Configure views

Introduction:

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.

Understanding Views:

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.

Configuring Standard Views:

To configure views in the Power Platform, you can leverage model-driven apps and the Common Data Service (CDS). Follow the steps below:

1. Navigate to the “Settings” area, and under “Customization,” select “Customize the System.”
2. Open the entity for which you want to configure views.
3. Click on the “Views” option to display a list of existing views related to the entity.
4. Select a view to modify or create a new view using the “Create New View” button.

Customizing Views:

When customizing views, you have several options to tailor their behavior, appearance, and usability. Here are some key elements to consider:

1. Fields Displayed: Determine which fields should be visible in the view. Select the appropriate fields from the entity’s attribute list.
2. Sorting Order: Define the sorting order to ensure that data is presented in a logical manner. You can sort based on a single field or set up multiple sorting criteria.
3. Filters: Apply filters to display only relevant records. Filters allow users to focus on specific subsets of data based on predefined conditions.
4. Active and Inactive Views: Mark views as either “Active” or “Inactive.” Active views are available for selection by users, while inactive views are hidden.
5. Default Views: Designate a view as the default view for the entity. When users access the entity, this view will be displayed by default.

Advanced View Configuration:

Apart from basic customization, the Power Platform also offers more advanced features for configuring views:

1. Custom View Permissions: Define specific security roles that can access or edit a particular view. This ensures that sensitive information remains protected.
2. Personal Views: Allow users to create personalized views based on their unique requirements. Personal views are only visible to the user who creates them.
3. Charts: Enhance the view by adding visual representation through charts. Charts provide users with summarized information and key performance indicators.
4. Associated Views: Connect related entities to display data from associated records as a sub-grid within the view. This allows users to access additional information without navigating away.

Conclusion:

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.