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.
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.
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 ...🙌
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...!! 😊👍
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?
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
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.
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.
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.
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 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!!
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 !
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.
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.
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
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
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.
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. .
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.
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
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.
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?
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.
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
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?
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.
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);
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
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?
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….
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.
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 **
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!
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
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!
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.
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.
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)
Information icon just redirects user to screen with form. Here is the formula: ResetForm('Event Form');EditForm('Event Form');Navigate('Event Screen',ScreenTransition.UnCover)
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?
@@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!
@@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/
@@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?
@@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
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.... 😬
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!
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.
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!
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 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.
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.
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!
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
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/