cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
kiritisaranam
Microsoft
Microsoft

How to use multiple filters to update a record in sharepoint list using Patch function

 The below mentioned rows are my rows in SharePoint list.

Project IdClosing MonthComments
1JanuaryHi
1FebruaryHello

I have a power app which patches the data to SharePoint. While patching the data, I need to check whether there is an existing entry for the same project id in that closing month and I need to update the record if it already exists and create a new record if that do not exist in that particular month. In the above example, if some one submits an entry for project id 1 and if still the closing month is February it needs to update the entry. This is the query I am using

If(IsEmpty(Filter('Source', Title = ClosingMonth && 'Project Id' = ProjectId)) ,Patch('Source',Defaults('Source'),{'​​Title':ClosingMonth,'Project Id':ProjectId,'Comments':Comments}, Patch('Source',First(Filter('Source', 'Project Id' = ProjectId && Title = ClosingMonth)),{​'Comments':Comments}​​));

But this condition is not working. Appreciate any help.

 

2 ACCEPTED SOLUTIONS

Accepted Solutions
RandyHayes
Super User
Super User

@kiritisaranam 

Consider the following change to your formula:

Patch('Source', 
    Coalesce(
        LookUp('Source', 'Project Id' = ProjectId && Title = ClosingMonth), 
        Defaults('Source')
    ),
    {'​​Title':ClosingMonth,
     'Project Id':ProjectId,
     'Comments':Comments
    }
)

The Coalesce statement returns the first parameter that is not blank.  If the lookup returns nothing (no record), then it will use Defaults instead (new record).  If the Lookup returns a record, then it will use that as the source record to patch.

 

Just an FYI - avoid using First(Filter(...   this is a performance hog that can be replaced completely with a LookUp as shown in the formula above.

 

I hope this is helpful for you.

_____________________________________________________________________________________
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!

View solution in original post

@RandyHayes Hurray!!! We cracked it finally.

 

The catch is that as my button is residing outside the gallery where I have set the variables, In some other article I have read that we need to select Galleryname.selected.variable to compare with the SP List and it worked.

 

Thank you so much for providing the optimal solution. My App is working very fast now with your logic. Appreciate your help and appreciate your patience.

 

For the people who checks this thread for solution, please check this final post and refer to the main logic given by Randy.

 

 

View solution in original post

56 REPLIES 56
RandyHayes
Super User
Super User

@kiritisaranam 

Consider the following change to your formula:

Patch('Source', 
    Coalesce(
        LookUp('Source', 'Project Id' = ProjectId && Title = ClosingMonth), 
        Defaults('Source')
    ),
    {'​​Title':ClosingMonth,
     'Project Id':ProjectId,
     'Comments':Comments
    }
)

The Coalesce statement returns the first parameter that is not blank.  If the lookup returns nothing (no record), then it will use Defaults instead (new record).  If the Lookup returns a record, then it will use that as the source record to patch.

 

Just an FYI - avoid using First(Filter(...   this is a performance hog that can be replaced completely with a LookUp as shown in the formula above.

 

I hope this is helpful for you.

_____________________________________________________________________________________
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!

@RandyHayes I have replaced my function with your formula. But it is not updating the entry even it exists in the SP list. Instead it is adding a new item every time I submit.

kiritisaranam
Microsoft
Microsoft

@Mike8 You can find my query in this thread and you can suggest me a formula.

Hello @kiritisaranam,

Can you please try if it works when you use fixed text instead of ClosingMonth ,ProjectId and Comments?
Something like this:
If(IsEmpty(Filter('Source', Title = "January"&& 'Project Id' = 1)) ,
Patch('Source',Defaults('Source'),{'​​Title':"January",'Project Id':1,'Comments':"Hello world"},
Patch('Source',First(Filter('Source', 'Project Id' = 1&& Title = "January")),{​'Comments':"Updated Hello World"}​​));

The data that I added are from your initial post. Please change them a bit if you need to test more thoroughly.
Also the Project Id is an integer, right?
Please let me know if it works. I am trying to understand what is going wrong.

I created a simple application in Powerapps using collections instead of a Sharepoint list and it works as intended.
How many records does the list have?

@kiritisaranam 

If that is not working, then your LookUp is not returning a record based on your criteria. 

Check the criteria you have there as this works perfectly.

 

What is ClosingMonth in the formula?  I would suspect that is where the problem is.

 

 

_____________________________________________________________________________________
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!

Hi @Mike8 , the formula is working fine if I use static values in Filter condition. Project Id is number type. The SharePoint List which I am using now is currently have 400rows. But as time goes the list size increases and might cross 2000 rows as well. 

 

Could you please help me in making the formula work even if I use variables inside the Filter condition as well.

 

Background: The power app gets the project id from a PowerBI report where I am setting the Project Id using set function in Gallery's On select. The Project Id in the BI report is a whole number and the column Project Id in the SharePoint list is of type number.

@Mike8 

Seems like you are on a separate conversation?  Are you working with @Mike8 directly on this from another conversation?  If so, I will step out.

_____________________________________________________________________________________
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!

Hi @RandyHayes , the closing month is the Title column in my SP list. So my filter criteria is trying to check the Title Column. Is there any thing that needs to be additionally added to check the Title Column?

Hi @RandyHayes, this is my lookup formula where Title is the Title column in my SP list

 

LookUp('Source', 'Project Id' = ProjectId && Title = ClosingMonth)

Helpful resources

Announcements

Back to Basics: Tuesday Tip #1: All About YOUR Community Account

We are excited to kick off our new #TuesdayTIps series, "Back to Basics." This weekly series is our way of helping the amazing members of our community--both new members and seasoned veterans--learn and grow in how to best engage in the community! Each Tuesday, we will feature new areas of content that will help you best understand the community--from ranking and badges to profile avatars, from Super Users to blogging in the community. Our hope is that this information will help each of our community members grow in their experience with Power Platform, with the community, and with each other!     This Week's Tips: Account Support: Changing Passwords, Changing Email Addresses or Usernames, "Need Admin Approval," Etc.Wondering how to get support for your community account? Check out the details on these common questions and more. Just follow the link below for articles that explain it all.Community Account Support - Power Platform Community (microsoft.com)   All About GDPR: How It Affects Closing Your Community Account (And Why You Should Think Twice Before You Do)GDPR, the General Data Protection Regulation (GDPR), took effect May 25th 2018. A European privacy law, GDPR imposes new rules on companies and other organizations offering goods and services to people in the European Union (EU), or that collect and analyze data tied to EU residents. GDPR applies no matter where you are located, and it affects what happens when you decide to close your account. Read the details here:All About GDPR - Power Platform Community (microsoft.com)   Getting to Know You: Setting Up Your Community Profile, Customizing Your Profile, and More.Your community profile helps other members of the community get to know you as you begin to engage and interact. Your profile is a mirror of your activity in the community. Find out how to set it up, change your avatar, adjust your time zone, and more. Click on the link below to find out how:Community Profile, Time Zone, Picture (Avatar) & D... - Power Platform Community (microsoft.com)   That's it for this week. Tune in for more Tuesday Tips next Tuesday and join the community as we get "Back to Basics."

Power Platform Community Newsletter: September 2023

Welcome to our September 2023 Newsletter, where we highlight the latest news, product releases, podcasts, upcoming events, and the great work of our Power Platform Community members. As usual, please make sure you follow our News & Announcements in the Community to stay up to date. Another great way to connect is to join our Power Platform Community on LinkedIn. You can join our LInkedIn community here.   MPPC's Got Power - Submissions end September 28th! Are you ready to showcase your skills at the Microsoft Power Platform Conference in Las Vegas? Don't miss out on the "MPPC's Got Power" talent show, a grand celebration of connection, inspiration, and shared journeys. Whether you're a technical innovator, a talented storyteller, or have a hidden creative side, we want to see what you've got! With three categories to choose from, you have the chance to shine on stage and make your mark in the Microsoft Power Platform community.  Click the GIF to sign up by Thursday 28th September to be part of an unforgettable MPPC23 experience. Now is your time to shine!     Check Out the Low Code Approach Podcast Give the Low Code Approach Podcast a listen! Hosted by Sean Fiene, Wendy Haddad, and Kenric Auguillard, this innovative show shines a light on how Microsoft MVPs, product team members, and Community users are building exciting solutions using Microsoft Power Platform. Plus, with guests like Kartik Kanakasabesan, April Dunnam, Ricardo Duncan Jr., Sonja Gu, Phil Topness, Shane Young and more, this weekly show is a must for all you Business Applications enthusiasts out there. Click the image below to check it out!           COMMUNITY HIGHLIGHTS Check out the most active Community users for August 2023. These hardworking members are posting regularly, answering questions, writing blogs, giving kudos, and providing top solutions in their communities across Power Platform. Huge thanks to these amazing community members for their great contributions last month! trice602poweractivateLaurensMWarrenBelzAmikBCBuizerSamLedcreativeopinion timlExpiscornovusManishSolankiMattJimisonfernandosilvaMisterMarkPstork1saudali_25hafizsultan242Lucas001ragavanrajanp_doc   UPCOMING EVENT: 365 EDUCON CHICAGO Whether you're new to Microsoft 365, Power Platform and SharePoint, or an experienced power user, admin or developer, 365 EduCon has content designed to fit your experience level and area of interest. Their workshops and sessions are taught by Microsoft Certified Trainers, MVPs, Regional Directors, and Engineers. Find out more and register here: Home - Microsoft 365 EduCon Chicago - A Microsoft 365 Conference.  

Announcing the MPPC's Got Power Talent Show at #MPPC23

Are you attending the Microsoft Power Platform Conference 2023 in Las Vegas? If so, we invite you to join us for the MPPC's Got Power Talent Show!      Our talent show is more than a show—it's a grand celebration of connection, inspiration, and shared journeys. Through stories, skills, and collective experiences, we come together to uplift, inspire, and revel in the magic of our community's diverse talents. This year, our talent event promises to be an unforgettable experience, echoing louder and brighter than anything you've seen before.    We're casting a wider net with three captivating categories:  Demo Technical Solutions: Show us your Power Platform innovations, be it apps, flows, chatbots, websites or dashboards... Storytelling: Share tales of your journey with Power Platform. Hidden Talents: Unveil your creative side—be it dancing, singing, rapping, poetry, or comedy. Let your talent shine!    Got That Special Spark? A Story That Demands to Be Heard? Your moment is now!  🚀 Sign up to Showcase Your Brilliance: https://aka.ms/MPPCGotPowerSignUp  🔥 Deadline for submissions: Thursday, Sept 28th    How It Works:  Submit this form to sign up: https://aka.ms/MPPCGotPowerSignUp  We'll contact you if you're selected. Get ready to be onstage!  The Spotlight is Yours: Each participant has 3-5 minutes to shine, with insightful commentary from our panel of judges. We’re not just giving you a stage; we’re handing you the platform to make your mark.     Be the Story We Tell: Your talents and narratives will not just entertain but inspire, serving as the bedrock for our community’s future stories and successes.    Celebration, Surprises, and Connections: As the curtain falls, the excitement continues! Await surprise awards and seize the chance to mingle with industry experts, Microsoft Power Platform leaders, and community luminaries. It's not just a show; it's an opportunity to forge connections and celebrate shared successes.    Event Details:  📆 Date and Time: Wed Oct 4th, 6:30-9:00PM   📍 Location: MPPC23 at the MGM Grand, Las Vegas, NV, USA  

September User Group Success Story: Reading Dynamics 365 & Power Platform User Group

The Reading Dynamics 365 and Power Platform User Group is a community-driven initiative that started in September 2022. It has quickly earned recognition for its enthusiastic leadership and resilience in the face of challenges. With a focus on promoting learning and networking among professionals in the Dynamics 365 and Power Platform ecosystem, the group has grown steadily and gained a reputation for its commitment to its members!   The group, which had its inaugural event in January 2023 at the Microsoft UK Headquarters in Reading, has since organized three successful gatherings, including a recent social lunch. They maintain a regular schedule of four events per year, each attended by an average of 20-25 enthusiastic participants who enjoy engaging talks and, of course, pizza.     The Reading User Group's presence is primarily spread through LinkedIn and Meetup, with the support of the wider community. This thriving community is managed by a dedicated team consisting of Fraser Dear, Tim Leung, and Andrew Bibby, who serves as the main point of contact for the UK Dynamics 365 and Power Platform User Groups.   Andrew Bibby, an active figure in the Dynamics 365 and Power Platform community, nominated this group due to his admiration for the Reading UK User Group's efforts. He emphasized their remarkable enthusiasm and success in running the group, noting that they navigated challenges such as finding venues with resilience and smiles on their faces. Despite being a relatively new group with 20-30 members, they have managed to achieve high attendance at their meetings.   The group's journey began when Fraser Dear moved to the Reading area and realized the absence of a user group catering to professionals in the Dynamics 365 and Power Platform space. He reached out to Andrew, who provided valuable guidance and support, allowing the Reading User Group to officially join the UK Dynamics 365 and Power Platform User Groups community.   One of the group's notable achievements was overcoming the challenge of finding a suitable venue. Initially, their "home" was the Microsoft UK HQ in Reading. However, due to office closures, they had to seek a new location with limited time. Fortunately, a connection with Stephanie Stacey from Microsoft led them to Reading College and its Institute of Technology. The college generously offered them event space and support, forging a mutually beneficial partnership where the group promotes the Institute and encourages its members to support the next generation of IT professionals.   With the dedication of its leadership team, the Reading Dynamics 365 and Power Platform User Group is poised to continue growing and thriving! Their story exemplifies the power of community-driven initiatives and the positive impact they can have on professional development and networking in the tech industry. As they move forward with their upcoming events and collaborations with Reading College, the group is likely to remain a valuable resource for professionals in the Reading area and beyond.

A Celebration of What We've Achieved--And Announcing Our Winners

As the sun sets on the #SummerofSolutions Challenge, it's time to reflect and celebrate! The journey we embarked upon together was not just about providing answers – it was about fostering a sense of community, encouraging collaboration, and unlocking the true potential of the Power Platform tools.   From the initial announcement to the final week's push, the Summer of Solutions Challenge has been a whirlwind of engagement and growth. It was a call to action for every member of our Power Platform community, urging them to contribute their expertise, engage in discussions, and elevate collective knowledge across the community as part of the low-code revolution.   Reflecting on the Impact As the challenge ends, it's essential to reflect on the impact it’s had across our Power Platform communities: Community Resilience: The challenge demonstrated the resilience of our community. Despite geographical distances and diverse backgrounds, we came together to contribute, learn, and collaborate. This resilience is the cornerstone of our collective strength.Diverse Expertise: The solutions shared during the challenge underscore the incredible expertise within our community. From intricate technical insights to creative problem-solving, our members showcased their diverse skill sets, enhancing our community's depth.Shared Learning: Solutions spurred shared learning. They provided opportunities for members to grasp new concepts, expand their horizons, and uncover the Power Platform tools' untapped potential. This learning ripple effect will continue to shape our growth. Empowerment: Solutions empowered community members. They validated their knowledge, boosted their confidence, and highlighted their contributions. Each solution shared was a step towards personal and communal empowerment. We are proud and thankful as we conclude the Summer of Solutions Challenge. The challenge showed the potential of teamwork, the benefit of knowledge-sharing, and the resilience of our Power Platform community. The solutions offered by each member are more than just answers; they are the expression of our shared commitment to innovation, growth, and progress!   Drum roll, Please... And now, without further ado, it's time to announce the winners who have risen above the rest in the Summer of Solutions Challenge!   These are the top community users and Super Users who have not only earned recognition but have become beacons of inspiration for us all.   Power Apps Community:  Community User Winner: @SpongYe Super User Winner: Pending Acceptance Power Automate Community:  Community User Winner: @trice602 Super User Winner: @Expiscornovus  Power Virtual Agents Community: Community User Winner: Pending AcceptanceSuper User: Pending Acceptance Power Pages Community: Community User Winner: @OOlashyn Super User Winner: @ChristianAbata   We are also pleased to announced two additional tickets that we are awarding to the Overall Top Solution providers in the following communities:    Power Apps: @LaurensM   Power Automate: @ManishSolanki    Thank you for making this challenge a resounding success. Your participation has reaffirmed the strength of our community and the boundless potential that lies within each of us. Let's keep the spirit of collaboration alive as we continue on this incredible journey in Power Platform together.Winners, we will see you in Vegas! Every other amazing solutions superstar, we will see you in the Community!Congratulations, everyone!

September Featured User Group Leader

   Ayonija Shatakshi, a seasoned senior consultant at Improving, Ohio, is a passionate advocate for M365, SharePoint, Power Platform, and Azure, recognizing how they synergize to deliver top-notch solutions. Recently, we asked Ayonija to share her journey as a user group leader, shedding light on her motivations and the benefits she's reaped from her community involvement.      Ayonija embarked on her role as a user group leader in December 2022, driven by a desire to explore how the community leveraged various Power Platform components. When she couldn't find a suitable local group, she decided to create one herself! Speaking about the impact of the community on her professional and personal growth, Ayonija says, "It's fascinating to witness how everyone navigates the world of Power Platform, dealing with license constraints and keeping up with new features. There's so much to learn from their experiences.    Her favorite aspect of being a user group leader is the opportunity to network and engage in face-to-face discussions with fellow enthusiasts, fostering deeper connections within the community. Offering advice to budding user group leaders, Ayonija emphasized the importance of communication and consistency, two pillars that sustain any successful community initiative.      When asked why she encourages others to become user group leaders, Ayonija said, "Being part of a user group is one of the best ways to connect with experienced professionals in the same field and glean knowledge from them. If there isn't a local group, consider starting one; you'll soon find like-minded individuals."      Her highlight from the past year as a user group leader was witnessing consistent growth within the group, a testament to the thriving community she has nurtured. Advocating for user group participation, Ayonija stated, "It's the fastest route to learning from the community, gaining insights, and staying updated on industry trends."   Check out her group: Cleveland Power Platform User Group

Top Solution Authors
Top Kudoed Authors
Users online (3,655)