Adding and displaying multiple comments for same customer with a date and time stamp

[ttaylor]

I have two Sharepoint lists - one name Contacts, the other named Notes.

When a rep visits a customer, I want them to be able to see notes from a previous visit (View) and then add a new note for this visit (basically appending rows in the Notes list). 

I've tried several scenarios and can't seem to find the best solution.

Any ideas?

[ttaylor]

Sure!

The two tables I am using:

- Primary datasource name: Contacts (Organization field is a single-line)

- Database to store notes: Notes (Organization is a LookUp field to Contacts database)

Scenario - 

1. Main Screen = Has a form that populates based on a dropdown box (dropdown box filters on Organization field in Contacts datasource)

2. On the Main Screen, I have a Navigate button to View/Add Notes for this Organization, which takes users to a new screen (Notes Screen)

Notes Screen -

1. This is where I would like people to view any notes related to the Organization that was filtered from the selection on the Main Screen 

2. I would also like to add a button for people to add a new note, including time/date stamp, for this Organization. It would include a submit new note button. Once the submit button is clicked, the new note will be added to the view notes area.

Any help would be much appreciated!

I

[mdevaney]

@ttaylor 

Well, since you are using a dropdown you could just add this to the Items property of your Notes gallery.  Replace Dropdown1 with your own datasource name.  I assume Organizations, Notes and Contacts are all Sharepoint lists.

Filter(Notes,Dropdown1.SelectedText.Value=OrganizationID.Value

Every Sharepoint table has a column named Modified.  Add it as a label to your Gallery to see the date/timestamp.

To add a new notes entry make sure the form is in New mode when the user navigates to the screen

NewForm(your_notes_form_name);Navigate(your_notes_screen_name);

Then put the following code in your Submit button OnSelect property.  Refresh will update the galleryNotes.

Submit(your_notes_form_name);Refresh(your_notes_datasource_name);

[ttaylor]

So I have a dropdown (DropDown1) where users select the Organization and it populates a form (Form1) on the Main Screen. It has alot of information for them to see so I will need to navigate to a new screen in order to view the notes.

What would my navigation button look like since I just need a new screen to view/add/edit notes based on the information showing in Form1? (Form1 data is populated based on the selection in DropDown1)

[mdevaney]

@ttaylor 

I would favor a 3 screen model to keep things simple:

Screen#1 MainScreen

You've already built this.  Add a button having the OnSelect property

Navigate(NotesListScreen);

Screen#2 NotesListScreen

You've already built this.  It's just a gallery containing all of the Notes for an organization.  Change the OnSelect property of the gallery to the following.  This will bring the user to the edit details page of the app.

EditForm(NotesDetailScreen);Navigate(NotesDetailScreen);

Then make a button that says add new entry with the following code.

NewForm(NotesDetailScreen);Navigate(NotesDetailScreen);

Screen#3 NotesDetailScreen

This is nothing more than a form control connected to your datasource.  You can add a button to submit based on my previous instructions.

[ttaylor]

Thank you! I'll give this a try and let you know. I thought I needed a Patch function to add a new note as a row in my table.

[mdevaney]

@ttaylor 

Patch is one way to add/update records to a datasource.  But its always the 2nd option if you can't submit via a New/Edit form.

[ttaylor]

I REALLY, REALLY want your suggestion to work. 🙂

I've attached a picture with notes because I've tried a few different ways and I can't get the gallerynotes to work.

[mdevaney]

@ttaylor 

That picture really helps.  I assumed the dropdown held a Company ID number.  Now I can see it holds text instead.

I am going to show you step-by-step how I built an app to do the same thing on my side.

Step #1  Create the Contacts List in Sharepoint.  Both columns are single line text.  (I hide the title column and made it not required).

Step #2 Build the Notes List.  Both columns are single line text. (I hide the title column and made it not required).

Step #3 Create a new PowerApp

Step #4  Establish the connection to the Contacts and Notes lists

Step #5: Create the Main Screen.  Add a DropDown control (Dropdown2).  Write the following code in the Item property of the Dropdown

Step#6 Create another screen called NotesScreen.  Add a vertical gallery (Gallery1).

Step #7:  Select Notes as the Datasource.

Step 8#  On the right-side menu change the layout to Title, Subtitle and Body

Step #9  On the right side menu click Edit Fields and change to the following

Step #10  Change the Items property of the gallery to the following.

Step #11  Toggle between screens.  Change the dropdown on the MainScreen to change the gallery on the NotesScreen.

Step #12  CELEBRATE!

Suggest you this example and apply what your learned to your app.  I think reason we were having problems with Step #10 is because I assumed your Organization ID was a both a LookUp column and a number.  Neither appears to be true.

I will be away from a PC for a few days so hopefully my short tutorial helped.  If you still have issues, I suggest making a new forum post with that wonder screenshot you took.  That picture really helped my understanding of your case.

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[ttaylor]

I haven't had any luck. I've attached another screen capture that I hope will make more sense. My Notes list is a LookUP field. 

Thank you SO MUCH for all your help. You've been wonderful!!

[mdevaney]

@ttaylor 

Just wanted to ask, did you attempt the small tutorial I laid out for you in a previous post?  I am curious if you had success with that and what is different from your app.