Create Asset Manager List from Microsoft List Templates And Customize List Form Using Power Apps

Introduction

 

In this article, we will see how we can make use of the Microsoft List template Asset Manager and customize the New, Edit, and View form using Power Apps functionality.

 

Note

In Form customizations, PowerApps leverages a single form instance to show New form, Edit form, and View form controls.

 

Pre-requisites

• A SharePoint online team site or communication site created.
• Suitable permissions to create Microsoft list - Site Owner/ Edit permissions or the highest level of access that is Site collection admin.
• Check if you have access to Power Apps customizations - if not check with your admin for a suitable license allocated to your user profile.

Table of Contents 

• Create a Microsoft list using template Asset Manager
• Customize New Form, Edit Form, and View Form in Power Apps
• Output
• Summary

Create a Microsoft List using template Asset Manager

• Login to your Microsoft account using work/personal credentials.

• Select Lists from the list of Apps,

• Click on + New list,

• Select the Asset Manager template from the list of pre-defined templates,

• You will see the list created with the required columns.

 

Create New Form, Edit Form, and View Form in Power Apps

• Click on Customize forms as shown below,

• Power Apps studio opens up where you can start customizing the forms,

• Rename the default screen name and form to Asset Screen and Asset Form respectively,

• Check the data source is connected to the Asset Manager list,

• Add all the required fields to the form,

• Once you have done the above changes save and publish the app to your list. Click on File and click on Save and Publish to SharePoint.

• You can right-click on the List URL on the same window and see the output of the List forms,

• On the list click on + New item and see the form changes are reflected as expected,

• In the above image, you notice the Save, Cancel links to save the form data to list. Similarly, when we view an item we see the below,

 

Important note

Let's understand how these buttons are configured in Power Apps. When you customize the forms in Power Apps you notice a SharePoint Integration item to select just above the Asset screen as shown below,

 

 

In the drop-down, you will see,

 

 

With each function configured to, 

• OnCancel - ResetForm('Asset Form')
• OnEdit - EditForm('Asset Form')
• OnNew - NewForm('Asset Form')
• OnSave - SubmitForm('Asset Form')
• OnView - ViewForm('Asset Form')

This is how the form mode is set for each link selection on the form.

 

Output

 

Check the below link see to see the output video here.

 

Summary

 

In this article, we have seen how to create an Asset Manager list from Microsoft 365 template and see how we can customize the Form for New, Edit, and View details.