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Tarang_7's avatar
Tarang_7
Copper Contributor
Oct 03, 2025

SharePoint Framework

Let me explain you my scenario and use-case about what I am trying to build with SPFx.

 As i have tried all the possible Form customizations using PowerApps, SharePoint Forms, etc.. and not able to get the expected results. I am creating a primary list named Sales Leads List wherein i am tracking each leads getting in from our sales team. And i am creating related list named Lead Interactions to track the interactions associated with specific Lead of Sales Lead List.

 

What i want to achieve is: I am creating a Add Interaction column/button on each lead of Sales Lead List. When user clicks this button, a Lead Interactions form should open with certain fields gets pre-populated from this Leads entry. Is it possible to achieve this use-case with SPFx and how?

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3 Replies

  • Tarang_7's avatar
    Tarang_7
    Copper Contributor
    Oct 06, 2025

    But I don’t want to create a standalone app for this, so I’m trying to implement it using the SPFx Framework. I also tried using PowerApps customized forms, but even then, this functionality couldn’t be achieved.

    • Rob_Elliott's avatar
      Rob_Elliott
      Bronze Contributor
      Oct 06, 2025

      I'm not sure why you are ruling out a Power Apps canvas app which is the obvious solution, but someone else will have to help you then as SPFx web parts are not permitted at my company.

      Rob
      Los Gallardos
      Microsoft Power Automate Community Super User.
      Principal Consultant, Power Platform, WSP Global (and classic 1967 Morris Traveller driver)

  • Rob_Elliott's avatar
    Rob_Elliott
    Bronze Contributor
    Oct 05, 2025

    You don't need SPFx, this can be done with a Power Apps canvas app - note: not a Power Apps customised SharePoint form. Your 2 lists would be the data source. On the screen you'd have a gallery listing all the sales leads. When you select one it displays (in a separate container) a form for adding a new interaction. You could then have another gallery listing all the interactions for the selected lead and be able to open if one if you needed to edit it. Something like that anyway. 

    Edit: I spent an hour (well, it is a Sunday morning so I'm not working and my wife is out) building a very quick & dirty system. The 2 lists:

    This is the main screen of the app. The user selects a lead from the gallery on the left. A new interaction form is available for them with the details from the Sales Leads list.

    If the user selects a different lead then that information is displayed on the new interaction form and the interactions for that lead are displayed in the table below.

    Hope that helps, come back with any questions.

    Rob
    Los Gallardos
    Microsoft Power Automate Community Super User.
    Principal Consultant, Power Platform, WSP Global (and classic 1967 Morris Traveller driver)

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