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Hello, I have a sharepoint list to track loan/grant clients. Each loan/grant client is a record in the list.
I built a powerapp that allows colleagues to add new clients or edit an existing client.
The majority of editing is to add an activity in a comments field, and add a "date of activity" in a date field.
In the beginning they thought it was sufficient to just update the "date of activity" with the latest date, but now it's necessary to track each date of activity. They note the date in the comments, however, I need to run a report based on the "date of activity".
Sometimes a client record could have 50 different activities on it.
So my question is, what is the best way to go about capturing that "date of activity" in a way that's filterable? Do I add that many date fields to my list? If so, is there a way to build the powerapp with an option to add a date field on the fly? Or is there another option that I'm missing?
I have that filter working to run a report based on that date of activity, and also trying to work out how to export that to Excel.
Thanks in advance for any wisdom you're willing to share with me! See attached for screenshots.
@MelissaKaul In such a scenario I would recommend to work with parent child lists. So create a activity list with the following columns
- ParentID
- DateOfActivity
- ActivityDescription
Whenever there is a new activity you would just patch to this list. ParentID would be a number field which stores the SharePoint ID of your clients record. This is to have a reference between both lists.
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