ENGINEERED CODE BLOG

Power Apps Portals: Related Entity as Source of Next Web Form Step

Posted on May 14, 2020 by Nicholas Hayduk

The Web Forms functionality lets you build complex multi-page, multi-entity wizard-style forms on your Power Apps Portals. And while there are a ton of options, it’s not uncommon to run into situations where you can’t do everything you want with configuration, so you might need to resort to a bit of JavaScript (and maybe even Liquid). One of those situations is if you want the source entity for the next step in your Web Form to be a record related to the entity of the current step.

Power Apps Portals: Related Records Filtering on Lookups When Creating Records via Subgrid

Posted on April 30, 2020 by Nicholas Hayduk

The power of Entity Forms in Power Apps Portals is that they mirror much of the functionality available in model-driven apps (and Dynamics 365). While the parity isn’t 100%, one advanced feature that Entity Forms does support is Related Records Filtering on lookups, where the available options in the lookup are filtered by some other data that has already been selected. However, in certain cases, this functionality doesn’t offer exact parity out-of-the-box – one of those cases is when you are creating a new record via a subgrid, and you’re expecting that the parent record is used in the filtering of the lookup.

Power Apps Portals: Customizing the Rendering of Notes and Activities

Posted on April 16, 2020 by Nicholas Hayduk

I’ve always been an advocate for using CSS to control the visibility of out-of-the-box Power Apps Portals features. Unfortunately, sometimes CSS isn’t enough, and you do have use JavaScript. And even then, sometimes you have to resort to some exotic techniques – one of those times is customizing some aspects of how notes and activities are rendered on Power Apps Portals.

Power Apps Portals: Rich Text Editor on Entity Forms

Posted on April 9, 2020 by Nicholas Hayduk

I’ve been asked a few times about how you can add a rich text editor to Entity Forms or Web Forms on Power Apps Portals, and while I haven’t had the need to do this for a real implementation, I was curious to try it out. In the process, I found out about a setting I didn’t know existed that’s been around for at least a few years.

Power Apps Portals: Modifying Option Set Options on an Entity Form

Posted on March 12, 2020 by Nicholas Hayduk

If you’ve come from the world of Dynamics 365 (or CRM…) and are starting to work with Portals, it can be frustrating when you discover that client-side JavaScript code that works great in your model-driven app doesn’t work on a Power Apps Portal – especially because Entity Forms and Web Forms are marketed as a technology that exposes your existing forms to the web. This post we look at why it doesn’t translate, and provide some code that solves a common request: modifying the available options in an option set.

Power Apps Portals: Where You Put Your JavaScript Matters

Posted on January 9, 2020 by Nicholas Hayduk

One of the most frustrating things that can happen when developing any type of software is when you’ve got the code correct but, due to it being in the wrong place, it doesn’t work as you’ve expected. A recent question on the community forums highlights the importance of putting your JavaScript in the right place.

PowerApps Portals: Liquid and JavaScript – Better Together!

Posted on October 31, 2019 by Nicholas Hayduk

PowerApps Portals offers two primary languages for customization: JavaScript and Liquid. This leads to confusion as to which technology should be used when – I’ll try to clear up some of that confusion in this blog post, as well as demonstrate that is many cases, the best option is a combination of the two.

PowerApps Portals: Multiselect Option Set – Part 2

Posted on September 12, 2019 by Nicholas Hayduk

A couple of weeks ago I shared a solution for supporting multiselect option sets on a PowerApps Portal (they aren’t currently supported out-of-the-box), however it only worked for creating new records. If you want it to work for updating existing records, there is a bit more work to do, but thankfully not that much!

PowerApps Portals: Multiselect Option Set

Posted on August 29, 2019 by Nicholas Hayduk

Everyone rejoiced when multiselect option sets were added in Dynamics 365 for Customer Engagement v9. Unfortunately, PowerApps Portals/Dynamics 365 Portals do not yet support these field types out-of-the-box on Entity Forms or Web Forms. In this post, I’ll describe how, which a bit of code, you can add that support yourself, and demonstrate a particular pattern that can be used to add sophisticated UI elements to your Portal.

Dynamics 365 Portal & SharePoint: Additional Validation on Uploaded Files

Posted on July 25, 2019 by Nicholas Hayduk

Despite my preference for using CSS to customize the user experience for a Dynamics 365 Portal, as expressed in my last post, unfortunately CSS can’t do everything. Continuing on with the theme of the Dynamics 365 Portal integration with SharePoint, this post talks about using JavaScript to perform additional validation on the uploaded files.