ENGINEERED CODE BLOG

Power Apps Portals: Web Forms with Complex Conditions

Posted on January 7, 2021 by Nicholas Hayduk

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

Posted on July 9, 2020 by Nicholas Hayduk

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.

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

Posted on July 2, 2020 by Nicholas Hayduk

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

Posted on June 25, 2020 by Nicholas Hayduk

Power Apps Portals: Notes vs Timeline Metadata – Introduction

Posted on June 18, 2020 by Nicholas Hayduk

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.

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.