Exercise - Use a table list and table form

Completed

The purpose of this exercise is to provide you with hands-on experience in adding a list and a form to a Power Apps portal.

Learning objectives

At the end of these exercises, you will be able to:

  • Add a list component to a portal page.
  • Add a form component to a portal page.
  • Configure the list component to drill down and view details of the record.

Prerequisites

The following prerequisites are necessary for completing these exercises:

  • Access to the Power Apps maker portal.
  • Ideally, you will have the default sample Microsoft Dataverse apps and data, but you can use other Dataverse entities.
  • You will need to have provisioned a Power Apps portal to complete the exercise. If you do not have a provisioned portal, go to Create Portal to create one.

Tip

The exercises work best when you have sample data to work with. When you provision a Dataverse environment, you have the opportunity to add sample apps and data. Review the Create Environment steps to provision a Dataverse environment with sample apps and data.

Scenario

Your organization has provisioned a Power Apps portal and wants to display a list of ideas that the research team is considering on a public webpage. The requirement is also to allow visitors to drill down and view additional details.

High-level steps

To finish the exercise, complete the following tasks:

  • Create a webpage and add a list component that is linked to a Dataverse table.
  • Create a child webpage with a form component to display details for a Dataverse table.
  • Modify the list component to allow visitors to drill down and view the detail record on the form page.

Create a webpage for the table list

In this exercise, you will create a webpage to contain the Table Lists component.

  1. Go to the maker portal and sign in.

  2. Locate your portal app, select the ellipsis (...), and then select Edit to open portals Studio.

  3. From the command bar, select + New page, and from Fixed Layouts, select Page with title.

  4. In the Properties pane, fill in the following information:

    • Name - Ideas
    • Partial URL - ideasview
  5. Click in the canvas area to save the webpage.

Add and configure a list component

To add and configure a list component, follow these steps:

  1. On the canvas, select the page copy component, and then from the tool belt, select Components.

  2. In the Portal components section, select the List component.

  3. In the Properties pane, enter the following values for the List component:

    • Name - Ideas List
    • Table - Idea (sample idea) or choose another table from your own app
    • Views - Active Ideas
  4. Select Browse from the command bar and ensure that you can see a list of idea data records from Dataverse.

Create a webpage for the table form

Your next task is to create a webpage to contain the Table Forms component to view record details. This webpage will be a child page of the Ideas list page.

  1. From the tool belt, select Pages and locate the Ideas page that you created previously.

  2. Select the ellipsis (...) and then select Add a child page.

  3. In the Properties pane, fill in the following information:

    • Name - Idea Detail
    • Partial URL - ideasdetail
  4. Click in the canvas area to save the webpage.

Add and configure a form component

To add and configure a form component, follow these steps:

  1. On the canvas, select the page copy component, and then from the tool belt, select Components.

  2. In the Portal components section, select the Form component.

  3. In the Properties pane, enter the following values for the Form component:

    • Name - Ideas Detail
    • Table - Idea (sample idea) or choose another table from your own app
    • Form Layout - Information (you can select Edit to modify your form or create your own form specifically for the portal)
    • Mode - ReadOnly
  4. Click in the canvas area to save the webpage.

Modify the list page to navigate to the form component

Your last task is to modify the list page to navigate to the form component:

  1. From the tool belt, select Pages and locate the Ideas page that contains the list component.

  2. Select the list component on the canvas.

  3. In the Properties pane, activate the View Details option.

  4. Fill in the following information:

    • Target Type - Form
    • Form - Ideas Detail
  5. Click in the canvas area to save the webpage.

  6. Select Browse from the command bar and ensure that you can see a list of idea data records from Dataverse and then select an idea to view details.

    Screenshot of the list of idea data records.

Adding components to a webpage will allow you to quickly view Dataverse records.