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 

Okay...the stage is set then.  Everything in the form appears to work correctly.  The problem is now coming from the Submitting. 

Next row of questions:

1) If you change any other thing in the form and Save, does it update those things in the list?

2) If #1 is a yes - if you change the status, does it update in the list?

_____________________________________________________________________________________
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 Thanks for taking time out and working with me through this. I truly appreciate it.

 

Answer to your questions.

 

1. Yes. If I change the status to In Progress for example, it saves just fine. Or anything else for that matter. Only happens when I select Close.

2. See #1 above.

 

I've narrowed it down to the Closed By field and all the formulas (clearly)

@Anonymous 
I'm a little baffled - what we have put together up to this point should be working fine.

EXCEPT I do see in re-reading the posts that I copied and pasted a formula wrong (I'd been a juggle with things today)

Your DefaultSelectedItems property on the ComboBox should be:

With({_user:User()},
    If(DataCardValue13.Selected.Value="Closed",
        {Claims: "i:0#.f|membership|" & Lower(_user.Email),
         Department:"", 
         DisplayName: _user.Email, 
         Email:_user.Email, 
         JobTitle:".", 
         Picture:"."
        },
        Parent.Default
    )
)

I had looked above the post I had earlier and just copied the wrong formula.

 

So, let's at least get that one back in as it should be and see if there is an impact. 

 

_____________________________________________________________________________________
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 Good news and bad news. Good news is, saving works again when I select closed. The Closed By field auto fills and it saves to the library. Bad news, it looks like the closed by field will change if a different user opens/saves the ticket after it has already been closed. Ugh, I feel like we're so closed....

@Anonymous 

Actually, my next question would be - if you change the status to closed and then open as a different user, is the status still Closed?

_____________________________________________________________________________________
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 Yes, if I open the closed ticket as a different user, the status still shows as closed.

@Anonymous 

Ugh!!! I'm batting a zero today!  I've got so many irons in the fire going on that I'm not getting good focus - I apologize for that.

I originally gave you a formula to account for that and copied the wrong formula from a previous post and changed it.

Then I found that I had done that and lastly gave you a correct, but neglected to put in the part that fixed that issue.

SO...here we go again...The formula below *should* be the nail in the box.  What I was missing was the IsBlank part for the Parent.Default.  It is in this formula for the DefaultSelectedItems:

With({_user:User()},
    If(DataCardValue13.Selected.Value="Closed" && IsBlank(Parent.Default),
        {Claims: "i:0#.f|membership|" & Lower(_user.Email),
         Department:"", 
         DisplayName: _user.Email, 
         Email:_user.Email, 
         JobTitle:".", 
         Picture:"."
        },
        Parent.Default
    )
)

 

_____________________________________________________________________________________
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 Looks like that finally did it! Thank you so much. I appreciate your help on this. I have a few other things that I would like to tighten up, but I'm not going to bother you any more.

 

Thank you kind internet stranger. I owe you BIG time.

@Anonymous 

No worries at all.  Just sorry that I kept swinging and missing so many times.  Busy distracting day here.

 

I am glad things are working now and you can move on to the next big adventure. 

_____________________________________________________________________________________
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 No need to apologies. Thanks again. Stay safe.

Helpful resources

Announcements

Community will be READ ONLY July 16th, 5p PDT -July 22nd

Dear Community Members,   We'd like to let you know of an upcoming change to the community platform: starting July 16th, the platform will transition to a READ ONLY mode until July 22nd.   During this period, members will not be able to Kudo, Comment, or Reply to any posts.   On July 22nd, please be on the lookout for a message sent to the email address registered on your community profile. This email is crucial as it will contain your unique code and link to register for the new platform encompassing all of the communities.   What to Expect in the New Community: A more unified experience where all products, including Power Apps, Power Automate, Copilot Studio, and Power Pages, will be accessible from one community.Community Blogs that you can syndicate and link to for automatic updates. We appreciate your understanding and cooperation during this transition. Stay tuned for the exciting new features and a seamless community experience ahead!

Summer of Solutions | Week 4 Results | Winners will be posted on July 24th

We are excited to announce the Summer of Solutions Challenge!   This challenge is kicking off on Monday, June 17th and will run for (4) weeks.  The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions in the Forums to as many questions as you can. Answers can be provided in all the communities.    Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”)   - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024   Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods.  You must enter into each weekly Entry Period separately.   How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different.    Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers.  At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing.  Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random.  Individuals will be contacted before the announcement with the opportunity to claim or deny the prize.  Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners.   Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event.   ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE**   Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Community MembersNumber of SolutionsSuper UsersNumber of Solutions @anandm08  23 @WarrenBelz  31 @DBO_DV  10 @Amik  19 AmínAA 6 @mmbr1606  12 @rzuber  4 @happyume  7 @Giraldoj  3@ANB 6 (tie)   @SpongYe  6 (tie)     Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Community MembersSolutionsSuper UsersSolutions @anandm08  10@WarrenBelz 25 @DBO_DV  6@mmbr1606 14 @AmínAA 4 @Amik  12 @royg  3 @ANB  10 @AllanDeCastro  2 @SunilPashikanti  5 @Michaelfp  2 @FLMike  5 @eduardo_izzo  2   Meekou 2   @rzuber  2   @Velegandla  2     @PowerPlatform-P  2   @Micaiah  2     Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Week 3:Community MembersSolutionsSuper UsersSolutionsPower Apps anandm0861WarrenBelz86DBO_DV25Amik66Michaelfp13mmbr160647Giraldoj13FLMike31AmínAA13SpongYe27     Week 4 Results: Congratulations to the Week 4 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Week 4:Community MembersSolutionsSuper UsersSolutionsPower Apps DBO-DV21WarranBelz26Giraldoj7mmbr160618Muzammmil_0695067Amik14samfawzi_acml6FLMike12tzuber6ANB8   SunilPashikanti8

Check Out | 2024 Release Wave 2 Plans for Microsoft Dynamics 365 and Microsoft Power Platform

On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners.    The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights.    Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.    

Updates to Transitions in the Power Platform Communities

We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for.  We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer.   Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together.   Here's to new beginnings and endless possibilities!   If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport.   To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages

Top Solution Authors
Top Kudoed Authors
Users online (1,801)