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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

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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
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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
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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
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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

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