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Copy file name to clipboardExpand all lines: powerapps-docs/maker/data-platform/create-custom-help-pages.md
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Use custom help panes and guided tasks to give your Unified Interface application a custom in-product help experience that is tailored to your organization. Use custom help panes to provide table, form, and language-specific help and guidance that includes rich text, content links, images, and video links.
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> [!IMPORTANT]
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> - Custom help panes replace the previous learning path guided learning feature used with legacy web client apps.
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> - Custom help panes replace the previous learning path guided help feature used with legacy web client apps.
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> - Custom help panes don’t work with Unified Interface apps running on a mobile device, such as Android and iOS tablets and smartphones.
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## Custom help panes and learning path
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## Prerequisites
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To use the custom help panes feature, you environment needs the following:
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To use the custom help panes feature, your environment needs the following:
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- Be version 9.1.0.10300 or later.
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-[Must have custom help panes enabled.](#enable-custom-help-panes-for-your-environment)
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### Bullets and numbered lists
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Selecting the bullet or number icon toggles the current line to become bulleted or numbered. If you have selected multiple lines in a list, each line becomes bulleted or numbered. Tabbing and indenting subnumbers a line within the list.
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Selecting the bullet or number icon toggles the current line to become bulleted or numbered. If you have selected multiple lines in a list, each line becomes bulleted or numbered. Tabbing and indenting subnumbers align within the list.
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### Sections
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A coach mark simply highlights an element with a coach pointer bring the user attention to element in UI.
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A coach mark simply highlights an element with a coach pointer to draw the user's attention to that UI element.
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The custom help panes and guided tasks feature consists of the solution components in the Contextual Help managed solution. Customizing or creating records using the tables outside of the custom help panes and guided tasks feature isn’t supported.
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Notice that some apps, such as Dynamics 365 Sales and Dynamics 365 Service, include a first run experiences that are built by using tables included in the Contextual Help managed solution. For example, both the Help Page (msdyn_helppage) and Tour (msdyn_tour) tables are used in the creation of these first run experiences. Currently, the custom help panes and guided tasks feature doesn’t support creating these first run experiences.
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Notice that some apps, such as Dynamics 365 Sales and Dynamics 365 Service, include first run experiences that are built by using tables included in the Contextual Help managed solution. For example, both the Help Page (msdyn_helppage) and Tour (msdyn_tour) tables are used in the creation of these first run experiences. Currently, the custom help panes and guided tasks feature doesn’t support creating these first run experiences.
Copy file name to clipboardExpand all lines: powerapps-docs/maker/model-driven-apps/configure-interactive-experience-dashboards.md
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## Introducing interactive dashboards
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Interactive experience dashboards can be a **one-stop workplace** for app users, such as service reps, to see workload information and take action. They're fully configurable, security-role based, and deliver workload information across multiple streams in **real time**. Interactive dashboard users don't need to page through the application looking for a particular row; they can act on a it **directly** from the dashboard.
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Interactive experience dashboards can be a **one-stop workplace** for app users, such as service reps, to see workload information and take action. They're fully configurable, security-role based, and deliver workload information across multiple streams in **real time**. Interactive dashboard users don't need to page through the application looking for a particular row; they can act on it **directly** from the dashboard.
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## Dashboard types
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<aname="BKMK_Enable"></a>
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## Configure filter columns, and security roles for he interactive dashboards
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## Configure filter columns, and security roles for the interactive dashboards
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When interactive dashboards are configured, the first task is to enable filter columns and security roles, so that interactive dashboards can be configured for them. Notice that interactive dashboards are enabled for all tables and custom tables by default.
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### Create a table-specific dashboard
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A table-specific dashboard is a multi-stream dashboard. Configuring this dashboard is similar to configuring a home page multi-stream dashboard, but this is performed in the different place in the UI and there are other minor differences.
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A table-specific dashboard is a multi-stream dashboard. Configuring this dashboard is similar to configuring a home page multi-stream dashboard, but this is performed in a different place in the UI and there are other minor differences.
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For example, instead of selecting a table, some columns in the table-specific dashboard are preset to the table relevant to the dashboard.
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![Enter the hexadecimal color code.](media/modify-color.png"Enter the hexadecimal color code")
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Similarly, if the **Priority** column is ued to modify the colors of the case priority options, choose the color in the **Options** sub-area of the **General** tab, as shown below:
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Similarly, if the **Priority** column is used to modify the colors of the case priority options, choose the color in the **Options** sub-area of the **General** tab, as shown below:
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![Modify the dashboard color.](media/priority-color-modify.png"Change dashboard color for case priority")
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## Next steps
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[Set properties for a chart or list](set-properties-chart-list-included-dashboard.md)
Copy file name to clipboardExpand all lines: powerapps-docs/maker/model-driven-apps/create-edit-system-chart.md
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## Known chart creation issues
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In the chart designer, adding a order by on certain calculated columns are not supported and will cause an error. The calculated columns causing this are using another calculated column, a related table column, or a local column on the table.
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In the chart designer, adding an order by on certain calculated columns is not supported and will cause an error. The calculated columns causing this are using another calculated column, a related table column, or a local column on the table.
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## Next steps
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[Create or edit dashboards](create-edit-dashboards.md)
Copy file name to clipboardExpand all lines: powerapps-docs/maker/model-driven-apps/create-edit-views.md
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-**Personal view** - Personal views are owned by individuals and only visible to that person unless they share their personal views with others.
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-**System view** - As a system administrator or system customizer, you can edit system views. System views are special views the application depends on, which exist for system tables or are automatically created when you create custom tables. These views have specific purposes and some additional capabilities.
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-**Public view** - Public views are general purpose views that you can customize as you see fit. They are important because all app users can access them, when the are made available, by using the view selector. It is possible to use public views in subgrids in a form or as a list in a dashboard.
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-**Public view** - Public views are general purpose views that you can customize as you see fit. They are important because all app users can access them, when they are made available, by using the view selector. It is possible to use public views in subgrids in a form or as a list in a dashboard.
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## Views within model-driven apps
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## How to access the view editor to create or edit views
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- App Designer: If you're working in an app, you may want to use the app designer, which provides a simple and intuitive user interface with drag-and-drop capabilities for created views. More information: [Tutorial: Create and edit public or system views by using the app designer](create-edit-views-app-designer.md)
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- App Designer: If you're working in an app, you may want to use the app designer, which provides a simple and intuitive user interface with drag-and-drop capabilities for creating views. More information: [Tutorial: Create and edit public or system views by using the app designer](create-edit-views-app-designer.md)
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- Solution explorer: If you're already experienced with Dynamics 365, you may want to use the solution explorer. For more information, go to [Navigate to advanced app making and customization areas](advanced-navigation.md#solution-explorer)
Copy file name to clipboardExpand all lines: powerapps-docs/maker/model-driven-apps/model-app-page-issues.md
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* When a custom page is modified, such as saved and published, the model-driven app isn't aware of the change. The model-driven app will continue to use the last version of the custom page when the model-driven app was published. A model-driven app published through app designer, solution explorer, or **Publish all** will update all custom pages in the model-driven app.
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*Layout or control support for Right to Left (RTL) is currently unavailable.
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* The ability to get the current users settings including locale and language is currently unavailable.
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*Images, icons and shapes are not currently supported with Right-To-Left (RTL) languages.
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* The ability to get the current data formats from users settings including date, time, numbers and currency is not supported.
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* Custom pages use a canvas app hosting session that can time out after 8 hours. However, the Unified Interface session has a longer timeout. When the timeout happens, an error message bar appears that prompts the user to refresh the browser.
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* Makers need to share custom pages to allow another maker to make changes, which is a different behavior than the typical model-driven app components. If a custom page can't be shared from the **Solutions** area, open the environment in Power Platform admin center, and then open **Resources** > **Power Apps** > **Page** > **Share**. Similarly, to reuse the canvas app components inside the custom page, the corresponding canvas app component library also needs to be shared with the custom page makers.
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* The maker experience for the custom page doesn't have support for certain Power Apps component framework APIs like `Navigation` and Web APIs, which is inline with the standalone canvas apps. However, these APIs are available in the published app where the custom page is added to model-driven apps. More information: [Add code components to a custom page for your model-driven app.](/powerapps/maker/model-driven-apps/page-code-components)
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* The maker experience for the custom page doesn't have support for certain Power Apps component framework APIs like `Navigation` and Web APIs, which is in line with the stand-alone canvas apps. However, these APIs are available in the published app where the custom page is added to model-driven apps. More information: [Add code components to a custom page for your model-driven app.](/powerapps/maker/model-driven-apps/page-code-components)
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* The maker experience for the custom page is currently not enabled in sovereign clouds. If you would like to enable it for a maker session, append "powerappsPortalApps.enableEditInShellAppDesigner=true" as a query parameter to the https://make.powerapps.com/ url.
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* When navigating back to a custom page from another page, the page state isn't restored so the page appears like a new navigation.
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* Native player support is available for iOS and Android in online-only mode. Offline support currently isn't supported. The preview Dynamics 365 Windows player displays a blank page when a custom page is opened.
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* While attempting to sign in, the current behavior caused by a user selecting anywhere away from the sign in box causes the pop out window for sign in to shift behind the app browser.
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* When a user runs an app that isn't compliant with their organization's [Data Loss Prevention (DLP) policies](/power-platform/admin/wp-data-loss-prevention), they'll see an error dialog and the 'Technical details' reflects the app isn't DLP compliant.
Copy file name to clipboardExpand all lines: powerapps-docs/maker/model-driven-apps/reporting-overview.md
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|Technique|Notes|Power BI Object|
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|---------|--------------|------------|
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|[Embed a Power BI report in a model-driven system form](embed-powerbi-report-in-system-form.md)|This allows a Power BI report to be presented within a table form and this can be performed in the context of the current record.|Report|
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|[Create or edit a Power BI embedded system dashboard](create-edit-powerbi-embedded-page.md)|This is technique that an administrator can use to introducing a Power BI dashboard|Dashboard|
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|[Create or edit a Power BI embedded system dashboard](create-edit-powerbi-embedded-page.md)|This is a technique that an administrator can use to introduce a Power BI dashboard|Dashboard|
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|[How app users can add or edit Power BI visualizations on their dashboards](../../user/add-powerbi-dashboards.md)|This allows a full Power BI dashboard to be introduced, however it is introduced by the user, not an administrator.|Dashboard|
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:::image type="content" source="../../maker/model-driven-apps/media/embed-powerbi/embed-powerbi-report-in-system-form-unfiltered.png" alt-text="Example of embedded Power BI without contextual filtering":::
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