cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
JohnNash
Frequent Visitor

Updating information using multiple forms and the Patch function

Hi - 

 

I've been struggling for the last few days trying to figure out what I'm doing wrong.  

 

I have a Canvas app connected to a Sharepoint List called 'Vendor SetUp'.  It has 3 screens set up with forms to edit the data in the list and I've set up a button to send the updates to the list.  I found the below code in another post here and customized it to the app I'm working on but it doesn't update the information.

 

Patch('Vendor SetUp','Edit Vendor (V) Set Up Form - General Info'.Updates,'Edit Vendor (V) Set Up Form - Additional Info'.Updates,'Edit Temporary Activation Reason Form'.Updates)

 

Any ideas what I'm doing wrong?  

 

Thanks in advance,

 

John

 

1 ACCEPTED SOLUTION

Accepted Solutions

Hi@JohnNash,

Based on the issue that you mentioned, you mean that the 'Edit Vendor' is the primary key in the SP list. You want to refer to this unique value instead of ID in the SharePoint. 

Could you please share more about the 'Edit Vendor' column, is it a simple Text type or other else?

If my assumption is correct, you can modify the formula as below

 

Patch('Vendor SetUp',LookUp('Vendor SetUp','Edit Vendor'=DataCardValue6.Text),Form1.Updates,Form2.Updates)

 

If  'Edit Vendor' is a Choice column, please modify the formula as below

 

Patch('Vendor SetUp',LookUp('Vendor SetUp','Edit Vendor'=DataCardValue6.Selected.Value),Form1.Updates,Form2.Updates)

 

Note: DataCardValue6 is a control corresponding to 'Edit Vendor'.

002.png

Best Regards,

Qi

Best Regards,
Qi

View solution in original post

9 REPLIES 9
Pstork1
Most Valuable Professional
Most Valuable Professional

The second parameter of a Patch() function should be either defaults(datasource) for creating a new record, or something like a Lookup() that identifies the existing record to be updated.  You've supplied the updates, but don't tell the system what record to update.



-------------------------------------------------------------------------
If I have answered your question, please mark your post as Solved.
If you like my response, please give it a Thumbs Up.

It's to update a record. 

 

So I'm confused then.  I played a little with lookup but I'm not sure how to use it along with the Patch command?  Lookup()(Patch(listname(etc?)) or patch(lookup(listname.selected)etc?

 

 

Pstork1
Most Valuable Professional
Most Valuable Professional

Assume you have a selected Item being used to populate the forms.  The patch() to update the record would look something like this.

Patch(Datasource,Lookup(Datasource,ID = selectedItem.ID),form1.updates, form2.updates, form3.updates)


-------------------------------------------------------------------------
If I have answered your question, please mark your post as Solved.
If you like my response, please give it a Thumbs Up.
v-qiaqi-msft
Community Support
Community Support

Hi@JohnNash,

Do you want to update a record in an existing SharePoint list?

Let me explain the syntax in Patch() at first. You can see the standard formula as below, if you want to update an existing record, you need to find out this record and that’s what the BaseRecord means.

 

Patch( DataSource, BaseRecord, ChangeRecord1 [, ChangeRecord2, … ] )

 

The formula you provided earlier doesn’t have a BaseRecord which allows you to create a new record by default. Actually, we are used to nesting Lookup() into a Patch() to update existing data. Using the Lookup function to compare the ID(or other primary keys in your list) of the records will be the key.

Thanks for the formula @Pstork1 provided, which will solve your updating issue.

Please modify your formula as below:

 

Patch('Vendor SetUp',Lookup(‘Vendor SetUp',ID=ThisItem.ID),'Edit Vendor (V) Set Up Form - General Info'.Updates,'Edit Vendor (V) Set Up Form - Additional Info'.Updates,'Edit Temporary Activation Reason Form'.Updates)

 

Best Regards,

Qi

Best Regards,
Qi

Hi QI and PStork1,

 

I modified the formula and this is the result:

 

It didn't come across in the clip, but it's highlighting ID=ThisItem.ID as the problem.

 

Annotation 2020-06-10 085609.png

Pstork1
Most Valuable Professional
Most Valuable Professional

The use of ID and Thisitem.ID was just an example.  You need to use a field from your datasource that can identify a specific record in the datasource.  Also the thisitem assumes you are on a form.  You may need to specify the target value differently.  The point is that it should be a logical operation that Identifies the record you want to update.



-------------------------------------------------------------------------
If I have answered your question, please mark your post as Solved.
If you like my response, please give it a Thumbs Up.

Hi@JohnNash,

 

Considering your confusion, let me make it easy for you. In general, each data source has a primary key for easy updating, and this primary key can be any column that is unique and does not duplicate. I reference ThisItem.ID because it is the primary key in the SharePoint list by default.

 

Take a simple example, if the record you want to update is the fifth row, then the ID of this record is 5, and you can just quote it as such, ID=5. The point is that you need to find the specific ID that corresponds to the record you need to update!

 

Best Regards,

Qi

Best Regards,
Qi

I get the concept and figured out the lookup but the patching function doesn't seem to like it.. it'd be really nice if there was some error output.

 

So I was able to match using this string which is the vendor's name: Patch('Vendor SetUp',LookUp('Vendor SetUp',Name='Edit Vendor'.Name),Form1.Updates,Form2.Updates) but even then the updates are not applied.  

 

(Note the fields are different this time around, I decided to rebuild the form off an example I found.)

 

But not on this, Vendor Setup.ID is the ID column from the SharePoint list the app is connected to and the 'Edit Vendor',ID is the corresponding field in the form itself.  I've verified the value is actually correct and the field is on the form but it's expecting a Record value?  I found some references that I'll need to convert the item to a number, I assume that's the number from the sharepoint list?  (I will continue to play)

 

Annotation 2020-06-11 131518.png

 

thanks for bearing with me.

 

Hi@JohnNash,

Based on the issue that you mentioned, you mean that the 'Edit Vendor' is the primary key in the SP list. You want to refer to this unique value instead of ID in the SharePoint. 

Could you please share more about the 'Edit Vendor' column, is it a simple Text type or other else?

If my assumption is correct, you can modify the formula as below

 

Patch('Vendor SetUp',LookUp('Vendor SetUp','Edit Vendor'=DataCardValue6.Text),Form1.Updates,Form2.Updates)

 

If  'Edit Vendor' is a Choice column, please modify the formula as below

 

Patch('Vendor SetUp',LookUp('Vendor SetUp','Edit Vendor'=DataCardValue6.Selected.Value),Form1.Updates,Form2.Updates)

 

Note: DataCardValue6 is a control corresponding to 'Edit Vendor'.

002.png

Best Regards,

Qi

Best Regards,
Qi

Helpful resources

Announcements

Take a short Community User Survey | Help us make your experience better!

To ensure that we are providing the best possible experience for Community members, we want to hear from you!    We value your feedback! As part of our commitment to enhancing your experience, we invite you to participate in a brief 15-question survey. Your insights will help us improve our services and better serve the community.   👉 Community User Survey    Thank you for being an essential part of our community!    Power Platform Engagement Team  

Tuesday Tip | How to Get Community Support

It's time for another Tuesday Tip, your weekly connection with the most insightful tips and tricks that empower both newcomers and veterans in the Power Platform Community! Every Tuesday, we bring you a curated selection of the finest advice, distilled from the resources and tools in the Community. Whether you’re a seasoned member or just getting started, Tuesday Tips are the perfect compass guiding you across the dynamic landscape of the Power Platform Community.       This Week: All About Community Support Whether you're a seasoned community veteran or just getting started, you may need a bit of help from time to time! If you need to share feedback with the Community Engagement team about the community or are looking for ways we can assist you with user groups, events, or something else, Community Support is the place to start.   Community Support is part of every one of our communities, accessible to all our community members.   Within each community's Community Support page, you'll find three distinct areas, each with a different focus to help you when you need support from us most. Power Apps: https://powerusers.microsoft.com/t5/Community-Support/ct-p/pa_community_support Power Automate: https://powerusers.microsoft.com/t5/Community-Support/ct-p/mpa_community_support Power Pages: https://powerusers.microsoft.com/t5/Community-Support/ct-p/mpp_community_support Copilot Studio: https://powerusers.microsoft.com/t5/Community-Support/ct-p/pva_community-support   Community Support Form If you need more assistance, you can reach out to the Community Team via the Community support form. Choose the type of support you require and fill in the form accordingly. We will respond to you promptly.    Thank you for being an active part of our community. Your contributions make a difference!   Best Regards, The Community Management Team

Community Roundup: A Look Back at Our Last 10 Tuesday Tips

As we continue to grow and learn together, it's important to reflect on the valuable insights we've shared. For today's #TuesdayTip, we're excited to take a moment to look back at the last 10 tips we've shared in case you missed any or want to revisit them. Thanks for your incredible support for this series--we're so glad it was able to help so many of you navigate your community experience!   Getting Started in the Community An overview of everything you need to know about navigating the community on one page!  Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Community Ranks and YOU Have you ever wondered how your fellow community members ascend the ranks within our community? We explain everything about ranks and how to achieve points so you can climb up in the rankings! Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Powering Up Your Community Profile Your Community User Profile is how the Community knows you--so it's essential that it works the way you need it to! From changing your username to updating contact information, this Knowledge Base Article is your best resource for powering up your profile. Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Community Blogs--A Great Place to Start There's so much you'll discover in the Community Blogs, and we hope you'll check them out today!  Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Unlocking Community Achievements and Earning Badges Across the Communities, you'll see badges on users profile that recognize and reward their engagement and contributions. Check out some details on Community badges--and find out more in the detailed link at the end of the article! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Blogging in the Community Interested in blogging? Everything you need to know on writing blogs in our four communities! Get started blogging across the Power Platform communities today! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Subscriptions & Notifications We don't want you to miss a thing in the community! Read all about how to subscribe to sections of our forums and how to setup your notifications! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Getting Started with Private Messages & Macros Do you want to enhance your communication in the Community and streamline your interactions? One of the best ways to do this is to ensure you are using Private Messaging--and the ever-handy macros that are available to you as a Community member! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Community User Groups Learn everything about being part of, starting, or leading a User Group in the Power Platform Community. Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Update Your Community Profile Today! Keep your community profile up to date which is essential for staying connected and engaged with the community. Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Thank you for being an integral part of our journey.   Here's to many more Tuesday Tips as we pave the way for a brighter, more connected future! As always, watch the News & Announcements for the next set of tips, coming soon!

Calling all User Group Leaders and Super Users! Mark Your Calendars for the next Community Ambassador Call on May 9th!

This month's Community Ambassador call is on May 9th at 9a & 3p PDT. Please keep an eye out in your private messages and Teams channels for your invitation. There are lots of exciting updates coming to the Community, and we have some exclusive opportunities to share with you! As always, we'll also review regular updates for User Groups, Super Users, and share general information about what's going on in the Community.     Be sure to register & we hope to see all of you there!

April 2024 Community Newsletter

We're pleased to share the April Community 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 and check out the Community on LinkedIn as well! It's the best way to stay up-to-date 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, kudos, and 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, follow these awesome community members to see what they do!   Power AppsPower AutomateCopilot StudioPower PagesWarrenBelzDeenujialexander2523ragavanrajanLaurensMManishSolankiMattJimisonLucas001AmikcapuanodanilostephenrobertOliverRodriguestimlAndrewJManikandanSFubarmmbr1606VishnuReddy1997theMacResolutionsVishalJhaveriVictorIvanidzejsrandhawahagrua33ikExpiscornovusFGuerrero1PowerAddictgulshankhuranaANBExpiscornovusprathyooSpongYeNived_Nambiardeeksha15795apangelesGochixgrantjenkinsvasu24Mfon   LATEST NEWS Business Applications Launch Event - On Demand In case you missed the Business Applications Launch Event, you can now catch up on all the announcements and watch the entire event on-demand inside Charles Lamanna's latest cloud blog.   This is your one stop shop for all the latest Copilot features across Power Platform and #Dynamics365, including first-hand looks at how companies such as Lenovo, Sonepar, Ford Motor Company, Omnicom and more are using these new capabilities in transformative ways. Click the image below to watch today!     Power Platform Community Conference 2024 is here! It's time to look forward to the next installment of the Power Platform Community Conference, which takes place this year on 18-20th September 2024 at the MGM Grand in Las Vegas!   Come and be inspired by Microsoft senior thought leaders and the engineers behind the #PowerPlatform, with Charles Lamanna, Sangya Singh, Ryan Cunningham, Kim Manis, Nirav Shah, Omar Aftab and Leon Welicki already confirmed to speak. You'll also be able to learn from industry experts and Microsoft MVPs who are dedicated to bridging the gap between humanity and technology. These include the likes of Lisa Crosbie, Victor Dantas, Kristine Kolodziejski, David Yack, Daniel Christian, Miguel Félix, and Mats Necker, with many more to be announced over the coming weeks.   Click here to watch our brand-new sizzle reel for #PPCC24 or click the image below to find out more about registration. See you in Vegas!     Power Up Program Announces New Video-Based Learning Hear from Principal Program Manager, Dimpi Gandhi, to discover the latest enhancements to the Microsoft #PowerUpProgram. These include a new accelerated video-based curriculum crafted with the expertise of Microsoft MVPs, Rory Neary and Charlie Phipps-Bennett. If you’d like to hear what’s coming next, click the image below to find out more!     UPCOMING EVENTS Microsoft Build - Seattle and Online - 21-23rd May 2024 Taking place on 21-23rd May 2024 both online and in Seattle, this is the perfect event to learn more about low code development, creating copilots, cloud platforms, and so much more to help you unleash the power of AI.   There's a serious wealth of talent speaking across the three days, including the likes of Satya Nadella, Amanda K. Silver, Scott Guthrie, Sarah Bird, Charles Lamanna, Miti J., Kevin Scott, Asha Sharma, Rajesh Jha, Arun Ulag, Clay Wesener, and many more.   And don't worry if you can't make it to Seattle, the event will be online and totally free to join. Click the image below to register for #MSBuild today!     European Collab Summit - Germany - 14-16th May 2024 The clock is counting down to the amazing European Collaboration Summit, which takes place in Germany May 14-16, 2024. #CollabSummit2024 is designed to provide cutting-edge insights and best practices into Power Platform, Microsoft 365, Teams, Viva, and so much more. There's a whole host of experts speakers across the three-day event, including the likes of Vesa Juvonen, Laurie Pottmeyer, Dan Holme, Mark Kashman, Dona Sarkar, Gavin Barron, Emily Mancini, Martina Grom, Ahmad Najjar, Liz Sundet, Nikki Chapple, Sara Fennah, Seb Matthews, Tobias Martin, Zoe Wilson, Fabian Williams, and many more.   Click the image below to find out more about #ECS2024 and register today!   Microsoft 365 & Power Platform Conference - Seattle - 3-7th June If you're looking to turbo boost your Power Platform skills this year, why not take a look at everything TechCon365 has to offer at the Seattle Convention Center on June 3-7, 2024.   This amazing 3-day conference (with 2 optional days of workshops) offers over 130 sessions across multiple tracks, alongside 25 workshops presented by Power Platform, Microsoft 365, Microsoft Teams, Viva, Azure, Copilot and AI experts. There's a great array of speakers, including the likes of Nirav Shah, Naomi Moneypenny, Jason Himmelstein, Heather Cook, Karuana Gatimu, Mark Kashman, Michelle Gilbert, Taiki Y., Kristi K., Nate Chamberlain, Julie Koesmarno, Daniel Glenn, Sarah Haase, Marc Windle, Amit Vasu, Joanne C Klein, Agnes Molnar, and many more.   Click the image below for more #Techcon365 intel and register today!   For more events, click the image below to visit the Microsoft Community Days website.    

Tuesday Tip | Update Your Community Profile Today!

It's time for another TUESDAY TIPS, your weekly connection with the most insightful tips and tricks that empower both newcomers and veterans in the Power Platform Community! Every Tuesday, we bring you a curated selection of the finest advice, distilled from the resources and tools in the Community. Whether you’re a seasoned member or just getting started, Tuesday Tips are the perfect compass guiding you across the dynamic landscape of the Power Platform Community.   We're excited to announce that updating your community profile has never been easier! Keeping your profile up to date is essential for staying connected and engaged with the community.   Check out the following Support Articles with these topics: Accessing Your Community ProfileRetrieving Your Profile URLUpdating Your Community Profile Time ZoneChanging Your Community Profile Picture (Avatar)Setting Your Date Display Preferences Click on your community link for more information: Power Apps, Power Automate, Power Pages, Copilot Studio   Thank you for being an active part of our community. Your contributions make a difference! Best Regards, The Community Management Team

Top Solution Authors
Top Kudoed Authors
Users online (2,680)