Dataverse, previously known as Common Data Service, forms a crucial component of the Microsoft Power Platform. It provides a secure and scalable data service and app platform that allows you to create data-centric solutions, streamline your data, and automate business processes. When preparing for the PL-100 Microsoft Power Platform App Maker certification exam, understanding how to create and configure Dataverse table forms is essential.

Table of Contents

Creating a Dataverse Table Form

To create a Dataverse table form, navigate to the Power Apps Portal and follow these instructions:

  1. On the left pane, go to “Data” and then “Tables.”
  2. Select the table for which you want to create a form.
  3. On the table pane, go to the “Forms” tab.
  4. Click “Add form.”
  5. Select a form type: Main, Quick Create, or Card. The “Main” form is a complete form where all fields of a table can be included. The “Quick Create” form appears when you opt to create a new record from a lookup field. The “Card” form type is utilized in interactive dashboards.
  6. After selecting the form type, design your form using Power Apps canvas.

Configuring a Dataverse Table Form

The Dataverse form editor allows developers to tailor the form to their specific needs by adding fields, sections, tabs, and other components like subgrids, quick view forms, to name a few.

  1. Adding Fields: To include a field on the form, select the desired section where you want to add the field, and then click “+ Add field.” In the pane that appears, select the field you want to add.
  2. Adding Sections: Click “+ New section” to add a new section. Sections typically contain fields and organize them in columns and rows. It is possible to set the section’s layout to have between one to four columns.
  3. Adding Tabs: Click “+ New tab” to add a tab. Tabs are an ideal way to group relevant sections and fields together. They can contain one or more sections.
  4. Embedding Subgrids: Subgrids can be embedded to display related records. Click “+ Add subgrid,” give your subgrid a name and then select the data source and default view.
  5. Adding Quick View Forms: A quick view form is used to display read-only data from related tables. Click “+ Add quick view form,” give it a name, and select the related table and quick view form.
  6. Setting Field Properties: Every field has properties that can be adjusted, such as display label, visible by default, and read-only. Select the field on the form and configure its properties in the right pane.
  7. Form Settings: On the right panel, click “Form properties.” Here, developers can manage form libraries, event handlers, enable the use of this form for all roles, or set up specific roles.

It’s important to note that some changes require publishing to be effective. Always remember to save and publish any changes made.

Using the aforementioned steps, you can enhance your application by creating customized data inputs, effectively categorizing your data, and improving user experiences.

Remember, understanding how to create and configure Dataverse table forms forms an integral part of your PL-100 Microsoft Power Platform App Maker certification preparation as it helps manage business data effectively and efficiently.

Practice Test

True or False? Microsoft Dataverse contains a feature to create and configure table forms.

Answer: True

Explanation: Microsoft Dataverse includes a feature for creating and configuring table forms.

What is Dataverse primarily used for in Microsoft Power Platform?

  • a) Creating a database
  • b) Creating dashboards
  • c) Creating applications
  • d) All of the above

Answer: d) All of the above

Explanation: Microsoft Power Platform uses Dataverse to create and manage data, dashboards, and applications.

Which type of control is not included in the Dataverse form designer?

  • a) Sub-grid controls
  • b) Lookup controls
  • c) Related record controls
  • d) Time controls

Answer: d) Time controls

Explanation: The time control is not a default control type in the Dataverse form designer.

Do you need to install any software to utilize Dataverse?

  • a) Yes
  • b) No

Answer: b) No

Explanation: Dataverse operates in the cloud, so no software installation is required.

What type of security does Dataverse use to protect its table forms?

  • a) Row-level security
  • b) Column-level security
  • c) Form-level security
  • d) Both a and b

Answer: d) Both a and b

Explanation: Dataverse uses both row-level and column-level security to protect its table forms.

True or False? You can not share your Dataverse tables with other users.

Answer: False

Explanation: Dataverse allows you to share your table with other users.

Can a Dataverse table be embedded in a Power BI dashboard?

  • a) Yes
  • b) No

Answer: a) Yes

Explanation: Dataverse tables can be integrated with Power BI to provide a comprehensive data dashboard.

True or False? Dataverse does not support relationships between tables.

Answer: False

Explanation: Dataverse allows relationships between tables, this makes data management more powerful and flexible.

What language is used to modify data in a Dataverse table form?

  • a) SQL
  • b) JavaScript
  • c) Python
  • d) Logic apps

Answer: b) JavaScript

Explanation: JavaScript is used in conjunction with the form customization feature to modify data in Dataverse table forms.

Can you validate data input in a Dataverse form?

  • a) Yes
  • b) No

Answer: a) Yes

Explanation: You can set up rules to validate data input in a Dataverse form.

True or False? Dataverse can be used to create a variety of apps, including canvas apps and model-driven apps.

Answer: True

Explanation: The versatile nature of Dataverse allows it to be used to create a wide variety of apps, including both canvas and model-driven apps.

Which of the following is not a component of a Dataverse table form?

  • a) Entities
  • b) Fields
  • c) Actions
  • d) Color schemes

Answer: d) Color schemes

Explanation: Although you can customize the look and feel of your form, color schemes are not a structural component of a Dataverse table form.

True or False? You can import data from Excel into your Dataverse tables.

Answer: True

Explanation: You can easily import data into your Dataverse tables from Excel.

Which of the following is false about Microsoft Power Platform’s Dataverse?

  • a) You can back up your Dataverse databases
  • b) Every user in the organization can access all data in Dataverse by default
  • c) It’s possible to create and enforce business rules in Dataverse
  • d) It’s possible to use Power Automate with Dataverse

Answer: b) Every user in the organization can access all data in Dataverse by default

Explanation: Data access in Dataverse is controlled by permissions and roles; not every user has access to all the data by default.

What is Microsoft Dataverse?

  • a) A data visualization tool
  • b) A database management tool
  • c) A data connection and integration tool
  • d) All of the above

Answer: b) A database management tool

Explanation: Microsoft’s Dataverse is a tool used for creating, managing and securing tables and data in the cloud.

Interview Questions

What is the Dataverse?

Dataverse is a secure and flexible data service provided by Microsoft that allows you to bring your data together and turn it into meaningful insights.

What is the purpose of creating table forms in Dataverse?

Table forms in Dataverse allow you to customize the layout and fields that are displayed when a user views the records of a table.

How can you create a new table form in Dataverse?

In the Maker portal, select “Data” > “Tables”. Choose the table for which you want to create a form and then select “Forms”. On the toolbar, select “Add form”.

What are the two types of table forms available in Dataverse?

The two types of table forms in Dataverse are Main forms and Quick Create forms.

What does a Main form in Dataverse contain?

A Main form includes all the necessary information of a data table and provides the interface users interact with to view, enter, and edit data.

How do Quick Create forms in Dataverse differ from Main forms?

Unlike Main forms, Quick Create forms do not provide a full-page experience and only include a subset of fields that users need to quickly enter data.

Can you customize the layout of a form in Dataverse?

Yes, you can customize the layout of a form in Dataverse. You may add or remove fields, include sections and tabs, embed subgrids, and even utilize business rules.

What are sections in Dataverse table forms?

Sections are a subgroup of a tab in a Dataverse form that divide the form into groups to make it easier for users to understand and input data.

How would you apply a business rule to a form in Dataverse?

From within the form editor, you can define and manage business rules for a form by using the business rule editor.

Can you share forms between tables in Dataverse?

No, form definitions cannot be shared between tables. Every table has a unique set of forms.

How can you duplicate an existing form in Dataverse?

To duplicate an existing form, open the form within the Maker portal, and from the command bar select “Save As” to create a duplicate form.

What are subgrids in Dataverse form?

Subgrids are a type of control in a form that display a list of records from a table or a related table.

What are the navigation options for forms in Dataverse?

The navigation for a form includes vertical navigation for tabs and horizontal navigation for sections within a tab.

Can you control the accessibility of form controls in Dataverse?

Yes, you can set the properties for each control to control their visibility, editability, and requirement level.

What is the benefit of using related tables in a form?

Using related tables in a form allows you to display and work with data from a related table along with the primary table data in the form.

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