Hello Community,
I am trying to create a quote system, I have enclosed a diagram which is I think it recreates what I need, but basically I would like to be able to pull a customer form a list. That customer has several locations or facilities. I would like to choose one facility and add the items required, then add a second facility and do the same. Once I am done submit my quote. I don't want to overload my Share Point list adding the Item description instead maybe the item ID. "I need this because at some point anyone need to check/edit the quote" and in this case I am able to filter the saved quotes.
If someone could point me in the right direction on how to achieve this I really appreciate.
Thanks in advance,
Solved! Go to Solution.
I tried to do a quick video but having trouble getting it small enough to put on here. I will try again in a bit. Here is a screen shot to kind of explain my layout:
This one works like a "shopping cart" I guess you could say. It is saving the information in a collection and then when you are done it writes it all over to SharePoint.
It is several different SharePoint list that get updated at once. There is one for the Job information and then that ID is carried over to the list for the part information as the "JobID" and then there are several others that follow for when it is received and issued and such.
See if this explains any better. Let me know if not.
Hi @sajarac ,
Are you using SharePoint lists as data source?
If so, how would like the final result list looks like in SharePoint? Because SharePoint list cannot be shown like what you posted here:
SharePoint list can only be shown like:
Customer Location Ref Unit Description Value Qty Total
CustomerA Location1 00003 ft Item3 14 5 70
CustomerA Location1 00004 ...
CustomerA Location1 00006 ...
Below is one of my SP list view:
You need to first decide about this before we go any further.
Regards,
Mona
Good morning,
Thank you very much for your prompt reply.
Positive, I will use Share Point as my data source
@v-monli-msft , Hi there, sorry to bother you.
Did you have some time to check this?
Thanks in advance
Regards
Hello,
I hope someone could point me in the right direction.
Looking for an advice.
HELP, please!
thanks
I have several apps that do similar to what you are wanting and I do multiple Sharepoint list that have tie points like you would if you were doing it in Access.
It cuts down on the number of entries and columns. I typically refer to the AutoId that is given by SharePoint and then I will create and number column in the second list that I call ParentId. I have a few that are pretty complicated and have 10 or more sharepoint list with the one app that are all tied in some form or fashion.
Anyhow, works well for mine and is smooth running so might consider something like that for your bank end set-up.
Thank you very much for your response, would you mind to share some screen shots.
I am a bit confused with this.
thanks in advance
I tried to do a quick video but having trouble getting it small enough to put on here. I will try again in a bit. Here is a screen shot to kind of explain my layout:
This one works like a "shopping cart" I guess you could say. It is saving the information in a collection and then when you are done it writes it all over to SharePoint.
It is several different SharePoint list that get updated at once. There is one for the Job information and then that ID is carried over to the list for the part information as the "JobID" and then there are several others that follow for when it is received and issued and such.
See if this explains any better. Let me know if not.
You got it. That is exactly what I am trying to do.
Now let me ask you something?
To add to the cart you do a search by Branch and/or product number right?
And I guess for instance "5 Start Filter" is a product already in a share Point point list, when you add this product to your shopping cart you are saving "5 Start Filter" every time to other Share point list or you are just saving the product ID?
Because at some point down the road you will need a query to retrive that value, correct?
It's time for the SECOND Power Apps Copilot Coffee Chat featuring the Copilot Studio product team, which will be held LIVE on April 3, 2024 at 9:30 AM Pacific Daylight Time (PDT). This is an incredible opportunity to connect with members of the Copilot Studio product team and ask them anything about Copilot Studio. We'll share our special guests with you shortly--but we want to encourage to mark your calendars now because you will not want to miss the conversation. This live event will give you the unique opportunity to learn more about Copilot Studio plans, where we’ll focus, and get insight into upcoming features. We’re looking forward to hearing from the community, so bring your questions! TO GET ACCESS TO THIS EXCLUSIVE AMA: Kudo this post to reserve your spot! Reserve your spot now by kudoing this post. Reservations will be prioritized on when your kudo for the post comes through, so don't wait! Click that "kudo button" today. Invitations will be sent on April 2nd.Users posting Kudos after April 2nd. at 9AM PDT may not receive an invitation but will be able to view the session online after conclusion of the event. Give your "kudo" today and mark your calendars for April 3rd, 2024 at 9:30 AM PDT and join us for an engaging and informative session!
TUESDAY TIPS are our way of communicating helpful things we've learned or shared that have helped members of the Community. Whether you're just getting started or you're a seasoned pro, Tuesday Tips will help you know where to go, what to look for, and navigate your way through the ever-growing--and ever-changing--world of the Power Platform Community! We cover basics about the Community, provide a few "insider tips" to make your experience even better, and share best practices gleaned from our most active community members and Super Users. With so many new Community members joining us each week, we'll also review a few of our "best practices" so you know just "how" the Community works, so make sure to watch the News & Announcements each week for the latest and greatest Tuesday Tips! THIS WEEK'S TIP: Unlocking Achievements and Earning BadgesAcross the Communities, you'll see badges on users profile that recognize and reward their engagement and contributions. These badges each signify a different achievement--and all of those achievements are available to any Community member! If you're a seasoned pro or just getting started, you too can earn badges for the great work you do. Check out some details on Community badges below--and find out more in the detailed link at the end of the article! A Diverse Range of Badges to Collect The badges you can earn in the Community cover a wide array of activities, including: Kudos Received: Acknowledges the number of times a user’s post has been appreciated with a “Kudo.”Kudos Given: Highlights the user’s generosity in recognizing others’ contributions.Topics Created: Tracks the number of discussions initiated by a user.Solutions Provided: Celebrates the instances where a user’s response is marked as the correct solution.Reply: Counts the number of times a user has engaged with community discussions.Blog Contributor: Honors those who contribute valuable content and are invited to write for the community blog. A Community Evolving Together Badges are not only a great way to recognize outstanding contributions of our amazing Community members--they are also a way to continue fostering a collaborative and supportive environment. As you continue to share your knowledge and assist each other these badges serve as a visual representation of your valuable contributions. Find out more about badges in these Community Support pages in each Community: All About Community Badges - Power Apps CommunityAll About Community Badges - Power Automate CommunityAll About Community Badges - Copilot Studio CommunityAll About Community Badges - Power Pages Community
TUESDAY TIPS are our way of communicating helpful things we've learned or shared that have helped members of the Community. Whether you're just getting started or you're a seasoned pro, Tuesday Tips will help you know where to go, what to look for, and navigate your way through the ever-growing--and ever-changing--world of the Power Platform Community! We cover basics about the Community, provide a few "insider tips" to make your experience even better, and share best practices gleaned from our most active community members and Super Users. With so many new Community members joining us each week, we'll also review a few of our "best practices" so you know just "how" the Community works, so make sure to watch the News & Announcements each week for the latest and greatest Tuesday Tips! This Week's Tip: Power Up Your Profile! 🚀 It's where every Community member gets their start, and it's essential that you keep it updated! Your Community User Profile is how you're able to get messages, post solutions, ask questions--and as you rank up, it's where your badges will appear and how you'll be known when you start blogging in the Community Blog. Your Community User Profile is how the Community knows you--so it's essential that it works the way you need it to! From changing your username to updating contact information, this Knowledge Base Article is your best resource for powering up your profile. Password Puzzles? No Problem! Find out how to sync your Azure AD password with your community account, ensuring a seamless sign-in. No separate passwords to remember! Job Jumps & Email Swaps Changed jobs? Got a new email? Fear not! You'll find out how to link your shiny new email to your existing community account, keeping your contributions and connections intact. Username Uncertainties Unraveled Picking the perfect username is crucial--and sometimes the original choice you signed up with doesn't fit as well as you may have thought. There's a quick way to request an update here--but remember, your username is your community identity, so choose wisely. "Need Admin Approval" Warning Window? If you see this error message while using the community, don't worry. A simple process will help you get where you need to go. If you still need assistance, find out how to contact your Community Support team. Whatever you're looking for, when it comes to your profile, the Community Account Support Knowledge Base article is your treasure trove of tips as you navigate the nuances of your Community Profile. It’s the ultimate resource for keeping your digital identity in tip-top shape while engaging with the Power Platform Community. So, dive in and power up your profile today! 💪🚀 Community Account Support | Power Apps Community Account Support | Power AutomateCommunity Account Support | Copilot Studio Community Account Support | Power Pages
In our 2nd installment of this new ongoing feature in the Community, we're thrilled to announce that Chris Piasecki is our Super User of the Month for March 2024. If you've been in the Community for a while, we're sure you've seen a comment or marked one of Chris' helpful tips as a solution--he's been a Super User for SEVEN consecutive seasons! Since authoring his first reply in April 2020 to his most recent achievement organizing the Canadian Power Platform Summit this month, Chris has helped countless Community members with his insights and expertise. In addition to being a Super User, Chris is also a User Group leader, Microsoft MVP, and a featured speaker at the Microsoft Power Platform Conference. His contributions to the new SUIT program, along with his joyous personality and willingness to jump in and help so many members has made Chris a fixture in the Power Platform Community. When Chris isn't authoring solutions or organizing events, he's actively leading Piasecki Consulting, specializing in solution architecture, integration, DevOps, and more--helping clients discover how to strategize and implement Microsoft's technology platforms. We are grateful for Chris' insightful help in the Community and look forward to even more amazing milestones as he continues to assist so many with his great tips, solutions--always with a smile and a great sense of humor.You can find Chris in the Community and on LinkedIn. Thanks for being such a SUPER user, Chris! 💪🌠
We know many of you visit the Power Platform Communities to ask questions and receive answers. But do you know that many of our best answers and solutions come from Community members who are super active, helping anyone who needs a little help getting unstuck with Business Applications products? We call these dedicated Community members Super Users because they are the real heroes in the Community, willing to jump in whenever they can to help! Maybe you've encountered them yourself and they've solved some of your biggest questions. Have you ever wondered, "Why?"We interviewed several of our Super Users to understand what drives them to help in the Community--and discover the difference it has made in their lives as well! Take a look in our gallery today: What Motivates a Super User? - Power Platform Community (microsoft.com)
Welcome to this month’s celebration of our Community User Groups and exciting User Group events. We’re thrilled to introduce some brand-new user groups that have recently joined our vibrant community. Plus, we’ve got a lineup of engaging events you won’t want to miss. Let’s jump right in: New User Groups Sacramento Power Platform GroupANZ Power Platform COE User GroupPower Platform MongoliaPower Platform User Group OmanPower Platform User Group Delta StateMid Michigan Power Platform Upcoming Events DUG4MFG - Quarterly Meetup - Microsoft Demand PlanningDate: 19 Mar 2024 | 10:30 AM to 12:30 PM Central America Standard TimeDescription: Dive into the world of manufacturing with a focus on Demand Planning. Learn from industry experts and share your insights. Dynamics User Group HoustonDate: 07 Mar 2024 | 11:00 AM to 01:00 PM Central America Standard TimeDescription: Houston, get ready for an immersive session on Dynamics 365 and the Power Platform. Connect with fellow professionals and expand your knowledge. Reading Dynamics 365 & Power Platform User Group (Q1)Date: 05 Mar 2024 | 06:00 PM to 09:00 PM GMT Standard TimeDescription: Join our virtual meetup for insightful discussions, demos, and community updates. Let’s kick off Q1 with a bang! Leaders, Create Your Events! Leaders of existing User Groups, don’t forget to create your events within the Community platform. By doing so, you’ll enable us to share them in future posts and newsletters. Let’s spread the word and make these gatherings even more impactful! Stay tuned for more updates, inspiring stories, and collaborative opportunities from and for our Community User Groups. P.S. Have an event or success story to share? Reach out to us – we’d love to feature you!
User | Count |
---|---|
175 | |
67 | |
45 | |
43 | |
39 |