Thank you for the wonderful & detailed explanation on Views ! This is content worth paying for. The ongoing series on model-driven apps (starting from the Intro and the BPFs) is great and I look forward to the upcoming videos.
Great tutorials Lisa. It would be interesting to see a tutorial that focused on how the developer can make apps accessible for end users. E.g. permissions, URLs to access, simplifying user interface, b2b authentication, etc
Great course! - thankyou Lisa for this amazing & easy-to-follow guide! Question: Re: Sub grids - have you made a video on extending views/filters etc to include a third dimension table - so Employee, Asset, & LOCATION? Just as in your app, I have employees assigned to assets, but both are assigned to a specific location (with no transfers between locations). We have over 800 locations, so it's critical that users only see the employees and assets related to the locations they manage. P.S. This is the last hurdle I need to jump, before I commit to Dataverse! Many thanks! 😊😊
amazing video Lisa, This is epic , I have 1 q: Can I use the 2 different views with a Filter "Yes" and other with filter "No" at the same page of a model driven app within the groups ? Actaully wanted users to select views from groups , rather than default view selection at the top of table name
Hi Lisa Just a quick question in the search bar dialog box. In my App, I can only search the column primary key ? when I'm trying to search other column values, its showing no data. I modify the filter and added column name contains data but its not searching. Appreciated your help :)
Thanks for a great tutorial after i create an view while i click on the first column i dont see the info as and how i see here in the video what am i missing ? exactly in 2.51 sec in the video
the way it shows at 2:51 in the video is a card view. That shows up depending on the amount of space you have for the view and the zoom of your app. It's a fully responsive component. Try putting your view in a column like this (rather than a full width tab) and zoom your browser up a bit and you should see it switch to this format.
Hi Lisa - really enjoying your video series. When you are creating the view you showed how to add fields from a related object. Does this only go one level deep? Or can you add a field from a related object in the related object. Example Team>User>Business Unit>Business Unit.field.
No, the standard view builder will only go to that one level of the next relationship. You could consider building a custom page if you want to reach different levels of related data.
Hallo Lisa, Danke für deine tolle Erklärungen. hast du auch videos über Commands, Business Rules, Dashboards und Charts? Wenn nicht, machst du sie irgendwann? Deine Abonnenten würden sich richtig freuen. Danke
Good afternoon, Your videos are just beautiful, but I have one question, how can I use these photo fields if I want to display these pictures on my view?
You can’t display the image field in a view, but if you want to do something like that you can either use the primary image field (shows in a small circle icon on the view) or create a custom page where you can format however you like. Here’s my video on customs pages How to Create a Custom Page for Model-Driven Power Apps (TUTORIAL) ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-6QFCXX36220.html
This has been a great video in helping me configure my model driven app. I’ve added a new view via my data verse table that my MD app uses but it’s not pulling through onto the app. I’ve saved and published but still no luck. Can you help?
You need to go into the sitemap editor, find that table, and then make sure the view is selected. So it's an extra step to add a new view (or form) to the app itself.
8:34 Thank you for the amazing training Lisa. i see on adding a related column Full Name it appends the relationships name like (Primary Contact) Is there any wait to remove that on the view for the column header? So it just says “Full Name” rather than “Full Name (Primary Contact)”. I have searched all over and not found a bit of info on this. I tried a custom page or canvas embed but I can’t get the related columns at all there
Yeah, sadly not, I agree with you I'm not a fan of that either. I haven't explored trying to get the related items into a custom page, I'll see if I can make that work!
Hi Lisa! Great Videos! Really helping me out as I am a beginner. Is there any way I can filter Work Order View according to the Created By equal to Logged In user?
Indeed you can. Just add Created By as a column to your view, then when you select the filter criteria, scroll down a bit until you find the option that is: Equals Current User
Hi, thanks. If you mean how to apply security rules/ permissions so that different users have different views and access then it’s on my list but I haven’t made it yet.
Thank you very much for this video! It is really great and easily understandable! I just created a follow up list as a view. Within this list I list all potential with certain next step activities. I tried to add account information to contact information to it. The contacts are also related to the account and I am showing them as a subgrid in account. In account I define the primary contact and show details as full name, email, etc. from a quick view in contacts. All tables are related, but I don't get the contact information showing up. Is this even possible?
If you want to get information from a related table (primary contact) in your view of accounts, you can do that by going to the Related tab in the view builder, find Primary Contact in the list of relationships, open that, and then you should find the columns you need.
Thank you for your very nice videos. I followed the first model-driven tutorial However. I dont understand how you get yu left menu withthe Customers group, Equipment Ordering group and Administration.
It's been a long time since you posted this question, but I've just made a video on this - it's called the Sitemap - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-e28PafkBBWk.html
can we filter a view by email from a email type and filtering based on logged in user email so user only see records with their email from a email type column
You can filter by any data columns that are in your table. The email activity as it is set up doesn't have an email type, so if you wanted that, you'd have to add it as a column, and then you'd have to fill that in. What's the use case . example for email type?
My Bookmarks 17:29 - Need to learn more about Advance Find Views (search and see if sql join can be used with multiple data tables to arrive at that view, what will happen if someone clicks on that records to modify, will it make changes in the underlying table or only the view will reflect the change) 18:17 - Also search for how to create a lookup view which can later be used in another view
Lisa, many thanks for your video and all your videos for that matter. I've found them to be very helpful in getting my feet wet in the Model Driven PowerApps world and it's been hugely helpful. I do however have a question about Lookups and Views and a roadblock I'm hitting. I'm using Dataverse tables in a Model-Driven app (prototype at the moment, soon to be more an MVP) and the thing that is not clear to me is, if I don't want to use the default 'Primary Column' (which is always a text field), as the lookup column I display (say in one of my 'Views'), how do I change that setting? I'm probably misunderstanding the way the primary column is set but to me changing the name of the primary column does not change the primary column function so if I had a multi-line text field that I was trying to pull through to another view (as opposed to say the 'Name' field), how would I set the multiline text as the default field? What I've ended up doing thus far is using 'Related' to specify the field that displays in my 'Views'. The problem I'm having with that however is that after I've added a few of them (let's say 5 of these 'related' fields to the view), I keep getting an error when trying to add more 'related' fields to 'View'. Any suggestions and or help you can offer on this is much appreciated! Perhaps there is a limit in the number of lookups you can save and display to a View (seems like that would not be the case)?
Hi Daaave, you're right, the primary column has special properties that aren't changed by changing the name of it. You do have the option for it to be an autonumber column rather than text if you prefer. I'm a bit lost beyond that with your question and what you're trying to do though. You can add a multiline text column to a view (although I rarely do that because it looks bad, you only see the start of the column). Using Related in the view is to bring in things from another related table. which doesn't sound like what you are trying to achieve. Can you describe what the outcome is that you're trying to achieve?
@@LisaCrosbie Thanks so much for your reply. Apologies for my less than clear explanation. I will see if I can summarize here again (better this time). Essentially, the view that I'm trying to build gets exported to excel for ingest in another platform. The intent of using a Model-Driven UI in PowerApps is it is great for data entry and can allow me to have users contribute asynchronously to the same data source (even though that data source may be leveraging a number of tables, the final output is pulled together in a View that draws from those various tables). Because some of what I need to land in the excel output (or in that view) is multiline text, I've been using the 'Related' tab to add the column from the lookup that I really want to display (because the default is the 'Primary Column' - not always what I want to display in the view). It seems like the 'Related' functionality, not only points to related tables but can also simply point to 'related' columns (as opposed to the primary column) within the lookup table (no?). This may be a bug but at a certain point, when adding these 'related' views. I can no longer save the view. I rebuilt a view this weekend and got excited because all my 'Related' columns were able to be added to the View. When I discovered there was one(1) that I had missed, I went to add it and save and again, I'm back in this place where I can't save the view (at least with the desired field addition in place). Apologies for being longwinded. Happy to take this offline rather than filling up your comment space. Thanks again!
Thank you so much. I would like to I am trying to get the current logged in user email / full name on model driven apps to compare it with a certain field on a CDS entity. Requirement - a user submits a report and says my managers email address / name is "X" (over riding manager field on user level); then the user "X" should be able to see that report. Is this possible. Can you guide How to get current user email in model driven app and permission in business process flow?
You can get the current user (and then their manager) using the Office 365 connector in Power Automate, and trigger that from a model-driven app / business process flow. There are also some suggestions here that might be a better fit for your use case; powerusers.microsoft.com/t5/Microsoft-Dataverse/Current-User-Name-and-Email-Id-in-Model-Driven-Application/td-p/1407769
Hi @Lisa, I would like to ask if is it possible to get the columns from another table without any lookUp columns to that table? Transaction Table Approvers Table - there is no LookUp column in Transaction Table referencing to Approver - but there is LookUp Column in Approver table referencing the Transaction table I wanted to somehow, create View in Transaction get the Approver's table column in the view. Thank you very much.
If you have a lookup from Approver to Transaction, then on the transaction you can add a subgrid to view related approvers - here's how ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-baRLW8bak9Q.html
Hi Lisa, thank you so much, your videos are really helpful! I have a quick question, I have created a subgrid view to show Social Profiles within a contact unfortunately it is not showing the + Add new record option. Any ideas what I missed?
There is a setting you need to enable on your table. Go to table - settings in the very top menu bar. Open advanced settings and there is an option in there to enable/leverage quick create forms. Save and publish all customisations and then you need to create a quick create form. I’ve got a video coming out this coming week taking you through it. Stay tuned.
Karen, have a look at the Quick Create forms section in this new video I’ve done. That will answer your question. Power Apps Model-Driven Apps: Subgrids and Quick Create Forms Tutorial ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-baRLW8bak9Q.html
@@LisaCrosbie Thank you so much Lisa, I've just been through your very clear guidance, unfortunately although I was able to add the 'Leverage' field I am still unable to create a Quick Create form for the table 'Social Profile'. As this is a Dynamics table do you know if there are any other options here?
Hi Ramiro, I don't understand the question sorry? What are you trying to filter? The list of views will show up based on the permission for the user. If you want a user to see less views you need to change permissions for which ones they see. Does that help?
Hi Ramesh, yes you’d need a scheduled flow to do that. You can’t use a glow to export a view, you’d need to construct a “get records” action step in the flow using the same filters as what you have in your view and then selecting the same fields to add to a spreadsheet. However - why? What’s your actual use case or requirement here? If you are exporting data out of Dataverse there are security risks and it suggests you need to do something with it that you can’t do or don’t know how to do in your app? Is it a reporting history thing?
@@LisaCrosbie Thanks for your response. It was just a thought and not a mandate. I didnt know exporting data out of dataverse is a security risk. But thanks for suggesting a way. Waiting for more content on model driven apps. I have learnt so much from your channel.
My people have accounts, and the accounts have notes . (1 person has many accounts, and each account has many notes) It would be nice to be able to make a view of peoples notes on the accounts
Are your people in this case the users? You should be able to crest a view of notes by user, showing the lookup value of the account. Notes are hard to work with in a view though if they are more than just a few words. You could also use a custom page to display them differently
I'm struggling. I have an Employees table. Within my model driven app i have two groups: Manager and Admin Manager has a sub area for My Employees filtered to where if the current user = Manager field in on the Employees record, it displays just those empoyees. However... The Admin has a sub area for All Employees, where it needs to show all of the employees, BUT the default view is for My Employees. (The user needs to switch the view to All Employees in order to see them all) Is there a way to set default views for the same table on different sub areas? So far, as i can tell, default views follow the table, no matter what sub area you are on. So if i set the default view on My Employees, no matter what sub area i visit for the Employees table, it is always the filtered view by default. And vice versa. If i set the default view to All Employees, the My Employees will show the view of all of the employees, not just those they are the manager of. They would need to manually switch the view.
Each user can select their own default view - when they have selected the view, they can open the view selector again and choose 'set as default'. Does that solve the problem?
Hi @@LisaCrosbie thank you for taking time to reply. Your videos are very insightful. If that's the solution, than it will have to work. :) We were just hoping that for a given sub area, a specifice view could be used by default. Thanks!
