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Power Platform Community / Forums / Power Apps / Power Apps Forms for P...
Power Apps
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Power Apps Forms for Project Management

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Posted on by 6

I am very new to Power Apps so forgive me if I am asking for something that is impossible. What I am trying to do is have an app that will live in Power BI, and essentially it will act as our project management tool in terms of creating new projects, and marking completed tasks with completion dates via user inputs.

 

I currently have 1 data source that will live in a OneDrive folder (eventually being moved to a Sharepoint site). In the source file is a single table with the following columns:

 

Project_IDCityStateCheckpointTaskDate
      

 

The Checkpoint and Task columns are fields that are uniform across all projects. There are something like 114 tasks in total, with each aligning to one of the 6 different Checkpoints. The date field is currently populated for past data with the date the task was completed.

 

What I want (in final form) is this:

Screen 1: Projects Overview 

  • A searchable list of all projects, with Project_ID as the title and 'City, ST' as the subtitle. Clicking on a project should navigate the user to Screen 2.
  • A 'New' button to input new projects with the following fields:
    • Project ID
    • City
    • State
    • Start Date

 

Screen 2: Project Updates

  • The selected project from Screen 1 is visible, along with the following fields:
    • Project ID (read only field)
    • City (read only field)
    • State (read only field)
    • Checkpoint (dropdown list to select)
    • Task (dropdown list to select, should be all tasks if nothing in Checkpoint is selected, or only tasks aligned to the selected Checkpoint if one is selected).
    • Date (open form date field to input date; bonus points if we can easily get a calendar popup)
  • A submit button

 

Once a new project is added in Screen 1, I need the addition to update to the excel file. From there I'm not certain on what needs to be done. Originally I had written some VBA that would take the new project and create a new row for every task/checkpoint and an empty date field that would be populated by other VBA. However VBA is no longer an option.

 

Any and all help will be massively beneficial!

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  • Verified answer
    v-jefferni Profile Picture
    Microsoft Employee on at

    Hi @reld4568 ,

     

    Everything seems OK, except that you can add a new table/list to store and manage all the tasks and corresponding checkpoints. This table can be used for the data source of Checkpoint and Task Dropdown/Combo box controls on Screen2. 

     

    On Screen1, you can have a Gallery to display all projects. OnSelect of this Gallery can select an existing project and navigate to Screen, change the form mode to Edit with EditForm() function. On the New Button, use Navigate and NewForm functions to navigate to Screen2 as well and change the form to be in New mode for creating new projects. You can change the DisplayMode property of DataCards and Controls within the form based on current Mode of the Form. So, in Edit mode, controls can be read-only but in New mode all controls are editable:

    If(Form1.Mode = FormMode.New, DisplayMode.Edit, DisplayMode.View)

     

    Best regards,

  • reld4568 Profile Picture
    6 on at

    @v-jefferni thank you for the reply. That solution makes sense, so in this case, I would just use the inputs on Screen2 to append to the master data sheet?

     

    Also, in my first pass at this I am getting errors on the two dropdowns saying "Expected Text value. The property on this control expects Text values. The rule produces Table values which are incompatible."

     

    In the advanced section of the Checkpoint and Task cards, the error points me to the section in the screenshot below. Any thoughts? I also get an error on the date card. Since this field is open form, should I just have an empty Date field for the user to input? Let me know if that doesn't make sense.

     

    reld4568_0-1701193376151.png

     

  • v-jefferni Profile Picture
    Microsoft Employee on at

    Hi @reld4568 ,

     

    Default property of Dropdown controls means the default display value. For your case, Table3.Checkpoint should be put in Items property because it's the table of available selections. You can try ThisItem.Checkpoint in Default property to make it display current item's Checkpoint field value.

     

    Best regards,

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