SharePoint Custom Forms with PowerApps

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Learn how to customize your SharePoint list forms with Power Apps. Learn how to get started, has SharePointIntegration control works, save, publish, and tips to make it easier for you to customize your SharePoint Online lists.
00:00 It starts
1:38 Demo of a custom sharepoint form with an Outlook and Power BI Connection
4:13 Customize with PowerApps your first SharePoint form including save and publish
8:40 The forms DataSource and Items property
10:24 SharePointIntegration control .Selected record and .SelectedListItemID
12:00 Save, Publish, and then open SharePoint list in a second tab to make the back and forth faster
13:18 SharePointIntegration Edit button, New Button, Save Button, Cancel Button, OnEdit, OnNew, OnSave, OnView, OnCancel
14:27 SharePointForm1 OnSuccess ResetForm(Self) RequestHide()
15:43 Add the Office 365 Outlook Connector and Send an email with a button SendEmailV2
18:19 Resize the display form
21:06 File Save, Save As, Security, running the form stand alone, and why none of them work for these custom forms
22:36 Add the Power BI Tile
23:01 Manage, hide, and delete your custom form from SharePoint List Settings Form Options
24:19 Don't do too much. My warnings of overusing this.
25:25 Use the SharePoint Webpart Microsoft PowerApps Preview on a Modern Page
Power Apps Consulting and training at www.PowerApps911.com

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8 июл 2024

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Комментарии : 94

@lisajac82 2 года назад

THANK YOU!!!!!!! The "resize" part of this video straight to the end is everything I have been struggling with in the Power app world. This is a great tool and I love the customization optionality... BUT! yes, don't do too much. Thanks for this, its a great help.

@jackpost760 2 года назад

Shane this video is my bread and butter for the current work I do at my company. Tons of custom SP forms powered by PowerApps. I found you while trying to figure out how to deal with signatures on in SP lists and you made me a base64 expert. Keep it up!!!

@ShanesCows 2 года назад

Awesome Jack. So much fun to be had. :)

@makayla7141 10 месяцев назад

Thank you! Appreciate the additional explanations of the code functionalities ❤

@ShanesCows 10 месяцев назад

You're very welcome!

@TracyOsimowicz Год назад

I didn't know you can't export/import form customization. Useful info!

@isabelsanchez3073 Год назад

thank you! just wonderful.

@ShanesCows Год назад

😎 Thanks

@jmstampe 2 года назад

This is great! Thank you for sharing.

@ShanesCows 2 года назад

Glad you enjoyed it!

@robertorodriguez8186 8 месяцев назад

Shane, you are genial! thank you for sharing!

@ShanesCows 8 месяцев назад

My pleasure!

@lepettit 2 года назад

This video is exactly what I needed, particularly learning how to edit the different modes...new, edit, submit, etc. Do you have a video that reviews the different formulas that can be used in Power Apps or recommend a website? Thanks for the info.

@pratibhapandey6774 2 года назад

Hey Shane, amazing video. One question from my form if i select a value in the dropdown, how do i make it fill the related info in the form.

@danishibadat6886 2 года назад

Amazing video btw... great teacher! For some strange reason I'm not able to figure out this issue I'm having. I linked up SharePoint to PowerApps of course and did not change many things but the layout and couple other minor things. When a user on the website of SharePoint tries to choose a value from the dropdown provided in the list. When saving after editing the list it defaults to a specific value for some strange reason. so for example if a user on the SharePoint website clicks new and edit all and from the drop down menu chose option C (Example). When the user saves its response then in SharePoint it reverts to Choice A for some strange reason despite inputting option c. I had to revert it back to its original form in SharePoint through list settings>form settings? original... because lot of users were complaining. I also don't know how to test implementations made on SharePoint website without " submitting the form". Can I please get some help in fixing these.

@gabrielgonzaleztorres7763 2 года назад

One thing I did to replicate a form is to save the SharePoint list as a template. Then copy the Form control (CTRL + C) from the original, delete the form that you are trying to customize from the template and then Pasted it (CTRL + V). So long as the columns are named the same, Power Apps can recognize them. You may have to check the formulas if you are referencing other stuff but it’s posible.

@ShanesCows 2 года назад

Interesting. Thanks for sharing. :)

@ewadoniec4963 Год назад

@@ShanesCows What about creating a new list based on the already existing one with the custom form? Do you know if the form would be also copied to the new list?

@RickySpears 2 года назад

Hi Shane! Great video as always! At 13:26 you encountered a common caching issue that I often see. You were viewing Chewy's record, then created a new record. In the label control at the bottom of the form, it still shows Chewy's name instead of an empty label as one would expect. I haven't yet found a consistent and simple way to keep this sort of thing from happening. Sometimes doing a Refresh() will clear the cache, and fix the problems, but not always. Sometimes setting all the fields default values to variables and then loading those variables as desired at OnNew, OnView, and OnEdit before displaying the form will fix it, but not always. Sometimes adding a delay before showing the form seems to fix it, but not always. Have you discovered the magic phrase that works all the time? Say, "Hi," to Nicola for me. It's been far too long since I've last seen you both!

@GraySOBishop 2 года назад

I came to this video with the same question! I'd love to know if there is a surefire way to avoid this caching issue

@jwh7933 2 года назад

@@GraySOBishop, testers reported a similar issue during testing my form, however, I haven't heard anything from users since my form has been live.... so I'd imagine that is just the mere fact that users are not accessing the form with the same frequency that the testers. If it ever turns out to be a more wide spread issue, I'd recommend using Set(ResetControls, true);Set(ResetControls, false); in the appropriate events to avoid this issue.

@stevenhampson8657 Год назад

Thanks Shane. Great idea to include the 'what not to do' aspect. Two questions - 1) Licensing - does each user who uses the power app integrated form need a power apps licence? If not, what is required? 2) When you had the email button, it asked you to allow permissions and then sent the email from your email account. Will each logged in user be sending emails from themselves, or is it from you as the author of the app?

@ShanesCows Год назад

1 I don’t think they need a license. 2 the email will come from the user of the app not the maker of the app.

@user-ws1tp3ts8r Год назад

Hi Shane, do you have any videos on customizing SharePoint forms where you use variables in calculations to determine other values?

@dane-train 2 года назад

Shane I think what is going on with that display issue is some kind of browser caching or something. If you come back in two hours it will probably look better. I’ve noticed weird things after changing the size. Another question though.. I would really like to be able to dynamically use the whole screen height depending on zoom level. Best solution I have come up with is to make the form height high and let it roll off the screen and I get a vertical scroll bar. But two problems 1) my permissions show in the middle of the form which can be off screen 2) when the vertical scroll bar shows up it also adds a horizontal scroll bar because the vertical scroll bar takes up some of the width. Any suggestions? I would use a custom app, but the share point built in filtering is better at handling large data sets.

@jamming73 2 года назад

Just what I was looking for. Thank you! Question...When using the Power App custom form and editing an existing record. When I press save, the SharePoint page doesn't show an updated record until the page is refreshed. Is there a way to refresh the page when saving? When using the default SharePoint from it updates without a refresh. Thanks again.

@khersheonteoh5697 2 года назад

Great video Shane! I have a question, when i create a custom form with powerapps, i assume SP will save it in the the organization default environment right?

@ShanesCows 2 года назад

Correct.

@MrAbueslam 2 года назад

Can you please do a video on creating a whole shop purchase order from different vendors and generate a pdf of that . I know that you created a pdf med automate in previous video but I still do not get how to formulate the html, thanks a lot for great effort that you do .

@danieldickinson147 2 года назад

Great video, I came across the same issue when I open the resized form it was opening at the smaller window, I did find a fix. go in the List settings>Advanced Settings>"Launch forms in a dialog?" was set to launch in a dialog set to no and that fixed it.

@ShanesCows 2 года назад

Interesting. Very interesting. I will check it out.

@hermannslaender 2 года назад

Here this setting does not change anything. I had the same behaviour as Shane this afternoon, right now it works fine with the same browser on the very same monitor with same settings but from a different PC...

@XiaoHu2024 2 года назад

Thanks! It works for me!

@thomassullivan2368 Год назад

Hi Shane, Great Video! What do you do if you make changes to the sharepoint list column? For example changing from a text column to a choice column? Power Apps does not appear to refresh with the changes. Thank you

@ShanesCows Год назад

You can remove the field from the form and then add it back and it should update. But I haven’t tested in a while so if you tell me it doesn’t. I will have to dig deeper.

@howardcallahan1054 2 года назад

What happens if you have a large set of data and break the data up into three different forms in the customize forms. How to you link to each of those forms in power automate?

@pkp044 6 месяцев назад

Hi Shane, thank you so much for the video. Is there any way we can make forms responsive like apps?

@ShanesCows 6 месяцев назад

The form control is responsive with no work. But I am guessing you meant these SharePoitn forms. I don't think that you can.

@sandramcgechan5817 2 месяца назад

I didn't quite understand the final bit about embedding something into a site page. I can see the use case for a PowerApp App, but for a PowerApp Form that belongs to a SharePoint list, I don't understand what you would be embedding?

@ShanesCows 2 месяца назад

You can only embed a stand alone app, not customized list forms

@stefancochrane2723 10 месяцев назад

Many thanks! Is there a way to check for changes, and in the "OnCancel" event, let the user know, and decide to remain there instead of cancelling? This is the normal behavior for Word, Excel documents, for example - close or cancel it, and you are prompted that changes will be lost. Any recommendations? 🤷‍♂

@eschrader 2 года назад

If you generate a power app form from sp can you change it from the default env? Ms is recommending we dint use the default env for other power app dev so I want to be consistent.

@ShanesCows 2 года назад

Nope. I am 99% sure they Al have to be in the default. 😑

@tanishamatthews2540 2 года назад

I wish you would have shown how to get rid of the tiny, tiny form when it displays in SharePoint. It's so annoying and I haven't found any way to get past it other than wait a few days and try again. Sometimes I'm unable to wait a week for it to correct itself. Very little online about it. Thanks for the video.

@daisylynn02 Год назад

Hi Shane, thank you for this helpful video. I ran into a problem- I was able to create a custom form in power apps. When a new item is added to my sharepoint list, I can see it populated in the All Items view. However when I select it, the form window opens up but all the fields are blank. Is there a setting I am missing? Thanks!

@ShanesCows Год назад

Does the form show up populate for older items in the list? Or never show populated for existing items?

@CigarDoug Год назад

Great video, Shane. I am populating a collection using the List Item ID. Where do I put my code so it runs every time the user clicks on an item and opens this form? If I use OnVisible for the screen, it only fires the FIRST time. If a user then clicks on a different item, it doesn't fire.

@ShanesCows Год назад

Try App > OnStart and see if that works. If not, you might have to get more creative. The SharePoint list forms are goofy and do their own thing sometimes. This feels like one of those times 😑

@CigarDoug Год назад

@@ShanesCows What I found was in the SharePointIntegration object, the OnView and OnEdit events worked for me. OnStart only helps the FIRST time you open the app. So if a user clicked on one item, it loads; then they close it and open ANOTHER item, the previous data was there. So, OnView and OnEdit did the trick (I wasn't showing the data for a new form, otherwise I would have included OnNew). Thank you for your prompt reply!

@simonesteevens599 11 месяцев назад

Hello Shane, can I create a PowerApp Form with minimal fields but then still have the option to edit ALL columns when I hit edit in SharePoint List?

@123diau 2 года назад

Hello, Shane If you made this app developer environment and want to publish it on to other environment, what do we do. How do we share it Thank you

@teridittmann4839 8 месяцев назад

Hi Shane, thanks for the video! Hoping you can help with an issue I'm having between my SharePoint List and the Power Apps Form. I'm selecting a record from a SharePoint List using a dropdown, but the value of the record is only shown on the form, and is blank on the Sharepoint list. Any idea why this might be happening?

@ShanesCows 8 месяцев назад

Sorry, I am not sure why that is happening.

@jamespurcell3751 8 месяцев назад

I have this problem too, maybe it is a bug

@alexeast555 2 года назад

Thanks for good video, Is it possible to upload attachment using custom SP form for users with permission - "create new item" ("update item" permission disabled)

@ShanesCows 2 года назад

Yes, that should work. Here is a video talking about attachments without using forms. Maybe spark some different ideas for you. :) ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-K74UFYgrKB4.html

@jl1399 Год назад

How do you use the patch formula that allows a button to update the status of the item when selected? it seems to be much more difficult with a sharepoint integration form

@ShanesCows Год назад

Maybe this video on Patch will help ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-W8JjF2k0IQA.html

@TheMemery76 Год назад

When I save my custom form following these instructions and go back to my library and select an item - I still have to select "Edit All" in order to see the custom form; otherwise it's the classic properties view. How do I get the custom form to be the default properties view when an item is selected in the library?

@ShanesCows Год назад

That shouldn’t be happening. 😒 Try a different list and see if you get Same issue.

@chalapathibabu3949 Год назад

Shane, where does the Custom form stores, which environment, i can see that from this video it stores in Default environment, will the form gets deleted automatically or will it store in forever, can you please reply

@ShanesCows Год назад

You can't get to the forms directly. They belong to SharePoint. I have never heard of them getting deleted automatically so you should be safe. You can delete them from SharePoint. List Settings > Forms

@jeanpierreragequit1726 2 года назад

Perfect !!! Many thanks. The last but not least, i work into 2 environment.( Global & Specific ; i work for a very large society & i have to save my apps in the Specific one). When i do this, my forms-sharepoint "app" is by default in the Global environment ... so , i have to download the file as .zip but i can't upload it in the Specific environment. I get an error. Is there a way to reverse this , meaning FROM a FORM i create (related to the list ) TO "SharepointIntegration functionality." If anyone has a tip , i'll will be very happy. Greetings !

@jeanpierreragequit1726 2 года назад

I found the solution by myself : - Firstly : i had the FORMS related to my Sharepoint List in the main environment (Global ) + an older FORMS ( useless ) in my specific environment.(Specific ) - I have exported my usable FORMS into .zip THEN , instead of CREATE a new "application" (got errors this morning, "This FORMS does exist, u can't create another one, blablabla..) , i have UPLOADED the .zip & UPDATED the useless FORMS hosted in the specific environment. That WORKED perfectly ( i was able to "lure" the download & upload & replace the old FORMS ).... The name of the "app" changed correctly & the presentation of my list didn't changed .........i just lost 6 hours to find it.

@jeanpierreragequit1726 2 года назад

I forgot to say, Shane is the best of the best mentor when u have to learn the basic of powerapps !!

@ShanesCows 2 года назад

Thanks for the kind words and glad you got it working. :)

@dtodounpocomx_nl Год назад

Hi, I having troubles, when I click on customize form, power apps creates a form but only title column is shown, the rest of columns/fields are not added, do you know why?

@ShanesCows Год назад

Click on the form then look to the Right. There you can click Fields and add any fields you want. :)

@chandramohan6913 2 года назад

How to add a image control to app when customizing or creating from blank app with SP list. when I use image and title layout , I can't connect image source. And, when customized from list image field does not exist

@ShanesCows 2 года назад

Image column type still doesn't work as far as I know :(

@kimwickens4367 2 года назад

Ha ha, just last week I finalized your nightmare scenario of a custom form that has two forms, one of which is visible only to admins listed in a separate SP list, and buttons that submit and send emails, blah, blah. I could not create a standalone app because my SharePoint doc library uses four content types associated specific PPT templates for each content type visible in the New button. From what I could tell, PowerApps does not support creating a new library item based on content type templates. If If I'm wrong, please do a video!!

@kanwalsingh2802 5 месяцев назад

Hi Shane, I am facing a challenge. I have customer a form in power app and saved & Published but still can not see the customized form in SharePoint list. I have done the basic troubleshooting like refreshing data source in power app, republished, refreshed SharePoint list multiple times, tried different browser but still no luck. Any tip please?

@Voxac100b Год назад

How do you add text boxes that include hyperlinks on the text?

@ShanesCows Год назад

You can put the launch function in the OnSelect property of a label to get what you want. 😎

@Voxac100b Год назад

@@ShanesCows 😊 thanks

@historialgm9654 Год назад

Hi Shane, Great Video! Only have a question, if you company only would access to PowerApps through Customize Forms (instructions of company DLP), will you recommend create heavy forms or use infopath? I want to kill Infopath 😅

@ShanesCows Год назад

Never infopath 😎

@travissmithoh Год назад

Am I missing something, or does Power App Custom Form for SP not allow multi-select fields?

@ShanesCows Год назад

IT should work and should be faciliated by a Combo box.

@travissmithoh Год назад

@@ShanesCows Thanks! I think the SP List was updated to Multi-select after the form was created. There wasn't any warning for a long time. "Microsoft = Frustrating" more often than I care to admit, but I keep coming back to it.

@manishajha8146 Год назад

Hi, I want to learn from you personally. Please let me know what is the procedure ?

@ShanesCows Год назад

Manisha - You can go to training.powerapps911.com and there we offer both on-demand and live classes. The next live class I am teaching is the last week of January. 🥳

@hillaryburkett165 Год назад

What OS are you using?

@ShanesCows Год назад

I think this video was Win 10 and Edge. Why?

@hillaryburkett165 Год назад

@@ShanesCows just curious! I liked the centered apps at the bottom is all

@ShanesCows Год назад

Oh if they are centered then it is Windows 11. Overall I have been happy with the move. 😎

@johnbrennan8442 Год назад

Hello what happens when the person that customises the form leaves the org please ?

@ShanesCows Год назад

Nothing. SharePoint owns the form, not the person. security is controlled by the list security.

@johnbrennan8442 Год назад

@@ShanesCows Thank you

@dancallahan4837 2 года назад

But I miss InfoPath! :-)

@graeme13 Год назад

It is completely insane to me I can't scroll down on a custom power apps form. You can say 14 fields is too many for a global enterprise using a list, but I'm sorry that's completely insane. Some lists are large. Some forms are long. Why does the form not scroll down past the first 790 px out of the box? I built the form and it scrolls in the preview, but I get the thing published to SharePoint Online and my users can't see half the fields. I've been done with this simple form for four hours, but I'm still working on this just to get the fields to display. THIS MAKES ABSOLUTELY NO SENSE. I'm trying to add it to a vertical container. I'm trying to create a scrollable screen and add it to that, but it doesn't work. Why should I have to create an app for absolutely every single list when a simple custom form should work? Just nuts. Sorry for venting, but I'm searching for an answer and this isn't it. I did see this reported in 2019 or 2020 and someone said they can tab down to the hidden fields. That actually does work, but it's 2022 and I still have to tell users to tab down because the scroll bar doesn't work? What garbage.

@graeme13 Год назад

FWIW I resolved the issue by changing to a custom landscape size so I could keep the one column and it will scroll. Why it won't scroll down in portrait, I have no idea. Absurd.

@ShanesCows Год назад

Glad you found a solution. Thanks for sharing.

@justinmobile8112 2 года назад

What a ridiculous hot mess MS have done here with SharePoint. Firstly they should have included basic functionality in SharePoint list creation for filtered dropdowns & combo boxes so you don't have to use power apps at all. If you can't save the SharePoint power apps form then it's not fit for prime time. Who in their right mind is going to wrestle with power apps on the basis that they can't save the form for further reuse in future projects / sites. They had a low code solution with SharePoint Lists but instead of adding the missing pieces of the jigsaw such as the filtered dropdowns they've plugged the gap with a very poor implementation of power apps. I suppose the way to go is to make a power apps app rather than trying to extend the SharePoint form but does that mean you get into another hot mess namely the phenomenally expensive power apps licensing model? I hear you can also create a power apps app via teams to get some free dataverse storage but can you then also access one of those apps from SharePoint?