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Save as Draft in Power Apps Form 

Reza Dorrani
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11 сен 2024

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Комментарии : 134   
@qiangzhao7975
@qiangzhao7975 3 года назад
Thanks, Reza, always have take away after watching your amazing video : )
@RezaDorrani
@RezaDorrani 3 года назад
Happy to hear that!
@soigothazed
@soigothazed 3 месяца назад
I never comment on these videos, but this one actually helped overcome the annoying Save and Submit dilemma and I wanted to thank you.
@RezaDorrani
@RezaDorrani 3 месяца назад
Most welcome!
@VeetleViewer
@VeetleViewer 3 года назад
Another great use case! It is true that office workers seek out better ways of doing things and reduce the chances of work falling through the cracks. Saving as draft allows them to log entries with available data, even if incomplete and also serves as a reminder of pending activities too.
@RezaDorrani
@RezaDorrani 3 года назад
Thanks for the amazing feedback.
@EPSSCHOOL
@EPSSCHOOL Месяц назад
I couldn't add save as draft in Microsoft form....plz help me
@goodguywins
@goodguywins 3 года назад
I love your content generally, but this is the first time that I was literally asked about this functionality yesterday and BOOM, Reza takes us to school. Thank you for just doing such great work.
@RezaDorrani
@RezaDorrani 3 года назад
Great to hear! Thank you for watching.
@ab1986b
@ab1986b Год назад
Learning power from last 2 months from Reza.. Thanks for creating the channel..
@RezaDorrani
@RezaDorrani Год назад
Thank You for watching & learning from the videos
@ArohShukla
@ArohShukla 3 года назад
what a great video ....I had exact requirements for a client for Save for draft but I know, how it is done with amazing your tips and techniques . I will use it for my next project Reza .....thank you so much for your high quality videos that is benefitting everyone ...🙌
@RezaDorrani
@RezaDorrani 3 года назад
You are so welcome!
@simonball5602
@simonball5602 Год назад
Another great video Reza. I’m slowly getting through all your amazing videos. Many thanks.
@RezaDorrani
@RezaDorrani Год назад
I have done a lot of videos :)
@adityadeshmukh3150
@adityadeshmukh3150 2 года назад
Your all videos are very much useful and informative. Sometimes I am unable to see it on time whenever you post it, but I see it once as always...!! Thanks @Reza...!! 😊👍
@RezaDorrani
@RezaDorrani 2 года назад
Thanks Aditya
@saraasfaha7446
@saraasfaha7446 5 месяцев назад
Thank you, Raza! Amazing job as usual!!
@RezaDorrani
@RezaDorrani 5 месяцев назад
Most welcome!
@akshaynm
@akshaynm Год назад
What a fantastic technique Reza... 🙂🙂 Thanks a lot for sharing the knowledge.. !! 🙏🏻
@RezaDorrani
@RezaDorrani Год назад
Most welcome
@aminahamilton-oig
@aminahamilton-oig Год назад
HI Riza... thanks so much for yet another amazing video. I have one issue. When I save my form as draft it seems to work just fine. When I reopen the draft, make updates and try to save as draft again, all of my data disappears. Do you have any idea as to why this is happening?
@RezaDorrani
@RezaDorrani Год назад
I will have to look at your App in action to know the cause of your issue. I have not faces this issue hence not sure. I recommend posting your issue/query with screenshots on the forums at powerusers.microsoft.com
@teresaagustin5191
@teresaagustin5191 3 года назад
Thanks for making this video Reza. My Engineering team would like me to create a complex form app where users will definitely benefit from being able to save their submission as a draft while they look up information for fields they might not know off the top of their head. Congratulations on surpassing 20,000 subscribers! Very well deserved.
@RezaDorrani
@RezaDorrani 3 года назад
Thank you Teresa. Happy to know this video is useful. This video is actually based on one of your requests a while ago :)
@teresaagustin5191
@teresaagustin5191 3 года назад
@@RezaDorrani Wow, thanks Reza!
@cvkealey
@cvkealey 3 года назад
Great video and an extremely useful function. I like the trick with setting the required property by variable. I typically set the submit button/icon to be disabled until all the needed fields are populated, but that formula can get pretty messy.
@RezaDorrani
@RezaDorrani 3 года назад
Thank You. I use the same variable technique in case of resetting controls as well. Many a times there is a need to reset a bunch of controls. Updating a variable is a cleaner approach.
@mosesoti5031
@mosesoti5031 3 года назад
Thank you REZA this just gave me a promotion.
@RezaDorrani
@RezaDorrani 3 года назад
Wow! Congratulations.
@johnfarxodov4721
@johnfarxodov4721 2 года назад
Thanks, Reza , it was helpful for me👍👍👍
@RezaDorrani
@RezaDorrani 2 года назад
Glad to hear that! Thanks for watching
@terrymaster541
@terrymaster541 9 месяцев назад
Thank you for this Video Reza. Just a quick question. Is it possible to use this draft logic for multiple screen form control that uses a patch function on the end of the last screen?
@RezaDorrani
@RezaDorrani 9 месяцев назад
Possible but the logic would be very different. Not something I have tried.
@terrymaster541
@terrymaster541 9 месяцев назад
​@@RezaDorraniWow thank you for the prompt response.
@MuhyideenAdigun
@MuhyideenAdigun 3 месяца назад
@RezaDorrani thank you for your video but could you do a video on how to make a save as draft function for a multiple screen form please. In really bad need of the guidance!!
@aishwaryagorthi5288
@aishwaryagorthi5288 3 года назад
This is a very general scenario we come across ! Thankyou for this informative video 😀 ! In the next video can you show us something about svg in powerapps !
@RezaDorrani
@RezaDorrani 3 года назад
Thank You. Svg not in the next video. It is in my backlog. I will increase its request count in my backlog. Once I get a lot of requests on svg, I will plan that video.
@smartcreme
@smartcreme 3 месяца назад
I am getting an error for if condition if(locIsSubmit,{value:"Submitted"},{value:"Draft"}). Error - Expected Optionset value. I am using dataverse for teams. Could you please help.
@RezaDorrani
@RezaDorrani 3 месяца назад
I have not experienced the mentioned issue and hence not sure what the cause for it could be. I will recommend posting your issue on forums in case someone has experienced something similar powerusers.microsoft.com
@farhanq
@farhanq 3 года назад
Amazing use case... Thanks!
@RezaDorrani
@RezaDorrani 3 года назад
Glad you like it!
@lucas8484
@lucas8484 4 месяца назад
Help! The update formula doesnt work since im using dataverse choices instead of sharepoint
@RezaDorrani
@RezaDorrani 4 месяца назад
Dataverse is not same as SharePoint. I dont have a specific video for save as draft for Dataverse.
@user-im1pe4hj1j
@user-im1pe4hj1j 2 месяца назад
Hi Reza, how did you do the events screen? and navigate the draft/submit button to it? because in your coding for the buttons, you did not add the navigate function
@RezaDorrani
@RezaDorrani 2 месяца назад
I did this video a while ago, hence do not remember the specifics. Gallery design for home screen - I have done several videos showcasing how to design galleries. For navigate, I must have done that OnSuccess of forms submit or right after Patch function.
@shivanikoul4581
@shivanikoul4581 4 месяца назад
I'm working on one scenario where users can fill out a form and save it as a draft. If a user fills out some data and saves it as a draft, then closes the app, the next time they open the application, the data they previously saved as a draft should be populated in the form automatically. Please help. .
@RezaDorrani
@RezaDorrani 4 месяца назад
Isn’t that what the video shows?
@Renyet
@Renyet Год назад
For some reason, I can’t get it to work. I created the Save Draft and Submit buttons, and added the UpdateContext to each. My problem is when I try to use If(locIsSubmit,{Value: “Active”},{Value: “Inactive”}) function, it tells me I have an error. In my Choices column, I give the choices “Active” or “Inactive”. The error is “Expected OptionsSetValue value.” Not sure what to do in this case. I’m using a Dataverse table.
@RezaDorrani
@RezaDorrani Год назад
I will have to look at your App in action to provide guidance. I would recommend posting your issue/query with screenshots on the forums at powerusers.microsoft.com
@julianabraz4456
@julianabraz4456 Год назад
Ren, for me, it just worked using ";" instead of ",". For ex: If(locIsSubmit;{Value: “Active”};{Value: “Inactive”})
@katbot92
@katbot92 Год назад
But using this method, the user is not shown which are the mandatory field on the screen unless he clicks on submit button. Any workaround for this?
@RezaDorrani
@RezaDorrani Год назад
Whole idea of save as draft is for them to come back and fill the fields when desired. Once user is ready to submit, then the mandatory field validation kicks in.
@manikantamorla6058
@manikantamorla6058 4 месяца назад
How to use multiple screen ? Suppose i have done save as draft in 3 screen, when i open the record, i would like to navigate 3rd screen. Is any possibility?
@RezaDorrani
@RezaDorrani 4 месяца назад
Not sure about this as I have not tried it with 3 screens. I will recommend checking on the forums at powerusers.microsoft.com/ in case someone has done something similar.
@sossie7
@sossie7 Год назад
Reza how are you handing Navigate after the form is submitted? You don't seem to have it set on the OnSelect property of either of the buttons. I have Navigate(screenSuccess) on the OnSelect property of the submit button. But this always navigates even if not all required fields are complete, and the user misses the required field errors
@RezaDorrani
@RezaDorrani Год назад
OnSuccess of form control is when I Navigate. Check ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-rxL_Wcs3kJA.html
@lasherza
@lasherza 2 года назад
Hi Reza- Can you please show the formula for the Information Icon in the Gallery?. How do you get it to show the form with "part" information filled in if it was submitted as draft previously?
@RezaDorrani
@RezaDorrani 2 года назад
Form is simply linked to gallery control. I set variable on click of info icon and navigate to form screen. I have done many form gallery based videos where I show this concept.
@dabketroop
@dabketroop 15 дней назад
I created a Multiple Screen Form Control in Power Apps then added the save as draft. After saving a draft on the first page, clicking the arrow to move to the next page leads to the subsequent page, and when I submit the form, it does so without prompting me to fill in the required fields. Is my Patch correct? Submit Button Code - UpdateContext({locIsSubmit:true}); If(locIsSubmit, Patch('Sh Self App',varSharePickData,ShForm1.Updates, ShForm2.Updates, ShForm3.Updates);
@RezaDorrani
@RezaDorrani 15 дней назад
Im not sure about the challenges with save as draft for multi select forms. I will recommend checking or posting your query on forums in case someone has done something similar powerusers.microsoft.com
@dabketroop
@dabketroop 15 дней назад
@@RezaDorrani Posted my question there. Thanks
@prajwalskateel
@prajwalskateel 3 года назад
always able to learn new things , thank you
@RezaDorrani
@RezaDorrani 3 года назад
Thank you for watching the video and learning along with me.
@navnkaur2005
@navnkaur2005 Год назад
Amazing video, super informative. I always know what to do after watching your videos! I have a multi screen form (created after watching your video on it) & want to add the save button on each page. Do I need to patch the save buttons?
@RezaDorrani
@RezaDorrani Год назад
Yes
@navnkaur2005
@navnkaur2005 Год назад
Thank you! I appear to be having trouble. I am able to save the draft but the status column in my SP list does not populate ‘draft’ or ‘submitted’. I have tried following this a few times now to get it to populate the status column but to no avail….
@RezaDorrani
@RezaDorrani Год назад
@@navnkaur2005 I would recommend posting your issue with screenshots on the forums at powerusers.microsoft.com/
@navnkaur2005
@navnkaur2005 Год назад
Thank you! I have done this now
@kavithakunku8296
@kavithakunku8296 2 года назад
Hi, I am currently working on the same functionality but I am stuck at sending the drafted data back to the form once we click on the edit button. Could you please help with how to get drafted fields back on to the form. Thanks.
@RezaDorrani
@RezaDorrani 2 года назад
I will have to look at your App in action to provide guidance. I would recommend posting your issue/query with screenshots on the forums at powerusers.microsoft.com **
@anujay23
@anujay23 Год назад
Hi Reza, amazing instructional video as always! Thank you so much for your educational content! I have a question pertaining to this video. A little context: I have a form which uses gallery checkbox control, and collections to list out the ticked/selected checkboxes (as per your other checkbox video). I was able to implement the save feature as discussed in this video for the other data cards/controls, however, when I edit a saved entry, the same checkboxes do not show as checked (naturally, since the collection is not linked to the record which is being edited). Could you please suggest a way in which if i edit the form for a "Draft" entry, it would show the same checkboxes as checked when I saved as draft. Thank you so much!
@RezaDorrani
@RezaDorrani Год назад
I have not come across this issue and hence not sure what is the cause for your issue. I recommend posting your issue/query with screenshots on the forums at powerusers.microsoft.com
@kavyamuniswamappa
@kavyamuniswamappa 2 года назад
Hi..I have a question here... can we save the powerapp New form as a file in SharePoint? Like we save InfoPath form as file..
@RezaDorrani
@RezaDorrani 2 года назад
I don't think that is possible.
@sundrapillay6668
@sundrapillay6668 3 года назад
Thank Reza
@RezaDorrani
@RezaDorrani 3 года назад
Thanks Sundra
@ankithas8186
@ankithas8186 11 месяцев назад
Thanks for the information. How to Save the form in three different types? In my case, I need to save the form as: Draft, Review and Submit.
@RezaDorrani
@RezaDorrani 11 месяцев назад
Simply maintain a status column and update value depending upon your process.
@lucas8484
@lucas8484 4 месяца назад
The choices doesnt work for me since im using dataverse instead of sharepoint
@RezaDorrani
@RezaDorrani 4 месяца назад
Dataverse is not same as SharePoint. I dont have a specific video for save as draft for Dataverse.
@charlene3490
@charlene3490 Год назад
Is there any way we can let users only edit the draft? Not allowed to edit the completed one?
@RezaDorrani
@RezaDorrani Год назад
You can set form mode (edit or view) depending upon status of item.
@Sam-lo9ef
@Sam-lo9ef Год назад
Thanks Reza, great video. On my app, the "Title" field is the only mandatory field required to be able to save as draft and then every field on the form is mandatory to be able to Submit the form. However, I would like to keep the display mode of the "Submit" button Disabled until the form is valid, is this possible? .Currently, the display mode of the submit button changes to Edit as soon as the Title field has been populated. (Formula used on Submit button is "If(SharePointForm1.Valid, DisplayMode.Edit, DisplayMode.Disabled)". Thanks!
@RezaDorrani
@RezaDorrani Год назад
I believe Valid will do that. You would rather have to check the actual field value for title as isblank or not. I would have to try it out to provide guidance. I recommend checking on the forums at powerusers.microsoft.com/ in case someone has done something similar.
@nkosazanamlangeni
@nkosazanamlangeni 3 года назад
I am currently creating a project planner app for my team, I want to know if there is a way to integrate office timeline from Powerpoint, with a canvas PowerApp. Initially the idea is to get the office timeline template on powerapps. Your input or suggestions would really be appreciated. Thank you.
@RezaDorrani
@RezaDorrani 3 года назад
I don't think there is any option to integrate office timeline from Powerpoint in a canvas PowerApp. Check ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-yJ69VUD0iVY.html (may be useful)
@nkosazanamlangeni
@nkosazanamlangeni 3 года назад
@@RezaDorrani thank you so much, really appreciate your feedback 🤗
@thotapriscill9536
@thotapriscill9536 3 года назад
Hi ,..Thanks For this Amazing Video Reza..Can I Know what is formula you have used to view drafts information ..I mean formula in "Information" icon
@RezaDorrani
@RezaDorrani 3 года назад
Information icon just redirects user to screen with form. Here is the formula: ResetForm('Event Form');EditForm('Event Form');Navigate('Event Screen',ScreenTransition.UnCover)
@andreaslackner614
@andreaslackner614 2 года назад
Thanks Reza, Great Video! Does this also work with patch-function? I save the Draft-data with the submit function-button in one sharepoint-list and send the completed data with a patch function-button to another sharepoint-list where a power automate approval- workflow starts when a new element is generated. Even if I put the UpdateContext({locIsSubmit:true}) to the patch-function it generates an entry even though the required field is empty. Is there a way this could work?
@andreaslackner614
@andreaslackner614 2 года назад
Ok I tried a little bit. I just do it with an If-Function 🙂
@RezaDorrani
@RezaDorrani 2 года назад
Looks like you got the solution based on your reply comment :)
@RezaDorrani
@RezaDorrani 2 года назад
👍
@andreaslackner614
@andreaslackner614 2 года назад
@@RezaDorrani I checked my App today and I realized that my solution with an If-Function didn't work at the end. 😕 The patch-function is always generating a new entry in SharePoint eventhough the required fields are empty. For the submitbutton I have the following formula: UpdateContext({locIsSubmit: true});; Patch( NameSharePiontList; Defaults(NameSharePointList); Form1.Updates; Form2.Updates ) Do you have a solution for me? I have no clue how to fix this. Thx a lot!
@RezaDorrani
@RezaDorrani 2 года назад
@@andreaslackner614 Im not sure. I will have to look at your App in action to provide guidance. I will recommend posting your issue with screenshots on the forums at powerusers.microsoft.com/
@jeanlee9524
@jeanlee9524 2 года назад
great video, quick check, what if we have more than 2 status such as approved, submitted, draft and cancelled?
@RezaDorrani
@RezaDorrani 2 года назад
Thanks. You can have more statuses. When user clicks submit you can change status based on your use case.
@jeanlee9524
@jeanlee9524 2 года назад
@@RezaDorrani I have 3 buttons, Submit, Save as Draft and Update, when submit, Status changes to "Submitted", when click on Save as Draft, Status changes to "Draft" and i need Update button to take the rest of the status. The locIsSubmit current takes in only Draft and Submit, how to make Update button works?
@RezaDorrani
@RezaDorrani 2 года назад
@@jeanlee9524 I will have to look at your App in action or recreate your scenario to provide guidance. I will recommend posting your query with screenshots on the forums at powerusers.microsoft.com
@lasherza
@lasherza 2 года назад
Hi Reza - Thanks for this - Just what i am looking for. I am though, having issues with the solution. Hope you find this comment and help me out. You are an absolute legend in this space .. GOAT !. I am using the local variable in a PATCH formula. That is , i am trying to patch data to a SP list. For some reason i do not get the 'errors' "field required" at all once i use the Submit button... Would really appreciate a helpful comment.... 😬
@lasherza
@lasherza 2 года назад
Maybe some context . The Data Source on the Field is from SP List 1 , i am trying to PATCH to SP List 2 using the draft solution you propose here...
@RezaDorrani
@RezaDorrani 2 года назад
Here is the App zip export. github.com/rdorrani/PowerApps/blob/master/Eventitinerary_20220824222433.zip This is the best I can do for now.
@alexmichaelvillanueva1102
@alexmichaelvillanueva1102 3 месяца назад
Wow! Hi Reza can you help me with the Draft items and go back to the draft items to continue working on it? if you have a link on this please this would be a great help!
@RezaDorrani
@RezaDorrani 3 месяца назад
I do not have any other links. This video is the only reference I have.
@Akshaysaini825
@Akshaysaini825 3 года назад
Hi Reza thanks for creating amazing video it really helps a lot. I have a scenario where the user will submit its claim. I am giving an option to the user before submitting the form user can save its claim as a draft and later on the user can submit the form. As soon as a user submits its form an approval email is to be triggered through power automate and approval will be sent to the authorized person. Depending upon the authorized person behavior action to be changed. Suppose if the authorized person rejects the claim then the status of "Submitted" to be changed to "Draft" and the user can do changes and again submit for approval. If the claim is approved user will get intimation. I tried using trigger When an item is created or modified (Sharepoint) and added one column as approval status and if the claim is approved then first it will update the list (approval status to Approved) then email to the user but my flow went into an infinite loop as I chose (When an item is created or modified) as a trigger.
@RezaDorrani
@RezaDorrani 3 года назад
Check my video on how to avoid infinite loops - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-oKN4_5o2NUA.html
@proasethkosal1394
@proasethkosal1394 2 месяца назад
Hi Reza! I really loved your video! always precise and easy to understand! I have a question what if I have 2 screens with 2 different SharePoint in which the 1st screen contains basic information while the 2nd screen contains detailed information. The scenario is that the user can create multiple request claims (on 2nd screen) but it will still be under one request in the first screen! How can I do this? Since currently if the same user has to submit a request multiple times they have to also create their basic info multiple times as well!
@RezaDorrani
@RezaDorrani 2 месяца назад
Thanks! I do not have a video reference on the scenario mentioned and would have to try it out to provide guidance. I will recommend checking or posting your query on forums in case someone has done something similar powerusers.microsoft.com
@proasethkosal1394
@proasethkosal1394 2 месяца назад
@@RezaDorrani Yes please try it out! I am also done posting on forums as well but no one respond !
@RezaDorrani
@RezaDorrani 2 месяца назад
@@proasethkosal1394 I have no plans to try it out as Im working on other video ideas. I make videos when I receive multiple requests on a topic. Every 6 months I ask subscribers for topic suggestions on Community Tab of my channel. Most voted idea gets added to my backlog. Make sure to post this idea whenever I post the next topic suggestion post.
@varaprasadlakshmi5110
@varaprasadlakshmi5110 3 года назад
Hi, Is there any way to get file path by giving content from share point by using power automate . Content as a text from power virtual agent. Could you please help me on this if is possible.
@RezaDorrani
@RezaDorrani 3 года назад
I have never tried this use case. I would recommend you post your issue/query with screenshots on the forums at powerusers.microsoft.com
@varaprasadlakshmi5110
@varaprasadlakshmi5110 3 года назад
Okay Reza
@RezaDorrani
@RezaDorrani 3 года назад
@@varaprasadlakshmi5110 I have Dan Christian who will be presenting on my live session this weekend. He may know more about this.
@VikashGupta-pr7or
@VikashGupta-pr7or 6 месяцев назад
In this button, how are you navigating to different screen
@RezaDorrani
@RezaDorrani 6 месяцев назад
I did this video a long ago so do not remember the specifics. But I must have used Navigate function
@Jneto52
@Jneto52 3 года назад
How do you make the title have that curve on the form screens?
@RezaDorrani
@RezaDorrani 3 года назад
There is a button in the background whose RadiusTopLeft and RadiusTopRight properties have been adjusted to give that curve look.
@MadRiot1
@MadRiot1 2 года назад
Hi Reza, can you tell me how to create a "Save As Draft" button like this when an app has forms across multiple screens? I can't get it to work, creates two lines in the SharePoint List. Thanks for your amazing tutorials, really helpful!
@RezaDorrani
@RezaDorrani 2 года назад
Concept here is to set status as Draft. All you have to do it set that status even if form is split across multiple screens. Here is a video I did for splitting form across multiple screens ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-9gI9OscTLD0.html
@abyal3kod201
@abyal3kod201 2 года назад
How do I write the formula for a lookup type of column instead of a choices one?
@RezaDorrani
@RezaDorrani 2 года назад
Choices function works with lookup columns as well.
@nehaniphadkar7873
@nehaniphadkar7873 2 года назад
Is the DefaultMode of the form : Edit or New
@RezaDorrani
@RezaDorrani 2 года назад
Its been a while since I did this video. I think it was Edit.
@VinodKumar-vu7sd
@VinodKumar-vu7sd 3 года назад
can you pls guid me how to migrate power app from one environment to another. And we will face any challenges?
@RezaDorrani
@RezaDorrani 3 года назад
Standalone apps can be migrated from one environment to another. Currently, SharePoint customized list forms cannot be migrated. powerapps.microsoft.com/fr-fr/blog/powerapps-packaging/
@VinodKumar-vu7sd
@VinodKumar-vu7sd 3 года назад
@@RezaDorrani tq sir
@EPSSCHOOL
@EPSSCHOOL Месяц назад
Hi
@RezaDorrani
@RezaDorrani Месяц назад
Hi