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As a Microsoft Power Platform Developer, configuring views is an essential skill that enables you to create effective and user-friendly applications. Views provide a structured way to present data to users, allowing them to filter, sort, and analyze information. In this article, we will explore the key concepts and guidelines for configuring views, based on the official Microsoft documentation.
In the context of the Microsoft Power Platform, a view is a defined way of looking at data within an entity. Views can be customized to display specific fields, define filtering criteria, and sort the data based on various attributes. These customizable views enhance the user experience and enable quick access to relevant information.
To configure views in the Power Platform, you can leverage model-driven apps and the Common Data Service (CDS). Follow the steps below:
When customizing views, you have several options to tailor their behavior, appearance, and usability. Here are some key elements to consider:
Apart from basic customization, the Power Platform also offers more advanced features for configuring views:
Configuring views in the Microsoft Power Platform is a fundamental skill for developers. By customizing views to meet specific user needs, you can create intuitive and efficient applications. Familiarize yourself with the steps involved in configuring standard views, and explore the advanced options available to enhance the user experience. Remember to refer to the official Microsoft documentation for detailed instructions and additional guidelines. Mastering view configuration will set you on the path to success in the Microsoft Power Platform Developer Exam.
Correct Answer: False
Correct Answer: a) System Views, b) Personal Views, c) Quick Views
Correct Answer: True
Correct Answer: a) Filter by Record Owner, b) Filter by Created On, c) Filter by Custom Query, d) Filter by Modified By
Correct Answer: True
Correct Answer: b) To specify the default sort order for the records in the view
Correct Answer: True
Correct Answer: a) Sharing with specific users, b) Sharing with teams, d) Granting or revoking view privileges
Correct Answer: True
Correct Answer: c) 30
30 Replies to “Configure views”
Great insights! Could someone explain how views affect app performance?
Yes, especially when using FetchXML queries. Sometimes, indexing your data columns can also help improve performance.
Views can impact performance depending on the complexity of the criteria and the amount of data being queried. It’s best to keep them as simple as possible.
How can I share my personal views with my team?
You can share your personal views by using the share option in the view menu. This will allow others to see and use the views you created.
Is it possible to export views for reuse in other environments?
Yes, you can export views as part of a solution and then import that solution into another environment.
Constructive comment: Your blog could use a few more screenshots to make the steps easier to follow.
Appreciate the post, very helpful!
Can advanced find features be incorporated into custom views?
Yes, you can use the FetchXML from an advanced find query to create more complex views.
How do you handle security roles when configuring views?
Agree. It’s also a good practice to regularly review and update security roles as organizational roles change.
You can set security roles at the view level, ensuring that only certain roles have access to specific views. Just be cautious when setting these to ensure you’re not exposing sensitive data.
What are the best practices for naming views?
Always use descriptive and consistent naming conventions. For example, ‘ActiveAccounts’ instead of just ‘Active’.
Thanks for sharing such detailed information!
I struggled with adding conditional formatting in views. Any tips?
Check out the View Designer in the Power Apps maker portal. It has options for conditional formatting, and you can find more complex examples in the documentation.
Can someone explain the difference between system and personal views?
System views are available to all users, while personal views are created by individual users and are only available to them, unless shared.
Exactly. Additionally, system views require admin permissions to edit or delete, whereas personal views do not.
Does anyone know if configuring views in Power Platform can be done through the UI or is code involved?
I’ve done both. The UI is more intuitive, but you get more flexibility with code.
You can certainly do it through the UI, but for more advanced configurations or customizations, you’ll likely need to use code, specifically PowerShell scripts or Power Platform APIs.
This blog post on configuring views for PL-400 was really useful, thanks!
Is there a limit to how many views can be created per entity?
There isn’t a strict limit, but having too many views can clutter the user experience. Always aim for quality over quantity.
What happens to views when you deactivate an entity?
When you deactivate an entity, all related views will also be deactivated and made inaccessible.