Practice Lab 1.4 – Tables

Scenario

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

You need to familiarize yourself with the data model and then make changes to tables and their properties for this phase of the project.

Fabrikam Environment Data Model.

This file (Fabrikam Environmental Data Model.png) is located in the Documents\PL-200 folder on your machine.

In this practice lab, you will be modifying table properties and creating a new custom table.

Exercise 1 – Explore the data model

In this exercise, you will be examining the tables in the Fabrikam Environmental solution. Take some time to familiarize yourself with your client, Fabrikam’s, data model and existing business rules.

Task 1.1 – Examine tables

Navigate to the Power Apps Maker portal https://make.powerapps.com
Make sure you are in the Dev One environment.
Select Solutions.
Open the Fabrikam Environmental solution.
In the Objects pane on the left, expand Tables.
Select the Project table.
Under Schema, select Columns. You will see columns including Project Title, Project Type, Estimated End, and Program.
In the Objects pane on the left, select Relationships. You will see multiple One-to-many, Many-to-one, and a many-to-many relationships.
Expand the Milestone table and examine its columns and relationships.
Expand the Project Funding table and examine its columns and relationships.
Select Business rules under the Project Funding table. There is a rule for the funding percentage. Open the business rule and examine how it works.
Close the business rule and select Done.
Expand the Project Resource table and examine its columns and relationships.

Exercise 2 – Change table properties

In this exercise, you will be updating the properties on the Project table to allow users to add attachments and use activities with project records. You will also enable audit and other search on other tables in the solution.

Task 2.1 – Enable attachments and activities on the project table

Navigate to the Power Apps Maker portal https://make.powerapps.com
Make sure you are in the Dev One environment.
Select Solutions.
Open the Fabrikam Environmental solution.
In the Objects pane on the left, expand Tables.
Select the Project table.
Select Properties.

Note: If Properties is not shown, maximize your browser and/or zoom in until Properties appears.
In the Edit table pane that appears on the right-hand side of the screen, check the Enable attachments (including notes and files) box.
Expand Advanced options and scroll down.
Check the Creating a new activity box.
Select Save.

Task 2.2 – Enable audit and search on the Milestone table

Select the Milestone table.
Select Properties.
In the Edit table pane that appears on the right-hand side of the screen, expand Advanced options and scroll down.
Check the Audit changes to its data box.
Check the Appear in search results box.
Select Save.

Task 2.3 – Enable audit on the Outcome table

Select the Outcome table.
Select Properties.
In the Edit table pane that appears on the right-hand side of the screen, expand Advanced options and scroll down.
Check the Audit changes to its data box.
Select Save.

Task 2.4 – Enable audit on the Project Funding table

Select the Project Funding table.
Select Properties.
In the Edit table pane that appears on the right-hand side of the screen, expand Advanced options and scroll down.
Check the Audit changes to its data box.
Select Save.

Exercise 3 – Create a custom table

In this exercise, you will be creating a new custom table named Project Outcome. This table will link outcomes to projects. Currently there is a many-to-many relationship between Project and Outcome. This table will be used in place of this relationship.

In later labs you will be adding columns and relationships to this custom table.

Task 3.1 – Create custom table

In the Objects pane on the left, select Tables.
Select the + New drop-down and select Table then Set advanced properties.
Enter Project Outcome for Display name. The plural name will be automatically populated.
Enter Environmental outcomes for a project for Description.
Expand Advanced options.
Uncheck the Apply duplicate detection rules box.
Uncheck the Doing a mail merge box.
Check the Audit changes to its data box.
Scroll up, and select the Primary column tab.
Enter Title for Display Name.
Expand Advanced options.
Change the Column requirement drop-down to Optional.
Change the Maximum character count to 200
Select Save.

Task 3.2 – Publish changes

In the solution, select the Overview page.
Select Publish all customizations.