This task may involve utilizing different form types suitable for various business needs and devices, such as main, quick create, card, quick view, and entity forms.
Here, we’ll delve into the creation and configuration of specified form types, detailing their usage, specific steps to create them, and ways to configure them.
Main Form:
The main form serves as the primary form utilized for data entry. When you open an entity record, you see this form type.
Creating a Main Form:
- Go to the ‘Solutions’ area, select the entity, and create a new main form from the ‘forms’ tab.
- Use drag and drop controls or fields from the field explorer tab.
- After adding all the fields and controls, save and publish the form.
Configuring a Main Form:
To configure a Main Form, you can adjust features such as Navigation, Header/Footer, and various Sections within the Form. Just select an element on the Form and modify the properties accordingly.
Quick Create Form:
The Quick Create form type allows users to create records straight from the navigation bar or another record without having to leave the form they are currently working on.
Creating a Quick Create Form:
- Inside the solutions area, select the entity and create a new Quick Create form from the forms tab.
- Devices that support quick create forms will automatically show them.
Configuring a Quick Create Form:
The Quick Create Form mappings ensure that the data entered in one form is carried over to another Form. Make sure to set these mappings up under ‘Entity relationships’ for correct data autofill.
Card Form:
In a scrolling screen layout, card forms display data for a specific record in the context of a Model-Driven app or Canvas app.
Creating a Card Form:
- In the solution explorer, navigate to Forms and select the ‘Card’ Form type.
- Design your form using drag-and-drop controls.
Configuring a Card Form:
You can configure a Card Form by selecting it and then modifying the properties in the right-hand properties pane.
Quick View Form:
This form type displays additional information from related entities without the need for navigation.
Creating a Quick View Form:
- Go to ‘Solutions’, select the entity, and create a new ‘Quick view form’ from the forms tab.
- Add fields from ‘Field Explorer’ that you would like to show in the Quick view form.
Configuring a Quick View Form:
To configure a Quick View Form, you can add related entities and fields, reorganize the layout, and set visibility options.
Entity Form:
Entity forms are used in portal applications. You have the ability to customize the portal experience for the user by specifying what information is shown on a form and how it’s displayed.
Creating an Entity Form:
- From the studio, create a new Entity form and save it.
- Select the entity, the form name, and the mode for the form, then Publish it.
Configuring an Entity Form:
You can customize the display and functionality by editing the form properties, adding form metadata, and enabling Entity Permissions.
By understanding how to create and configure these various form types, you can streamline data entry, enhance user experience, and optimize entity interactions within Microsoft Dynamics 365 and Power Apps, thereby honing your expertise as a Power Platform Functional Consultant.
Practice Test
True/False: You can create multiple form types in Power Apps.
- True
- False
Answer: True
Explanation: In Power Apps, you can create and configure multiple types of forms such as Main, Quick View, Quick Create, and Card forms.
Which of the following forms can be created in Power Apps? Select all that apply.
- a) Main form
- b) Quick Create form
- c) Quick View form
- d) Card form
- e) Check form
Answer: a, b, c, d
Explanation: The forms that you can create in Power Apps are Main, Quick Create, Quick View and Card forms. “Check form” does not exist in Power Apps.
True/False: You can only create one Quick View form in Power Apps.
- True
- False
Answer: False
Explanation: You can create multiple Quick View forms in Power Apps to display different views of your data.
Which of the following are steps to create a new form in Power Apps? Select all that apply.
- a) Select the entity
- b) Click on the “New Form” button
- c) Select the form type
- d) Save the form
- e) Write a SQL query
Answer: a, b, c, d
Explanation: Creating a new form involves selecting the entity, clicking on “New Form”, choosing the form type and saving the form. Writing a SQL query is more related to data processing and not directly involved in creating a form.
True/False: Power Apps supports customization of form layout after it has been created.
- True
- False
Answer: True
Explanation: Power Apps does support customization of forms after their creation. You can adjust fields, sections, tabs, and add or remove components.
Which of the following are options for form presentation in Power Apps? Select all that apply.
- a) Classic
- b) Pop-up
- c) Slide-out
- d) Full-page
Answer: a, b, c, d
Explanation: Power Apps allows various form presentations including classic, pop-up, slide-out and full-page to cater for different user interface requirements.
True/False: You cannot create custom rules for form visibility in Power Apps.
- True
- False
Answer: False
Explanation: You can create custom rules in Power Apps to show or hide forms based on certain criteria.
To create a new card form, which two form types must be specified?
- a) Entity Form
- b) Edit Form
- c) View Form
- d) Display Form
Answer: b, d
Explanation: To create a new card form, you need to specify at least an “Edit Form” and a “Display Form”.
True/False: A Quick create form in Power Apps can be used to create new records directly from another form.
- True
- False
Answer: True
Explanation: The Quick Create form is specifically designed to allow users to create new records while they are working in another form.
What is the main use for Quick View forms in Power Apps?
- a) To create new records
- b) To edit existing records
- c) To view specific data from another entity
- d) To delete records
Answer: c
Explanation: Quick View forms are used primarily to view specific related data from another entity without having to switch screens.
True/False: In Power Apps, card forms cannot be reused across multiple screens.
- True
- False
Answer: False
Explanation: Card forms in Power Apps can be reused across multiple screens, enabling you to create a consistent user experience across your application.
What is the primary function of a Main form in Power Apps?
- a) To create, view, and edit data
- b) To view data from another entity
- c) To quickly create a new record
- d) To display a card view of data
Answer: a
Explanation: A Main form in Power Apps is used primarily to create, view, and edit data within the application.
True/False: You can control the visibility of form fields in Power Apps based on user roles.
- True
- False
Answer: True
Explanation: In Power Apps, you can set up rules and conditions to show or hide form fields based on the roles or actions of users.
In Power Apps form configuration, what purpose does the “Duplicate Detection” setting serve?
- a) It checks for duplicate field names within a form
- b) It checks for duplicate forms within an app
- c) It checks for duplicate entity relations in a form
- d) It checks for duplicate data while entering data in form
Answer: d
Explanation: The “Duplicate Detection” setting in Power Apps form configuration is used to check for duplicate data entry in forms.
True/False: Power Apps allows you to design forms that can accept and process data from multiple entities.
- True
- False
Answer: True
Explanation: Power Apps offers the flexibility to design forms that can accept and manipulate data from multiple entities, enabling complex data processing and interactions.
Interview Questions
What are the different form types available in Microsoft Power Platform?
There are several types of forms available in Microsoft Power Platform: Main form, Quick view form, Quick create form, Card form, and Entity form.
How can you create a new form in Microsoft Power Platform?
In the Power Apps Portal, navigate to the specific entity and select the ‘Forms’ tab. Click ‘New’ to create a new form, selecting the form type you need, such as ‘Main form’ or ‘Quick Create form’.
How can you alter the form layout in Microsoft Power Platform?
In the form editor, users can drag and drop fields onto the form canvas, move sections within a tab, or move tabs within a form to alter the layout.
What is a Quick Create form in Power Platform, and when is it used?
Quick Create forms allow users to quickly create records without navigating away from their current work in Power Platform. They are often used when needing to create look-up records quickly during data entry.
What are form properties in Microsoft Power Platform used for?
Form properties can be used to configure how a form is displayed, what data is available, and how that data is handled.
How can you display or hide fields in forms based on certain conditions in Power Platform?
It can be achieved through Business Rules or JavaScript. Business rules can be used in the form editor to define the conditional visibility of a field.
What is the purpose of a Card Form in Power Platform?
A Card Form is used to interact with data in a row of a gallery or a form. It enables users to view, edit, or add data in a concise way.
How can you ensure records created from a Quick Create form include all required data?
You can set field requirement levels to ‘Business Required’ to ensure users can’t save the Quick Create form until they provide values for those fields.
How can you apply a custom form in the model-driven app in Power Platform?
In a model-driven app, you can specify the form order to choose which form is displayed first. You can also specify role-based security to determine who sees which form.
Can you use a business process flow with a Quick Create form in Power Platform?
No, Quick Create forms cannot be associated with business process flows.
What is the role of entity forms in Power Platform?
Entity forms in Power Platform are synthesized forms that directly interact with the Common Data Service. They provide information from a specific entity record and allow users to interact directly with that information.
How can you leverage JavaScript in a Power Platform form?
With JavaScript, users can make forms more dynamic by manipulating data values, automating business processes, and customizing form behaviors according to user interactions.
Can you duplicate a form in Power Platform?
Yes, you can duplicate an existing form by selecting the form and clicking on ‘Save As’.
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