Power Platform Community Forum Thread Details

Hi Power Apps Community,

I’m working on building a Power App where users (sales reps) can update their visit responses based on preloaded territory details assigned to them. Here's what I'm trying to achieve:

Each sales rep has a pre-existing record (e.g., territory details) stored in a SharePoint list or Dataverse table.

When a user opens the app, they should see a dynamic list of their assigned records (filtered by their user ID or name).

For each record, they should be able to enter or update their response (e.g., visit status, feedback, next steps).

The app should allow inline editing or form-based updates for each record.

Example Scenario:

Sales Rep A logs in and sees 5 territory entries assigned to them.

For each entry, they can update their visit response (e.g., "Visited", "Not Visited", "Follow-up Required").

These updates should be saved back to the same data source.

My Questions:

Is this kind of dynamic data entry app possible in Power Apps?

Which video or tutorial would best guide me through building this kind of functionality?

Should I use SharePoint, Dataverse, or another data source for best performance and scalability?

Any guidance, sample apps, or video links would be greatly appreciated!

Thanks in advance,

Vivek

Categories:

Building Power Apps

HI @VD-01091814-0

This is actually a super easy and great example.

Now... Whether you use SharePoint or Dataverse really depends on Volume and velocity of Data more than anything. If you are going to have thousands of rows, SharePoint is more than fine, if you are going to have millions than use Dataverse or SQL.

So here is a basic outline of what you will do and its accurate without more detail BUT you did a great job of explaining making this possible. The only thing you didn't explain was how the Record gets there to begin with, since you are talking about Updates not adds, so where do they come from? For Now I will ignore it EXCEPT to say

To filter you should use Email address. To do this, when you insert the records, IF THE process that inserts them is NOT the person who will own it, then you need to add a column like RowOwner. Why? because the process/user who creates the record will be assigned as the Owner so this stops you from being able to do what you want, which is filter by the User.

Setup: Let's pretend you only have 1 Table/List. Doesn't matter if you have more, this is just a mental walkthrough

1) You have Rows inside and a column called OwnerEmail, which has the persons email

2) You build a Canvas App that has the following qualities

--A Gallery that shows ONLY the users records from the Table/List which is filtered by OwnerEmail = User().Email <== an auto property of a canvas app

--A secondary Screen where they can Edit the recordes

--User clicks a Row in Gallery

----Use clicks the Edit Icon on that line

-------This navigates to Screen2, where the Form populates with the Gallery.Selected Record

----------They update the data

-------------You submit the form with a button

----------------OnSuccess of Form you do a Refresh(Table/List) so that it updates with the new data

3) Secondary form has a back button to go back to the gallery

Its literally that simple.

If these suggestions help resolve your issue, Please consider Marking the answer as such and also maybe a like.

Thank you!
Sincerely, Michael Gernaey