Create or Edit System View in Dynamics

Created by Kevin Schmidt - HCPro, Modified on Thu, 9 Oct at 3:21 AM by Kevin Schmidt - HCPro

Before making edits to an existing view or creating a new system view be sure to confirm the following:

Start in QA, then Test, and last Prod
Confirm base information
- Application (e.g., AHIMA_Customizations for AHIMA-AMS, AHIMA_Donation, AHIMA_Sales, etc.)
- Entity (e.g., Contacts, Accounts, Donations, Prospects)
- Name of existing system view, (if applicable)

1. Go to Microsoft Power Apps >> Validate you are in AHIMA QA

If you are not in AHIMA QA, click on the environment to switch.

3. Click on Solutions from left hand nav and select the solution based on the Application where you will edit the system view (sort by Display Name).

We will use the AHIMA_Donation as our sample to edit existing Donation system view, but you can use whichever application you are working on to edit.

4. To edit an existing system view, click on Tables the drop-down from the left side panel. Then drop-down on the entity where you will be editing or creating a new view and select Views.

In Production environment ONLY: click on the solution's model-driven app to open the app designer. This is distinguished under the Type column.

For this specific example, we are going to go to the AHIMA_Foundation Model-Driven App

5. Select the view you will edit or click to Add view to create a new one.

In the app designer, you will see all associated entity views that exist in the application selected (under Entity View). Each blue button is an entity.

6. Scroll or search for the entity and click on "Views" to see all system views.

The right hand panel lists all existing Dynamic system views (if check-marked, then it is active and listed as a system view in Dynamics front-end).

7. Hover over the view you wish to edit and click the pencil icon to open the view editor, or click Create New to create a new system view within the application entity.

8. In the view editor, you have the option to:

Add filter criteria: To edit a filter expression, select the filter select expression from the View properties panel. To remove a filter expression, select the X button.
Remove columns: Click on the column header then click remove, or press delete, then click OK to confirm deletion.
Add new column: Adds one or more columns associated with any entity to the view
Configure sorting: Primary sort will sort Newest to Oldest (or A-Z) and Secondary Sort will sort Oldest to Newest (or Z-A)

Pro Tip: Adding Column Attributes to a View

1. In app designer, on the Components tab, select the Column Attributes list for either the Primary Entity or Related Entity (expanded column availability).

2. Click to add a Primary Entity Column Attributes or Related Entity Column Attributes.

3. From the list, select the attribute you want and drag it to the column heading. You can also add the attribute by double-clicking it.

4. Repeat step 2 until you’ve added all the attributes you want to display in your view.

As you add column attributes, you can drag columns around after you add them to your view.

9. Click Save then Publish to push updates to environment.*

*Be sure to refresh Dynamics for updates to go into effect.

See below for instructions on adding a filter or group filter to the view.

Add Filter

Add filter criteria to distill the data that will populate in view. You can select fields from both the primary and related entities to filter on.

1. In the app designer, expand the Filter Criteria section.

2. Select Add Filter.

3. Select an attribute from the drop-down list in the first column.

4. Select an operator from the drop-down list in the second column.

5. Enter a value to filter by in the third column (the value you using to filter data).

6. Click Save then Publish to push updates to environment.*

*Be sure to refresh Dynamics for updates to go into effect.

Group Multiple Filters

Add multiple filters to your view if you want to filter records by using more than one field.

1. Select the filters that you want to group.

2. Select Group And -- OR-- Group Or to group the filters.

Pro Tip: Select Group And to only see data lists that meet BOTH filter criteria displayed in the view. Alternatively, select Group Or to see data lists that meet ANY of the filter criteria displayed.

EXAMPLE: To show only donation records that have a status of active, recurring monthly schedule in the amount of $5.00, select Group And.