Use the model-driven app main form and its components
Forms in the Unified interface based apps provide improved user experience for optimum agent productivity and help maintain context while working on related records. You can see the forms enlisted in the solution explorer. The form type of the new forms is Main.
This topic explains how to edit a main form, and add or change various elements of the form.
Open the form editor
To edit a form or to add or change elements, use the form editor. The form editor lets you edit forms for all the Unified interface based apps.
Follow the procedures given below to access the form editor.
If you create any new solution components in the process of editing the form, the names of the components will use the solution publisher customization prefix for the default solution and these components will only be included in the default solution. If you want any new solution components to be included in a specific unmanaged solution, open the form editor through that unmanaged solution.
Access the form editor through App designer in Power Apps
Sign in to Power Apps.
On the left navigation pane, select Apps, select the app you want, and then on the toolbar select Edit.
On the app designer canvas, select the down arrow next to an entity to see the forms available for that entity.
Select the open designer button corresponding to the form to edit.
In the form designer, make your changes and then select Save to save the changes and select Publish to publish them for use in the app.
If you have made other changes to the app, publish them using the app level publish option. See Validate and publish an app using the app designer for more information.
The webclient main form is also compatible with the Customer Service Hub and is available to be edited using the app designer.
Access the form editor through the default solution
Sign in to Power Apps.
Expand Data, select Entities, select the entity that you want, and then select the Forms tab.
In the list of forms, open the form of type Main.
Access the form editor for an unmanaged solution
- Open solutions.
- Double-click the unmanaged solution you want to work with. The solution type, managed or unmanaged, is displayed in the Package Type column.
- In the list of components, locate the entity with the form you want to edit. If the entity isn’t there, you’ll need to add it.
Add an entity to an unmanaged solution
With the unmanaged solution opened in solution explorer, select the Entities node and, in the toolbar above the list, select Add Existing.
In the Select Solution Components dialog box, with the Component Type selector set to Entity, select the entity you want to add and select OK.
If the Missing Required Components dialog box appears, you can select No, do not include required components if you don’t intend to export this unmanaged solution to another organization. If you don’t want to include missing required components at this time, you can add them later. You’ll receive notification again if you export this solution in the future.
In the solution explorer expand the entity with the form you want to edit and select Forms.
In the list of forms, open the form of type Main.
Publish the changes for use in the app
Certain customizations that make changes to the user interface require that they be published before people can use them in the application. To publish your customization, on the solution explorer toolbar, select Publish All Customizations.
Form editor user interface
To understand in detail about the form editor user interface, see Overview of the form editor user interface.
To know in detail about the form properties, see Form properties.
Several types of form elements have the option to be shown or hidden by default. Tabs, sections, and fields all provide this option. Using form scripts or business rules, the visibility of these elements can be controlled to create a dynamic form to provide a user interface that adapts to conditions in the form.
Hiding form elements is not a recommended way to enforce security. There are several ways people can view all the elements and data in the form when elements are hidden. To learn more, see Show or hide form elements.
In the body of a form, tabs provide horizontal separation. Tabs have a label that can be displayed. If the label is displayed, tabs can be expanded or collapsed to show or hide their content by choosing the label. To know in detail about the tab properties, see Tab properties.
A section in a form occupies the space available in a tab column. Sections have a label that can be displayed and a line may be shown below the label. To know in detail about the section properties, see Section properties.
The Timeline shows related activities for a specific entity.
The following types of activities are supported: Task, appointment, phone call, email, social activity, custom activity.
The Timeline also shows notes and, system and user posts. It shows those activities that have Regarding field set to the entity you’re viewing. For notes, the Regarding field isn’t shown to the user; It is implicit when created from the Timeline.
Each activity that’s shown in the Timeline, will have the same quick actions that are available on the activity’s command bar.
Common field properties
To know in detail about the common field properties, see Common field properties.
Special field properties
You can configure a sub-grid on a form to display a list of records or a chart. To know in detail about the sub-grid properties, see Sub-grid properties.
Quick view control properties
A quick view control on a form displays data from a record that is selected in a lookup on the form. To explore the quick view control properties, see Quick view control properties.
Web resource properties
You can add or edit web resources on a form to make it more appealing or useful to app users. Form enabled web resources are images, HTML files, or Silverlight controls. Know in detail about the Web resource properties. Go to Web resource properties.
You can add iFrames to a form to integrate content from another website within a form. To know more about the IFRAME properties, see IFRAME properties.
Navigation within the form allows people to view lists of related records. Each entity relationship has properties to control whether it should be shown. More information: Navigation Pane Item for Primary Entity
Any entity relationships that are configured to be displayed can be overridden within the form editor.
For step-by-step instructions, see Add form navigation for related entities.
To enable editing navigation you must first select Navigation from the Select group on the Home tab.
In the Relationship Explorer you can filter by 1:N (one-to-many) or N:N (many-to-many) relationships, or view all available relationships. The Only show unused relationships checkbox is disabled and selected. So you can only add each relationship one time.
To add a relationship from the Relationship Explorer just double-click it and it will be added below the currently selected relationship in the navigation area. Double-click a relationship in the navigation area and you can change the label on the Display tab. On the Name tab, you can see information about the relationship. Use the Edit button to open the definition of the entity.
There are five groups in the navigation area. You can drag them to reposition them and double-click them to change the label, but you can’t remove them. These groups are displayed only when there is something in them. If you don’t want a group to appear, just don’t add anything to it.
Configure event handlers