Module 3: Building Model-Driven Applications

Lesson 6: Practice Lab – Modifying views

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 views 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 View

In this exercise, you will edit the view for the Knowledge Assessment entity. By default, the auto generated views only show the primary attribute and created on date.

Task 1 – Edit the Knowledge Assessment active item view

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

  2. Make sure you are in the Practice environment.

  3. Select Solutions.

  4. Open the Common Data Services Default Solution.

  5. Open the Knowledge Assessment entity.

  6. Select the Views tab.

  7. Click to open the Active Knowledge Assessments view.

Task 2 – Add and Remove Columns from View

  1. The Active Knowledge Assessment view currently has two columns. In the Fields menu on the right, expand the dropdown menu and change to All.

  2. Click on the Status Reason field.

  3. The Status Reason field will be added to view. Click on the Owner field.

  4. The Owner field will be added to the view. Click on the Modified By field.

  5. Click on the Modified By column header and select Insert Column.

  6. Select Modified On. (You will need to change the dropdown from Default to All again.) The view should now have six columns.

  7. You will now remove the Created On field. Click on the dropdown button of the Created On column.

  8. Click Remove.

  9. The Created On column will be removed from the view.

  10. You will now add a field from a related entity to the view. From the Fields side bar, select the Related tab.

  11. All the entities the Knowledge Assessments has a N:1 relationship will be listed here. Expand Owning User (systemuser).

  12. Enter Email on the search box and enter.

  13. Select Primary Email. The Primary Email will be added to the view.

  14. Click Save.

Task 3 – Reorder View Columns and Change Column Width

Generally, you will always want to have the order of the fields in view be the highest value to lowest unless you have other specific needs

  1. You will now reorder the columns. Select the Owner column header and click Move Left.

  2. You can also reorder columns by drag/drop. Drag the Primary Email column header and drop it to the left of the Status Reason column.

  3. Move the Modified On column to right of the Modified By column.

  4. The columns order should now be Title, Owner, Primary Email, Status Reason, Modified By, Modified On.

  5. You will now make the Title and Primary Email columns wider. Select the Title column header and drag the right edge to the right. The Title column should get wider.

  6. Select the Primary Email column header and drag the right edge to the right until the entire email addresses are visible.

  7. Click Save.

Task 4 – Sorting

The View is now sorted by the Title (A-Z), you will the sorting to be Modified On and then Title.

  1. Locate the Sort By… area located in the view properties.

  2. Remove the default value. We want to sort Modified On.

  3. Click Sort By and select Modified On.

  4. Click Then Sort By and select Owner.

  5. Click Save.

Task 5 – Use Save as to create a copy

In this task, you will use the Save As feature to create a template for new views. An easy way to create views is to create the first one with all the fields you want, then save as the view and change the filter to what the new view needs.

  1. Add Days Remaining as the last column in the view. Then click the dropdown button next to the Save button.

  2. Select Save As.

  3. Enter Created This Month for Name and click Save.

  4. Locate the Filter By… section of the View property. You should have Status is ‘Active’. All records have a status field; if you don’t filter to only show active, you may have records showing in your list that are not editable or meant to be inactive. Inactive is used in the Common Data Service to mark records as soft deleted as an alternate to physically deleting the records.

  5. You will add the Created On feild back to the View. Click on the + Add Column button located on the top right of the view.

  6. Select All and then select Created On.

  7. Click on the dropdown button of the Created On column header.

  8. Select Filter By.

  9. Click on the top dropdown and select This Month.

  10. Click Apply.

  11. Click Save.

  12. Click Publish.

  13. Close the view editor.

  14. Click Done.

  15. From the navigation breadcrumbs, click on the solution name Common Data Services Default Solution.

  16. Click Publish All Customizations.

Task 6 – Test the View

  1. While still on https://make.powerapps.com, select Apps.

  2. Click on the Knowledge Admin Model-Driven application.

  3. Click on the Administration area and select Assessments.

  4. The Active Knowledge Assessment view will be loaded. Make sure the columns you selected are there in the order you selected.

  5. Click the Select a View dropdown next to the view title and choose the Created This Month view.

  6. Make sure the column you select are showing in the order you selected.

  7. This view should show only the records that were created in this month.