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

Check out the Copilot Studio Cookbook today!

We are excited to announce our new Copilot Cookbook Gallery in the Copilot Studio Community. We can't wait for you to share your expertise and your experience!    Join us for an amazing opportunity where you'll be one of the first to contribute to the Copilot Cookbook—your ultimate guide to mastering Microsoft Copilot. Whether you're seeking inspiration or grappling with a challenge while crafting apps, you probably already know that Copilot Cookbook is your reliable assistant, offering a wealth of tips and tricks at your fingertips--and we want you to add your expertise. What can you "cook" up?   Click this link to get started: https://aka.ms/CS_Copilot_Cookbook_Gallery   Don't miss out on this exclusive opportunity to be one of the first in the Community to share your app creation journey with Copilot. We'll be announcing a Cookbook Challenge very soon and want to make sure you one of the first "cooks" in the kitchen.   Don't miss your moment--start submitting in the Copilot Cookbook Gallery today!     Thank you,  Engagement Team

Announcing Power Apps Copilot Cookbook Gallery

We are excited to share that the all-new Copilot Cookbook Gallery for Power Apps is now available in the Power Apps Community, full of tips and tricks on how to best use Microsoft Copilot as you develop and create in Power Apps. The new Copilot Cookbook is your go-to resource when you need inspiration--or when you're stuck--and aren't sure how to best partner with Copilot while creating apps.   Whether you're looking for the best prompts or just want to know about responsible AI use, visit Copilot Cookbook for regular updates you can rely on--while also serving up some of your greatest tips and tricks for the Community. Check Out the new Copilot Cookbook for Power Apps today: Copilot Cookbook - Power Platform Community.  We can't wait to see what you "cook" up!      

Tuesday Tip | How to Report Spam in Our Community

It's time for another TUESDAY TIPS, your weekly connection with the most insightful tips and tricks that empower both newcomers and veterans in the Power Platform Community! Every Tuesday, we bring you a curated selection of the finest advice, distilled from the resources and tools in the Community. Whether you’re a seasoned member or just getting started, Tuesday Tips are the perfect compass guiding you across the dynamic landscape of the Power Platform Community.   As our community family expands each week, we revisit our essential tools, tips, and tricks to ensure you’re well-versed in the community’s pulse. Keep an eye on the News & Announcements for your weekly Tuesday Tips—you never know what you may learn!   Today's Tip: How to Report Spam in Our Community We strive to maintain a professional and helpful community, and part of that effort involves keeping our platform free of spam. If you encounter a post that you believe is spam, please follow these steps to report it: Locate the Post: Find the post in question within the community.Kebab Menu: Click on the "Kebab" menu | 3 Dots, on the top right of the post.Report Inappropriate Content: Select "Report Inappropriate Content" from the menu.Submit Report: Fill out any necessary details on the form and submit your report.   Our community team will review the report and take appropriate action to ensure our community remains a valuable resource for everyone.   Thank you for helping us keep the community clean and useful!

Community Roundup: A Look Back at Our Last 10 Tuesday Tips

As we continue to grow and learn together, it's important to reflect on the valuable insights we've shared. For today's #TuesdayTip, we're excited to take a moment to look back at the last 10 tips we've shared in case you missed any or want to revisit them. Thanks for your incredible support for this series--we're so glad it was able to help so many of you navigate your community experience!   Getting Started in the Community An overview of everything you need to know about navigating the community on one page!  Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Community Ranks and YOU Have you ever wondered how your fellow community members ascend the ranks within our community? We explain everything about ranks and how to achieve points so you can climb up in the rankings! Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Powering Up Your Community Profile 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. Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Community Blogs--A Great Place to Start There's so much you'll discover in the Community Blogs, and we hope you'll check them out today!  Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Unlocking Community Achievements and Earning Badges Across the Communities, you'll see badges on users profile that recognize and reward their engagement and contributions. Check out some details on Community badges--and find out more in the detailed link at the end of the article! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Blogging in the Community Interested in blogging? Everything you need to know on writing blogs in our four communities! Get started blogging across the Power Platform communities today! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Subscriptions & Notifications We don't want you to miss a thing in the community! Read all about how to subscribe to sections of our forums and how to setup your notifications! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Getting Started with Private Messages & Macros Do you want to enhance your communication in the Community and streamline your interactions? One of the best ways to do this is to ensure you are using Private Messaging--and the ever-handy macros that are available to you as a Community member! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Community User Groups Learn everything about being part of, starting, or leading a User Group in the Power Platform Community. Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Update Your Community Profile Today! Keep your community profile up to date which is essential for staying connected and engaged with the community. Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Thank you for being an integral part of our journey.   Here's to many more Tuesday Tips as we pave the way for a brighter, more connected future! As always, watch the News & Announcements for the next set of tips, coming soon!

Hear what's next for the Power Up Program

Hear from Principal Program Manager, Dimpi Gandhi, to discover the latest enhancements to the Microsoft #PowerUpProgram, including a new accelerated video-based curriculum crafted with the expertise of Microsoft MVPs, Rory Neary and Charlie Phipps-Bennett. If you’d like to hear what’s coming next, click the link below to sign up today! https://aka.ms/PowerUp  

Welcome to the Power Apps Community

Welcome! Congratulations on joining the Microsoft Power Apps community! You are now a part of a vibrant group of peers and industry experts who are here to network, share knowledge, and even have a little fun! Now that you are a member, you can enjoy the following resources:   The Microsoft Power Apps Community Forums If you are looking for support with any part of Microsoft Power Apps, our forums are the place to go. They are titled "Get Help with Microsoft Power Apps " and there you will find thousands of technical professionals with years of experience who are ready and eager to answer your questions. You now have the ability to post, reply and give "kudos" on the Power Apps community forums! Make sure you conduct a quick search before creating a new post because your question may have already been asked and answered!   Microsoft Power Apps IdeasDo you have an idea to improve the Microsoft Power Apps experience, or a feature request for future product updates? Then the "Power Apps Ideas" section is where you can contribute your suggestions and vote for ideas posted by other community members. We constantly look to the most voted Ideas when planning updates, so your suggestions and votes will always make a difference.   Community Blog & NewsOver the years, more than 600 Power Apps Community Blog Articles have been written and published by our thriving community. Our community members have learned some excellent tips and have keen insights on building Power Apps. On the Power Apps Community Blog, read the latest Power Apps related posts from our community blog authors around the world. Let us know if you would like to become an author and contribute your own writing — everything Power Apps related is welcome!   Power Apps Samples, Learning and Videos GalleriesOur galleries have a little bit of everything to do with Power Apps. Our galleries are great for finding inspiration for your next app or component. You can view, comment and kudo the apps and component gallery to see what others have created! Or share Power Apps that you have created with other Power Apps enthusiasts. Along with all of that awesome content, there is the Power Apps Community Video & MBAS gallery where you can watch tutorials and demos by Microsoft staff, partners, and community gurus in our community video gallery.   Again, we are excited to welcome you to the Microsoft Power Apps community family! Whether you are brand new to the world of process automation or you are a seasoned Power Apps veteran. Our goal is to shape the community to be your ‘go to’ for support, networking, education, inspiration and encouragement as we enjoy this adventure together!   Let us know in the Community Feedback if you have any questions or comments about your community experience.To learn more about the community and your account be sure to visit our Community Support Area boards to learn more! We look forward to seeing you in the Power Apps Community!The Power Apps Team

Top Solution Authors
Top Kudoed Authors
Users online (1,687)