Access the form editor through the Power App designer in Dynamics 365 (click for direct link)
When making edits to a form in entity/solution be sure to start in QA before moving up to Test and Production.
1. Go to Settings >>> Advanced Settings >>> Solutions
2. Select the solution you are customizing/editing (i.e., AHIMA_Customizations, AHIMA_Donation, AHIMA-Sales)
3. In the components list, look for the solution type listed as the Model-driven app and double-click to open in App designer.
| Tip: AHIMA-AMS lives within the AHIMA_Customizations solution |
4. In the app designer, scroll to find the entity you are customizing and expand the Forms tile to see list of active main forms.
| Tip: Make note of the main form name on the record form you are referencing to make these changes. |
Example: We are making edits to the the account form page in Dynamics. The Form name is listed below the account name:
5. Click the edit icon to open the form in the form designer to begin customizing.
Form editor in app designer
The Tree view on the left hand nav is a list of the current tabs that exist within a form.
| Tip: Related tab does not exist as a tab in the Tree view because those are associated entities within the solution. To make a tab that is currently only displaying the Related tab a permanent tab on the form, you will need to add the new tab and relevant columns/fields to the component. |
Body
Located in the center, use the body area to control the layout of the form. You can select and drag form elements to position them. Double-clicking on an element will open the properties for the element.
EDIT EXISTING FORM HEADER / TABS / SECTION LABELS
A) Edit Form Header
1. In the PowerApps App Designer, navigate to the tree view and expand on the Header.
Here you can delete, rename label, or add new field on the header.
2. To delete header field, select the desired field listed below the Header drop-down and click Delete from the top command bar.
3. To rename header field label, select the desired field to expand the field properties (ribbon to the right) and update text in Label field.
4. To add new field to the header, go to Form field. Then click and hold to drag the field and place in the header. Update label as needed.
5. Save and Publish your changes.
B) Edit Form Tabs
C) Edit Form Section Labels
ADD NEW TAB
Click on + Component and select from available options:
- 1-column tab
- 2-column tab
- 3-column tab
Add Section to Tabs
Sections are outlined by the light grey box that surround the fields in the body of a tab.
Click on + Components and select from the available section options:
- 1-Column section
- 2-Column section
- 3-Column section
- 4-Column section
Edit Section properties
Edit section properties using the properties panel to the right of the app designer
Section label is used to display on the Dynamics form and is the header users will see in the interface.
Adjust formatting of the section, as necessary in the properties >>> formatting section.
Add New Fields to Form Sections
Click on + Form Fields to select from the available fields to add to tab sections.
Select Save to save the changes and select Publish to publish them for use in the app.
Refresh our Dynamics web form view to see the changes reflected.
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