ENGINEERED CODE BLOG

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.

Continue reading “Power Apps Portals: Notes vs Timeline Metadata – Timeline Metadata Deep Dive”

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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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.