am not sure about.

  • @miltinhocamo3754
    @miltinhocamo3754 4 роки тому +1

    Hi Shane... thanks for your videos. I need help with time and timestamp manage. My source is from Excel on onedrive. My location is UTC-5. When my users submit a new register it register "date - 5:00" (e.g., 11-16-2020 -5:00) but not the real timestamp (e.g., 11-16-2020 10:15 am). On the other hand, an App show information from Excel on ondrive, too. When it's a time cell shows the day before (e.g. On Excel: 11-13-2020 - On App: 11-12-2020). I've tried all I know and researched but this it has been a really nightmare. Thanks in advance.

    • @ShanesCows
      @ShanesCows  4 роки тому +1

      With Excel as a datasource I recommend storing the date as text. Then you don’t get all of the UTC chaos.

    • @miltinhocamo3754
      @miltinhocamo3754 4 роки тому

      @@ShanesCows Ok. Thanks a lot.

  • @julianomateus2935
    @julianomateus2935 2 роки тому +1

    Hello, I'm from Brazil, I'm not able to use the patch function to copy, because the editor does not recognize the word varRecord.

    • @ShanesCows
      @ShanesCows  2 роки тому +1

      varRecord is a variable you have to create first. I also cover VarRecord in this video which might help ua-cam.com/video/691pRyRHWBU/v-deo.html

    • @julianomateus2935
      @julianomateus2935 2 роки тому

      @@ShanesCows tks!!!!!

  • @gerfer6261
    @gerfer6261 3 роки тому +1

    After successful Refresh time came to headquarters again.
    My scenario = want create SharePoint items from selected start date to selected end date for an employee.
    I want to create a new record for each selected date range, only the date is different else same.
    I tried using DateDiff( startDate.selecteddate, endDate.selecteddate)>0, patch(...(Default (. )
    But only end up creating 2 records regardless to date range selected.
    If you got a minute it will be greatly appreciated ☺️

    • @ShanesCows
      @ShanesCows  3 роки тому

      Yikes, I am sure it is possible but I don't know how off the top of my head.

  • @tommycnbj
    @tommycnbj 4 роки тому +1

    great tutorial.

  • @TheToni2123
    @TheToni2123 4 роки тому +1

    thx again.

  • @peanut-d-cat
    @peanut-d-cat 4 роки тому

    Meow.thank you.

  • @gerfer6261
    @gerfer6261 4 роки тому +1

    😊 thanks. I going to take demon out from my app👹 Refresh