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How to create "Save" and "Save and Submit" buttons in custom forms for Sharepoint lists

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Posted on by Community Power Pla... Microsoft Employee

Hello,

I created a custom Sharepoint List form with PA to manage Change Requests in my company. As is, users complete the form and click on the Sharepoint "Save" button:

The problem is that 50% of the users think they will just temporarily save the form but they send it for approval via Power Automate.

The SP list has a Request Status column that can have the following values, "Saved", "Pending approval", "Approved" or "Rejected" and "Closed".

I would need to create 2 buttons in the form:

1. A normal Save button that saves the form with the default value "Saved" in the Request Status field (display mode). i.e. OnSelect: SubmitForm(SharePointForm1) for the button and "Saved" as a default value for the field (coming from SP setup). This is OK.

2. A Save and Submit button that changes the Request Status field value to "Pending Approval", grey out all the fields and buttons and save the form

In case (1), the Power Automate flow will be triggered and stopped because Request Status field value is not equal to "Pending Approval" (Switch action)

In case (2), the Power Automate flow will be triggered and will continue to approval action steps because Request Status field value is equal to "Pending Approval".

I did not find how a single button can change a form field value AND save the form, could you please help?

Also, I know it is not the best solution, as every saving action will kill my Power Automate flow quota, but I don't see other quick ways. The default SP buttons are not very intuitive in case of form submission. If you have a better idea, please share it.

Thanks a lot for your support.

Nzo

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WarrenBelz 154,791 Most Valuable Professional on at

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Hi @Anonymous ,
You just need to Reset the control to a Default value when you press the Button, so
UpdateContext({vPending:true}); Reset(RequestStatusControlName); SubmitForm(SharePointForm1); UpdateContext({vPending:false})
then on the Default of your control for RequestStatus - the below is assuming it is a Text control and the field is a Single Line of Text in the Data Source
If( vPending, "Pending Approval", Parent.Default )

Please click Accept as solution if my post helped you solve your issue. This will help others find it more readily. It also closes the item. If the content was useful in other ways, please consider giving it Thumbs Up.

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WarrenBelz 154,791 Most Valuable Professional on at

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Hi @Anonymous ,
Just checking if you got the result you were looking for on this thread. Happy to help further if not.

Please click Accept as solution if my post helped you solve your issue. This will help others find it more readily. It also closes the item. If the content was useful in other ways, please consider giving it Thumbs Up.

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Community Power Pla... Microsoft Employee on at

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Hi @WarrenBelz

Thanks for your prompt help, I just tried and it looks to work well.

Have a nice day,

NBzo

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CU22101811-0 2 on at

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I am in need of some help on how to setup this exact process. I have an approval process that is triggered when the "save" button is clicked on the SP custom list I created. I want to add a "Save and Submit" button to trigger the flow instead. I want the "Save" button to only save the list item and not trigger the flow and add a "pending status" to the approved column I have set up.

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