Build a Model-Driven App

A model-driven app is a type of app in the Microsoft Power Platform that is built using the Common Data Service (CDS) and the Power Apps Maker experience. Model-driven apps are designed to support business process automation and provide a form-based interface for users to interact with data stored in the Common Data Service.

To build a model-driven app, you need to first create an entity, which is a database table that stores data in the Common Data Service. Then, you can define relationships between entities, set up security roles, and create custom forms, views, and dashboards.

Once you have created the entities and defined the relationships, you can use the Power Apps Maker experience to create a model-driven app. This involves selecting the entities you want to include in the app, creating custom forms to enter and view data, and creating custom views and dashboards to display data.

You can also extend the functionality of a model-driven app by using Power Automate flows, Power BI reports, and custom code. This allows you to automate business processes and integrate data from other sources, as well as to create custom experiences for your users.

Once you have built your model-driven app, you can publish it and make it available to users through the Power Apps portal, Microsoft Teams, or SharePoint.

Create Model-Driven App from tables

To create a model-driven app from tables in Power Platform, follow these steps:

  1. Go to the Power Platform Admin Center and select “Make a custom app”.
  2. Choose “Model-driven app” and select “Create”.
  3. Provide a name for your app and select the environment you want to create the app in.
  4. Choose the entities (tables) you want to include in the app. You can create new entities or select from existing ones.
  5. Configure the entities, including field types, relationships, and forms.
  6. Select the design for the app and customize it as needed. You can add components like dashboards, charts, and forms to your app.
  7. Preview the app and make any final changes.
  8. Publish the app.

With these steps, you can create a model-driven app that provides a centralized location for storing and accessing data in Power Platform. You can also create a user-friendly experience for accessing and manipulating data in your app.

Modify Forms

In a model-driven app, forms play a crucial role in presenting data to the users and allowing them to interact with it. The forms can be modified to match the specific needs of an organization and can be customized in various ways. This includes adjusting the layout and controls, adding or removing fields, changing the form’s behavior and appearance, and adding rules and validation to the fields.

The modifications can be done using the form editor in the Power Apps Maker portal. The form editor provides a drag-and-drop interface for adding and arranging controls on the form. It also provides options for customizing the appearance of the form, such as changing the background color, adding images and other media, and adjusting the font and size of the text.

Additionally, the form editor supports the use of conditional formatting, which allows certain fields to be displayed or hidden based on the value of other fields. This is particularly useful for creating forms that are dynamic and adapt to the context in which they are used.

Once the modifications have been made, the form can be saved and published to make it available to the users. It is important to thoroughly test the form before publishing it to ensure that it functions as expected and meets the requirements of the organization.

Modifying forms in a model-driven app can be done through the Forms section of the app design. There you can create and edit the different forms associated with each entity. You can add and remove fields, control their order, and choose the layout of the form. Additionally, you can add sections, tabs, and business rules to enhance the user experience and enforce business logic. The changes made to the forms are automatically reflected in the user interface of the app.

Create and modify Views

In a model-driven app, views are used to represent data from entities in a specific format on a form, dashboard, or a list. The creation and updation of views are important steps to customize the user experience.

To create a view, you can follow these steps:

  1. Go to the Model-driven app builder.
  2. Select the entity for which you want to create a view.
  3. Click on the Views option.
  4. Click on the “New” button to create a new view.
  5. Select the type of view you want to create (e.g. basic list view, card view, calendar view, etc.)
  6. Configure the view settings such as columns, filters, sorting, etc.
  7. Save the view.

To update a view, you can follow these steps:

  1. Go to the Model-driven app builder.
  2. Select the entity for which you want to modify the view.
  3. Click on the Views option.
  4. Click on the view you want to modify.
  5. Make the necessary changes to the view.
  6. Save the changes.

It’s also possible to apply customizations to views through the use of Power Apps Component Framework (PCF) or by using custom code.

Publish and Share an App

To publish and share a model-driven app, you need to first create the app and make sure that it meets your requirements and needs. Once you have confirmed that the app is ready, you can follow these steps to publish and share it:

  1. Go to the environment where you have created the app.
  2. From the app settings, click on ‘Publish’.
  3. The app will be published and made available to your organization.
  4. To share the app with other users, you can grant access to specific users or security groups. This can be done through the app settings in the Power Platform admin center or Microsoft 365 admin center.
  5. Users who have access to the app can now use it in their environment.

It is important to keep in mind that users must have a Power Apps or Power Apps Plan 2 license in order to use the app. Additionally, sharing and publishing of model-driven apps can be governed by the organization’s policies and guidelines for data security and privacy.

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Build a basic Canvas App

To build a basic canvas app in Power Apps, you can follow these steps:

  1. Start Power Apps Studio or go to powerapps.microsoft.com.
  2. Select ‘Canvas App’ and choose a blank app template.
  3. Choose the ‘Phone’ or ‘Tablet’ layout depending on the target device.
  4. In the right-side panel, add controls like text boxes, dropdowns, buttons, and other components as required.
  5. Connect the app to a data source like SharePoint, Excel, or a custom API.
  6. Set up formula-based logic for controls and buttons using the formula bar.
  7. Test the app by previewing it in the app simulator.
  8. Publish the app to share it with others or integrate it into other solutions.

Types of Data sources

Canvas apps in Microsoft Power Platform can connect to a variety of data sources including:

  • Common data service (CDS) or dataverse
  • SharePoint lists and libraries
  • OneDrive for Business
  • SQL Server databases
  • Excel files
  • Dynamics 365 apps
  • Other cloud services such as Google Drive, Dropbox, and Salesforce.

These data sources can be used to retrieve, create, update, and delete data within the canvas app.

Connecting data using Connectors

Canvas apps in Power Apps can connect to various data sources to fetch data and display it in the app. The types of connectors available in Power Apps include:

  • Common Data Service (CDS) Connector: This connector provides access to data stored in the Common Data Service, which is a cloud-based data platform that enables app building and data management.
  • SharePoint Connector: This connector provides access to SharePoint data and allows you to retrieve data from SharePoint lists, files, and other data types.
  • Excel Connector: This connector allows you to connect to an Excel workbook stored on OneDrive or SharePoint and retrieve data from the workbook.
  • SQL Connector: This connector provides access to data stored in SQL Server and allows you to fetch data from SQL Server databases.
  • Salesforce Connector: This connector provides access to data stored in Salesforce and allows you to fetch data from Salesforce objects such as contacts, leads, and opportunities.
  • OneDrive Connector: This connector provides access to data stored in OneDrive and allows you to fetch data from OneDrive files such as Excel workbooks, Word documents, and images.

There are many other connectors available in Power Apps, each with specific capabilities and use cases. These connectors allow you to fetch data from different data sources, which can then be used in your canvas app to create dynamic, data-driven experiences.

Create an app from data

A canvas app in Power Apps can be created from data by connecting to a data source, such as Excel, SharePoint, Dynamics 365, or other sources. The steps to create a canvas app from data are as follows:

  1. Choose the data source: The first step is to choose the data source you want to use for the canvas app. You can use various data sources, such as Excel, SharePoint, Dynamics 365, or other sources.
  2. Connect to the data source: After choosing the data source, you can connect to it using the relevant connector. You can connect to the data source by entering the connection details, such as the URL and credentials.
  3. Create the app: Once you have connected to the data source, you can create the canvas app. You can choose the app layout, and add controls, such as text boxes, drop-down lists, and checkboxes, to capture user input.
  4. Bind data to controls: You can bind the data from the data source to the controls in the canvas app. This will allow the app to display data and provide the ability to update or add data to the data source.
  5. Preview and publish: Once the app is created and data is bound to the controls, you can preview the app to ensure it works as expected. If everything is working as expected, you can publish the app for others to use.

By using a canvas app, you can quickly create an app that provides a user-friendly interface for accessing data from a data source and enables users to update or add data to the data source.

Use controls to design user experience

Controls in Power Apps are used to design the user interface and experience of a canvas app. There are different types of controls available, including text input controls, sliders, drop-down lists, checkboxes, buttons, images, and more. Controls can be customized to suit specific design requirements, such as adjusting font size, color, and formatting. When building a canvas app, it’s important to choose the right control for the right purpose and to ensure that the controls are arranged in a logical and intuitive manner. The selection and arrangement of controls affect the overall look and feel of the app, as well as the ease of use for the end user.

Publish and share an app

Publishing and sharing a canvas app can be done in the following steps:

  1. From the Power Apps studio, go to File > Share > Sharepoint or Teams.
  2. Choose the desired option for sharing: Publish to the organization or Share as a custom app.
  3. Fill out the necessary information, such as the app name and description, and click on Publish.
  4. For sharing as a custom app, invite users or groups by entering their email addresses, and selecting the desired access level: edit or run.
  5. The published or shared app can now be accessed by others through SharePoint or Teams and can be added as a tab in Teams or embedded in a SharePoint page.

Note: It is important to have the proper licensing and access to the environments used for sharing and publishing. The level of access for users can also be managed and updated as needed.

Identify Power App Components

Power Apps components are the building blocks used to create custom business applications. Common components include:

  • Screens: Used to display information and provide interaction with the user.
  • Controls: Used to display and interact with data such as text inputs, drop-down lists, buttons, etc.
  • Data Sources: Used to connect to and retrieve data from external sources such as databases, SharePoint, etc.
  • Logic: Used to control the flow of the application and perform actions based on user interactions or other events.
  • Templates: Pre-built apps that provide a starting point for creating custom applications.
  • Connectors: Used to connect to external data sources and services such as Office 365, Dynamics 365, etc.
  • Custom APIs: Used to extend the functionality of Power Apps by integrating with custom code or other services.

These components can be used in combination to create custom business applications that meet specific needs and requirements.

Difference between Canvas Apps and Model-Driven Apps

Canvas apps and model-driven apps are two different types of apps that can be created using Power Apps.

Canvas apps are a type of app that allows users to build custom forms and visual interfaces with a drag-and-drop interface. Canvas apps are typically used for tasks such as data collection and data entry, and allow users to create forms and interfaces that are tailored to their specific needs.

Model-driven apps, on the other hand, are a type of app that is built around a data model. Model-driven apps are typically used to create more complex business applications that are used to manage data, automate processes, and provide insights into business performance. These apps allow users to interact with their data through a graphical interface that includes forms, dashboards, and charts.

In summary, canvas apps are typically used for simple data collection and entry tasks, while model-driven apps are used to build complex business applications that are used to manage data, automate processes, and provide insights into business performance.

Use cases for formulas

Formulas in Power Apps are used to perform various calculations and make decisions based on data input. Some common use cases for formulas in Power Apps include:

  • Data validation: Formulas can be used to validate user input, such as checking if an email address is valid or if a number falls within a certain range.
  • Dynamic content: Formulas can be used to dynamically change the content displayed in an app based on user input or data values.
  • Calculations: Formulas can be used to perform calculations on data, such as summing up values, finding the average, or calculating discounts.
  • Conditional formatting: Formulas can be used to change the appearance of elements in an app based on data values, such as changing the background color of a field if a value is below a certain threshold.
  • Workflow automation: Formulas can be used to control the flow of an app based on data values or user input, such as sending an email or creating a new record in a database.

These are just a few examples of how formulas can be used in Power Apps to provide added functionality and automation to business processes.