Tag Archives: PowerApps
Displaying Associated Records on the Main Grid Form Using Power Apps Grid Control
Introduction Microsoft Power Apps is a pivotal tool for creating custom apps tailored to specific business needs. A powerful feature of Power Apps is the ability to display associated records on the main grid form using Grid Control. This functionality provides users with a comprehensive view of related data, enhancing user experience and productivity. In this blog, we’ll explore how to effectively display associated records on the main grid form using Power Apps Grid Control. Steps to Display Associated Records Open your Power Apps Studio. From the Power Apps homepage, go to the Tables section. Select your desired table. In this case, it is the ‘Task’ entity. Go to the View Section on the ‘Task’ Entity. Select the desired view such as ‘All Tasks’ Click on ‘Components’ from the Navigation Bar Click on ‘+ Add a component’ followed by ‘Get more components’. This will open a library of available components that you can add to your table. Choose ‘Power Apps grid control’ and click ‘Add’ below. This control allows you to customize how data is displayed within the grid, including the ability to show related records. It will be present in the control list like this. Select it. In the Power Apps grid control settings, select the related entity for which you want to display the associated records. For example, if you want to display users assigned to tasks, choose ‘Assigned Users’. Click ‘Done’ After configuring the grid control, save your changes to the app. Make sure to test the configuration to verify that the associated records are displayed as expected. Once everything looks good, publish the app to make the changes live for all the users.Voila, you see the Assigned Users’ Associated Records on the View. Conclusion By effectively utilizing Microsoft Power Apps Grid Control, you can significantly enhance the user experience by providing a comprehensive view of associated records directly on the main grid form. This step-by-step guide equips you with the knowledge to configure and display related data, streamlining your app’s functionality and improving productivity. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com
How to use Dataverse Global In-App Notification for Real-Time Notification in Model-Driven PowerApps
Hi All, Have you ever wondered how to use Dataverse In-App notification that can be helpful in many scenarios, I’ll give an overview of the usage with a use-case. Documentation Link Business Insights in Real-Time – Documentation This is the In-App Notification Let’s see how to create such an In-App notification Step 1: In order to use this In-App notification, we need to enable it. -> Go to Editor of Model-Drivel App -> Click on Settings -> Click on ‘Features’ -> Enable ‘In-App Notification’ Note: This In-App notification creates records in Dataverse, therefore the storage will be consumed. There’s also a time-based auto-deletion that can be configured by Admin. Step 2: Save & Publish your Model-Driven App. You will see a Bell Icon on the top-right of the App. Step 3: Now, we will create the notification. There are 3 ways to create the notification, Using JavaScript -> will be using in this example Using C# Plugins (Dataverse SDK) Using HTTP Request (Web API) Step 4: As example, I will be sending a Notification to me but you can configure it to send to anyone in the organization. Note: You must have the necessary permissions to do so, Admin can configure these privileges by customizing Security Roles for the ‘app notification‘ table Refer what type of format you want to display from the documentation link provided above Step 5: I’ve created a Web-Resource that triggers when I manually close the case, So when I close a case, here’s the output. Note: You can automate these and send to anyone.Some examples are:1. Automatic send Notification of new case created to assigned person.2. Automatic notification to the Team whenever a critical ticket is raised.3. Apart from these, you can have notification whenever a Business critical flow has been failed. Some of the best ways to use is with having rich user experience with Icons and formatting options that are available to use.Icons, font styling and mentioning anyone That’s how we can achieve In-App notifications. Hope this helped you!
How to Use Solution Checker to identify usage of the OrganisationData.svc endpoint (Odata Deprecation for Web resources)
The Organization Data Service is an OData v2.0 endpoint introduced with Dynamics CRM 2011. The Organization Data Service was deprecated with Dynamics 365 Customer Engagement v8.0 in favor of the Web API, an OData v4.0 service. For more details please follow the link https://powerapps.microsoft.com/en-gb/blog/odata-v2-0-service-removal-date-announcement/ OData v2.0 Service removal date announcement | Microsoft Power Apps To determine the deprecation in your old javascripts below is the blog you can refer to. Step 1: Log in to the required Power Apps environment using the URL make.powerapps.com by providing a username and password and select your environment accordingly. Step 2: Go onto Solutions and click on [+ New solution] from the menu bar Step 3: Name your Solution and fill in all the details which include the Publisher as well as the Version details. Step 4: Go inside your solution and select Add existing option. Click on More and select Web resource. Step 5: Search for your web resources using your custom publisher. For example, your publisher might be new_ or abc_ and so on.It depends on how you name your publisher. Step 6: Select all the web resources you required and once done, go back to the solution and click on the ellipses(3 dots) of your solution. Click on the option Solution checker and select Run. Step 7: We can also view the Run Status of the solution. Step 8: Click on Ellipses(3 dots) again of the solution you have worked on and click on Solution checker and then you can view the option Download results. Click on that option and once you download it, it will be downloaded in the form of xlsv(excel). Try searching the issue for web-avoid-crm2011-service-data on that excel sheet. Hope this helps!!!
Dynamic visibility of Gallery Items based on previous item data in Canvas PowerApps
Introduction Let’s say you come across a scenario where you want to show dynamic records for your gallery items based on previous record details. For example: Let’s say a basic Q&A where the User should input data and then proceed.So, I have created something similar that will help in developing such a design quickly and efficiently. Steps to implement in Canvas PowerApps Step 1: Create a collection that will store data of the gallery. (You can use Dataverse records here with the unique identifier in the collection.) Note: Collection is better to use if you are referring to the same table. If you use Gallery.AllItems then you will encounter errors and circular reference issues. Set a Blank Vertical Gallery where Items property is as follows: Step 2: Add a Text Input in Gallery that will accept the User’s Input Along with Questions. Conclusion That’s all. You got dynamic content based on previous values. I hope this helps!
Editing Components on the Power Apps Portal’s Sign In Page
The Sign In Page of a Power Apps Portal looks something like the image as shown below. The components shown in different colors in the below image are on the portals login page, we cannot access the backend code of these components but we can rename disable enable these components so let’s see how to do this. When you provision your power apps portal with the portal a “Portal Management” Model-driven app is also being deployed in your environments. In this Portal Management app, there are site settings using which you can enable/disable the Sign in Page Components Below is the list of site settings whose values (true/false) enable or disable components on the sign-in page. Authentication/Registration/AzureADLoginEnabled – Enables / Disables Azure AD Button. Authentication/Registration/ExternalLoginEnabled – Enables / Disables Externa SignIn Section Authentication/Registration/Enabled – Enables / Disables the registration section. Authentication/Registration/InvitationEnabled – Enables / Disables the invitaion redeem button Authentication/Registration/LocalLoginEnabled – Enables / Disables the local login section Authentication/Registration/OpenRegistrationEnabled – Enables / Disables Registration button. Search/Enabled – Enables / Disabled search icon on the screen. Hope this helps! Thank you.
How to create Dynamic Option-set/List based on value from other fields in Canvas PowerApps
Hi Everyone, Consider a scenario where we want to filter out a dropdown/combo-box choice field based on value in other field or dropdown.Since we cannot use scripts in Canvas App, here’s how we can show specific choice based on multiple values For this example, I’ve considered a bunch of basic items belonging to Fruits, Vegetables and Dairy products. For example purpose I’ll be creating a collection of values to representation. This step will be avoided for choices field within a table/entity.Below is the ‘Master Record’ of collection. Step 1: Create an indexed collection. (referring to MasterList in this example) Step 2: Let’s say we would like to classify the Master List into 3 categories (Fruits, Vegetables and Dairy). In this example, I’ll be using a dropdown list for which the main dropdown field is required to filter data. I’ll be adding a hidden button, containing the following code Based on the above code,Type 1 refers to “Fruits”, Type 2 refers to “Vegetables” and Type 3 refers to “Dairy” Step 3: Added dropdown which will hold classification values. Step 4: The main dropdown choice field which will be filtered based on categories mentioned by above dropdown. That’s it. We have successfully implemented the dynamic choice list as per values dependent on other field. Hope this helps you.
Quick Tip: How to get a quick Pop-up on a control which holds a detailed information than its size on screen in PowerApps
Hi Everyone, Isn’t it annoying that you have a text field in your Canvas App which holds a huge information to fit in a small space?There’s a quick solution which you can use to show a mini pop-up by an out-of-the-box feature. Let’s consider an example of where we have a paragraph in a text field then we have output is to be displayed with a limited height and width on the screen. Fig 1: This is a TextInput control where we have a detailed information.Fig 2: This is a normal label/text field control which has limited height and width. (Especially in scenarios like gallery records)Fig 3: This is a ComboBox control with DisplayMode set to View and the DefaultSelectedItems property is set as [TextInput.Text]We can see that when having more data, we can click more and see the entire information. Hope this quick tip helped you in your scenario.
Export Power BI data to CSV via Power Automate visual and upload to SharePoint
After PowerAutomate was added in PowerBI as a preview feature, it is finally available for general use. In this blog we are going to use this PowerAutomate visual to export PowerBI data into CSV and upload the CSV on Sharepoint. Open PowerBI Desktop and drag the PowerAutomate Visual, if it isn’t available in the visualization pane update your PowerBI Version. Now add the columns, you need in your CSV file. Click on the ellipsis button on the visual and select edit. Create new flow and select instant cloud flow. A default PowerBI trigger would be created, click on add new step. Search “Compose” action in the search bar and select it as we have to compose PowerBI Raw data first. In the Inputs select PowerBI Data. After composing we have to convert this data into CSV, therefore add “Create a CSV table” step and add previous output. Now we have to upload this CSV into sharepoint so we will add a step to create a sharepoint file. Enter the Sharepoint address, Folder Path, give the file any name desired and put “.CSV” as suffix. Save and close the map. To run the flow, press Ctrl and left click. As you can see the file in SharePoint is created. Thanks for reading, hope this blog helped!
Create Custom Recommendation on Form within Canvas Power Apps
Hello, everyone! We know that Recommendations are created using Business Rules, but that only works on Model Driven Apps. As a result, we’ll develop Custom Recommendations that are flexible and customizable to our needs and enhance our App. This is how the Custom Recommendation looks, Let’s start with a simple use case, I want to set ‘Preferred Method of Contact’ field as Phone when User enters data within ‘Phone’ field within the App. Step 1: Add an Edit Form in Canvas Power Apps where the Recommendation would be applied. Step 2: Within Form properties, Click on Edit Fields Add Custom DataCard. Drag your Card below the DataCard where you need Recommendations. Step 3: Within the Custom DataCard, enter necessary information that you like in your App and use below condition. Step 4: For Apply button, I’m using context variables that sets true when click and remains until record is saved or the current screen is Active. Step 5: For changing values in my combo box on field ‘Preferred method of contact’.Note: Based on your requirement, this will change… That’s all. Hope this helps you.
How to extract information from XML/HTML/FSON and convert it into PlainText in Canvas PowerApps without Flow
If you are curious about the data in XML/HTML/JSON and want to fetch data from it without flow. Here’s something what you can do There’s an inbuilt function in PowerApps that converts HTML/XML to string text. Function Name is ‘PlainText‘. But all tags are neglected and extracting certain data is difficult. Consider you want to extract a small size information which is in XML/HTML/JSON and don’t have time to write a flow. Here’s what you can do I have a XML data.Tip: When converting your XML/HTML to PlainText. It’ll show space and next line if you place tags correctly. Keeping in 1 line or no spaces will reflect in result which will look bad. I have created 2 buttons and 2 input text boxes. 1st button will set XML/HTML/JSON in a variable or collection 2nd button will check for next values if tag found. 1st and 2nd input Text Boxes represent start and end tags There are 3 main variables that we’ll use to iterate the values. Here TagFind, TagFind_End are 2 input text boxes and var1 is variable holding XML data. Find function finds data which is encountered once. Since it has starting point we define it to iterate to next search. Current and CurrentEnd will represent start and end point of tag.Next will determine next index to start searching from We will have 1 label to show our answer Here the text property has the formula that retrieves data within the start and end point of the tag. Finally you will achieve something like this, You can use this fetched data somewhere in your PowerApp. You can also use something similar to extract values in branched data form. In a certain range of data.For example; In above XML, i have ’employees’ as 1 tag determining contents in it.If i had Name tag in employees and Name tag in ‘Department’ then by range of ‘Employees’ or ‘Department’ i can fetch Name of that block only. Hope this idea helped.