Working with Fields Amber Israelsen AUTHOR | DEVELOPER | TRAINER - - PowerPoint PPT Presentation

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working with fields
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Working with Fields Amber Israelsen AUTHOR | DEVELOPER | TRAINER - - PowerPoint PPT Presentation

Feb 06, 2024 22 likes •402 views

Working with Fields Amber Israelsen AUTHOR | DEVELOPER | TRAINER www.amberisraelsen.com The Big Picture Introduction to Power Apps and Creating and Working with Understanding Customization in the Common Customizing Fields Relationships

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www.amberisraelsen.com

AUTHOR | DEVELOPER | TRAINER

Amber Israelsen

Working with Fields

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The Big Picture

Power Apps and the Common Data Service Creating and Customizing Entities Working with Fields Understanding Relationships in the Data Model Customizing the User Interface in Dynamics 365 Introduction to Customization in Dynamics 365 Automating Using Flows, Processes, and Business Rules Configuring Security and Settings in Dynamics 365 Course Summary and Next Steps

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Types of fields Creating new fields Customizing existing fields Components (formerly controls) Deleting fields

Module Overview

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Types of Fields

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An individual data item stored in an entity (conceptually, a column in a database table) Examples: First Name, Last Name, City, Email Address

Field

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Fields

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Types of Fields

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Single Line of Text Option Set MultiSelect Option Set Two Options Image Whole Number Floating Point Number Decimal Number Currency Multiple Lines of Text Date and Time Lookup Customer

Data Types

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Single Line of Text Option Set (select one of multiple options) MultiSelect Option Set Two Options Image Whole Number Floating Point Number Decimal Number Currency Multiple Lines of Text Date and Time Lookup Customer

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Single Line of Text Option Set MultiSelect Option Set (select multiple options) Two Options Image Whole Number Floating Point Number Decimal Number Currency Multiple Lines of Text Date and Time Lookup Customer

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Single Line of Text Option Set MultiSelect Option Set Two Options (select one of two options) Image Whole Number Floating Point Number Decimal Number Currency Multiple Lines of Text Date and Time Lookup Customer

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Single Line of Text Option Set MultiSelect Option Set Two Options Image (one per entity) Whole Number Floating Point Number Decimal Number Currency Multiple Lines of Text Date and Time Lookup Customer

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Single Line of Text Option Set MultiSelect Option Set Two Options Image Whole Number Floating Point Number Decimal Number Currency (“base” field stores organization’s currency) Multiple Lines of Text Date and Time Lookup Customer

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Single Line of Text Option Set MultiSelect Option Set Two Options Image Whole Number Floating Point Number Decimal Number Currency Multiple Lines of Text Date and Time (or just Date) Lookup Customer

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Single Line of Text Option Set MultiSelect Option Set Two Options Image Whole Number Floating Point Number Decimal Number Currency Multiple Lines of Text Date and Time Lookup (to any type of entity) Customer

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Single Line of Text Option Set MultiSelect Option Set Two Options Image Whole Number Floating Point Number Decimal Number Currency Multiple Lines of Text Date and Time Lookup Customer (to a Contact or Account entity)

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Calculated and Rollup Fields

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Rollup Fields

Aggregates Values

(e.g., total estimated revenue for

  • pen Opportunities on an Account)
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Calculated Fields

Automates Calculations

(e.g., calculate total profit as revenue minus expenses)

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Types of fields and data types

  • https://docs.microsoft.com/en-

us/powerapps/maker/common-data- service/types-of-fields

Additional Information

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Creating New Fields

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Getting Started in Your Solution

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Demo

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Creating new fields

  • MultiSelect option set
  • Lookup field
  • Image field
  • Calculated field
  • Rollup field
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Editing Existing Fields

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Field requirement Searchable Field security Auditing

Editable Properties

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Data type cannot be changed after the field is created

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“Argh.”

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Components (Formerly Controls)

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Customize How a Field Displays on a Form

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  • 1. To change the component, open the form definition
  • 2. Open the field’s

properties, and click “+ Component”

  • 3. Choose the component
  • 4. Specify the interface

where it should be used

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Deleting Fields

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Only custom fields (in an unmanaged solution) can be deleted

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Remove Dependencies

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Deleting a field results in data loss!

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Key Points to Remember

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There are many types of fields to represent your data Creating a new field

  • Some properties cannot be changed

after the field is created Customizing an existing field

  • Field requirement
  • Searchable
  • Field security
  • Auditing

Summary

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Customize how a field displays using components

  • Update on the form
  • Some components only available in

the phone and tablet apps Deleting a field

  • Can only delete custom fields in an

unmanaged solution

  • Remove dependencies first
  • CAREFUL: Results in data loss!

Summary

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Up Next: Understanding Relationships in the Data Model