Editing and Deleting Records in a Form

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Editing and Deleting Records in a Power Apps Form – Complete Guide

📌 Introduction

Editing and deleting records are fundamental functionalities when working with forms in Power Apps. Whether updating an existing record or removing unwanted data, proper implementation ensures a seamless user experience.

This guide covers:
✔ How to set up an Edit Form to modify records
✔ How to configure a Delete Button to remove records
✔ How to use functions like Patch(), Remove(), RemoveIf()
✔ Best practices for managing data integrity and user experience


🔹 Step 1: Understanding the Form Control for Editing and Deleting

Power Apps provides a Form Control that can be used to edit existing records.

✅ Types of Forms in Power Apps

Form TypePurpose
Edit FormAllows users to modify existing records.
New FormEnables users to create a new record.
View FormDisplays records in a read-only mode.

For editing and deleting, we primarily work with the Edit Form.


🔹 Step 2: Adding an Edit Form to Your Power App

✅ Step 1: Insert the Edit Form

  1. Open Power Apps Studio and create a new app or edit an existing one.
  2. Click on Insert > Forms > Edit Form.
  3. Position the form on the screen.

✅ Step 2: Connect the Form to a Data Source

  1. Select the form and go to the Properties Panel.
  2. Under Data Source, select a data source (e.g., SharePoint, SQL, Excel, Dataverse).
  3. Click Edit Fields and select the fields you want to display.

📌 Example: Connecting to a SharePoint List named “EmployeeRecords”


🔹 Step 3: Displaying Data in the Edit Form

To edit records, the Edit Form needs to display a selected record.

✅ Selecting a Record for Editing

To select a record from a Gallery and load it into the form:

  1. Insert a Gallery control (Insert > Gallery > Vertical).
  2. Set the Items property to:
EmployeeRecords
  1. Select the Edit Form and set the Item property to:
Gallery1.Selected

📌 Behavior: When a user selects a record in the gallery, it loads into the form for editing.


🔹 Step 4: Editing a Record in Power Apps Form

✅ Step 1: Add a Submit Button

  1. Insert a Button (Insert > Button).
  2. Set its Text property to "Update Record".
  3. Set its OnSelect property to:
SubmitForm(EditForm1)

📌 Behavior: Saves the changes made in the form back to the data source.

✅ Step 2: Adding a Success Notification

To notify users of a successful update, modify the OnSuccess property of the form:

Notify("Record updated successfully!", NotificationType.Success)

📌 Behavior: Shows a success message after a successful update.


🔹 Step 5: Deleting a Record from the Data Source

Deleting a record requires using the Remove() function.

✅ Step 1: Add a Delete Button

  1. Insert a Button (Insert > Button).
  2. Set its Text property to "Delete Record".
  3. Set its OnSelect property to:
Remove(EmployeeRecords, Gallery1.Selected)

📌 Behavior: Removes the selected record from the EmployeeRecords data source.

✅ Step 2: Confirm Deletion Before Proceeding

To prevent accidental deletions, prompt the user for confirmation.
Modify the OnSelect property:

If(
   Confirm("Are you sure you want to delete this record?", "Yes", "No"),
   Remove(EmployeeRecords, Gallery1.Selected)
)

📌 Behavior: Asks for confirmation before deleting a record.


🔹 Step 6: Handling Form Reset and Navigation

After editing or deleting, reset the form and navigate accordingly.

✅ Step 1: Reset the Form After Submission

Modify the OnSuccess property of the form:

ResetForm(EditForm1);
Navigate(Screen1, ScreenTransition.Fade)

📌 Behavior: Resets the form and navigates back to the main screen.

✅ Step 2: Refresh Data After Deletion

After a record is deleted, refresh the data source:

Refresh(EmployeeRecords)

📌 Behavior: Updates the gallery to reflect the changes.


🔹 Step 7: Using Patch() for Editing Instead of Forms

The Patch() function can be used as an alternative to SubmitForm().

✅ Updating a Record Using Patch()

  1. Insert a Button (Insert > Button).
  2. Set its Text property to "Save Changes".
  3. Set the OnSelect property to:
Patch(
   EmployeeRecords,
   Gallery1.Selected,
   {
      Name: txtName.Text,
      Email: txtEmail.Text,
      Position: txtPosition.Text
   }
)

📌 Behavior: Updates the selected record with new values without using a form.


🔹 Step 8: Using RemoveIf() to Delete Multiple Records

Sometimes, you may need to delete multiple records based on a condition.

✅ Example: Delete Employees Older than 60

RemoveIf(EmployeeRecords, Age > 60)

📌 Behavior: Deletes all records where Age is greater than 60.


🔹 Step 9: Handling Errors During Edit/Delete Operations

To catch errors while updating or deleting records, use:

If(
   IsError(SubmitForm(EditForm1)),
   Notify("Error updating record!", NotificationType.Error),
   Notify("Record updated successfully!", NotificationType.Success)
)

📌 Behavior: Displays an error notification if the update fails.


🔹 Step 10: Best Practices for Editing & Deleting Records

Enable confirmation dialogs before deleting records.
Use role-based permissions to restrict who can edit or delete data.
Log deleted records to a backup table for recovery.
Use error handling to catch and manage failures.
Refresh the data source after any changes to keep records updated.


🔹 Conclusion

Editing and deleting records in Power Apps forms are essential for dynamic applications. Whether using built-in forms, the Patch() function, or RemoveIf(), Power Apps provides multiple ways to manage data efficiently.


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