Module 3: Building Model-Driven Applications

Lesson 4: Practice Lab – Modifying forms

Scenario

You are a functional consultant for your organization Contoso. You are assigned to work on a project for your client Fabrikam. In this practice you will be continuing your work on the model-driven Knowledge Admin app. In this practice, you will be modifying the auto generated forms to add the new fields you added in the data-modeling practice.

Important Note: This lab will provide you with an actual Office 365 tenant and licenses for the Power Platform applications you will be using in this course. You will only be provided with one tenant for the practice labs in this course. The settings and actions you take within this tenant do not roll-back or reset, whereas the virtual machine you are provided with does reset each time you close the lab session. Please be aware that Office 365 is evolving all the time. The instructions in this document may be different from what you experience in your actual Office 365 tenant. It is also possible to experience a delay of several minutes before the virtual machine has network connectivity to begin the labs.

Exercise 1 - Acquire Tenant Information and Connect

Note: If you have already completed a practice recently, the virtual machine might pick up where you left off and you will not need to login again.  In that case you can skip ahead to exercise two and resume.

Task 1 – Connect to the Power Platform administration portal

  1. On Virtual machine MB200-Dynamics_Lab, sign in as Admin with the password Pa55w.rd if you are not already logged in.

  2. Outside the VM in the online lab interface click Files and choose D365 Credentials. This will allocate an Office 365 tenant for you to use in these labs.  It will display the admin email and password for your tenant.  You should copy this information to notepad or similar for your reference.

  3. In MB200-Dynamics_Lab launch Microsoft Edge from the taskbar. By default, the browser opens Office 365. Use the O365 credentials you just acquired in the previous step to login.

  4. Navigate in the browser to the Power Platform admin portal at [https://admin.Powerplatform.microsoft.com].

Exercise 2 – Edit the Knowledge Assessment Form

In this exercise, you will edit the form for the Knowledge Assessment entity. There are two places you can edit this from, either from the Solutions > Entity > Forms list, or via the App Designer. If you are already in App Designer start, there.

Task 1 – Enable Notes on the Knowledge Assessment entity

Initially when the entity was created notes were not enabled. Since then the client Fabrikam has determined that they like to be able to track notes against the knowledge assessments. We are going to make this change before getting into the form editor because it is the easier way to do so. The same is true, for example, if you need to add any fields: you should always try to add the fields before jumping into the editor.

  1. Navigate to https://make.powerapps.com

  2. Make sure you are in the Practice environment you created.

  3. Select Solutions.

  4. Open the Common Data Service Default Solution.

  5. Click on the Knowledge Assessment entity.

  6. Click Settings in the command bar.

  7. Check the Enable Attachments checkbox, this enables notes and files for the entity.

  8. Click Done.

  9. Click Save Entity.

Task 2 – Edit the Knowledge Assessment form

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

  • Put fields in the header
  • Insert the Timeline control
  • Add a tab that contains a list of related assessment questions

To customize your form:

  1. Navigate to https://web.powerapps.com

  2. Make sure you are in the Practice environment you created.

  3. Select Solutions.

  4. Open the Common Data Service Default Solution.

  5. Select the Knowledge Admin Model-Driven App.

  6. Click Edit.

  7. Locate the Knowledge Assessment entity and select Forms.

  8. Go to the Components tab, hover over the Main Information form and click Edit.

  9. Double click on the Header section of the form.

  10. In the Field Explorer, uncheck the Only Show Unused Fields checkbox.

  11. Drag the Owner field for the Field Explorer and place it in the right column of the Header.

  12. Drag the Days Remaining filed to the left column of the Header.

  13. Select the General tab by double clicking on it. Enter General for name if it is not already entered.

  14. Select the Formatting tab.

  15. Select Two Columns. Click Save and then select Switch to classic.

  16. Select the new section of the General tab.

  17. Select the Insert tab.

  18. Click Timeline. Timeline is located below the IFRAME.

  19. Select the Owner field located in the General section.

  20. Select the Home tab.

  21. Click Remove. We are removing this field because we added a duplicate field to the header.

  22. Add the Start Date field to the General section and place it below the Title field. You can add fields to the form by selecting the section you want to add the field to and double clicking on the filed you want to add, or you can drag the field from the field explorer and drop it in the section you want to add the field to.

  23. Add the End Date to the General section and place it below the Start Date field.

  24. Add the Difficulty field to the General section and place it below the End Date field.

  25. Select the Insert tab.

  26. Click One Column tab. A new tab will be added to the form.

  27. Double click on the new tab.

  28. Change the Label to Questions by clicking on Properties.

  29. Select the Questions tab.

  30. Select the Insert tab.

  31. Click Sub-Grid.

  32. Enter KnowledgeQuestions for Name and Knowledge Questions for label.

  33. Select Only Related Records for Records.

  34. Select Knowledge Questions for Entity.

  35. Click OK.

  36. Select the Home tab and click Save.

  37. Click Publish and wait for the publish to complete.

  38. Close the form by clicking Save and Close.

  39. DON’T close the app designer.

Exercise 3 – Edit the Knowledge Question Form

In this exercise, you will edit the form for the Knowledge Question entity.

Task 1 – Edit the main form

  1. Make sure you are on the app designer.

  2. Click + Add and select Entities.

  3. Locate the Knowledge Question entity and select it.

  4. After the Knowledge Question entity is added to the application, select Forms.

  5. Hover over the Main Form and click Edit.

  6. Select the Header by double clicking on it.

  7. Add the Knowledge Assessment field to Header and place it on the left column.

  8. Select the General tab by double clicking.

  9. Select the Add component tab.

  10. Click 1-Column section.

  11. Double click on the new section.

  12. Enter Answers for Label.

  13. Add Answer 1 field to the Answers section.

  14. Add Answer 1 Points after the Answer 1.

  15. Repeat the two steps above for each Answer and Points.

  16. Click Save.

  17. Click Publish and wait for the publish to complete.

  18. Close the form editor.

  19. Click Save to save the changes to the application.

  20. Click Validate and make sure there are no errors. You can ignore the warnings.

  21. Click Publish to publish your changes.

  22. DON’T close the app designer.

Task 2 – Test Your Work

  1. Click Play.

  2. Click on the Administration area located in bottom-left of the page and select the Assessments area.

  3. Select the Assessment entity and click + New.

  4. The form should have two tabs: General and Questions.

  5. The General tab should have two sections General and Timeline.

  6. Enter Assessment Three for Title.

  7. Select today’s date for Start Date and select ten days into the future for End Date.

  8. Select Beginner for Difficulty.

  9. Click Save.

  10. Make sure the Days Remaining value was calculated correctly.

  11. Select the Questions tab

  12. Click Add New Knowledge Question.

  13. Close the application without creating Knowledge Question record.

  14. You should back on the app designer. Click Save and Close to close it.