This video series will teach you everything you need to know about Power Apps Forms. These videos will not only get you started working with Forms, but will teach you more advanced concepts that you need to produce complex forms. The following 7 videos are included in this series:
Intro to Power Apps Forms - https://www.youtube.com/watch?v=yT4gGVunU0o
Power Apps Form Modes - https://www.youtube.com/watch?v=BnzaSDYl8mA
Forms Unsaved, Updates & Last Submit - https://www.youtube.com/watch?v=N8DWvS7P9lw
Power Apps Form OnSuccess - https://www.youtube.com/watch?v=q2bhlBAqN_E&t=30s
Customize your Forms like InfoPath - https://www.youtube.com/watch?v=5vVFgaEBYuM
Power Apps Tabs - https://www.youtube.com/watch?v=if_mFIfi5PM&t=24s
SetFocus & Scroll up Form - https://www.youtube.com/watch?v=dDsY3kap0rw
What are Forms?
A Form is a prebuilt interface used to display details of a record, edit details, and create new records.
Why use Forms?
Forms talk directly to your data source and builds out any requirements that exist within your data source. Once the requirements have been built out, Cards can be customized and functions can be utilized to affect the entire Form. A few functions that you will learn to work with in this video series are EditForm, ResetForm, ViewForm, SubmitForm, and NewForm.
Working with Forms
Intro to Power Apps Forms
One of the first steps to take when getting started with Forms is to add a gallery to your blank screen in Power Apps. The gallery will display a data source of your choice, and the form will display one record of that data source. Shane uses SharePoint as a data source throughout this video series, but any data source will work.
There are two form options to choose from: an Edit Form and a Display Form. Display Forms are used to display data, while Edit Forms are customizable and their modes can be changed. The number of columns, size of cards, order of cards, and more can all be altered in an Edit Form. Fields can easily be added and deleted depending on the content that you want your users to see.
Shane's first video, Power Apps Forms – Introduction to data sources, data cards, and layout, will lay the groundwork for you to be able to build your first form and for the rest of the video series.
Key Timestamps:
0:00 Intro
1:24 Add a vertical gallery
2:21 Overview of Edit vs Display Form and add an edit form
3:57 Set the item property
4:26 Overview of pop out menus and demo of snap to columns
10:22 Customizing Fields and cards
Power Apps Form Modes
Forms can be put into and taken out of New, Edit, and View modes. This can be done via the NewForm, EditForm, and ViewForm functions. In Shane’s Power Apps Forms – Form Mode video, he demonstrates how to put a form in each of these three different modes by utilizing a button per function. One thing to keep in mind here is that buttons must be added outside of the form itself.
The SubmitForm function is used to create a ‘Submit or Save’ button that either saves a completely new record that has been created or updates an existing one. The ResetForm function is used to create a ‘Reset’ button that resets the form back to its default.
Key Timestamps:
0:00 Intro
1:30 Add labels to the screen to display the form mode and form display mode
4:13 Change the default mode of the form
5:42 Add a button to change the form mode using the EditForm function
7:08 Add a button to cancel being in edit mode using the ViewForm function
7:58 Display the cancel button depending on what mode the form is in with an If function
9:50 Modify the If statement
11:22 Add a button to put the form in new mode using the NewForm function
12:12 Difference between form mode and form display mode
15:44 Add a button to submit the form using the SubmitForm function
16:45 Reset the form back to default using the ResetForm function
18:17 Overview of item property
Forms Unsaved, Updates & Last Submit When working with Forms, you have the opportunity to use a few unique properties. The Unsaved property lets you know if edits have been made but not yet saved. The LastSubmit property contains the record of the last item that the form submitted. The Updates property shows values we pushed to our list. Shane demonstrates how to use all of these properties in his Power Apps Forms – LastSubmit, Updates, Unsaved video.
Key Timestamps:
0:00 Intro
1:05 Add the Unsaved property and warning text
5:04 Disable the save button while there are unsaved changes using the Unsaved property
7:31 Add the Last Submit property to show info that was just submitted
12:25 Add the Updates property
Power Apps Form OnSuccess
This video will teach you how to avoid common errors and the correct way to use three different properties with Forms. The OnSuccess property triggers a behavior after a form has been submitted. The OnFailure property triggers when a form fails to submit. The OnReset property triggers each time that form is reset. In Shane’s Power Apps Form OnSuccess, OnFailure, OnReset video, he demonstrates how to use these 3 properties and how to send an email every time that a change is saved in a form.
Key Timestamps:
0:00 Intro
1:20 Add a button that sends an email via Office365Outlook.SendEmailV2 in the OnSuccess
4:42 Add the ResetForm to the OnSuccess property
5:04 Use LastSubmit to include a specific field in the email
6:50 Overview of OnFailure and OnReset
Customize your Forms like InfoPath
Forms can be customized to look like InfoPath. In Shane’s Power Apps Custon Forms to look more like InfoPath video, he demonstrates how to add headers and subsections, get fill colors, set borders, disable fields depending on the user, and more. This video will teach you numerous tips and tricks to get your forms looking more like InfoPath.
Key Timestamps:
0:00 Intro
1:25 Demo of the solution
1:57 Start with a blank tablet layout and add a gallery
2:59 Create a second screen, add a form, and remove unnecessary fields
5:08 Add a header to the top of the form/screen
6:50 Add a custom card to break the form up into sections
8:49 Wrap text in a notes field via mode
10:46 Make a field not editable and hide an entire card depending on the user
14:02 Create a third screen for app notes and fill screens via a color code
17:54 Add submit and cancel buttons
20:37 modify border thickness
22:06 Duplicate the screen
Power Apps Tabs
In Shane’s Power Apps Tabbed Form video, he demonstrates how to create a tabbed form that creates a much more user friendly experience. The purpose of a tabbed form is to get an entire form onto one screen, completely eliminating the need for your users to scroll in order to be able to complete a form. This video will teach you how to create a single screen with multiple tabs for separating different sections of a form.
Key Timestamps:
0:00 Intro
1:38 Demo of the solution
3:44 Walkthrough of the solution
8:52 Start with a blank screen, add a gallery, and add a form
9:56 Add 3 buttons to create the tab functionality
11:48 Set the OnSelect using the Set function and set the DisplayMode using an If function
13:04 Set the DisabledFill and BorderThickness properties
17:35 Set the visible fields for each button
23:03 Add an icon to save the form using the SubmitForm function and add an icon for a new form using the NewForm function
SetFocus & Scroll up Form Adding scrolling functionality within a form is one way to better your users overall experience. In Shane’s Power Apps SetFocus and Scroll to top of a Form video, he demonstrates how to use the SetFocus function in order to scroll to the top of a form once it has been submitted. The SetFocus function can also be used to send your users cursor where you want it to go. This functionality is great for directing users to a specific place within the form or drawing their attention to something that might otherwise be easily overlooked. Key Timestamps:
0:00 Intro
0:44 Demo of the solution
1:29 Overview and nuances of the SetFocus function
3:23 Use the SetFocus function to scroll to the top of a form
4:16 Use the SetFocus function to scroll to the top of a form that does not have text inputs
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