Step-by-Step Instructions: Building a RISK Application in Power Apps- Part 2

Описание: Step-by-Step Instructions: Building a RISK Application in Power Apps
1. Connect to your data

Open Power Apps Studio and create a new Canvas App from blank.

From the Data pane, connect to your three SharePoint lists:

RISK Database – the main data source for all records.

RISK Category List – contains the list of risk categories.

Location List – stores available site or location data.

2. Create the app screens

Set up these screens within your app:

Home Screen – displays dashboard tiles, summary counts, and navigation buttons.

Add RISK Screen – allows users to enter a new RISK record.

View RISK Screen – shows details of a selected RISK entry.

Update RISK Screen – enables editing or modification of existing records.

RISK Register Screen – displays all transactions in a tabular or gallery format.

Update Category Screen – used to manage (add, edit, or remove) categories.

Update Location Screen – used to manage locations.

Give each screen a clear and consistent name (for example: scrHome, scrAdd, scrView, etc.).

3. Build the Home screen

Insert Power BI tiles to display your RISK dashboard visuals.

Add summary tiles or labels showing total numbers or category-wise counts of RISCs.

Create navigation buttons that take users to the other screens.

Optionally, add a logo, title, or quick-access shortcuts for visual polish.

4. Design the Add RISK screen

Add an input form connected to the RISK Database.

Include fields for all essential details such as RISK title, description, category, location, status, and date.

Use dropdowns or combo boxes for Category and Location, drawing data from their respective lists.

Include buttons to save, cancel, or return to the home screen.

5. Set up the View RISK screen

Add a gallery to list all RISK entries from the database.

Configure it so that selecting a record opens its detailed view.

Insert a display form that shows the selected record’s full details.

Include navigation to go back to the main register or home screen.

6. Create the Update RISK screen

Add an edit form connected to the RISK Database.

Set it up to load the selected record for editing.

Include a save button to confirm updates and a cancel or back button to return to the previous screen.

7. Build the RISK Register screen

Insert a gallery or data table to display all RISK transactions.

Add controls for filtering or sorting by category, date, or location.

Provide navigation to open a record in view or edit mode.

Optionally, add export or print options if needed.

8. Configure the Update Category screen

Add a gallery showing all existing RISK categories.

Include a form to add new categories or edit existing ones.

Provide options to delete categories when necessary.

Refresh the data source after any changes.

9. Configure the Update Location screen

Similar to the category screen, display all locations in a gallery.

Add a form to create, edit, or remove location entries.

Include navigation back to the home screen.

Ensure the RISK Database reflects location updates appropriately.

10. Finalize and publish

Test each screen’s navigation and data connections.

Confirm that data is correctly displayed, added, and updated across all screens.

Adjust layout, formatting, and alignment for a professional look.

Save your app, publish it, and share access with the intended users.

Functions to create Risk Power Application:
Collection:
ClearCollect(ColRiskData, 'Risk Register Dev');
ClearCollect(
colStatusCount,
Table(
{Status: "Not Started", Count: CountIf('Risk Register Dev', Status.Value="Not Started")},
{Status: "In Progress", Count: CountIf('Risk Register Dev', Status.Value="In Progress")},
{Status: "Completed", Count: CountIf('Risk Register Dev', Status.Value="Completed")},
{Status: "On Hold", Count: CountIf('Risk Register Dev', Status.Value="On Hold")}
)
)

Categories vise count:
CountRows(Filter('Risk Register Dev', 'Risk Level'= "High"))
Switch function to change colours:
Switch(
ThisItem.'Risk Level',
"High", RGBA(220, 53, 69, 1),
"Medium", RGBA(255, 193, 7, 1),
"Low", RGBA(40, 167, 69, 1),
RGBA(128, 128, 128, 1)
)
Switch Function to convert text into numeric value:
Switch(
DataCardValue4.Selected.Value,
"Rare (1)", 1,
"Unlikely (2)", 2,
"Possible (3)", 3,
"Likely (4)", 4,
"Almost Certain (5)", 5
)
Filter function for cascading drop down to be used on 2nd drop down:
Distinct(Filter('Risk Categories for Risk Register',Title=DropdownCanvas2.Selected.Value),'Risk Category')