Forms in Power Platform are essentially the user interface (UI) that allows users to interact with and manipulate data. They can be custom-designed, tailoring to the needs of the business process, and they can be modified according to user preferences.
There are several types of forms in Power Platform – main, quick create, and quick view. Main forms are the primary workhorse, while quick create forms enable users to create new records efficiently and quick view forms allow users to view records in related entities without navigating away from the current record.
| Form Type | Use |
|---|---|
| Main | Used for creating, viewing, and editing data. Most complex form type |
| Quick Create | Systems users can create new records without navigating away from their current work. |
| Quick View | Allows you to view records in another entity without navigating away from the current record |
How to Modify Forms
Modifying forms can be a straightforward process. Let’s talk about the customization options.
- Add Fields: To add a field to your form, you simply need to go to the Form Editor, located in the Power Apps portal in the left navigation pane. Click on ‘Fields’ and drag the field to the section you desire on the form.
- Modify Sections: Sections can be modified by selecting them and using the ‘Field Explorer’ on the right. You can add or remove fields, change layout, or update the properties.
- Custom Controls: These are UI components that can replace the standard form controls. Some examples include sliders, star ratings, and signature boxes. You can find these under the ‘Controls’ tab in the ‘Field Properties’ dialog box.
- Business Rules: These are a set of conditions and corresponding actions that can be applied to data at the form level. They can be set in the ‘Business Rules’ tab in the Form Editor. For example, a rule might specify that if a user enters a certain value in a field, another field will be hidden or required.
Here is an example where we add a new field to a form:
//Navigate to Power Apps portal > Select Solutions from left pane > Select a solution > Select the Entity and then the Form.
//Form Editor opens > Click Form Libraries > New > Add the script or logic for the new field > Save
//Click on Fields on the right side > Drag and drop the field to the form > Save and Publish.
Remember, the best way to get comfortable with modifying forms is by practicing. As you prepare for the PL-900 exam, spend time exploring the different types of forms, their properties, and customization options. This real-world familiarity with forms will not only help you during the exam but will also be of great value in your future projects using the Microsoft Power Platform.
Practice Test
True or False: You can add a field to a form directly without adding it to the underlying database first in Power Platform.
- 1) True
- 2) False
Answer: 2) False
Explanation: Any field to be used in a form first needs to exist in the underlying data model or database, where it can be properly defined and managed.
Which modification is not possible on Power Platform form?
- A) Editing field properties
- B) Removing fields
- C) Renaming fields
- D) Adding JavaScript
Answer: D) Adding JavaScript
Explanation: You need to deal with a code close not directly with JavaScript when it comes to modifying forms in Power Platform. It mainly revolves around configurations rather than coding.
Multiple Select: Which of these are possible ways to modify the Power Platform form?
- A) Change form type
- B) Adding a new Tab
- C) Adding Business Rules
- D) Creating a new Entity
Answer: A) Change form type, B) Adding a new Tab, C) Adding Business Rules
Explanation: All these actions are part of form modifications but creating a new Entity is not linked to form modification.
True or False: You can modify a managed form in Microsoft Power Platform.
- 1) True
- 2) False
Answer: 2) False
Explanation: Managed forms are read-only and cannot be modified. You can only modify unmanaged forms.
Multiple Select: What can be modified in form properties?
- A) Default Mode
- B) Name
- C) Description
- D) Color
Answer: A) Default Mode, B) Name, C) Description
Explanation: The properties that can be modified in a form are default mode, name and description. Theme color is not a modifiable property in form property.
True or False: You can add sub-grids to a form.
- 1) True
- 2) False
Answer: 1) True
Explanation: Sub-grids allow you to add data from related entities to your form.
Single Select: In terms of modification, which of following cannot be done on a sub-grid?
- A) Changing width
- B) Changing height
- C) Renaming the sub-grid
- D) Adding new records
Answer: B) Changing height
Explanation: Sub-grids’ heights in Power Platform are not modifiable.
True or False: Business rules applied at the entity level automatically applies to all forms associated with that entity.
- 1) True
- 2) False
Answer: 1) True
Explanation: If business rules are scoped at the entity level, they apply to all forms and grids of that entity.
Multiple Select: Which of the following are types of forms you can modify in Power Apps?
- A) Canvas App form
- B) Model-driven App form
- C) Portal form
- D) Managed form
Answer: A) Canvas App form, B) Model-driven App form, C) Portal form
Explanation: You can modify Canvas, Model-driven and Portal forms in Microsoft Power Apps. Managed forms are read-only and cannot be modified.
Single Select: What tool do you need primarily to modify forms in Microsoft Power Platform?
- A) Power Apps
- B) Power BI
- C) Power Automate
- D) Power Virtual Agents
Answer: A) Power Apps
Explanation: Microsoft Power Apps is the primary tool used for creating and modifying forms in Microsoft Power Platform.
Interview Questions
How can a user modify forms in Microsoft Power Platform?
A user can modify forms in the Microsoft Power Platform through the Power Apps Studio. The process involves navigating to the Data tab, selecting the desired entity and clicking Edit Forms in the command bar.
What are the three types of forms available in Microsoft Power Apps?
The three types of forms in Microsoft Power Apps are: Main, Quick Create, and Card forms.
Which form type is designed to show several records simultaneously in Microsoft Power Apps?
The Card form is designed to show several records simultaneously in Microsoft Power apps.
Can the look and feel of Power Apps forms be customized?
Yes, the look and feel of Power Apps forms can be customized according to user needs. You can add or delete fields, rearrange elements, modify field labels, and even change color schemes.
What functionality does the “Quick View” form offer in Microsoft Power Apps?
The Quick View form in Microsoft Power Apps allows viewing related data from another entity without navigating away from the record.
Can you embed videos in a Power Apps form?
Yes, you can embed videos in the Power Apps form using the “Media” control.
Is it possible to modify visibility rules for a form field in Power Apps?
Yes, it is possible to modify visibility rules for a form field through setting up rules in Power Apps.
How can you change the order of fields in Power Apps form?
You can change the order of fields in a Power Apps form by selecting the field and using the drag handle to move it to the new location.
Can a form in Power Apps be saved as a template for future use?
No, as of now, there is no direct feature to save a form as a template in Power Apps. You can, however, clone an app which includes its forms.
Is it possible to share a custom form with collaborators in Power Apps?
Yes, once a custom form is saved and published, it can be shared with collaborators either by sharing the app which includes the form or by setting appropriate permissions on the underlying data source.
What tool within Power Apps lets users visually design form layouts?
The Power Apps Studio has a built-in form designer tool that lets users visually design form layouts.
What’s the maximum number of fields you can place on a Power Apps form?
You can place up to 75 fields on a Power Apps form.
What kind of data source is required to build a form in Power Apps?
To build a form in Power Apps, you need a data source that Power Apps supports such as a SharePoint list, an Excel table (hosted in OneDrive or Dropbox), a SQL Server table, or others.
Can a user add custom validation to a form in Power Apps?
Yes, a user can add custom validation to a form within Power Apps using the formula bar in Power Apps Studio.
How can you make a field required in a Power Apps form?
To make a field required in a Power Apps form, you have to select the field, navigate to the “Properties” panel, and then set the “Required” setting to “true”.
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