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Performing CRUD Operations in Power Apps using SharePoint List – Part III

Inkey, August 25, 2023 1780 Views

In the previous 2 blogs of Performing CRUD Operations in Power Apps using any Data Source (part 1 and part 2), we have shown what
data source we are using, Data Model View, how to connect to any data source in Power Apps, how to read data from
any Data source.
In this blog, we will be showing:

• Different methods to create records in Data Source from Power Apps.
• Creating records using Patch function.
  • 1. Patching [Single line of text, Number, Multiple lines of text, Currency, Hyperlink]
  • 2. Patching [Choices column]
  • 3. Patching [Lookup column]
  • 4. Patching [Boolean and Date column]
  • 5. Patching [Person type column]
  • 6. Compiled Save Code for all columns and data types.

Different methods to Create Records in Data Source from Canvas Apps:
In Canvas apps, we have 2 options for creating the data in your connected Data Source.

• Creating the data with the help of Forms [Forms will be covered in Part V of the same blog series. Also note, this is a blog series segregated into 5 parts.]
• Using Patch function to save the data.

Forms:

• This is the simplest and the fastest way to add a form to your PowerApps and perform CRUD on your
  data source.
• While using Edit Forms, the input fields are automatically added into the form which cuts down
  development time, implementing your own logic for data validation and error-handling is easy to do and
  they have a consistent look and feel. If they suit your purpose, you should use them instead of a patch
  function to update the details.

Patch Function:

• This gives you total control over the design/layout of the form which is not the case in Edit Forms.
• Patch functions are easier to maintain since you can select all the controls at once to change their style
  and re-positioning their input fields is drag-and-drop.
• These can write their data back to a local collection which is useful when a form has multiple screens, or
  the app has an offline mode.

Create/Save the records to any data source from Power Apps.
Create a blank screen and rename it to “scr_Add/Edit”. [We’ll be using this screen to Add/Update the
records present in the list_PatchingFromPowerApps]

• Inside the “scr_Add/Edit”, add the labels appropriately as shown in the below image.

• Add the dropdowns for choice columns with the appropriate names, as shown in the below image.

Note: Your dropdowns will be blank, by default. Ignore the ‘A+’ and ‘Biology’ value as shown in dropdowns in
the below image. You might be getting ”1” in the dropdown, it’s okay. We’ll come to that in the later section.

• Add these combo-boxes for columns which can hold multiple selected values with the appropriate names,
  as shown in the below image.

• Add the text-inputs for Single Line of Text, Multiple Lines of Text and Number as shown below with
  proper color code and also add Date-Picker for “Date of Birth” column. Refer to the below image.

Note: By default, the “DefaultDate” property of the Date-Picker will show Today’s Date

• Add 2 buttons and rename it “btn_Save” and “btn_Close” as shown in the above image. (Green and Red)
• Add a radio button and rename it “radio_IsPass” and change its Items property to [“Yes”,”No”]

Now, step by step we’ll show how to create records for different types of Data Types. We have explained the Patch
function in 6 parts based upon different data types and its expression:

• Patching [Single line of text, Number, Multiple lines of text, Currency, Hyperlink]
• Patching [Choices column]
• Patching [Lookup column]
• Patching [Boolean and Date column]
• Patching [Person type column]

Compiled Save Code for all columns and data types.

Creating records of the following types:
Patch Function to Create Records in SharePoint List/any other data source for column types:

• Single line of text
• Number
• Multiple lines of text
• Currency
• Hyperlink

#Expression to create records of the 5 common data types

Patch(
list_PatchingFromPowerApps, //refers to the Data Source in which we’re creating record.
{
Name: txtInp_Name.Text, //Single line of text
Age: Value(txtInp_Age.Text), //Number
Description: txtInp_Description.Text, //Multiple lines of text
Fees:Value(txtInp_Fees.Text), //Currency type
'Favourite Website':txtInp_FavouriteWebsite.Text //Hyperlink type
}
); //Here "Value" for conversion of Text type to Number.
// Syntax of Patch:- Patch(SourceName, Record)*/

#Explanation of above expression:
Here, we are creating a New Record in SharePoint List, “list_PatchingFromPowerApps” and storing the values passed
in the Text-Inputs controls of the ‘Name’, ‘Age’, ‘Description’, ‘Fees’ and ‘Favourite Website’ columns in Power Apps.
Inside the curly braces{}, and to the left of each colon, we are mentioning the name of the column of the SharePoint
list.
And to the right of each colon, we are mentioning the Text written in the Text Input controls, each column value
separated by comma.
Also, for the column types which store a Number and not Text, we are converting the Text to Number using the
“Value” function. i.e., “Value(TextControl.Text)”

Note: We didn’t pass any values in the radio button of IsPass column and Dropdown of Grade column, but we are
getting the values for those columns because we have set the Default values for those columns as “Yes” and “A+” in
SharePoint respectively.
Close Button and Reset functionality
Put the below code on the OnSelect property of the Close button

Navigate(scr_View); //Navigation to the "scr_View"
Set(gv_Reset, true); //gv_Reset is a variable, which is being referred to in the RESET Property of all the user
input controls on this page.
Set(gv_Reset, false);

On pressing the Close button, what we want is to navigate back to the scr_View page, and when we switch back to
the scr_Add/Edit page what we want is to reset all the controls to the blanks. That’s the reason why we had to
create the “gv_Reset” variable.
Now press the Close button.
You will be navigated to the scr_View screen, and you can notice the record as shown in the below image.

Now, manually go to the “scr_Add/Edit” screen. You’ll observe all the user input controls will be BLANK.

Dealing with Choices Column in Power Apps:
For Dropdowns you have the property of “AllowEmptySelection”.

Items will start to appear in the Dropdown and the Combo-Box.
To create a record and to save the Choice type of column, use the below expression.

Patch(
list_PatchingFromPowerApps,
{
Grade: dd_Grade.Selected, //Choice column (dropdown/radiobtn)
'Favourite Book Genre':cmb_FavouriteBookGenre.SelectedItems //Choice column (checkbox
multiselect)
}
);
// Syntax of Patch:- Patch(SourceName, Record)*/

#Explanation of above expression:
Here, we are creating a New Record in SharePoint List, “list_PatchingFromPowerApps” and storing the values
selected in the Choice columns, ‘Grade’ and ‘Favourite Book Genre’ respectively columns in Power Apps.
Inside the curly braces{}, and to the left of each colon, we are mentioning the name of the column of the SharePoint
list.
And to the right of each colon, we are mentioning the selected items of the dropdowns and combo-boxes controls
in the Power Apps, each column value separated by comma

Press the SAVE button followed by the CLOSE button.

Follow the same steps for “Subject” dropdown.

Select the following items in the ‘Subject’ dropdown and the ‘Likes to Play’ combo-box respectively. Refer below
image.

To create a record and to save the LOOKUP types of columns, use the below expression.

ForAll(
SortByColumns('cmb_LikesToPlayWhichGames?'.SelectedItems,"Sport"),
Collect(
col_SelectedGames,
{
'@odata.type': "#Microsoft.Azure.Connectors.SharePoint.SPListExpandedReference",
Id: ThisRecord.ID,
Value: ThisRecord.Name
}
)
);//

We are making this collection to save the ‘Like To Play Which Games?’ combo box of LookUp type. And first we
pass this collection in Patch code below and then we are clearing this collection at the end of this code.

Patch(
list_PatchingFromPowerApps,
{
'Favourite Subject': {
'@odata.type': "#Microsoft.Azure.Connectors.SharePoint.SPListExpandedReference",
Id: dd_Subject.Selected.ID,
Value: dd_Subject.Selected.Subject
},//Lookup column from a different list from the same SharePoint Site. Can hold a single value.
'Likes To PLay Which Games?':col_SelectedGames //Lookup column from same SharePoint Site. Can hold
multiple values.
}
);
// Syntax of Patch:- Patch(SourceName, Record)*/
Clear(col_SelectedGames); //Clearing the collection.

Grade column settings in list settings view of the list_PatchFromPowerApps.
Now turn off the Default Property of the Grade column of SharePoint.

To create a record and to save the Boolean and Date types of columns, use the below expression.

Patch(
list_PatchingFromPowerApps,
{
IsPass: If(
radio_IsPass.Selected.Value = "Yes",
true,
false
),
//boolean
'Date of Birth': datepkr_DateOfBirth.SelectedDate//date
}
)

#Explanation of above expression:
Here, we are creating a New Record in SharePoint List, “list_PatchingFromPowerApps” and storing the values
selected in the Date Picker and Radio Button, ‘IsPass’ and ‘Date of Birth’ respectively columns in Power Apps.
Inside the curly braces, and to the left of each colon, we are mentioning the name of the column of the SharePoint
list.
And to the right of each colon, we are mentioning the selected date of the Date-Picker and radio button control
value in the Power Apps, each column value separated by comma.

To create a record and to save the Person type column, use the below expression.

//------------------ Logged In User (mail, displayName) ---------------------------
Set(
gv_loggedInUserEmail,
Office365Users.MyProfileV2().userPrincipalName
);
//storing Email of the user in this variable.
Set(
gv_loggedInUserDisplayName,
Office365Users.MyProfileV2().displayName
);
//storing DisplayName of the user in this variable.
Patch(
list_PatchingFromPowerApps,
{
Teacher: {
Claims: "i:0#.f|membership|" & Lower(gv_loggedInUserEmail),
Department: "",
DisplayName: gv_loggedInUserDisplayName,
Email: gv_loggedInUserEmail,
JobTitle: "",
Picture: ""
}//person type column
}
);

#Explanation of above expression:
Here, we are creating a New Record in SharePoint List, “list_PatchingFromPowerApps” and storing the values of
Person Type value in ‘Teacher’ Column, directly without any user-input control involved in this case.
Here, we are taking the help of Office365Users connector to store the Email and Display name of the logged in user,
in 2 different variables.
Also you can avoid this and use User().Email or User().FullName function to fetch the email and name of the logged
in user respectively.
Inside the curly braces, and to the left of each colon, we are mentioning the name of the column of the SharePoint
list.
And to the right of each colon, we are mentioning the syntax to save the Person Type Column, where we have
passed the required Email and Display Name variables respectively.

COMPILED CODE To Save all the fields of the Record: {OnSelect property of SAVE button}

//------------------ Logged In User (mail, displayName) ---------------------------
Set(gv_loggedInUserEmail,Office365Users.MyProfileV2().userPrincipalName); //storing Email of the user in this
variable.
Set(gv_loggedInUserDisplayName,Office365Users.MyProfileV2().displayName); //storing DisplayName of the user in
this variable.
ForAll(
SortByColumns('cmb_LikesToPlayWhichGames?'.SelectedItems,"Sport"),
Collect(
col_SelectedGames,
{
'@odata.type': "#Microsoft.Azure.Connectors.SharePoint.SPListExpandedReference",
Id: ThisRecord.ID,
Value: ThisRecord.Name
}
)
);//

We are making this collection to save the “Like To Play Which Games?” combo box of LookUp type. And, first we
pass this collection in the Patch code below and then we are clearing this collection at the end of this code.

Patch(
list_PatchingFromPowerApps,
{
Name: txtInp_Name.Text, //single line of text
Age: Value(txtInp_Age.Text), //number
Description: txtInp_Description.Text, //multiple lines of text
IsPass: If(radio_IsPass.Selected.Value = "Yes" , true, false), //boolean
'Date of Birth':datepkr_DateOfBirth.SelectedDate, //date
Teacher:
{
Claims: "i:0#.f|membership|" & Lower(gv_loggedInUserEmail),
Department: "",
DisplayName: gv_loggedInUserDisplayName,
Email: gv_loggedInUserEmail,
JobTitle: "",
Picture: ""
}, //person type column
Grade: dd_Grade.Selected, //Choice column (dropdown/radiobtn)
'Favourite Book Genre':cmb_FavouriteBookGenre.SelectedItems, //Choice column (checkbox multiselect)
'Favourite Subject': {
'@odata.type': "#Microsoft.Azure.Connectors.SharePoint.SPListExpandedReference",
Id: dd_Subject.Selected.ID,
Value: dd_Subject.Selected.Name
},//Lookup column from a different list from the same SharePoint Site. Can hold a single value.
'Likes To PLay Which Games?':col_SelectedGames, //Lookup column from same SharePoint Site. Can hold
multiple values.
Fees:Value(txtInp_Fees.Text),
'Favourite Website':txtInp_FavouriteWebsite.Text
}
);
Clear(col_SelectedGames);

CONCLUSION:
So, in this blog (Performing CRUD Operations in Power Apps using any Data Source – Part III) we provided an
overview on different methods to create records in a data source using Power Apps. And we also covered the
extensive use of the PATCH function to create records for columns of any data-type to any data source using Power
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