How do I create a checklist and add it to a form?

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Posted on by XeXE

132

Hello,

I am editing the form below and would like to add a (preferably)mandatory checklist for people to fill out:

These are the steps I'm trying to follow, but I cannot find this "data" field in powerapps main page, I assume they mean "dataverse"? But when I go there , none of the subsequent steps line up:
//

Open Power Apps, go to your environment, and select Data from the left navigation.
Click on the entity where you want to add the checklist field.
Click on New field.
In the Field type drop-down, select Multi-Option Set.
Provide a name for the field and then click on the Add options button.
Enter the values for each option in the Options section. You can choose up to 20 options.
Click on Save and Close.
Go to the form where you want to add the checklist field.
Click on Add a field, select the checklist field that you created, and click on Add.
You can now modify the properties of the checklist field, such as label, size, and position, by selecting the field in the form designer and using the property editor.
When you are done, click on Save and Publish to make your changes live.

Now, users will be able to select multiple options from the checklist field when they fill out the form.//

I am new to this and have been reading and watching videos, but I'm not sure if I'm missing something obvious or what. Thank you.

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Microsoft Dataverse with Power Apps

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Mira Ghaly 11,413 Moderator on at

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@zerou

I am sorry I don't get what the issue might be is the field not showing on the form after publishing?

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XeXE 132 on at

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Hello Mira,
No. The issue is that I'm trying to follow the steps, but they are not identical to the Powerapps environment. It says I'm supposed to go to Powerapps and select the "Data" option on the navigation pane, but I don't have it:

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Mira Ghaly 11,413 Moderator on at

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@zerou

The best thing to start off is going to solutions create new solution , Add your table and select your form and then you will be able to add the field on the form

Also Data has been changed to Dataverse so it is the same as Data.

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XeXE 132 on at

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So I don't need to the steps outlined above? Just go to solutions here? I followed your advice, but I'm not sure what to do next:
Then I created just a Table and not Table From External Sources:

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Mira Ghaly 11,413 Moderator on at

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@zerou

From the solution:

1. Click Add existing table

2. search for the work order service task table , select the table and click Next

3. Click on Select Objects and then select the form and click add

4. After the table is added go to the left navigation and Expand tables, Select you table and go to columns, Add your column

5. Go Back to Forms by navigating back to your table and selecting Forms and add the field on your form.

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XeXE 132 on at

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Hello Mira, thanks again for your help. I'm at step 4 now but I do not see a "Add your column" or "Add column" option anywhere.

Edit: I clicked on the name of the "work order Service Task" and it took me to the familiar form page. I then clicked "New" in the upper left hand corner and selected column and it's asking me for data entry, is this what you meant?
If so, I would need to add a new column for each type of data, correct? So for example, if I want to have a checklist that has (Location, Location2, Type of Candy, Number of Candies) I would have to create 4 columns and assign the data types to them in the "Format" field, and set them all to required in order to make them mandatory? Then I go into the "Work Order Service Task" form, and add a new subgrid and put my new columns in there?

Edit: Got it, nvm. Please see next post.

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XeXE 132 on at

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Okay, so I was able to do all the steps and now when I load the form itself, I can see the new options I created and can add them to the sheet. How would you suggest that I add them, using a subgrid or something else for a checklist?

Edit: I got it sorted out! I separated the checklist into 3 parts and it looks good. Thank you SO much Maria, you are a lifesaver!

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Mira Ghaly 11,413 Moderator on at

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@zerou

To the sheet I think you mean the form, The way you have created them means they need to be put on the work order service task form , It is very dependent on your business scenario and how the users will be entering this data.

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