cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Anonymous
Not applicable

Auto populate user name only for Closed status

Greetings.

 

I have a SharePoint list that I'm using as a leads database and I'm having a small issue that I cannot figure out. When a rep selects "Closed" from the status dropdown, it autofills the closed date and closed by fields based on who's logged in. I'm using the following code to accomplish that.

 

If(DataCardValue13.Selected.Value="Closed"
,{'@odata.type':"#Microsoft.Azure.Connectors.SharePoint.SPListExpandedUser",
Claims:Concatenate("i:0#.f|membership|",Office365Users.UserProfile(User().Email).Mail),
DisplayName:Office365Users.UserProfile(User().Email).DisplayName,
Email:Office365Users.UserProfile(User().Email).Mail},ThisItem.'Closed By')

 

When I started testing the form, I noticed that when I made a change to a list items, it wouldn't save back to SharePoint. I found a blog post (don't remember where) that suggested to add the following code in the Update property for the DataCard.

 

{Claims:"i:0#.f|membership|" & User().Email,Department:"",DisplayName:"",Email:"",JobTitle:"",Picture:""}

 

The problem of saving changes to a list item was fixed by adding the code above, but now I noticed that when I select "In Progress" from the status dropdown, it saves the users name in the Closed By field. How can that be fixed?

 

Any help would be greatly appreciated.

 

Screenshot 2021-01-28 074533.pngScreenshot 2021-01-28 074537.pngScreenshot 2021-01-28 074515.png

43 REPLIES 43
Anonymous
Not applicable

@RandyHayes That seemed to work! Would you mind explaining how that seemed to work and not the original formula I was using? Now, on to more testing...

RandyHayes
Super User
Super User

@Anonymous 
Good deal!  Sorry for so many iterations of typos!

Your original formula was:

If(DataCardValue13.Selected.Value="Closed", 
    {'@odata.type':"#Microsoft.Azure.Connectors.SharePoint.SPListExpandedUser",
     Claims:Concatenate("i:0#.f|membership|",Office365Users.UserProfile(User().Email).Mail),
     DisplayName:Office365Users.UserProfile(User().Email).DisplayName,
     Email:Office365Users.UserProfile(User().Email).Mail},

     ThisItem.'Closed By'
)

It is actually pretty much Identical (and my only alterations had to do with the removal of the odata.type and moving the expensive UserProfile action and User() functions out of the formula.

The issue in that formula is all of the calls to the User() function and the UserProfile actions are expensive.  Those have bad results when used in a record like this.  You have 3 calls to User() which take time to return and 3 calls to the UserProfile action. All very expensive and also prone to not return values "in time" for the formula to evaluate properly.  

With what I provided, we removed the need for the UserProfile action (as we don't need it at all), and we moved the expensive User() function into a Scoped With variable so that it only execute once and outside of the record.

 

I hope that explains it somewhat.

_____________________________________________________________________________________
Digging it? - Click on the Thumbs Up below. Solved your problem? - Click on Accept as Solution below. Others seeking the same answers will be happy you did.
NOTE: My normal response times will be Mon to Fri from 1 PM to 10 PM UTC (and lots of other times too!)
Check out my PowerApps Videos too! And, follow me on Twitter @RandyHayes

Really want to show your appreciation? Buy Me A Cup Of Coffee!
Anonymous
Not applicable

@RandyHayes It does thank you.

 

Just to confirm. I should use the following formula for the Default property

If(DataCardValue12.Selected.Value="Closed"
,{'@odata.type':"#Microsoft.Azure.Connectors.SharePoint.SPListExpandedUser",
Claims:Concatenate("i:0#.f|membership|",Office365Users.UserProfile(User().Email).Mail),
DisplayName:Office365Users.UserProfile(User().Email).DisplayName,
Email:Office365Users.UserProfile(User().Email).Mail},ThisItem.'Closed By')

 

and this formula under the Update property

With({_user:User()}, If(DataCardValue12.Selected.Value="Closed", {Claims: "i:0#.f|membership|" & Lower(_user.Email), Department:"", DisplayName: _user.Email, Email:_user.Email, JobTitle:".", Picture:"."}, Self.Default))

 

RandyHayes
Super User
Super User

@Anonymous 

No, that first formula should not be used.  You mentioned the Default property...of what?  The Datacard or the Control in the Datacard?  Your Default property on the DataCard should be ThisItem.'Closed by' and the DefaultSelectedItems property on the control in the card should be Parent.Default (assuming that you have a combobox)

_____________________________________________________________________________________
Digging it? - Click on the Thumbs Up below. Solved your problem? - Click on Accept as Solution below. Others seeking the same answers will be happy you did.
NOTE: My normal response times will be Mon to Fri from 1 PM to 10 PM UTC (and lots of other times too!)
Check out my PowerApps Videos too! And, follow me on Twitter @RandyHayes

Really want to show your appreciation? Buy Me A Cup Of Coffee!
Anonymous
Not applicable

@RandyHayes Interesting. Do you mind taking a look at the original post? Just to make sure we're on the same page.

I was using the first formula for the Default  Closed By_DataCard1 property, and the second formula for the Update Closed By_DataCard1 property. Hope I didn't confuse you.

RandyHayes
Super User
Super User

@Anonymous 

To add...the reality is that (from a user interface perspective) your properties should be as follows:

DataCard Default Property:

ThisItem.'Closed By'

 

The Control (combobox) in your card DefaultSelectedItems property should be:

If(DataCardValue13.Selected.Value="Closed" && IsBlank(Parent.Default), 
    {'@odata.type':"#Microsoft.Azure.Connectors.SharePoint.SPListExpandedUser",
     Claims:Concatenate("i:0#.f|membership|",Office365Users.UserProfile(User().Email).Mail),
     DisplayName:Office365Users.UserProfile(User().Email).DisplayName,
     Email:Office365Users.UserProfile(User().Email).Mail},

     Parent.Default
)

 

And the Update property should be:

YourComboboxName.Selected

 

This will show the user the values.  Before we were just doing them on the Update.

Also, this accounts for the record already having a closed by person in the record and will not overwrite if there is one already.

_____________________________________________________________________________________
Digging it? - Click on the Thumbs Up below. Solved your problem? - Click on Accept as Solution below. Others seeking the same answers will be happy you did.
NOTE: My normal response times will be Mon to Fri from 1 PM to 10 PM UTC (and lots of other times too!)
Check out my PowerApps Videos too! And, follow me on Twitter @RandyHayes

Really want to show your appreciation? Buy Me A Cup Of Coffee!

@Anonymous 

Yes, those formula you had in the original were incorrect in where they should be.  The last post I just sent should be the exact things you need.

_____________________________________________________________________________________
Digging it? - Click on the Thumbs Up below. Solved your problem? - Click on Accept as Solution below. Others seeking the same answers will be happy you did.
NOTE: My normal response times will be Mon to Fri from 1 PM to 10 PM UTC (and lots of other times too!)
Check out my PowerApps Videos too! And, follow me on Twitter @RandyHayes

Really want to show your appreciation? Buy Me A Cup Of Coffee!
Anonymous
Not applicable

@RandyHayes Ok thank you for clarifying. For some reason I kept inserting your suggestion in the Update property. Not sure why I thought that. I'm going to try what you just sent me to see if it works.

 

Any thoughts as to why it's "working" earlier when I said it was?

RandyHayes
Super User
Super User

@Anonymous 

Actually, the formula I was originally providing to you was aimed at the Update property.

It wasn't until after it was working for you that I realized this was a visible control in your form and it should really reflect the proper value of the record AND should also not change is someone else edited the record.

As it was, if a user (user x) went in and set the item as "closed", the Update would have properly used their information to update the person column in your list.  The problem was, if User A then edited the record and saw that User X was the person who closed it, and then Saved the record...not User A would be the person that closed it.

So, we solved both seeing the proper user and maintaining the proper user in the formulas and their places that I last sent.

_____________________________________________________________________________________
Digging it? - Click on the Thumbs Up below. Solved your problem? - Click on Accept as Solution below. Others seeking the same answers will be happy you did.
NOTE: My normal response times will be Mon to Fri from 1 PM to 10 PM UTC (and lots of other times too!)
Check out my PowerApps Videos too! And, follow me on Twitter @RandyHayes

Really want to show your appreciation? Buy Me A Cup Of Coffee!
Anonymous
Not applicable

@RandyHayes Ok so I wasn't crazy then...hahaha. That actually makes perfect sense. I'm going to make those changes and start testing. Thanks again. Now, on to testing. For real this time!

Helpful resources

Announcements

Exclusive LIVE Community Event: Power Apps Copilot Coffee Chat with Copilot Studio Product Team

  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 Tip: Unlocking Community Achievements and Earning Badges

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: Powering Up Your Community Profile

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

Super User of the Month | Chris Piasecki

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! 💪🌠

Find Out What Makes Super Users So Super

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)

March User Group Update: New Groups and Upcoming Events!

  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!

Top Solution Authors
Top Kudoed Authors
Users online (5,683)