ENGINEERED CODE BLOG

Power Apps Portals: Hide the Existing Account Checkbox on the Redeem Invitation Page

One of the subjects I seem to be dealing a lot with recently is invitation codes – so much so that this was the featured topic for this month’s Portals Community Call. During that call I promised to share a small bit of CSS that would hide the “I have an existing account” checkbox on the Redeem Invitation page, so I’ll do that in this post, as well as give a bit of background as to what the checkbox is used for, and why it most cases you probably don’t need it.

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Power Apps Portals: Adding Custom Styles to Legacy Front-Side Editor

While Microsoft continues to invest heavily in the Portals Studio, which provides a new What You See Is What You Get (WYSIWYG) editing experience for Power Apps Portals, there are still many good reasons to use the Legacy Front-side Editor. In this post I’ll describe how you can add additional styling options to the rich text editors to allow content authors to create consistent pages.

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Power Apps Portals: Web Forms with Complex Conditions

It’s been too long since I’ve posted! With all of the virtual conferences taking place in 2020, I couldn’t find the time to get any blog posts done. But I plan to change that in 2021. First off, I want to share a solution for when you want to use the Condition type of Web Form Steps, but your condition is more complicated than just checking if a regular field equals a specific value.

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Power Apps Portals: Notes vs Timeline Metadata – Comparison

In this series of blog posts, I’m looking at the ways to enable an asynchronous conversation between Dynamics/Power Apps users and portals users. The two most common techniques I see use Entity/Web Form Metadata – either the Notes or Timeline metadata option. This post covers a comparison between the two.

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Power Apps Portals: Notes vs Timeline Metadata – Timeline Metadata Deep Dive

In this series of blog posts, I’m looking at the ways to enable an asynchronous conversation between Dynamics/Power Apps users and portals users. The two most common techniques I see use Entity/Web Form Metadata – either the Notes or Timeline metadata option. This post covers the newer way – using the Timeline metadata option.

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Power Apps Portals: Notes vs Timeline Metadata – Notes Deep Dive

In this series of blog posts, I’m looking at the ways to enable an asynchronous conversation between Dynamics/Power Apps users and portals users. The two most common techniques I see use Entity/Web Form Metadata – either the Notes or Timeline metadata option. This post covers the original way – using notes.

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Power Apps Portals: Notes vs Timeline Metadata – Introduction

In many cases, allowing for a “conversation” between your Dynamics/Power Apps model-driven app users and your Power Apps Portals users is a requirement for a portal. For example, once a description is entered into a Case, often a back-and-forth is required in order to lead to its successful resolution. In Power Apps Portals, the two primary ways to achieve this functionality is by leveraging either the Notes or the Timeline options of Entity or Web Form Metadata. In this series of posts, I’ll look at these options in more details.

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

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.

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

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.

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Power Apps Portals: Customizing the Rendering of Notes and Activities

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.

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Engineered Code is a web application development firm and Microsoft Partner specializing in web portals backed by Dynamics 365 & Power Platform. Led by a professional engineer, our team of technology experts are based in Regina, Saskatchewan, Canada.