Skip to content

Commit 4812bf2

Browse files
committed
Update legacy web app and solution explorer content
1 parent a2a9495 commit 4812bf2

13 files changed

+194
-91
lines changed

powerapps-docs/maker/model-driven-apps/configure-sorting.md

Lines changed: 10 additions & 10 deletions
Original file line numberDiff line numberDiff line change
@@ -1,7 +1,7 @@
11
---
22
title: "Sort records in a model-driven app view in Power Apps | MicrosoftDocs"
33
ms.custom: ""
4-
ms.date: 06/27/2018
4+
ms.date: 03/26/2018
55
ms.reviewer: ""
66
ms.service: powerapps
77
ms.suite: ""
@@ -24,22 +24,22 @@ search.app:
2424
---
2525
# Sort records in a model-driven app view
2626

27-
When you create or edit a view you can configure the sort order for either ascending or descending.
28-
29-
1. Sign in to [Power Apps](https://make.powerapps.com/?utm_source=padocs&utm_medium=linkinadoc&utm_campaign=referralsfromdoc).
27+
When you create or edit a view you can configure the sort order for either ascending or descending.
28+
29+
To change the sort order in the view designer, see [Create a public view in Power Apps](create-edit-views-app-designer.md#create-a-public-view-in-power-apps).
3030

31+
## Change the sort order using solution explorer
3132

32-
2. Expand **Data**, select **Entities**, and then select the entity that you want, such as **Accounts**.
33-
3. Select the **Views** tab, and if shown, select **Remove filter**, and then open the view you want, such as **Active Accounts**.
33+
1. Open [solution explorer](advanced-navigation.md#solution-explorer), expand **Entities**, select the entity you want, select **Views**, and then open the view you want.
3434

35-
4. In the view designer, select **Configure Sorting**.
35+
2. In the view designer, select **Configure Sorting**.
3636

3737
> [!div class="mx-imgBorder"]
38-
> ![Configure sorting](media/configure-sorting.png)
38+
> ![Configure sorting](media/configure-sorting.png "Configure sorting")
3939
40-
5. In the **Configure Sort Order** dialog box, in the **Sort By** list, select the column you want to sort, then select **Ascending Order** or **Descending Order**.
40+
3. In the **Configure Sort Order** dialog box, in the **Sort By** list, select the column you want to sort, then select **Ascending Order** or **Descending Order**.
4141

42-
6. Select **OK** to close the **Configure Sort Order** dialog box.
42+
4. Select **OK** to close the **Configure Sort Order** dialog box.
4343

4444
## Next steps
4545
[Create or edit a view](create-edit-views.md)

powerapps-docs/maker/model-driven-apps/create-business-rules-recommendations-apply-logic-form.md

Lines changed: 17 additions & 19 deletions
Original file line numberDiff line numberDiff line change
@@ -1,7 +1,7 @@
11
---
22
title: "Create model-driven app business rules and recommendations | MicrosoftDocs"
33
ms.custom: ""
4-
ms.date: 03/15/2019
4+
ms.date: 03/30/2020
55
ms.reviewer: ""
66
ms.service: powerapps
77
ms.suite: ""
@@ -48,18 +48,16 @@ This topic shows you how to create business rules and recommendations to apply f
4848
- Create business recommendations based on business intelligence.
4949

5050
## Create a business rule or business recommendation
51-
52-
1. Open [solution explorer](advanced-navigation.md#solution-explorer).
53-
54-
2. Open the entity you want to create the business rule for (for example, open the **Account** entity), and then double-click **Business Rules**.
55-
56-
![Create a business rule in the default solution](media/create-business-rule-the-default-solution.png "Create a business rule in the default solution")
57-
58-
3. Select **New**.
59-
51+
52+
1. Sign in to [Power Apps](https://make.powerapps.com/?utm_source=padocs&utm_medium=linkinadoc&utm_campaign=referralsfromdoc).
53+
54+
2. Expand **Data**, select **Entities**, select the entity you want, and then select the **Business rules** tab.
55+
56+
3. On the command bar, select **Add business rule**.
57+
6058
The Business Rule designer window opens with a single condition already created for you. Every rule starts with a condition. The business rule takes one or more actions based on that condition.
6159

62-
![Business Rules design window](media/business-rules-design-window.png "Business Rules design window")
60+
![Business Rules design window](media/business-rules-design-window.png "Business Rules design window")
6361

6462
> [!TIP]
6563
> If you want to modify an existing business rule, you must deactivate it before you can modify it.
@@ -123,7 +121,7 @@ This topic shows you how to create business rules and recommendations to apply f
123121
>
124122
> - To take a snapshot of everything in the Business Rule window, click **Snapshot** on the action bar. This is useful, for example, if you want to share and get comments on the business rule from a team member.
125123
> - Use the mini-map to navigate quickly to different parts of the process. This is useful when you have a complicated process that scrolls off the screen.
126-
> - As you add conditions, Actions, and business recommendations to your business rule, code for the business rule is built and appears at the bottom of the designer window. This code is ready only.
124+
> - As you add conditions, Actions, and business recommendations to your business rule, code for the business rule is built and appears at the bottom of the designer window. This code is read-only.
127125
128126
<a name="BKMK_LocalizingErrorMessages"></a>
129127
## Localize error messages used in business rules
@@ -133,19 +131,19 @@ This topic shows you how to create business rules and recommendations to apply f
133131
This section describes common issues that may occur when you use business rules.
134132

135133
### Full Name field not supported with unified interface apps
136-
Actions or conditions that use a **Full Name** (fullname) field arent supported in apps based on the unified interface. Alternatively, you can use actions or conditions with **First Name** (firstname) and **Last Name** (lastname) fields.
134+
Actions or conditions that use a **Full Name** (fullname) field aren't supported in apps based on the unified interface. Alternatively, you can use actions or conditions with **First Name** (firstname) and **Last Name** (lastname) fields.
137135

138136
### Is your business rule not firing for a form?
139-
A business rule may not execute because the field referenced in the business rule isnt included with the form.
140-
1. Open solution explorer. Expand the entity that you want and then select **Forms**.
141-
2. Open the form that you want and then on the form designer ribbon select **Business Rules**.
142-
3. In the form designer, open the business rule.
143-
4. In the business rule designer select each condition and action to verify all the fields referenced in each condition and action.
137+
A business rule may not execute because the field referenced in the business rule isn't included with the form.
138+
1. Open solution explorer. Expand the entity that you want and then select **Forms**.
139+
2. Open the form that you want and then on the form designer ribbon select **Business Rules**.
140+
3. In the form designer, open the business rule.
141+
4. In the business rule designer select each condition and action to verify all the fields referenced in each condition and action.
144142

145143
> [!div class="mx-imgBorder"]
146144
> ![](media/business-rule-field.png "Field referenced in business rule exists in entity")
147145

148-
5. Verify that each field referenced in the business rule is also included on the form. If not, add the missing field to the form.
146+
5. Verify that each field referenced in the business rule is also included on the form. If not, add the missing field to the form.
149147

150148
> [!div class="mx-imgBorder"]
151149
> ![](media/account-name-on-form.png "Account name field on form")

powerapps-docs/maker/model-driven-apps/create-edit-dashboards.md

Lines changed: 3 additions & 9 deletions
Original file line numberDiff line numberDiff line change
@@ -1,7 +1,7 @@
11
---
22
title: "Create or edit model-driven app dashboards | MicrosoftDocs"
33
ms.custom: ""
4-
ms.date: 05/23/2018
4+
ms.date: 03/30/2020
55
ms.reviewer: ""
66
ms.service: powerapps
77
ms.suite: ""
@@ -31,9 +31,6 @@ There are two types of dashboards, user dashboards and system dashboards. An app
3131

3232
1. Sign in to [Power Apps](https://make.powerapps.com/?utm_source=padocs&utm_medium=linkinadoc&utm_campaign=referralsfromdoc).
3333

34-
> [!IMPORTANT]
35-
> “If the **Model-driven** design mode isn't available, you may need to [Create an environment](https://docs.microsoft.com/powerapps/administrator/create-environment).
36-
3734
2. Expand **Data**, select **Entities**, select the entity that you want base the dashboard on, such as the **Account** entity, and then select the **Dashboards** tab.
3835

3936
3. On the toolbar select **Add a dashboard**, and then choose a 2, 3, or 4 column layout.
@@ -53,18 +50,15 @@ There are two types of dashboards, user dashboards and system dashboards. An app
5350

5451
1. Sign in to [Power Apps](https://make.powerapps.com/?utm_source=padocs&utm_medium=linkinadoc&utm_campaign=referralsfromdoc).
5552

56-
> [!IMPORTANT]
57-
> “If the **Model-driven** design mode isn't available, you may need to [Create an environment](https://docs.microsoft.com/powerapps/administrator/create-environment).
58-
5953
2. Expand **Data**, select **Entities**, select the entity that you want base the dashboard on, such as the **Account** entity, and then select the **Dashboards** tab.
6054

6155
3. Open a dashboard, select one of the component areas, and then on the toolbar select **Edit Component**.
6256

63-
4. In the **Set Properties** dialog box, you can make changes to a chart or list such as change the entity, default view, add a chart selector, or make the dashboard available on the mobile apps. When youre done, select **Set**.
57+
4. In the **Set Properties** dialog box, you can make changes to a chart or list such as change the entity, default view, add a chart selector, or make the dashboard available on the mobile apps. When you're done, select **Set**.
6458

6559
For more information about setting dashboard component properties, see [Set properties for a chart or list included in a dashboard](set-properties-chart-list-included-dashboard.md).
6660

67-
4. When youve completed your changes be sure to save them, and then publish them.
61+
4. When you've completed your changes be sure to save them, and then publish them.
6862

6963
Additional system dashboards tasks you can perform include:
7064

powerapps-docs/maker/model-driven-apps/create-edit-system-chart.md

Lines changed: 2 additions & 5 deletions
Original file line numberDiff line numberDiff line change
@@ -2,7 +2,7 @@
22
title: "Create or edit a model-driven app system chart in Power Apps | MicrosoftDocs"
33
description: "Learn how to create or edit a chart"
44
ms.custom: ""
5-
ms.date: 05/23/2018
5+
ms.date: 03/30/2020
66
ms.reviewer: ""
77
ms.service: powerapps
88
ms.suite: ""
@@ -25,13 +25,10 @@ search.app:
2525
---
2626
# Create a model-driven app system chart
2727

28-
In this topic you learn how to create a system chart. System charts are organization-owned charts, which makes them available to anyone with access to read the data running the app. System charts cant be assigned or shared with specific app users.
28+
In this topic you learn how to create a system chart. System charts are organization-owned charts, which makes them available to anyone with access to read the data running the app. System charts can't be assigned or shared with specific app users.
2929

3030
1. Sign in to [Power Apps](https://make.powerapps.com/?utm_source=padocs&utm_medium=linkinadoc&utm_campaign=referralsfromdoc).
3131

32-
> [!IMPORTANT]
33-
> “If the **Model-driven** design mode isn't available, you may need to [Create an environment](https://docs.microsoft.com/powerapps/administrator/create-environment).
34-
3532
2. Expand **Data**, select **Entities**, select the entity that you want, and then select the **Charts** tab.
3633

3734
3. On the toolbar, select **Add chart**.

powerapps-docs/maker/model-driven-apps/edit-filter-criteria.md

Lines changed: 66 additions & 8 deletions
Original file line numberDiff line numberDiff line change
@@ -2,7 +2,7 @@
22
title: "Edit filter criteria and change sort order in model-driven app views with Power Apps | MicrosoftDocs"
33
description: "Learn how to edit filter criteria and change sort order in views"
44
ms.custom: ""
5-
ms.date: 06/13/2018
5+
ms.date: 03/26/2020
66
ms.reviewer: ""
77
ms.service: powerapps
88
ms.suite: ""
@@ -27,18 +27,76 @@ search.app:
2727

2828
<a name="BKMK_EditFilterCriteria"></a>
2929

30-
Along with the columns displayed in a view, the filter criteria applied to a view is a critical part of the value provided by the view.
30+
Along with the columns displayed in a view, the filter criteria applied to a view is a critical part of the value provided by the view. You can add or edit filter criteria and change the sort order for the columns that you include in a view. If a sort order is not set for a view, by default the view is sorted by the primary field in the view in ascending order (A to Z).
31+
32+
## Change the sort order of a view
33+
34+
1. Sign in to [Power Apps](https://make.powerapps.com/?utm_source=padocs&utm_medium=linkinadoc&utm_campaign=referralsfromdoc).
35+
36+
2. Expand **Data**, select **Entities**, select the entity you want, and then select the **Views** tab.
37+
38+
3. Select a view to open it in the view designer.
39+
40+
> [!div class="mx-imgBorder"]
41+
> ![Edit filters](media/view-column-menu.png "Edit filters")
42+
43+
4. Select a field name in the column head, and from the column menu, select **Sort A to Z** or **Sort Z to A**. The sort order is indicated in the column head with an up arrow or a down arrow.
44+
45+
You can also change the sort order by using the view properties panel.
46+
47+
1. If a sort order has not been set for the view, select **Sort by**, and then select the primary sort by column.
48+
49+
2. If you want to sort the view by additional columns, select **Then sort by** and then select a additional sort by column for the view.
50+
51+
You may want to sort by more than one column when you have data that you want to group by the same value in one column, and then sort another column within that group of equal values.
52+
53+
3. To remove a sort expression, select **Remove sort expression** (the **X** button).
54+
55+
## Add or edit filter
56+
57+
1. Select a column, and from the column menu, select **Filter by**.
58+
59+
> [!div class="mx-imgBorder"]
60+
> ![Edit filters](media/edit-filter-criteria.png "Edit filters")
61+
62+
2. Select the conditional operator that you want to use.
63+
64+
3. Type or select the comparison value for the condition.
65+
66+
4. Select **Apply**.
67+
68+
The filter expressions for a view are shown in the View properties panel.
69+
70+
5. To edit a filter expression, select the filter select expression from the View properties panel.
71+
72+
6. To remove a filter expression, select the **X** button.
73+
74+
You can also use the expression builder in the view designer to add or edit filters for any fields of the entity in the current view or any fields in a related entity. More information: [Create or edit filters in model-driven app views](create-edit-view-filters.md)
75+
76+
## Use solution explorer to edit filter criteria and change sort order
77+
78+
Change the sort order for a view.
79+
80+
1. Open [solution explorer](advanced-navigation.md#solution-explorer), expand **Entities**, select the entity you want, select **Views**, and then open the view you want.
81+
82+
2. In the view designer, select **Configure Sorting**.
83+
84+
> [!div class="mx-imgBorder"]
85+
> ![Configure sorting](media/configure-sorting.png "Configure sorting")
3186
32-
1. When you create or edit the view in the view designer, in the right **Common Tasks** pane select **Edit Filter Criteria**.
87+
3. In the **Configure Sort Order** dialog box, in the **Sort By** list, select the column you want to sort, then select **Ascending Order** or **Descending Order**.
3388

34-
2. The dialog shows a user interface similar to **Advanced Find**. You can use **AND** and **OR** clauses to specify and group criteria by selecting the filter claus and then selecting **Group AND** or **Group OR**.
89+
4. Select **OK** to save the sort order.
3590

36-
> [!div class="mx-imgBorder"]
37-
> ![Edit filter criteria](media/edit-filter-criteria.png)
91+
Change the filter criteria for a view.
92+
93+
1. When you create or edit the view in the view designer, in the **Common Tasks** pane, select **Edit Filter Criteria**.
3894

39-
3. Select **OK** to save and close the **Edit Filter Criteria** dialog box.
95+
2. The dialog shows a user interface similar to **Advanced Find**. You can use **AND** and **OR** clauses to specify and group criteria by selecting the filter claus and then selecting **Group AND** or **Group OR**.
96+
97+
3. Select **OK** to save and the filter criteria.
4098

41-
For more information about constructing filter clauses, see [Create, edit, or save an Advanced Find search](https://docs.microsoft.com/dynamics365/customer-engagement/basics/save-advanced-find-search).
99+
For more information about constructing filter clauses, see [Create, edit, or save an Advanced Find search](https://docs.microsoft.com/dynamics365/customer-engagement/basics/save-advanced-find-search).
42100

43101
## Next steps
44102
[Understand views](create-edit-views.md)

powerapps-docs/maker/model-driven-apps/faqs-timeline-control.md

Lines changed: 21 additions & 21 deletions
Original file line numberDiff line numberDiff line change
@@ -20,21 +20,21 @@ search.app:
2020

2121
The **Timeline** section retrieves data about and displays in the form cards. By default, the timeline retrieves data for the 10 standard activity entities, which are:
2222

23-
- Email
24-
- Task
25-
- Incident resolution
26-
- Fax
27-
- Opportunity close
28-
- Letter
29-
- Appointment
30-
- Phone call
23+
- Email
24+
- Task
25+
- Incident resolution
26+
- Fax
27+
- Opportunity close
28+
- Letter
29+
- Appointment
30+
- Phone call
3131

3232
When you perform the following procedures as an administrator, users will see an error at runtime:
3333

3434
**Procedure**
35-
- Create any additional custom activities
36-
- Enable custom activities for mobile
37-
- Select a **Card Form** for all the custom activities
35+
- Create any additional custom activities
36+
- Enable custom activities for mobile
37+
- Select a **Card Form** for all the custom activities
3838

3939
**Error:** Records could not be loaded because of an unexpected error.
4040

@@ -50,35 +50,35 @@ This error is caused because the number of activity entities for the data retrie
5050

5151
To work around the issue, you must reduce the number of entities to 10 or fewer. To do this, follow the steps below.
5252

53-
1. Sign in to your `https://<YourOrgURL>.dynamics.com/apps` environment.
53+
1. Sign in to [Power Apps](https://make.powerapps.com/?utm_source=padocs&utm_medium=linkinadoc&utm_campaign=referralsfromdoc).
5454

5555
2. Open a model-driven app, and then on the command bar select **Settings** ![Settings](../model-driven-apps/media/powerapps-gear.png) > **Advanced Settings**.
5656

57-
3. Go to **Settings** > **Customization** > **Customize the System**. The solution explorer page opens in a new browser window.
57+
3. Go to **Settings** > **Customization** > **Customize the System**. The solution explorer page opens in a new browser window.
5858

59-
4. Expand **Entities** under **Components** in the default solution pane.
59+
4. Expand **Entities** under **Components** in the default solution pane.
6060

61-
5. Select an entity and select **Forms**. For example, select the **Account** entity.
61+
5. Select an entity and select **Forms**. For example, select the **Account** entity.
6262

63-
6. Select the **Account for Interactive experience** record that is a **Main** form type. The **Account for Interactive experience** form opens in a new browser window.
63+
6. Select the **Account for Interactive experience** record that is a **Main** form type. The **Account for Interactive experience** form opens in a new browser window.
6464

6565
> [!div class=mx-imgBorder]
6666
> ![Select the entity form with interactive experience in the name](media/account-interactive-experience.png "Select the entity form with interactive experience in the name")
6767
6868
For Unified Interface, you need to use the form name that has `<Entity> for Interactive experience`.
6969

70-
7. Double-click the **Conversation Tabs** field in the **Timeline** section. The **Activities Tab Properties** dialog is displayed.
70+
7. Double-click the **Conversation Tabs** field in the **Timeline** section. The **Activities Tab Properties** dialog is displayed.
7171

7272
> [!div class=mx-imgBorder]
7373
> ![Double-click the field in the social pane](media/timeline-conversation-tabs-field.png "Double-click the field in the social pane")
7474

75-
8. Select the **Show selected** option for the **Show these activities** field in the **Filter by** container.
75+
8. Select the **Show selected** option for the **Show these activities** field in the **Filter by** container.
7676

77-
9. Select the activities you want to display to the users.
77+
9. Select the activities you want to display to the users.
7878

79-
10. Select **OK**, and then select **Save**.
79+
10. Select **OK**, and then select **Save**.
8080

81-
11. Select **Publish** to publish the customizations.
81+
11. Select **Publish** to publish the customizations.
8282

8383

8484
## Why I can't assign or delete an activity from the timeline?
-11.9 KB
Loading
18.6 KB
Loading
47.3 KB
Loading
15.8 KB
Loading

0 commit comments

Comments
 (0)