Create and configure multiple form types

Introduction:

As a Microsoft Power Platform Functional Consultant, one of the key skills you need to possess is the ability to create and configure different form types. Forms play a crucial role in capturing and managing data within the Power Platform ecosystem. In this article, we will explore the process of creating and configuring multiple form types using Microsoft documentation as the primary source of information.

1. Understanding Form Types:

According to Microsoft’s documentation, there are four primary form types that can be created and configured within the Power Platform: Main, Quick Create, Quick View, and Card. Let’s delve into each of these form types to understand their specific use cases.

• Main Form:

  The main form type is the primary form that users interact with for entering and viewing data. It provides a comprehensive view of the record and allows customization of the layout, sections, and fields based on user requirements.

• Quick Create Form:

  Quick create forms offer a condensed view of essential fields and enable users to quickly create new records without navigating away from the current screen. These forms are useful when users require a swift data entry process.

• Quick View Form:

  Quick view forms allow users to see summarized information from related records without having to open the entire record form. This form type helps in gaining contextual information without leaving the current view.

• Card Form:

  Card forms are compact and visually appealing forms that fit within a smaller space, such as a dashboard or subgrid. They display key information or quick actions related to a record and enable a modern and efficient user experience.

2. Creating Form Types:

To create form types, follow these steps as outlined in the Microsoft documentation:

1. Open the solution that contains the entity for which you want to create a form.

2. Navigate to the Forms section within the solution explorer.

3. Click on “New” to create a new form.

4. Select the desired form type: Main, Quick Create, Quick View, or Card.

5. Configure the layout, sections, and fields based on the specific requirements of the form type.

6. Save and publish the form to make it available for users.

3. Configuring Form Types:

Configuring form types involves customizing the layout, sections, and fields to suit business needs. Microsoft documentation suggests the following steps for configuring form types:

1. Open the form that needs to be configured.

2. Modify the form layout by adding, removing, or resizing sections.

3. Add desired fields to the form, rearrange their order, and specify formatting options.

4. Configure form properties, such as form name, description, and form notifications.

5. Apply rules and business logic using Power Apps formula bar to control visibility, validation, or calculations on form fields.

6. Test and validate the form to ensure it meets the desired requirements.

7. Publish the form to make it accessible to users.

4. Leveraging Other Configuration Options:

Microsoft Power Platform provides additional configuration options to enhance form functionality. These options include:

• Using business rules to express conditional logic without writing code.

• Implementing client scripts to add custom functionality and behavior to form controls.

• Applying form scripting to perform actions such as field calculations, data lookups, or field validations.

• Utilizing form notifications to display messages to users based on specific events or conditions.

• Extending form capabilities with plugins or custom connectors to integrate with external systems.

Conclusion:

Creating and configuring multiple form types is a critical aspect of a Microsoft Power Platform Functional Consultant’s responsibilities. By leveraging the information and guidance provided in Microsoft’s documentation, consultants can effectively build and customize Main, Quick Create, Quick View, and Card forms to meet specific business requirements. With these skills, functional consultants can empower organizations to streamline data entry, improve user experience, and drive effective data management within the Power Platform ecosystem.