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Lookup and show choices using in EditForm for New

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Posted on by dylandavis09

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Look up the Head Sponsor, Sponsor 1, and Sponsor 2 associated with the current user, then match them in the 'L-grade.' Afterward, look up the 'Class of 20XX Fundraising Items' to find the 'L-grade' and display the corresponding grade level based on the matched user.

Screenshot 2023-12-13 at 8.18.45 PM.png

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dylandavis09 438 on at

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Re: Lookup and show choices using in EditForm for New

I just found it out and fixed, and worked again. I have same the datasource is 'Class of 20XX Officers' instead of 'Class of 20XX Fundraising Items'. 🙂
v-yueyun-msft on at

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Re: Lookup and show choices using in EditForm for New

Hi , @dylandavis09
What is your Form Mode in your side ?
You can try to use the NewForm(FormName) in your Button-OnSelect to test?

Best Regards,
Yueyun Zhang
dylandavis09 438 on at

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Re: Lookup and show choices using in EditForm for New

@v-yueyun-msft Few minutes, now it's not show anymore. 😞
dylandavis09 438 on at

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Re: Lookup and show choices using in EditForm for New

Success! I put in theDefaultSelectedItems. It's worked.
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v-yueyun-msft on at

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Re: Lookup and show choices using in EditForm for New

Hi , @dylandavis09
Dose the control is a Combo box Control?
If this , you can put it in the DefaultSelectedItems :

LookUp('Class of 20XX Fundraising Items', 'L-Grade'.Value = LookUp( 'Class of 20XX (Officers)' , ('Head Sponsor'=User().FullName || 'Sponsor 1' = User().FullName || 'Sponsor 2'=User().FullName) ).'L-Grade'.Value).'L-Grade'

If the Control is a DropDown , you need put this code in the "Default" property:
LookUp('Class of 20XX Fundraising Items', 'L-Grade'.Value = LookUp( 'Class of 20XX (Officers)' , ('Head Sponsor'=User().FullName || 'Sponsor 1' = User().FullName || 'Sponsor 2'=User().FullName) ).'L-Grade'.Value).'L-Grade'.Value

Best Regards,
Yueyun Zhang
dylandavis09 438 on at

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Re: Lookup and show choices using in EditForm for New

Which one, we supposed to be in property? I just added in Defaults.

My name is already in the list and linked with L-Grade: (see below)
v-yueyun-msft on at

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Re: Lookup and show choices using in EditForm for New

Hi , @dylandavis09
Can you try to use this code :
LookUp('Class of 20XX Fundraising Items', 'L-Grade'.Value = LookUp( 'Class of 20XX (Officers)' , ('Head Sponsor'=User().FullName || 'Sponsor 1' = User().FullName || 'Sponsor 2'=User().FullName) ).'L-Grade'.Value)

Best Regards,
Yueyun Zhang