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Autofill PowerApps form biased on entry from Salesforce

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Posted on by Matt_Dahdouh

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I am looking at building a connection in my Power Apps form that allows the user to enter for example a Opp ID. I would like for it to pull the record from Salesforce and populate the appropriate info into the form.

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Building Power Apps

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Drrickryp Super User 2024 Season 1 on at

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@Matt_Dahdouh

Import your Salesforce table into PowerApps. You can populate a control in your form by using Lookup(SFtable, ID= ThisItem.ID, value) as the default value for say a textinput box. As long as you have a common field between the record in your form and the record in your SFtable you can pull the value from the SFtable and save it to the datasource of the form.

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Matt_Dahdouh 106 on at

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I have added my data source, I have a form that is set up referencing a SP list, I want those fields to be able for a user to enter something and it to search/lookup the record and populate the info in the form.

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Drrickryp Super User 2024 Season 1 on at

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@Matt_Dahdouh

Hide the control in the card.

Put a combobox control in the card for the value in question.

Set its Items property to SFtable and select the appropriate column to show in the window with primary text and Searchfield.

Set the Allow searching property to true and the select multiple to be false.

Set the DefaultSelectedItems property to First(Filter(SFtable,columnnamefromSFtable=Parent.Default))

Then, go to the Update property of the card and clear the text there and put in Combobox1.Selected.columnnamefromSFtable.

The choice of columnnamefromSFtable does not have to be the same one in the window of the combobox. It could be any column from the record selected. Sometimes, you want to save the ID but the window may show someone's name for example.

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Matt_Dahdouh 106 on at

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Now I am looking to pull info from Salesforce, then submitting to a SP list. Is this the correct process? @Drrickryp

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Drrickryp Super User 2024 Season 1 on at

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@Matt_Dahdouh

Yes, in your case, Salesforce is a lookup table for your sharepoint list. The data for the control in the card can come from data source that can be imported (connected to) your app. There are over 200 of them so far.

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Matt_Dahdouh 106 on at

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@Drrickryp
I have built a flow to pull data from SP, I have a Odata filter that return 13 records from get records. Once I get to create the excel file, it times out and I receive this error.

"status": 502,
                "message": "This workbook cannot be edited because it contains the following features:\r\n\r\nâ€¢ SharePoint lists\r\n\r\nTo edit this workbook, open the workbook for viewing, select Save a Copy from the File tab, and edit the new copy.\r\nclientRequestId: 442b30e4-d1f9-4164-92c1-524fc75f6343\r\nserviceRequestId: 186b53c1-43e5-4aa1-87be-76fb8c5d9200",
                "error": {
                    "message": "This workbook cannot be edited because it contains the following features:\r\n\r\nâ€¢ SharePoint lists\r\n\r\nTo edit this workbook, open the workbook for viewing, select Save a Copy from the File tab, and edit the new copy."
                },

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noithatgiasiiga 2 on at

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