Detailed explanation of how to connect a SharePoint List to a Canvas App in Power Apps along with step-by-step instructions, best practices, and troubleshooting tips.
Step 1: Prerequisites
Before connecting to SharePoint in Power Apps, ensure you have:
- A SharePoint Online site.
- A SharePoint List with columns and data.
- Access permissions to read/write to the SharePoint List.
- A Power Apps environment with appropriate licenses.
Step 2: Create a New Canvas App
- Go to Power Apps.
- Click on “Create” → Choose “Canvas app from blank”.
- Give your app a name and choose Tablet or Phone layout.
Step 3: Connect to SharePoint List
- In Power Apps Studio, go to “Data” (left panel).
- Click “Add data”, then select “SharePoint”.
- If prompted, sign in with your Microsoft 365 credentials.
- Enter your SharePoint site URL and click Connect.
- Select the List you want to use and click Connect.
Step 4: Display SharePoint Data in a Gallery
- Insert a Gallery from the Insert tab.
- Set its Items property to:
'YourSharePointListName'
- Power Apps will auto-bind the list data to the gallery.
- Customize the gallery by selecting different layout styles.
Step 5: Display Detailed Information
- Insert a Form (Edit Form or Display Form).
- Set its DataSource to:
'YourSharePointListName'
- Set its Item property to:
Gallery1.Selected
- Click Edit Fields to choose which columns to display.
Step 6: Add a Search Bar
To search records in the gallery:
- Insert a Text Input (
txtSearch
). - Modify the Gallery’s Items property:
Filter('YourSharePointListName', Title.Value & " " & Description.Value, txtSearch.Text)
- This will filter the list based on user input.
Step 7: Add a Form for Adding New Items
- Insert a Form (Edit Form).
- Set the DataSource to your SharePoint List.
- Add a Button with the following OnSelect code:
SubmitForm(EditForm1)
- This will create a new entry in the SharePoint List.
Step 8: Edit an Existing Item
- Set the Form’s Item Property to:
Gallery1.Selected
- Insert an Edit Button and set its OnSelect:
EditForm(EditForm1)
- When the user clicks, the form will enter edit mode.
Step 9: Delete an Item
- Insert a Delete Button and set OnSelect to:
Remove('YourSharePointListName', Gallery1.Selected)
- This will remove the selected item from SharePoint.
Step 10: Publish and Share the App
- Click File → Save & Publish.
- Click Share to give access to users.
Best Practices
- Use Delegation-Friendly Queries: Avoid
Filter()
on large datasets. - Limit Data Calls: Use collections to store data offline.
- Use Patch for Performance: Instead of
SubmitForm()
, use:Patch('YourSharePointListName', Defaults('YourSharePointListName'), {Title: txtTitle.Text})
- Secure Access: Restrict permissions in SharePoint List settings.
Troubleshooting
Issue | Solution |
---|---|
Data is not showing in the gallery | Check if the app is connected to the correct SharePoint list. |
Delegation warnings | Use StartsWith() instead of Filter() , or limit the number of records loaded. |
App is slow | Load data into a collection (ClearCollect() ) to improve performance. |
Users can’t edit data | Check if the user has Edit permissions in SharePoint. |
This guide covers everything you need to connect, display, add, edit, and delete SharePoint List data in Power Apps. Let me know if you need any modifications or further explanations!