Hi There,
I have build a solution for our company which keeps track of all deliveries we receive.
I am using Sharepoint to store my data and is combined with a mobile app and SharePoint form.
We pulling the client information from SharePoint so we make sure that this field is always up to date.
However the main issue I am facing and I cannot figure out is how to display the parent default in Edit mode and view mode. As it can be seen from the images (note that some of the information is blurred since is sensitive data) I cannot populate the Client data field with the parent default.
The CRM information is stored in a collection and is cleared once the entry is saved. The code i am using is below.
Client Data Card Value (Default) = If(IsBlank(Client),Parent.Default,If(IsBlank(First(accountTobeAdded).account.'Account Name'),Blank(),First(accountTobeAdded).account.'Account Name'))
The client Data Card (Default)= This item.client
The client Data Card (Update) =First(accountTobeAdded).account.'Account Name'
Thank you for your help.
Solved! Go to Solution.
HI @Anonymous ,
My response was only addressing your question
However the main issue I am facing and I cannot figure out is how to display the parent default in Edit mode and view mode.
I did not look at the rest of you code - so you want the field to have Default mode in View and Edit modes of Parent.Default and your formula in FormMode.New - go the other way - I assume the rest of your formula produces the result you want in FormMode.New.
If(
SharePointForm1.Mode=FormMode.New,
If(
IsBlank(
First(
accountTobeAdded
)
.account.'Account Name'
),
Blank(),
First(
accountTobeAdded
)
.account.'Account Name'
),
Parent.Default
)
Please click Accept as solution if my post helped you solve your issue. This will help others find it more readily. It also closes the item. If the content was useful in other ways, please consider giving it Thumbs Up.
Hi @Anonymous ,
Add this to your code - I will call your form ClientForm - replace with your form name
If(ClientForm.Mode <> FormMode.New, . . . .
This covers the other two modes - Edit and View
Please click Accept as solution if my post helped you solve your issue. This will help others find it more readily. It also closes the item. If the content was useful in other ways, please consider giving it Thumbs Up.
Hi @WarrenBelz,
Thank you for your solution.
This will not result in an error but it doesn't work for my solution, unfortunately. At this point I am not sure if I am doing something wrong, see code below.
If(SharePointForm1.Mode<>FormMode.New,If(IsBlank(First(accountTobeAdded).account.'Account Name'),Blank(),First(accountTobeAdded).account.'Account Name'))
Even if I change it to- If(SharePointForm1.Mode<>FormMode.New,IsBlank(First(accountTobeAdded).account.'Account Name'),Blank(),First(accountTobeAdded).account.'Account Name')
Will still not work.
HI @Anonymous ,
My response was only addressing your question
However the main issue I am facing and I cannot figure out is how to display the parent default in Edit mode and view mode.
I did not look at the rest of you code - so you want the field to have Default mode in View and Edit modes of Parent.Default and your formula in FormMode.New - go the other way - I assume the rest of your formula produces the result you want in FormMode.New.
If(
SharePointForm1.Mode=FormMode.New,
If(
IsBlank(
First(
accountTobeAdded
)
.account.'Account Name'
),
Blank(),
First(
accountTobeAdded
)
.account.'Account Name'
),
Parent.Default
)
Please click Accept as solution if my post helped you solve your issue. This will help others find it more readily. It also closes the item. If the content was useful in other ways, please consider giving it Thumbs Up.
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