Friday, March 25, 2022

How to validate weather the number is Positive or Negative in Canvas Application

Introduction: 


In this blog we will see how to check weather number is POSTIVE or NEGATIVE in CANVAS APP


Implementation Steps:

 

1. Navigate to https://make.powerapps.com

 

2. Click Apps --> Click New --> Select Canvas App --> Choose Tablet/Phone based on your needs --> Enter name and Click Ok

 

3. Add Label and Name it as INPUT NUMBER

 

4. Add Text Box and Change format to NUMBER (Name it as txtnumber)

 

5. Add Submit Button

rampprakash_1-1648220271696.png

 

 

6. On Select of Submit Button Write Below Code

 

If(Value(txtnumber.Text)>0,Notify("Enter Number " & txtnumber.Text & " is Positive",NotificationType.Success),Notify("Enter Number " & txtnumber.Text & " is Negative",NotificationType.Success))

 

Testing:

 

Input Number : 5 and Submit

 

rampprakash_2-1648220437390.png

 

Input Number : -5 and Submit

 

rampprakash_3-1648220463497.png

 

 

That's it :slightly_smiling_face:

 

Tuesday, March 22, 2022

How to Customize Tool Tip for a Field in Model Driven Apps

Introduction:


In this Blog we will see how to Add or Customize Tool Tip for a Field in Model Driven Apps or CRM


Implementation Steps:

 

1. Navigate to https://make.powerapps.com

2. Click Data

3. Click Tables

4. In this Scenario am taking Account table as an Example

     --> Create a New Field

rampprakash_0-1647946203193.png

 

I Created a Field Called Tool Tip

 

5. Once the Field Gets Created --> Add that Field in the Form.

 

6. Once Field Gets Added --> if you open a record you will see Default Tool tip will populate the Display Name.

 

rampprakash_1-1647946381803.png

 

     

Let's see how we can customize this.

 

7. Open the Created Field --> Fill the Description Field

 

rampprakash_2-1647946464825.png

 

8. Save and Publish it Again

 

9. Now Open a Record --> Move Hover to the Field

 

rampprakash_3-1647946520890.png

 

That's it :slightly_smiling_face:

 

Monday, March 21, 2022

Form Notification in Model Driven Apps Using JavaScript

Introduction:


In this blog we will see how to show Form Notification using JavaScript in Model Driven Apps.


Scenario:

Consider i have an Account Screen, with Annual Revenue field as 5000, if the value exceed more than 5000 i need to show an Notification.

 

rampprakash_0-1647868347721.png

 

Implementation Steps:

 

1. Create a WebResource 

2. Open the JavaScript (Web Resource which you have Created).

 

Creating WebResource:

 

rampprakash_1-1647869035635.png

 

Adding Web Resource to Form

 

rampprakash_2-1647869115049.png

 

In My Scenario, am triggering alert on Change of Field Value.

 

 So, Open the Form --> Click on the Field --> Click Events --> Then Input the Event name (Function name) and WebResource where the Function residing --> Save --> Publish

 

rampprakash_3-1647869168393.png

 

 

Write the below Code in the JavaScript

 

function onChange(executionContext){
var formContext = executionContext.getFormContext();
if(formContext.getAtrribute("annualrevenue").getValue()>5000){
formContext.ui.setFormNotification("Annual Revenue should be less than 5000", "INFO", "1");
}
else{
formContext.ui.clearFormNotification("1")
}
}

 

Notification Pop-up:

 

rampprakash_4-1647869413150.png

 

No Notification(Because we are Clearing the Notification):

 

rampprakash_5-1647869439486.png

 

 

Once written above code, just save and publish.

 

That's it :slightly_smiling_face:

Thursday, March 10, 2022

Create Notes / Move Notes and Attachments from One Entity to another

Introduction:

In this blog we will see how to move Notes from One Entity to Another

Implementation Steps:

 

Consider when ever I Qualify a Lead to Contact, I need to Move the Respective Lead(Notes/Attachment) from Lead to Contact.

 

Let's see how can we do that.

 

Create a Plugin 

 

string getNotes = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
  <entity name='annotation'>
    <all-attributes />
    <order attribute='subject' descending='false' />
    <link-entity name='lead' from='leadid' to='objectid' link-type='inner' alias='aa'>
      <filter type='and'>
        <condition attribute='leadid' operator='eq' value='{objectid}' />
      </filter>
    </link-entity>
  </entity>
</fetch>";

                getNotes = getNotes.Replace("{objectid}", "LEADGUID");
                EntityCollection collectNotes = service.RetrieveMultiple(new FetchExpression(getNotes));

                foreach (var loopColelctNotes in collectNotes.Entities)
                {
                    Entity _annotation = new Entity("annotation");
                    _annotation.Attributes["objectid"] = new EntityReference("contact", getContactDetails.Id);
                    _annotation.Attributes["objecttypecode"] = "contact";
                    if (loopColelctNotes.Attributes.Contains("subject"))
                    {
                        _annotation.Attributes["subject"] = loopColelctNotes.Attributes["subject"];
                    }

                    if (loopColelctNotes.Attributes.Contains("documentbody"))
                    {
                        _annotation.Attributes["documentbody"] = loopColelctNotes.Attributes["documentbody"];
                    }

                    if (loopColelctNotes.Attributes.Contains("mimetype"))
                    {
                        _annotation.Attributes["mimetype"] = loopColelctNotes.Attributes["mimetype"];
                    }

                    if (loopColelctNotes.Attributes.Contains("notetext"))
                    {
                        _annotation.Attributes["notetext"] = loopColelctNotes.Attributes["notetext"];
                    }

                    if (loopColelctNotes.Attributes.Contains("filename"))
                    {
                        _annotation.Attributes["filename"] = loopColelctNotes.Attributes["filename"];
                    }

                    service.Create(_annotation);

                }

 

Trigger the above code on Create of an Entity in Async Operation.

Wednesday, March 9, 2022

How to Show Hyper link in Canvas PowerApps

Introduction:


In this Blog we will see how to show HyperLink in PowerApps Canvas.


Implementation Steps:

 

1. Navigate to https://make.powerapps.com

 

2. Click Apps --> Select new --> Select Canvas App (Tablet/Phone)

 

3. Once Page Loaded --> Click Insert --> Click Text --> Select HTML Text

 

rampprakash_0-1646847718775.png

 

 

4. Once HTML Loaded  --> Click HTML TEXT in fx and write below code

 

"<a href='https://microsoftcrmtechie.blogspot.com'>Open Ram Blog</a>"

 

rampprakash_1-1646847853941.png

 

 

5. Now Run the Application 

 

rampprakash_2-1646847882821.png

 

That's it :slightly_smiling_face: if you click on the Link it will open up in Another Page :slightly_smiling_face:

Tuesday, March 8, 2022

Quick Create not opening from Sub grid?

Introduction:


In this blog we will see how to show Quick Create form from Sub grid.


Implementation Steps:

 

Consider I have two entities 

 

1. Table 1 

2. Table 2.

 

I need to Open Table 1 as a Quick create from Table 2 SUBGRID.

 

Lets see how we can do that.

 

1. Navigate to https://make.powerapps.com

 

2. Click Gear Icon at the Top --> Select Advance Settings

 

3. Click Settings--> Customization --> Customize the System

 

4. It will Open a Page --> Expand Entities --> Click Table1 --> Make Sure you will Check ALLOW QUICK CREATE

 

rampprakash_0-1646730374879.png

 

 

5. Once the Above Step Done --> Click Save and Publish

 

6. Once Publish done --> Navigate to https://make.powerapps.com 

 

7. Click Apps --> Select your Model Driven Apps --> Click Edit --> Expand Entity View --> Select the Table --> Select Quick Create Form 

 

rampprakash_1-1646730673075.png

 

8. Once Check Box done --> Click Save --> Click Publish

 

9. Once done --> Close all the window and Publish All Customization.

 

That's it :slightly_smiling_face:

Monday, March 7, 2022

How to Patch Person Lookup with PowerApps

Introduction: 

In this Blog we will see how to Patch Person Lookup with PowerApps with SharePoint.


Implementation Steps:


Consider a Scenario, we need to Update or Set Person Lookup Field from PowerApps


Patch Logged in User to a Lookup Field:


Patch(

    'TABLE NAME',

        PERSONLOOKUPNAME: {

           '@odata.type':"#Microsoft.Azure.Connectors.SharePoint.SPListExpandedUser",

           Claims: "i:0#.f|membership|"&User().Email,

           Department: "",

           DisplayName: User().DisplayName,

           Email: User().Email,

           JobTitle: "",

           Picture: ""

        }

    }

);


Patch different User to a Lookup Field:

 Patch(

    'TABLE NAME',

        PERSONLOOKUPNAME: {

           '@odata.type':"#Microsoft.Azure.Connectors.SharePoint.SPListExpandedUser",

           Claims: "i:0#.f|membership|email@emaildomain.com",

           Department: "",

           DisplayName: "USER FULLNAME",

           Email: "email@emaildomain.com",

           JobTitle: "",

           Picture: ""

        }

    }

);


Hope this helps.

How to Import Data from Excel to Multiple tables in PowerApps

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