cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
tagustin2020
Power Participant
Power Participant

Conditional Formatting for LookUp Labels

Hello, I am working on a new request form (screenshot attached). I have it set up so that when the user selects a Project Number from the dropdown control, the Project Name and Program Mgr/Product Engr labels are automatically populated via LookUp formulas. I kept the underlying text input controls in the data cards so the selections could be written back to my SharePoint list.

 

The current Text formula for the Project Name label is:

LookUp('Project List','Project Number' = ddProjectNumber.Selected.'Project Number','Project Name')

 

The current Text formula for the Program Mgr/Product Engineer label is:

LookUp('Project List','Project Number' = ddProjectNumber.Selected.'Project Number','Project Owner'.DisplayName)

 

When the user first launches the form, I would like the Project Name and Program Mgr/Product Engr labels to be disabled and read “Auto-populates based on Project Number selection”. Once the user has selected something from the Project Number dropdown control, that message should be replaced with the results of the LookUp and the label should be read-only as they don't want them to allow them to edit the results. I tried a If(IsBlank type formula, but didn’t get very far since I am still new at this. Can you please help me develop the correct syntax? Let me know if you need any additional information.

 

The other thing I should mention is that the new request form is on a dedicated screen of its own. When the user selects an item from the gallery to view or edit, they are taken to a separate screen with multiple tabs. Do I still need to include some type of If(frmNewRequest.Mode = FormMode.New, FORMULA, Parent.Default) type syntax in all of my new request form fields? If so, can you help me incorporate that piece into the LookUp labels as well? Thanks in advance for your kind assistance. Teresa

1 ACCEPTED SOLUTION

Accepted Solutions
faustocapellanj
Memorable Member
Memorable Member

Hello @tagustin2020 

This is how I would approach your scenario. On your drop-down OnChange property, enter a formula similar to this one: Set(varProjectInfo, LookUp(ProjectList, 'Project Number' = ddProjectNumber.Selected.'Project Number'). Once that's done, set the Text property of your Project Name label to varProjectInfo.'Project Name', and then set the Text property of your Program Mgr/Product Engineer label to varProjectInfo.'Project Owner'.DisplayName

The reason for this approach is that the LookUp is pulling the entire record and the varProjectInfo variable will have all the columns available for use, i.e. varProjectInfo.'Project Name' and so on and so forth. Also, this will decrease the number of LookUp calls the form will execute, which prevents performance issues when having too many lookups.

As for the other part of the app where the user selects a record from the gallery, don't use galleryname.Selected. Instead, if you are using a button to select the gallery item or you want to do it directly in the gallery's OnSelect property, set another variable similar to this code: Set(varRecord, ThisItem), then in the form's Item property, set its value to the varRecord variable.

Please try these approaches and let me know.

Regards,

Fausto Capellan, Jr
Did I answer your question? Mark my post as a solution! Did my response help? Please give it a thumbs up!

View solution in original post

13 REPLIES 13
faustocapellanj
Memorable Member
Memorable Member

Hello @tagustin2020 

This is how I would approach your scenario. On your drop-down OnChange property, enter a formula similar to this one: Set(varProjectInfo, LookUp(ProjectList, 'Project Number' = ddProjectNumber.Selected.'Project Number'). Once that's done, set the Text property of your Project Name label to varProjectInfo.'Project Name', and then set the Text property of your Program Mgr/Product Engineer label to varProjectInfo.'Project Owner'.DisplayName

The reason for this approach is that the LookUp is pulling the entire record and the varProjectInfo variable will have all the columns available for use, i.e. varProjectInfo.'Project Name' and so on and so forth. Also, this will decrease the number of LookUp calls the form will execute, which prevents performance issues when having too many lookups.

As for the other part of the app where the user selects a record from the gallery, don't use galleryname.Selected. Instead, if you are using a button to select the gallery item or you want to do it directly in the gallery's OnSelect property, set another variable similar to this code: Set(varRecord, ThisItem), then in the form's Item property, set its value to the varRecord variable.

Please try these approaches and let me know.

Regards,

Fausto Capellan, Jr
Did I answer your question? Mark my post as a solution! Did my response help? Please give it a thumbs up!

Hello Fausto,

 

Thank you for the advice. I'm excited to try it. Our IT Dept is working on my computer so I may not have a chance to try this until tomorrow. I'll get back to you as soon as possible. Have a great weekend!

 

Kind regards,

Teresa

Hello Fausto,


Thanks again for responding to my inquiry. I entered the following formula into the OnChange property of my Project Number dropdown control which I named ddProjectNumber. Unfortunately, it is generating error messages. I notice that your formula is stated as ProjectList without spaces or apostrophes. Are you recommending that I create a Collection in the OnVisible of the New Screen form for the Project List? If so, seems like you would have entered a name of colProjectList, but I thought I should ask anyway. The Text property formulas aren't working either as intellisense is unable to find the list column names.

 

Here is how I have the OnChange property currently set. Notice the apostrophes and spaces in 'Project List'. I tried entering it as ProjectList, but it doesn't work that way either.


Set(varProjectInfo,LookUp('Project List','Project Number' = ddProjectNumber.Selected.'Project Number')


I’ve attached a screenshot of the errors I am getting.

 

While I welcome opportunities to make my app more performant, my original question was around how do I disable the two other fields until someone selects something from the dropdown. I don't want them to attempt entering information into those labels.

 

In regards to your second piece of advice, I am already doing that, but thank you, it is great advice. 

 

Kind regards,

Teresa

Hi Teresa, The ProjectList name in the formula was in reference to your formula, but I should've used the same name you have to avoid confusion. My apologies. When you execute the OnChange property of the drop-down, please to go to File > Variables and see if the varProjectInfo variable has a value in it. If it does, it should show you one record with multiple columns in it. These are the columns you can then use along with the variable as varProjectInfo.ColumnName. Can you please try that and let me know? Thank you!
Fausto Capellan, Jr
Did I answer your question? Mark my post as a solution! Did my response help? Please give it a thumbs up!

Hello Fausto,

 

Thanks for getting back to me. Since the On Change formula is throwing errors it isn't possible to execute it, nothing is happening. I checked the Variables and there is nothing registered at this point. Any suggestions of what I should try next?

 

Teresa

Hi Teresa,

Next thing I would try is to add a button and add the code to the button's OnSelect property. Then hard code an actual project number in the formula and see what that returns.

Fausto Capellan, Jr
Did I answer your question? Mark my post as a solution! Did my response help? Please give it a thumbs up!

Thank you Fausto. Do you have any thoughts on how I can achieve my original inquiry? If not, I'll mark your latest suggestion as a solution and will start a new ticket since this thread is getting long. Have a great day! Teresa

Hi Teresa,

No need to start a new thread. Since the app checker says there's an error in the formula, can you look at what the error is directly in the formula and then post it here? That way we know what the app is complaining about and fix it.

Regards.

Fausto Capellan, Jr
Did I answer your question? Mark my post as a solution! Did my response help? Please give it a thumbs up!

Hi Fausto,

 

I was able to set the variable this time. Turns out I was missing a parenthesis. I changed my Program Manager/Product Engineer to a people picker control and am not seeing an error when I enter varProjectInfo into the Default property of the data card, but I haven't been able to test it yet as I am still getting errors in the Project Name fields. The purpose of the text input field is to write the Project Name back to the SharePoint list. I tried doing this based off of just a label and was not successful.

 

First, I tried entering varProjectInfo into the Text property of the label. I got this error.

Expected Text Value.lblProjectName.Text

 

I then tried entering varProjectInfo into the Default property of the text input and got this error.

Expected Text Value.txtValueProjectName.Default

 

Teresa

Helpful resources

Announcements

February 2024 Community Newsletter

Welcome to our February Newsletter, where we highlight the latest news, product releases, upcoming events, and the amazing work of our outstanding Community members. If you're new to the Community, please make sure to follow the latest News & Announcements and check out the Community on LinkedIn as well! It's the best way to stay up-to-date in 2024 with all the news from across Microsoft Power Platform and beyond. Are you ready to "Leap" in to all we've got to share today?   COMMUNITY HIGHLIGHTS Check out the most active community members of the last month! These hardworking members post regularly, answer questions, kudos, and provide top solutions in their communities. We are so thankful for all your great work in January, and we can't wait to see who will be our most active members next month!   Power AppsPower AutomateCopilot StudioPower PagesWarrenBelzWarrenBelzPstork1saudali_25LaurensMPstork1stephenrobertLucas001AARON_ClbendincpaytonSurendran_RANBNived_NambiarMariamPaulachanNikhil2JmanriqueriosANBJupyter123rodger-stmmbr1606Agniusstevesmith27mandelaPhineastrice602AnnaMoyalanOOlashynBCLS776grantjenkinsExpiscornovusJcookSpongYeAARON_CManishSolankiapangelesPstork1ManishSolankiSanju1Fubar   There was a lot of activity in the Community in February! Did you miss anything? Here are just a few of the announcements and updates we shared: Super User Season 1 is HereFebruary 2024 User Group Update: Welcoming New GroupsCelebrating a New Season of Super UsersCheck out the February 2024 Dynamics NewsletterAnnouncing Copilot Cookbook GallerySuper User of the Month D. PoggemannTuesday Tips: Getting Started in the Community The best way to not miss them is to make sure you're subscribed to your community's News & Announcements. Subscribe today and don't miss anything next month! Power Apps News, Power Automate News, Copilot Studio News, Power Pages News Copilot Cookbook for Power Apps The all-new Copilot Cookbook is now available in the #PowerApps Community - offering a wide array of best practices on how to use Microsoft Copilot to develop and create in Power Apps.   The #CopilotCookbook is your new go-to resource when you need inspiration (or when you're stuck!) and aren't sure how to best partner with Copilot. So, whether you're looking for the best prompts or just want to know about responsible AI use, you can visit the Copilot Cookbook for regular, high-quality content that you can rely on. Our team will be reviewing posts using the new "Copilot " label to ensure we highlight and amplify the most relevant and recent content, so you're assured of high-quality content every time you visit. If you share a post that gets featured in the curated gallery, you'll get a PM in the Community to let you know!   The curated gallery is now ready for you to experience, so click the image below and check out the all-new Copilot Cookbook for Power Apps today. We can't wait to see what you "cook" up! 👨🍳       Power Platform Dev Weekly Celebrate 200th Episode Congratulations to Danish Naglekar, Anwesha Sharma, Matt Beard, Mark Carrington Carl Cookson and the team, as they celebrated the 200th episode of Power Platform Dev Weekly in February!   Click the image below to check out this landmark episode, featuring content from the likes of Nati Turtledove, Matthew Devaney, Inogic, Mohamed Ashiq Faleel, Mike Hartley, Nishant Rana, James Yumnam, Carl Cookson, Yannick Reekmans, Deepesh Somani, and many more.       "Get Started With" Power Platform Shorts Series This month we launched our new 'Get Started With' series on YouTube - a selection of sweet snapshots to keep you in the loop with all the latest Copilot trends that you can try out through advice at Microsoft Learn. Click the image below to check out the entire playlist so far, and don't forget to subscribe to our YouTube channel for all the latest updates.     UPCOMING EVENTS Canadian Power Platform Summit - Vancouver - 16th March 2024 Check out the first ever Canadian Power Platform Summit, which takes place at Microsoft Vancouver office on Saturday 16th March 2024! Get ready to immerse yourself in the ultimate Power Platform experience at the #CPPS24. This event is tailored for makers, developers, students and tech enthusiasts eager to explore the depths of Power Platform technologies. With sessions ranging from beginner-friendly to advanced-intermediate, this event offers a diverse range of insights for attendees of all levels.   There's a great range of speakers, including the likes of Lisa Crosbie, Matthew Devaney, Ulrikke Akerbæk, Oleksandr Olashyn, Mark Smith, Jake Harvey, Manju Gurjar, Adam Tobias, Mats Necker, Natasza Kosakowska, Linn Zaw Win, Salim Adamon, Tomas Prokop, Maxim Nikonov, and many more.   Great work by Chris Piasecki, Éric Sauvé, Nick Doelman, Scott Durow, Victor Dantas and the team for putting this amazing event together. So, whether you're a seasoned pro or a rising star, click the image below to join the Microsoft Community in Canada to gain practical insights, discover real-world examples, and take away actionable skills to boost your expertise.   Business Applications Launch Event - Virtual - 10th April 2024 Registration is now open for the Microsoft Business Applications Launch event which kicks off at 9am PST on Wednesday 10th April 2024. Join Microsoft product leaders and engineers for an in-depth look at the latest news and AI capabilities in Power Platform and #Dynamics365, featuring the likes of Charles Lamanna, Sangya Singh, Julie Strauss, Donald Kossmann, Lori Lamkin, Georg Glantschnig, Mala Anand, Jeff Comstock, and Mike Morton.     Microsoft Fabric - Las Vegas - 26-28th March 2024 Exciting times ahead for the inaugural #MicrosoftFabric Community Conference on March 26-28 at the MGM Grand in Las Vegas! The conference will cover all the latest in analytics, AI, databases, and governance across 150+ sessions, with guest speakers including Arun Ulag, Amir Netz, Jessica Hawk, Eric Boyd, Kim Manis, Adam Saxton, Patrick LeBlanc, Bob Ward, Wangui McKelvey, Wee Hyong T., Justyna Lucznik, Priya Sathy, Mehrnoosh Sameki, Rachel Shepard, Karthik Ravindran, Jason Himmelstein, and many more.   On-site there will be a special Community Lounge, interactive learning labs, plus you'll be able to 'Ask the Experts' all your questions to get help from data, analytics, and AI specialists, including community members and the Fabric Customer Advisory Team. Click the image below to find out more about the ultimate learning event for Microsoft Fabric!   If you'd like to learn how the latest advances in AI and how #MicrosoftCopilot can help you streamline your processes, click the image below to register today!       LATEST COMMUNITY BLOG ARTICLES Power Apps Community Blog Power Automate Community Blog Copilot Studio Community Blog Power Pages Community Blog Check out 'Using the Community' for more helpful tips and information: Power Apps, Power Automate, Copilot Studio, Power Pages

Microsoft Power Up program unveils new curriculum and more

  New engaging and cohesive Power Up curriculum The Microsoft Power Up Program – a self-paced upskilling program, launched in 2022 to help non-technical professionals gain marketable skills using the Microsoft Power Platform – takes learning to the next level with a cohesive video-based curriculum that spans only seven weeks. Recognizing the demand for multimedia content, we partnered with Microsoft MVPs Rory Neary and Charlie Phipps to create engaging videos that not only simplify complex concepts, but also make the learner experience more dynamic and immersive. Each course follows the same business through real-world scenarios with demos and hands-on exercises for learners to gain skills and build solutions using Power Apps, Power Automate and Power BI. This structured approach not only enhances comprehension but also equips learners with tangible skills that can be applied immediately in their professional endeavors. By focusing on key areas, the program has been shortened from 12 weeks to seven, saving valuable time without sacrificing quality. Special thanks go to Microsoft Power Platform advocates, April Dunnam and Renee Noble who shared their expertise and to Power Up Program champs who contributed with feedback and reviews over the last 1+ year to make this significant improvement.   Easy access to a comprehensive Development Environment In addition, the program now offers simplified and instant access to a comprehensive development environment for Power Up Program learners to explore and experiment with the Power Platform in a sandbox environment, fostering creativity and innovation.     Introducing App-In-A-Day (AIAD) workshops for Power Up learners As an added incentive, participants of the Microsoft Power Up Program can now sign up for partner-led “App in a Day” virtual workshops. These workshops, conducted by industry experts and Microsoft partners, provide invaluable insights and practical guidance to supplement the core curriculum. By attending these workshops, learners can gain deeper insights into application development and further enhance their skills in leveraging the Power Platform for business solutions. A big shout to our partners that are supporting the Power Up Program and delivering these AIAD workshops: Advaiya, Almato AG, Braintree, Kaispe, Koenig Solutions, PowerApps 911, Pragmatic Works, Smart Consulting.   These enhancements introduced to the Microsoft Power Up Program mark a significant milestone in the ongoing quest to empower individuals with the skills needed to thrive in today’s digital economy. By embracing video-based learning, streamlining the curriculum, and offering personalized experiences, the program continues to set new standards of excellence in virtual education. Sign up today to start your Power Up learning journey (https://aka.ms/PowerUp/)   by Dimpi Gandhi, Principal PM Lead, Power Up ProgramRepost from Microsoft Power Platform Product Blog

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. Our team will be reviewing posts using the new "Copilot" label to ensure we highlight and amplify the most relevant and recent content, so you're assured of high-quality content every time you visit. If you share a post that gets featured in the curated gallery, you'll get a PM in the Community to let you know!The curated gallery is ready for you to experience now, so visit the new Copilot Cookbook for Power Apps today: Copilot Cookbook - Power Platform Community. We can't wait to see what you "cook" up!      

Tuesday Tips: Getting Started in the Community

TUESDAY TIPS is back!   This weekly series of posts is our way of sharing 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! The original run of Tuesday Tips was a highlight of last year, and these all-new Tips will hopefully prove to be just as informative as helpful. We will cover some basics about the Community, a few "insider tips" to make your experience even better, and sharing best practices gleaned from our most active community members and Super Users. Make sure to watch the News & Announcements each week for the latest and greatest Tuesday Tips!   THIS WEEK: I'm Brand New! What Do I Do? The number of new community members we have each week is pretty amazing, and we are so glad to welcome all of you to the Community! You may be wondering. "What do I do? Where do I get started? Will anyone be willing to help me? What I have a question? Help!"   Let's start with this: Welcome to the low-code revolution, and more importantly, welcome to the Power Platform Community! This is a great place to start. Whether you're busy with Power Apps, getting familiar with Power Automate, engaging Copilot Studio, or building in Power Pages, there are a few key places you should check out as you begin your journey: FORUMS: The forums are THE place to ask questions, look at questions asked by other Community members—and see answers and solutions from our Super Users and other helpful people in the Community. Power Apps ForumsPower Automate ForumsCopilot Studio ForumsPower Pages Forums   NEWS & ANNOUNCEMENTS: Our News & Announcements section highlights the newest and greatest updates in the Community, news from the product team, and so much more. It’s updated a few times each week and will also help you find ways to connect with what’s going on in the ever-growing world of Power Platform. Power Apps News & AnnouncementsPower Automate News & AnnouncementsCopilot Studio News & AnnouncementsPower Pages News & Announcements   GALLERIES: The Galleries section of the Community features tons of tips and tricks, features and benefits, and more—through videos created by our Super Users, product teams, and other helpful members of the Community. Power Apps GalleriesPower Automate Galleries Copilot Studio GalleriesPower Pages Galleries BLOGS: The community blogs section is full of handy step-by-step tips from members of the Community—and some of them include detailed answers to some of the questions most frequently asked questions, as well as how they solved a problem they faced. Power Apps Community BlogPower Automate Community BlogCopilot Studio Community BlogPower Pages Community Blog POWER UP PROGRAM: If you’d like to really take a huge step forward in your journey, we recommend checking out the Power Up Program, a Microsoft-sponsored initiative that trains new Power Platform users and has been a huge success since it launched a little over a year ago. There’s a waiting list, so definitely apply soon if you’re interested! Find out more here: Microsoft Power Up Program for career switchers.   There's so much more you'll discover in your Power Platform experience, and this Community is here for YOU! We are glad you've discovered us and can't wait to see where you grow! If you're new to the Community and just getting started, make sure to give this post a kudo and introduce yourself so we can welcome you!

Super User of the Month | Drew Poggemann

As part of a new monthly feature in the Community, we are excited to share that Drew Poggemann is our featured Super User for the month of February 2024. If you've been in the Community for a while, we're sure Drew's name is familiar to you, as he is one of our most active contributors--he's been a Super User for five consecutive seasons!   Since authoring his first reply 5 years ago to his 514th solution authored, Drew has helped countless Community members with his insights and expertise. In addition to being a Super User, Drew is also a User Group leader and a Microsoft MVP. His contributions to our Super User sessions and to the new SUIT program are always welcome--as well as his sense of humor and fun-loving way of sharing what he knows with others.   When Drew is not solving problems and authoring solutions, he's busy overseeing the Solution Architecture team at HBS, specializing in application architecture and business solution strategy--something he's been doing for over 30 years. We are grateful for Drew and the amazing way he has used his talent and skills to help so many others in the Community. If you are part of the SUIT program, you got to hear some great tips from Drew at the first SUIT session--and we know he still has much more to share!You can find him in the Community and on LinkedIn. Thank you for all you do, Drew!

February 2024 User Group Update: Welcoming New Groups and Highlighting Upcoming Events

It's a new month and a brand-new year, which means another opportunity to celebrate our amazing User Groups!Each month, we highlight the new User Groups that have joined the community. It's been a busy season for new groups, because we are thrilled to welcome 15 New User Groups! Take a look at the list below, shared by the different community categories. If your group is listed here, give this post a kudo so we can celebrate with you!   We love our User Groups and the difference they make in the lives of our Community! Thank you to all the new User Groups, new User Group leaders--we look forward to hearing about your successes and the impact you will leave!   In addition to our monthly New User Group spotlight, it's a great time to share some of the latest events happening in our User Group community! Take a look at the list below to find one that fits your schedule and need! There's a great combination of in-person and virtual events to choose from. It's a great time of year to connect and engage with User Groups both locally and online. Please Welcome Our NEW User Groups   Power Platform: Heathcare Power Platform User Group Power Platform Connect Hub Power Platform Usergroup Denmark Mexico Norte- Power Platform User Group Pune Power User Group Sudbury Power Platform User GroupMicrosoft User Group GhanaMPPBLR - Microsoft Power Platform Bengaluru User Group Power Apps:   Myrtle Beach Power Platform User GroupAnanseTechWB PowerApps Copilot Studio: Pathfinders Power Platform Community Dynamics365: Cairo, Egypt MSD 365 Business Central/NAV/F&O User GruopMS Dynamics 365 Business Central LatamCincinnati OH D365 F&O User Group February User Group Events February 2024 Cleveland Power Platform User GroupPortallunsj - Februar 2024Indiana D365/AX February User Group MeetingQ1 2024 KC Power Platform and Dynamics 365 CRM Users Group 

Top Solution Authors
Top Kudoed Authors
Users online (2,265)