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KimberlyM
Helper IV
Helper IV

Submit to One Sharepoint List and Patch to Another and Link them Through ID Number

I have two sharepoint lists:
1. Main Data called Lead_Data and
2. Lead_History.

I am trying to post a timestamp to lead history when I create a new record in Lead_Data. The new record in Lead_Data is created when I submit my form. I have created a label within my form to pull the date/time and I am attempting to patch this to my Lead_History table. 

The key is I need this data to pull into my edit form so I can track the process history of the lead. I have it showing in a gallery in my edit form. I am hoping this makes sense. 

3 REPLIES 3
_douglasromao
Resolver I
Resolver I

Hi @KimberlyM ,

 

You can call the submit and right after that call the Collect (to create a new register) or Patch (to update an existing item) on the history list, and also use the last submited item as a value to this new one, simply using YourFormName.LastSubmitted property.

 

Is that what you are trying to accomplish?

@_douglasromao thank you for your response!

Maybe it helps to see my code.
I have highlighted my code in bright red as it is not happy. It is trying to tell me that my Patch statement has invalid arguments.

//SEND MAIL START

ClearCollect(ccEmails,{Mail: LookUp(Agents, FullName = ndd_LeadMember1.Selected.FullName, EmailAddressCC)}); 
Collect(ccEmails,{Mail: LookUp(Agents, FullName = ndd_LeadMember2.Selected.FullName, EmailAddressCC)});
Collect(ccEmails,{Mail: LookUp(Agents, FullName = ndd_LeadMember3.Selected.FullName, EmailAddressCC)});
Collect(ccEmails,{Mail: LookUp(Agents, FullName = ndd_LeadMember4.Selected.FullName, EmailAddressCC)});

Office365.SendEmailV2(LookUp(Agents, FullName = ndd_AssignedTo.Selected.FullName, EmailAddressT), 
//Subject Line 
ndd_AssignedTo.SelectedText.Value & ", you have a new lead!", 
//Message Line 
"<strong>Name: </strong>" & ntxt_FirstName & " " & ntxt_LastName
& "<br><strong>Email: </strong>" & ntxt_Email
& "<br><strong>Phone: </strong>" & ntxt_Phone 
& "<br><strong>Address: </strong>" & ntxt_Unit & ", " & ntxt_Street & ", " & ntxt_City & ", " & ntxt_Province 
& "<br><strong>Listing Information: </strong>" & ndd_ListingType.Selected.Value & ", " & ndd_PropertyType.Selected.Value & ", " & ndd_Location.Selected.Value
& "<br><strong>Source: </strong>" & ndd_Source.Selected.Value

& "<br><br><i>Other Lead Members CC'ed: " & ndd_LeadMember1.Selected.FullName & ", " & ndd_LeadMember2.Selected.FullName & ", " & ndd_LeadMember3.Selected.FullName & ", " & ndd_LeadMember4.Selected.FullName & "</i>", 
{Cc: Concat(ccEmails,Mail,";")}
);

//SUBMIT FORM AFTER THE OTHER PROCESSES SO THAT THE FORM DATA DOES NOT BECOME INVALID
SubmitForm(NewForm);

Patch(Lead_History, Lead_History.LastSubmitted, {Note: "New Lead Created", HistoryDate: "nDateTimeStamp"});

//NAVIGATE AND RESET THE NEW FORM
Navigate( Dashboard, ScreenTransition.Fade ); ResetForm(NewForm);

 

I have also been attempting to get this to work on my edit form (see the screen cap below) and I am so confused and lost between these two pages and getting this to work - I am feeling super under pressure as my project is due tomorrow! I am sure if I can figure out one of these I will be able to get the other to work.

Capture_edit.JPG

cds
Impactful Individual
Impactful Individual

DateValue()

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