Hello Readers

This blog is to help fellow consultants to start their journey on PowerApps. We all know how easy it is to put together a screen on Canvas Apps but as and when we need a specific action on it or from it; we fall short of formulas/functions. That’s because we never required these formulas in Model Driven Apps.

But as Business/Functional Consultant, you want to deliver value to your client, make their life easier, Don’t you?

I am sure you do, so here I am providing you with 20 essential functions you must know as a functional consultant. This can be a starting point for you; well, Microsoft is trying hard for Business Users and Functional Consultants to get in the rink of Power Platform. Their learning path is specially designed for Business Users and Functional Consultants, check it out here Learn PowerApps.

All formulas below are simple and easy to understand. You’ll need it in everyday consulting; maybe for pre-sales, maybe for proof of concepts or maybe for a real world app.

1.Default a lookup in next screen based on the record created in previous screen

e.g create a contact first (in screen 1) then set primary contact when creating account (in screen 2)

Set Lookup fields datacardvalue’s ‘defaultselecteditem’ = Edit/New/FormN.LastSubmit

**N=Your form sequence

2.Set a lookup with required display field

Set Lookup fields datacardvalue’s ‘DisplayFields’ = [“Fieldname”]

3.Set a lookup with required search field

Set Lookup fields datacardvalue’s ‘SearchFields’ = [“Fieldname”]

4.Set a lookup with multiple search fields

Set Lookup fields datacardvalue’s ‘SearchFields’ = [“Fieldname1”, “Fieldname2”]

5.Nested grid

Filter(ChildEntityName,’LookupFieldName’. ‘PrimaryFieldName’ =ParentEntityGallery.Selected.’PrimaryFieldName’)

See account and contact example below; it shows related contacts of a selected account

6.Set Date/Date & Time to the current date/time

Set Data card ‘default’ = Now()

7.Set Date/Date & Time to current plus:

+30 minutes

Set Data card ‘default’ = Now()+0.5/24

+1 hour

Set Data card ‘default’ = Now()+1/24

+1 Day

Set Data card ‘default’ = Now()+1

+30 Days

Set Data card ‘default’ = Now()+30

8.Change No. of years that can be selected in date picker

Set the Start year and End year in the Date picker (Start and End date)

Set Date Value ‘Start Year’ or ‘End Year’ = Required Year

9.Add Years to an End Date, date picker

Set date value Start or End Year = Year(Today())+N

**N=No. of Years

 

10.Save a form (on button click) to create a record

Set button OnSelect = SubmitForm.FormN

**N= Sequence of form in your app

11.Save a form to create a record and navigate to a different screen

Set button OnSelect = SubmitForm.FormN;Navigate(ScreenN)

**N=Sequence of form/screen in your app

12.Save a form to create a record and show success message

Set button OnSelect = SubmitForm.FormN;Navigate(ScreenN)

**ScreenN=Your Success Screen

13.Set Camera to store photos in your PowerApps collection

Set Camera Onselect= Collect(colPhoto,CameraN.Photo)

**CameraN=Your Camera Sequence

 

14.Set entity image to last photo taken by camera

Set EntityImageDataCard’s Image’s Image = If(IsBlank(CameraN.Photo), Parent.Default, CameraN.Photo)

**CameraN=Your Camera Sequence

Meaning of this function- if cameraN does not have any picture in it (as in you haven’t clicked anything yet) then entity image would take its default value. But if you have clicked a picture; entity image will pick that image.

15.Select a record from a grid

Set Icon’s ‘OnSelect’ = Select(Parent)

 

 

16.Open a record from a grid

Set Icon’s ‘OnSelect’ = Select(Parent);Navigate(ScreenN)

ScreenN=View/edit screen

 

17.Delete a record on a grid

Set Icon’s ‘OnSelect’ =RemoveIf(datasource, primaryfield = GalleryN.Selected.primaryfield)

18.Setting up a logo on screen

Insert Tab>> Add Image>>Upload>> Resize from properties

19.Setting up a background image

Insert Tab>> Add Image>>Upload>> Resize>>Send to back

 

20.Rounding an Image

Click on image and set height and width equal

Now set, RadiusTopLeft =RadiusTopRight=RadiusBottomLeft=RadiusBottomRight=ImageN.Height

**Under Advanced on the right of your screen

Those are enough formulas to get you started. 🙂

Hope you find this helpful!

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Happy CRMing !!