PL-200

Practice Lab 3.1 – Forms

Scenario

You are a Power Platform functional consultant and have been assigned to the Fabrikam project for the next stage of the project.

In this practice lab, you will be modifying the forms for the Fabrikam Environment model-driven apps.

There are three model-driven apps in the solution:

Environmental Administration
Environmental Management
Environmental Project Delivery

You will be:

modifying columns on the project form
adding the timeline control to the project form
replacing the project outcomes sub-grid
adding the columns you created in the earlier lab to the forms
editing the project quick view form
adding a filter to the contact lookup on Program
adding a quick create form
copying a form
adding the table you created in the earlier lab to an app

Exercise 1 – Edit Project forms

In this exercise, you will make changes to the forms for the Project table.

Task 1.1 – Modify the Project main form

In this task, you will perform the following changes to the form:

change the label for project description
increase the size of project description field
add columns to the form

Navigate to the Power Apps Maker portal https://make.powerapps.com.
Make sure you are in your Practice environment.
Select Solutions.
Click to open the Fabrikam Environmental solution.
In the Objects pane on the left, click and expand Tables.
Select the Project table.
Under Data experiences, click Forms.
Select the Main form, click on the ellipses (…), and select Edit > Edit in new tab.
Select the Project Description field.
In the properties pane on the right-hand side, change Label to Description.
In the properties pane on the right-hand side, increase Form field height to 4 rows.
Select Table columns on the left-hand side of the form designer.
Drag the Project Code column into the Header.
Drag the Project Lead column below Region.
Drag the Length of Project column below Estimated End.
Select the Funding tab.
Drag the Total Project Funding column above the Project Funding sub-grid.
Click Save. Do not navigate away from this page.

Task 1.2 – Add Timeline control to main form

In this task, you will perform the following changes to the form:

change tab properties
insert the Timeline control
restrict the activities available on the Timeline

Select Tree view on the left-hand side of the form designer.
Select the General tab.
In the properties pane on the right-hand side, select 3 columns in the Layout drop down.
Select the Program section and drag to the new right-hand column of the General tab.
Select the New section in the right-hand pane and click the Delete icon.
Select Components on the left-hand side of the form designer.
Expand Display.
Drag the Timeline control to the middle column of the General tab.
Select Tree view on the left-hand side of the form designer, expand General tab, and select the New Section.
In the properties pane on the right-hand side, enter Timeline for Label and Name.
Check the Hide label box.
In Tree View, select the Note Text control for the Timeline.
In the properties pane on the right-hand side, click on Fax, uncheck the Enable box, and click Done.
In the properties pane on the right-hand side, click on Letter, uncheck the Enable box, and click Done.
In the properties pane on the right-hand side, click on Social Activity, uncheck the Enable box, and click Done.
In the properties pane on the right-hand side, select Date Created in Sort activities by drop-down.
Click Save. Do not navigate away from this page.

Task 1.3 – Sub-grids on main form

In this task, you will perform the following changes to the form:

replace the sub-grid for the many-to-many relationship between Project and Outcome with a sub-grid for the Project Outcome table

Select the Outcomes tab.
Select the Outcomes SubGrid.
In the properties pane on the right-hand side, select Project Outcomes (Project) in the Table drop-down.
Click Save.
Close the form designer.
Click Done.

Task 1.4 – Modify the Project quick view form

In this task, you will perform the following changes to the form:

add a sub-grid of Outcomes to the quick view form

Select the Quick View form, click on the ellipses (…), and select Edit in new tab.
Select Table columns on the left-hand side of the form designer.
Drag the Region column below Owner.
Drag the Project Type column below Region.
Click on the Project Status column to add to the form below Project Type.
Select the Owner field.
In the properties pane on the right-hand side, check the Hide box.
Select Components on the left-hand side of the form designer.
Click on the the 1-column section control to add it to the form.
In the properties pane on the right-hand side, enter Outcomes for Label and Name.
Expand Grid in the Components pane.
Click Subgrid and check Show related records.
Select Outcomes for Table.
Select Outcomes SubGrid for Default view.
Click Done.
In the properties pane on the right-hand side, enter Outcomes for Label and OutcomesSG for Name.
Check Hide Label
Click Save.
Close the form designer.
Click Done.

Exercise 2 – Edit Program form

In this exercise, you will add filtering on a lookup field on the Program table form.

Task 2.1 – Add filtering to lookup

In this task, you will perform the following changes to the form:

add a filter to the Contact lookup to only show Contacts that belong to the selected Account

Navigate to the Power Apps Maker portal https://make.powerapps.com.
Make sure you are in the Practice environment.
Select Solutions.
Click to open the Fabrikam Environmental solution.
In the Objects pane on the left, click and expand Tables.
Select the Program table.
Under Data experiences, click on Forms.
Select the Main form, click on the ellipses (…), and select Edit in new tab.
Select the Sponsor Main contact field.
In the properties pane on the right-hand side, expand Filtering.
Check the Filter by related rows box.
Select Sponsor (Programs) for Relationship to current table.
Select Company name (Contacts) for Relationship to this lookup’s table.
Click Save.
Close the form designer.
Click Done.

Exercise 3 – Edit Program Funding form

In this exercise, you will add new columns to the Project Funding table form.

Task 3.1 – Add columns to form

In this task, you will perform the following changes to the form:

add columns to the form

Navigate to the Power Apps Maker portal https://make.powerapps.com.
Make sure you are in the Practice environment.
Select Solutions.
Click to open the Fabrikam Environmental solution.
In the Objects pane on the left, click and expand Tables.
Select the Project Funding table.
Under Data experiences, click on Forms.
Select the Main form, click on the ellipses (…), and select Edit in new tab.
Select Table columns on the left-hand side of the form designer.
Drag the Currency column below Funding Percentage.
Click on the Funding amount column to add to the form below Currency.
Click Save.
Close the form designer.
Click Done.

Exercise 4 – Edit Region form

In this exercise, you will add the hierarchical relationship to the Region table form.

Task 4.1 – Add parent lookup and child sub-grid to the form

In this task, you will perform the following changes to the form:

add parent region lookup
add a sub-grid for child regions

Navigate to the Power Apps Maker portal https://make.powerapps.com.
Make sure you are in the Practice environment.
Select Solutions.
Click to open the Fabrikam Environmental solution.
In the Objects pane on the left, click and expand Tables.
Select the Region table.
Under Data experiences, click on Forms.
Select the Main form, click on the ellipses (…), and select Edit in new tab.
Select Table columns on the left-hand side of the form designer.
Drag the Parent Region column below Region Name.
Select Components on the left-hand side of the form designer.
Click on the the 1-column section control to add it to the form.
In the properties pane on the right-hand side, enter Sub Regions for Label and ChildRegions for Name.
Expand Grid in the Components pane.
Click Subgrid and check Show related records.
Select Regions (Parent Region) for Table.
Click Done.
In the properties pane on the right-hand side, enter Sub Regions for Label and ChildRegionsSG for Name.
Check the Hide label box.
Click Save.
Close the form designer.
Click Done.

Exercise 5 – Project Resource Quick Create form

In this exercise, you will create a Quick Create form for the Project Resource table form.

Task 5.1 – Enable Quick Create form

In this task, you will enable the Project Resource table for quick create.

Navigate to the Power Apps Maker portal https://make.powerapps.com.
Make sure you are in the Practice environment.
Select Solutions.
Click to open the Fabrikam Environmental solution.
In the Objects pane on the left, click and expand Tables.
Select the Project Resource table.
Under Table Properties, select on Properties.
In the Edit table pane that appears on the right-hand side of the screen, expand Advanced options and scroll down.
Check the Leverage quick-create form if available box.
Click Save.

Task 5.2 – Create Quick Create form

In this task, you will create a quick create form.

Under Data experiences, click on Forms.
Click + New form and select + Quick Create Form.
Drag the Project column to add to the form in the first section.
Drag the Resource column to add to the form in the first section.
Drag the Project Role column to add to the form in the second section.
Drag the Start column to add to the form in the third section.
Drag the End column to add to the form in the third section.
Select the first section, and in the properties pane click Hide label.
Select the second section, and in the properties pane click Hide label.
Select the third section, and in the properties pane click Hide label.
Click Save.
Click <- Back.

Exercise 6 – Edit Milestone form

In this exercise, you will add the status choice column to to the Milestone table form.

Task 6.1 – Add columns to the form

In this task, you will perform the following changes to the form:

add Milestone status to the form
remove Status reason from the form

Navigate to the Power Apps Maker portal https://make.powerapps.com.
Make sure you are in the Practice environment.
Select Solutions.
Click to open the Fabrikam Environmental solution.
In the Objects pane on the left, click and expand Tables.
Select the Milestone table.
Under Data experiences, click on Forms.
Select the Main form, click on the ellipses (…), and select Edit in new tab.
Drag the Milestone Status column below the Status Reason field.
Select the Status Reason field and click on Delete.
Click Save.
Close the form designer.
Click Done.

Exercise 7 – Edit Outcome form

In this exercise, you will add the status choice column to to the Outcome table form.

Task 7.1 – Add columns to the form

In this task, you will perform the following changes to the Outcome form:

add Outcome status to the form
remove Status reason from the form
delete the Project tab

Navigate to the Power Apps Maker portal https://make.powerapps.com.
Make sure you are in the Practice environment.
Select Solutions.
Click to open the Fabrikam Environmental solution.
In the Objects pane on the left, click and expand Tables.
Select the Outcome table.
Under Data experiences, click on Forms.
Select the Main form, click on the ellipses (…), and select Edit in new tab.
Drag the Outcome status column below the Status reason field.
Select the Status reason field and click on Delete.
Select the Projects tab and click on the Delete icon.
Click Save.
Close the form designer.
Click Done.

Exercise 8 – Edit Project Outcome form

In this exercise, you will configure the default form for the Project Outcome table.

Task 8.1 – Configure main form

In this task, you will perform the following changes to the Project Outcome form:

change for layout
add columns to the form
hide the name on the form
Add a quick view form

Navigate to the Power Apps Maker portal https://make.powerapps.com.
Make sure you are in the Practice environment.
Select Solutions.
Click to open the Fabrikam Environmental solution.
In the Objects pane on the left, click and expand Tables.
Select the Project Outcome table.
Under Data experiences, click on Forms.
Select the Main form, click on the ellipses (…), and select Edit in new tab.
Drag the Owner field from the body into the Header.
Select Tree view on the left-hand side of the form designer.
Select the General tab.
In the properties pane on the right-hand side, enter General for Name
Select 2 columns in the Layout drop down.
Select the New Section section.
In the properties pane on the right-hand side, enter Related for Label and Name.
Click Hide label.
Select Table columns on the left-hand side of the form designer.
Drag the Project column below the Title field.
Click on the Outcome column to add to the form below Project.
Click on the Comments column to add to the form below Outcome.
Click on the Outcome Completed Date column to add to the form below Comments.
Click on the Stakeholders Notified column to add to the form below Outcome completed date.
Select the Title field.
In the properties pane on the right-hand side, check Hide.
Select Components on the left-hand side of the form designer, and expand Display.
Drag the Quick view control to the Related section.
Select Project for Lookup.
Select Information for Project.
Click Done.
Click Save.
Close the form designer.
Click Done.

Exercise 9 – Copy Outcome form

In this exercise, you will be copying a form and implementing security on forms.

Task 9.1 – Copy Outcome form

In this task, you will perform the following changes to the form:

Rename the main form
Copy the main form to allow managers to view and edit columns
Associate security roles with the forms
Set the form order

Navigate to the Power Apps Maker portal https://make.powerapps.com.
Make sure you are in the Practice environment.
Select Solutions.
Click to open the Fabrikam Environmental solution.
In the Objects pane on the left, click and expand Tables.
Select the Outcome table.
Under Data experiences, click on Forms.
Select the Main form, click on the ellipses (…), and select Edit in new tab.
In the properties pane on the right-hand side, enter User for Display Name
Click Save.
Click the caret next to the Save button and select Save as.
Enter Manager for Display Name and Form for managers for Description. Select Save.
Select Tree view on the left-hand side of the form designer.
Select the General tab.
In the properties pane on the right-hand side, enter General for Name
Select 2 columns in the Layout drop down.
Select the New Section section.
In the properties pane on the right-hand side, enter Details for Label and Name.
Click Hide label.
Select Table columns on the left-hand side of the form designer.
Drag the Goal column to the Details section.
Click on Approver to add to the Details section.
Click on Approver Email to add to the Details section.
Click on Approved to add to the Details section.
Click on Target Aim to add to the Details section.
Click on Stakeholders identified to add to the Details section.
Click on Tasks created to add to the Details section.
Click on Tasks assigned to add to the Details section.
Click on Tasks completed to add to the Details section.
Click on Environmental impact assessment completed to add to the Details section.
Click Save.
Click Form Settings.
Select the Environmental manager and Environmental administrator roles as the specific security roles that should have access to this form.
Select Form Order.
Drag Manager above Information.
Select Fallback forms.
Uncheck Enable Manager form as a Fallback form.
Click Save and publish.
Close the form designer.
Click Done.
Select the User form.
Click Form Settings.
Select the Specific security roles radio button.
Select the Environmental user role.
Click Save and publish.

Task 9.2 – Publish changes

In the Objects pane on the left, select All.
Click on Publish all customizations.

Exercise 10 – Modify model-driven apps

In this exercise, you will be adding the tables and forms to the Fabrikam model-driven apps.

Task 10.1 – Environmental Management app

In this task, you will perform the following changes to the app:

Add Project Outcome table
Use the Manager form

Navigate to the Power Apps Maker portal https://make.powerapps.com.
Make sure you are in the Practice environment.
Select Solutions.
Click to open the Fabrikam Environmental solution.
In the Objects pane on the left, click and expand Apps.
Select the Environmental Management app, click on the ellipses (…), and select Edit in new tab.
Click Add page.
Select Table based view and form.
Click Next.
Search for and select Project Outcome.
Uncheck Show in navigation.
Click Add.
Click Add page.
Select Table based view and form.
Click Next.
Search for and select Outcome.
Uncheck Show in navigation.
Click Add.
Expand Outcome in the Pages pane on the left-hand side.
Select Outcome form.
In the Outcome form pane on the right-hand side, click + Add form.
Select the Manager form.
Click Save.
Click Publish.
Click Play.
Click around and interact with your Environmental Management app before closing the app and app designer windows.
Click Done.

Task 10.2 – Environmental Project Delivery app

In this task, you will perform the following changes to the app:

Add Project Outcome table
Use the User form

Select the Environmental Project Delivery app, click on the ellipses (…), and select Edit in new tab.
Click Add page.
Select Table based view and form.
Click Next.
Search for and select Project Outcome.
Uncheck Show in navigation.
Click Add.
Expand Outcome in the Pages pane on the left-hand side.
Select Outcome form.
In the Outcome form pane on the right-hand side, click + Add form.
Select the User form.
Click Save.
Click Publish.
Click Play.
Click around and interact with your Environmental Project Delivery app before closing the app and app designer windows.
Click Done.