• Girijesh Dixit

How to Create a Canvas App from SharePoint List

We will use SharePoint as a data source, so we will start by creating a list.


Step 1- Go to the SharePoint Home screen, click on +New and select the List.



Step 2 - Fill in the list name and description and, leave the Description field blank. This action will create a list with a default structure.



Step 3 - Click on the setting and select List settings to add and update the columns. This option will open all the configuration options available for a list, but we will be focusing on the Columns section.


Step 4- Add a list name i.e. "Clients" create a column and then set the column name.


Column Name

Data Type

Required

Name

Single line of text

Yes

Address

Multiple line of text

No

Phone

Single line of text

No

Email

Single line of text

No

Step 5 - Create another SharePoint list with the name Incidents.


Column Name

Data Type

Required

Customer Name

Lookup

Yes

Date

Date and time

Yes

Priority

Choice

Yes

Comments

Multiple line of text

No

Step 6 - For the customer’s name field, select the Lookup type, and then, in the Get information from dropdown, select the Clients list we created before.




Step 7 - For the Priority column, select the Choice type and replace the list of choices with High, Medium, and Low. Set the Default value as Low.



Step 8 - For the Comments column, specify the type of text to be Plain text to prevent formatting issues later when designing an app.


Step 9 - We are done with SharePoint list creation and now it’s time to add the data to the client list.




Step 10 - Add the date to the incident list.



Step 11 - On the list's toolbar, select Power Apps and then Create an app. This action will open up a dialog asking you the name of your application:



Step 12 - Input the App details, and at the final, this will look like as below.



Step 13 - Click the play button from the top right corner


List View



Detail View



Edit Screen




Happy learning!!






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