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BHaapi
Helper III
Helper III

ClearCollect multiple people columns

I have an approval app that i want to be able to run a clearcollect to filter a gallery.

There are 4 approval levels in this, and i would like to do something like this:

i only want them to see items they are mentioned in. is there a way for a clearcollect to look through ALL the columns listed below and only grab the things that the current User().Email is associated with?

 

I was able to build one where it grabbed by creator already, but now i need to seek from many columns and im LOST.

 

I have a gallery like this already, but i think it would need to be a collection. im trying to avoid direct permissions or passwords

If(
    varStatus = 1,
    ApprovalCollection,
    varStatus = 2,
    Filter(
        ApprovalCollection,
        User().Email in 'First Approver'.Email ||
        User().Email in 'Second Approver'.Email ||
        User().Email in 'Specialty Approver'.Email ||
        User().Email in 'Final Approver'.Email
    ),
    varStatus = 3,
    ColApproved,
    varStatus = 4,
    colDeclined
)

 

this one will work for the 4 level:

ClearCollect(
    ApprovalCollection,
    Filter(
        'Purchase Approvals',
        "Pending" in Status.Value
    )
 
Thank you in advance!
1 ACCEPTED SOLUTION

Accepted Solutions

I was able to get the clear collect to work! i used the below and it seems to be working. 

 

ClearCollect(
    ApprovalCollection,
    Filter(
        PA2,
        User().Email in 'Authorization L1'.Email && "Pending" in Status.Value || User().Email in 'Authorization L2'.Email && "Pending" in Status.Value || User().Email in 'Specialty Authorization'.Email && "Pending" in Status.Value || User().Email in 'Final Authorization'.Email && "Pending" in Status.Value
    )
);
 
Now, however, im having issues with the varStatus 2 showing just things they are currently assigned to do. they could be mentioned in any of the 4 above levels, and im trying to filter this new clearcollect to only show if they are mentioned and they HAVE NOT submitted a response to that level. 
 
i have the filter as such:
SortByColumns(
    If(
        varStatus = 1,
        ApprovalCollection,
        varStatus = 2,
        Filter(
            ApprovalCollection,
            User().Email in 'Authorization L1'.Email && IsBlank('L1 Details') Or User().Email in 'Authorization L2'.Email && IsBlank('L2 Details') Or User().Email in 'Specialty Authorization'.Email && IsBlank('Spec Details') Or User().Email in 'Final Authorization'.Email && IsBlank('Final Details')
        ),
        varStatus = 3,
        ColApproved,
        varStatus = 4,
        colDeclined
    ),
    "Urgent",
    SortOrder.Descending
 
but its only showing items that qualify for the first statement (i highlighted the statement). I made sure there are items in the list that would work for the other statements, but they arent filtering in. I tried both Or and || and neither seem to work.

View solution in original post

9 REPLIES 9
WarrenBelz
Most Valuable Professional
Most Valuable Professional

Hi @BHaapi 

You have three potential data sources there ApprovalCollection, colApproved, and colDeclined. You cannot use more than one for the potential outcomes of a filter. What are the "rules" for the four outcomes of varStatus, what is the common data source you can filter them all from and what are the "rules" for filtering on each.

@WarrenBelz 

 

they are all coming from one SP source: 'Purchase Approvals'. we know that the list will get bigger than 500 so to avoid the stress on the system i split it into several smaller collections based on a Status.Value column: Status approved is colApproved, status decline is colDeclined and everything else is within the variety of "pending" (pending first approval, second approval, special approval, final approval) and that is the one i want to actually split to only grab things that they are mentioned in the aforementioned people columns. right now it grabs all pending but i want it to only grab status pending  AND that the User().Email is mentioned in one or more of these columns:

 

User().Email in 'First Approver'.Email ||
        User().Email in 'Second Approver'.Email ||
        User().Email in 'Specialty Approver'.Email ||
        User().Email in 'Final Approver'.Email
WarrenBelz
Most Valuable Professional
Most Valuable Professional

@BHaapi ,

OK - disregard Delegation for the moment - we can probably create a Delegable filter. If you were constructing directly on the List 'Purchase Approvals', what filters do you need to the varStatus options (1,2,3,4)

Hi @WarrenBelz,

I need a filter for

  1. All submissions (varStatus 1),
  2. My Pending submissions (this is a variety of "pending first approval/second approval/specialty approval/final approval" which I currently use the "Pending" in Status.Value equation) (2),
  3. Approved submissions (3)
  4. Declined submissions (4)

I was able to get the clear collect to work! i used the below and it seems to be working. 

 

ClearCollect(
    ApprovalCollection,
    Filter(
        PA2,
        User().Email in 'Authorization L1'.Email && "Pending" in Status.Value || User().Email in 'Authorization L2'.Email && "Pending" in Status.Value || User().Email in 'Specialty Authorization'.Email && "Pending" in Status.Value || User().Email in 'Final Authorization'.Email && "Pending" in Status.Value
    )
);
 
Now, however, im having issues with the varStatus 2 showing just things they are currently assigned to do. they could be mentioned in any of the 4 above levels, and im trying to filter this new clearcollect to only show if they are mentioned and they HAVE NOT submitted a response to that level. 
 
i have the filter as such:
SortByColumns(
    If(
        varStatus = 1,
        ApprovalCollection,
        varStatus = 2,
        Filter(
            ApprovalCollection,
            User().Email in 'Authorization L1'.Email && IsBlank('L1 Details') Or User().Email in 'Authorization L2'.Email && IsBlank('L2 Details') Or User().Email in 'Specialty Authorization'.Email && IsBlank('Spec Details') Or User().Email in 'Final Authorization'.Email && IsBlank('Final Details')
        ),
        varStatus = 3,
        ColApproved,
        varStatus = 4,
        colDeclined
    ),
    "Urgent",
    SortOrder.Descending
 
but its only showing items that qualify for the first statement (i highlighted the statement). I made sure there are items in the list that would work for the other statements, but they arent filtering in. I tried both Or and || and neither seem to work.
WarrenBelz
Most Valuable Professional
Most Valuable Professional

@BHaapi ,

You still need to filter everything from a single data source - I will also take a guess here that none of your data source fields are multi-select, so you do not need the in filter - does this suit your needs ?

SortByColumns(
   Filter(
      'Purchase Approvals',
      (
         varStatus = 1 ||
         (varStatus = 2 && Status.Value = "Pending") ||
         (varStatus = 3 && Status.Value = "Approved") ||
         (varStatus = 4 && Status.Value = "Declined")
      ) && 
      ('Authorization L1'.Email = User().Email && IsBlank('L1 Details')) ||
      ('Authorization L2'.Email = User().Email && IsBlank('L2 Details')) ||
      ('Specialty Authorization'.Email = User().Email && IsBlank('Spec Details')) ||
      ('Final Authorization'.Email = User().Email && IsBlank('Final Details'))
   ),
   "Urgent",
   SortOrder.Descending
)

 

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@WarrenBelz 

Status.Value is a multiple choice column. I did try this and it didnt seem to work. i also swapped around the top half for the "Pending" in Status.Value and that didnt work either unfortunately.

i get this, saying that it doesnt seem to find the people columns anymore

 

BHaapi_0-1710855096644.png

 

WarrenBelz
Most Valuable Professional
Most Valuable Professional

@BHaapi ,

How can Status be multiple choice when you have different options for each ? However you need to address the person column issue, which is not making a lot of sense if they are in your data source.

There are 3 with the choice of pending.

BHaapi_0-1710936223024.png

I'm not sure why it didn't pick up those people columns when i put it in, it picked them up in the other equation. I think i resolved the filters within the app for now though, thank you so much for your assistance @WarrenBelz !

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