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

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.

 

56 REPLIES 56

@kiritisaranam 

So this is why my formula produces new records...because the criteria in the lookup is NOT getting the row from the list.

 

We need to review your criteria.

You have two variables in your criteria - ProjectId and ClosingMonth.  If 'Project Id' and Title are columns in your list, then the ProjectId and ClosingMonth cannot be columns as well.

Where or what are you basing those two blue items on?  Where are they defined?

 

_____________________________________________________________________________________
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!
kiritisaranam
Employee
Employee

@RandyHayes I am unable to see the post in community but I got your message in email. Hence replying to the main post.

 

Background: The power app gets the project id and Closing Month from a PowerBI report and I am setting the Project Id and Closing Month to a variable 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. 

 

Structure of my App: Screen1 which contains a Gallery where I am setting the variables from the Power BI. Screen 2 will be opened when I click on a next arrow in Screen 1. There are some dropdowns which needs to be filled in screen 2. Once the user clicks the submit button I am patching the values filled in the dropdown along with the variables set in the Gallery of screen 1. 

 

The Closing Month which you are seeing in my formula is a variable that I have set in Gallery and the title is the Title column from my SP list.

 

Request you to suggest where I am doing wrong and necessary modifications as well.

@kiritisaranam 

Okay, let's get the criteria down then.

 

I am following what you are saying on the flow of your app.  What I am not getting is the mapping of the variables you set to the columns in your list.

You say that ClosingMonth is a variable set to the ClosingMonth from the Gallery and that ProjectId is set as well as Title.

However, in your original formula, you appear to be comparing the Title to ClosingMonth.  Is ClosingMonth a separate column?

 

If so, then your criteria should be : 'Project Id' = ProjectId && 'Closing Month' = ClosingMonth

 

To troubleshoot, place a label on the screen and set the Text property to the following:

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

If the point I made on the Closing Month column is true, then change Title in the above formula to the name of the Closing Month column.

End result - there should be a number in your label that is the ID of the row in your list with that criteria.

 

See what you get.

_____________________________________________________________________________________
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 want to update the Title column in my SP list with the value present in the Closing Month Variable. Is this not possible? Should my variable name match with the Column name in SP List?

 

I will try creating a new column with Closing Month name and will update the result shortly.

@kiritisaranam 

Yes, we're not concerned with the updating part of this issue right now - we are trying to get your lookup criteria to work.

 

Are you saying that in your list that Title is the ClosingMonth value?  And you said the closing month was a number from your BI report.  So, then Titles in your list are just numbers?

 

Please clarify the above.

Your original post showed that you had a Closing Month column - and it was a Text month name.  Just a little confused as to which is which and what you have.

 

There is no need at this time to create another column at this time.  Let's just work through the criteria and column mapping.

_____________________________________________________________________________________
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 - Title is the column in SP List which stores  Month value and is of Single Line Text Type.

@kiritisaranam 

So then to be clear...you have a Title column with the full name of the closing month in it (January, February, etc.) and your ClosingMonth variable is a numeric value from your BI report?

_____________________________________________________________________________________
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 created a new column in SP list with complete Closing Month name. The Closing Month value is of type Text in my Power BI. Project Id is of type whole number in Power BI

 

Patch('Source',
Coalesce(
LookUp('Source', 'Project Id' = ProjectId && 'Closing Month' = ClosingMonth),
Defaults('Source')
),
{'Project Id':ProjectId,'Closing Month':ClosingMonth});

 

Now when I tried using this formula I am getting an error stating that "Fetching Items Failed. Possible invalid string in filter query."

 

But when I used my old Title column in filter, the formula is working but not updating. Out of curiosity, which part of this formula this formula tells the app to update the record?

@kiritisaranam 

So let's not go changing the list at this point as that is only going to confuse the track of the solution.

Also, let's not worry about the original formula that patches the data at this time - as I mentioned earlier, we NEED to get your criteria down properly first.

 

So, to recap -

    In your SharePoint list:

      - You have a Title column (text) that has the full text of the Closing Month in it (January, February, etc.). 

      - You have a Project Id column (numeric) that has the number of the Project ID in it.

    Your variables:

      - Are based on the values from the your power BI report.  ProjectId is a numeric value and ClosingMonth is a text value that is the full month name in it (January, February, etc)

 

Please clarify and/or correct any of the above statements.

 

If they are all correct, then please place a label on your screen and set the Text property to the following:

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

Let me know that you are getting a numeric ID showing in that label that corresponds to a row in your SharePoint list.

_____________________________________________________________________________________
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- All your statements are correct. I am not getting any value(ID) in the Label. Throwing an error stating that

 

"Server Response: Source Failed. Fetching Items failed. Possible Invalid string in Filter Query."

Helpful resources

Announcements

Celebrating a New Season of Super Users with Charles Lamanna, CVP Microsoft Business Applications

February 8 was the kickoff to the 2024 Season One Super User program for Power Platform Communities, and we are thrilled to welcome back so many returning Super Users--as well as so many brand new Super Users who started their journey last fall. Our Community Super Users are the true heroes, answering questions, providing solutions, filtering spam, and so much more. The impact they make on the Communities each day is significant, and we wanted to do something special to welcome them at our first kickoff meeting of the year.   Charles Lamanna, Microsoft CVP of Business Applications, has stressed frequently how valuable our Community is to the growth and potential of Power Platform, and we are honored to share this message from him to our 2024 Season One Super Users--as well as anyone who might be interested in joining this elite group of Community members.     If you want to know more about Super Users, check out these posts for more information today:    Power Apps: What is A Super User? - Power Platform CommunityPower Automate: What is A Super User? - Power Platform Community Copilot Studio: What is A Super User? - Power Platform Community Power Pages: What is A Super User? - Power Platform Community

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 

Super Users 2024 Season One is Here!

   We are excited to announce the first season of our 2024 Super Users is here! Our kickoff to the new year welcomes many returning Super Users and several new faces, and it's always exciting to see the impact these incredible individuals will have on the Community in 2024! We are so grateful for the daily difference they make in the Community already and know they will keep staying engaged and excited for all that will happen this year.   How to Spot a Super User in the Community:Have you ever written a post or asked for help in the Community and had it answered by a user with the Super User icon next to their name? It means you have found the actual, real-life superheroes of the Power Platform Community! Super Users are our heroes because of the way they consistently make a difference in the Community. Our amazing Super Users help keep the Community a safe place by flagging spam and letting the Community Managers know about issues. They also make the Community a great place to find answers, because they are often the first to offer solutions and get clarity on questions. Finally, Super Users share valuable insights on ways to keep the Community growing, engaging, and looking ahead!We are honored to reveal the new badges for this season of Super Users! Congratulations to all the new and returning Super Users!     To better answer the question "What is a Super User?" please check out this article: Power Apps: What is A Super User? - Power Platform CommunityPower Automate: What is A Super User? - Power Platform Community Copilot Studio: What is A Super User? - Power Platform Community Power Pages: What is A Super User? - Power Platform Community

January 2024 Community Newsletter

Welcome to our January 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 in each Community 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.      COMMUNITY HIGHLIGHTS Check out the most active community members of the last month! These hardworking members are posting regularly, answering questions, giving (and receiving!) kudos, and consistently providing top solutions in their communities. We are so thankful for each of you--keep up the great work! If you hope to see your name here next month, make it your New Year's Resolution to be more active in the community in 2024.   Power AppsPower AutomateCopilot StudioPower PagesWarrenBelzWarrenBelzPstork1saudali_25LaurensMPstork1stephenrobertLucas001AARON_ClbendincpaytonSurendran_RANBNived_NambiarMariamPaulachanNikhil2JmanriqueriosANBJupyter123rodger-stmmbr1606Agniusstevesmith27mandelaPhineastrice602AnnaMoyalanOOlashynBCLS776grantjenkinsExpiscornovusJcookSpongYeAARON_CManishSolankiapangelesPstork1ManishSolankiSanju1Fubar   LATEST NEWS Power Platform 2024 Release Wave Highlights This month saw the 2024 Release Wave 1 plans for Microsoft Power Platform and Microsoft Dynamics 365- a compilation of new capabilities planned for release between April and September 2024. Click here to read Corporate Vice President Maureen (Mo) Osborne's detailed breakdown of the upcoming capabilities, and click the image below to check out some of the Power Platform 2024 Release Wave 1 highlights.     "What's New" Power Platform Shorts Series This month we also launched our brand-new 'Power Shorts' series on YouTube - a selection of super sweet snapshots to keep you in the loop with all the latest trends from across the Power Platform and beyond. 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.   Super User In Training (S.U.I.T) It was great to see the Power Platform Community officially kick off Season One of their Super User in Training (SUIT) program this month! Their first meeting saw an amazing turnout of over 300 enthusiastic participants who started their dynamic journey toward becoming Super Users. Huge thanks to Manas Maheshwari, Eric Archer, Heather Hernandez, and Duane Montague for a fantastic kick-off. The first meeting also saw seasoned Super User, Drew Poggemann, share invaluable insights on navigating the #MicrosoftCommunity with finesse. Many thanks to Drew for setting the stage and emphasizing the importance of active engagement and the art of providing thoughtful community solutions. If you want to learn more about the features and benefits of gaining Super User status, click the image below to find out more, and watch this space for more info about Season Two and how you can SUIT UP in the community!     UPCOMING EVENTS Microsoft 365 Community Day - Miami - February 1-2, 2024 It's not long now until the Microsoft 365 Community Day Miami, which will be taking place at the Wolfson Campus at Miami Dade College on 1-2 Feb. 2024. This free event is all about unlocking the full potential of Power Platform, Microsoft 365, and AI, so whether you’re a tech enthusiast, a business owner, or just curious about the latest Microsoft advancements, #M365Miami is for you.   The event is completely free and there will sessions in both English and Spanish to celebrate the vibrant and diverse make-up of our amazing community. Click the image below to join this amazing Community Day in Miami and become a part of our incredible network of learners and innovators!     Microsoft Fabric - Las Vegas - March 26-28, 2024 Exciting times ahead for the inaugural #MicrosoftFabric Community Conference on March 26-28 at the MGM Grand in Las Vegas. And if you book now, you can save $100 off registration! The Microsoft Fabric Conference will cover all the latest in analytics, AI, databases, and governance across 150+ sessions.   There will be a special Community Lounge onsite, 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. Just add the code MSCUST when registering for a $100 discount today. Click the image below to find out more about the ultimate learning event for Microsoft Fabric!     Microsoft 365 Conference - Orlando - April 30 - May 2, 2024 Have you added The Microsoft 365 Conference to your community calendar yet? It happens this April 30th - May 2nd in Orlando, Florida. The 2024 Microsoft 365 Conference is one of the world’s largest gatherings of Microsoft engineers and community, with a strong focus on Power Platform, SharePoint, Azure, and the transition to an AI-powered modern workplace.   Click the image link below to find out more and be prepared to be enlightened, educated, and inspired at #M365Conf24!   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  

Did You Attend the Microsoft Power Platform Conference in 2022 or 2023? Claim Your Badge Today!

If you were one of the thousands of people who joined us at the first #MPPC Microsoft Power Platform Conference in 2022 in Orlando--or attended the second-annual conference in Las Vegas in 2023--we are excited to honor you with a special community badge! Show your support for #MPPC Microsoft Power Platform Conference this year by claiming your badge!         Just follow this link to claim your badge for attending #MPPC in 2022 and/or 2023: MPPCBadgeRequest    Want to earn your badge for 2024? Just keep watching our News & Announcements for the latest updates on #MPPC24.

Microsoft Power Platform | 2024 Release Wave 1 Plan

Check out the latest Microsoft Power Platform release plans for 2024!   We have a whole host of exciting new features to help you be more productive, enhance delegation, run automated testing, build responsive pages, and so much more.    Click the links below to see not only our forthcoming releases, but to also try out some of the new features that have recently been released to market across:     Power Apps  Power Automate  Copilot Studio   We can’t wait to share with you all the upcoming releases that will help take your Power Platform experience to the next level!    Check out the entire Release Wave: Power Platform Complete Release Planner 

Top Solution Authors
Top Kudoed Authors
Users online (2,202)