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Populate Form Values from another Form

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Posted on by ctedesco3307

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Hey all – looking to populate values from one form to
another. The Add new Project form is from a SharePoint list - PS Contract Totals

The Project details form is from a SharePoint list - PS Contracts

There is a lookup field on PS Contracts that finds the
project key on PS Contracts Totals. It is the same field/value identified in
ProjectsMaster on the Project Details form – I'm using variables to populate from
OnSuccess of the PS Contract Totals form (frmNewprojTots)

Set(

varProjRecord,

frmNewprojTots.LastSubmit

);

UpdateContext({ctxChildpop: true});

NewForm(frmNewProjs)

Thing is - I also need Project Key, Finance Type, CR_TYPE and ChgReqNum
to be populated on the Project details Form (frmNewProjs) in addition to the ProjectMaster
being set. How can I do that? Do I need to create separate variables for each
field on the frmNewprojTots? Is that the most efficient thing to do, or is there
a better way? Thx in advance

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RandyHayes 76,291 Super User 2024 Season 1 on at

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Re: Populate Form Values from another Form

@ctedesco3307

You already have all the fields and data (and more) that you need in the one variable. There is no need to create new one repetitively.

What you want to do is all done in the Item property of your form. First, make sure the form is in Edit mode.

Set your Item property to include whatever columns you want.

Ex:

With(varProjRecord, {ProjectKeyColumnName: 'Project Key', FinanceTypeColumnName: 'Finance Type', CR_TYPEColumnName: CR_TYPE, ChgReqNum: ChgReqNum } )

Change column names as needed.

I hope this is helpful for you.

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WillPage 2,243 Super User 2025 Season 2 on at

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Re: Populate Form Values from another Form

You can access all the properties of that variable you set, e.g varProjRecord.'Project Key', varProjRecord.CR_TYPE etc.

If that doesn't work, you should at least have the ID, so in your OnSuccess formula, go
Set( varProjRecord, LookUp('PS Contrcat Totals', ID = frmNewprojTots.LastSubmit.ID) )
Now you can go varProjRecord.Whatever and the data from the column called Whatever will be there. Set the Default property of the controls in the other form as such.

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ctedesco3307 659 on at

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Re: Populate Form Values from another Form

@Ra Thank you!!

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