I'm newer to PowerApps and I am trying to figure out if my idea is possible.
Use case: Submitting requests for monthly payments. Payments for a specific client are tracked using a unique ID that is manually entered. Multiple requests can be submitted on the same client but we can't pay out more than once for a particular month.
Example: Request 1 includes April, May, and June payments. Request 2, cannot include payments for April, May or June.
My idea: Create a multi-screen form. Screen 1 gathers the unique identifier. Navigating to the next screen triggers a search of the SharePoint list checking for records with the same identifier and an approval date. If any of these records also have a payment amount entered for April then the April amount field changes to read only.
Alternatively, navigating to the next screen pulls in a read-only display of all of the records with the same identifier and an approval date and sums up the amounts in each month's column. If the sum is greater than 0 the new form field for that month is locked.
I can visualize the logic but I have no idea where to start with the formula for it.
We have 2 funding streams available for each month as well. Stream 1 is capped and Stream 2 pays anything over that cap. Stream 1 also has a lifetime cap per client so if there would be some way to incorporate that too that would be amazing.
I could see that being accomplished by taking the sum of stream 1 values across all of the months and displaying how much, if anything is left for that funding stream.
Thank you for taking a look and any suggestions you might have!
