cancel
Showing results for 
Search instead for 
Did you mean: 
Reply

Forms

Hello

I am very new to Dataverse and am just starting to self-learn. I have created a Dataverse and three tables. I have also created a form to help me [initially] enter date for testing. However, when I choose a table within Solutions>My DataVerse and then choose Data, Add Record, the form I created does not appear - a pre-created form comes up. I can't see when to change this.

thank you

 

2 ACCEPTED SOLUTIONS

Accepted Solutions
dpoggemann
Most Valuable Professional
Most Valuable Professional

Hi @Lilywhite63 ,

 

Normally if you are creating new tables, it will create 3 forms for you automatically and I would start with those forms, the "main" form type specifically.  Although if the form is active you should have the availability to switch to your form with the down arrow next to the form name on the form.  See example below from Account screen:

dpoggemann_0-1637331458313.png

 

Hope this helps.  Please accept if answers your question or Like if helps in any way.


Thanks,


Drew

 

Hope this helps. Please accept if answers your question or Like if helps in any way.
Thanks,
Drew

View solution in original post

Prakash4691
Solution Sage
Solution Sage

Hi @Lilywhite63 ,

While adding new form I hope you have selected as main form. Once it has been configured make sure to save and publish.

 

While adding data you can see all main forms available for that entity in the list.

 

If you want your form to appear on top, you can change form order from form settings. Always save and publish your changes to reflect.

 

I hope it answers your question. Kindly give kudo and accept it as solution.

 

 

Regards,

Prakash

View solution in original post

6 REPLIES 6
dpoggemann
Most Valuable Professional
Most Valuable Professional

Hi @Lilywhite63 ,

 

Normally if you are creating new tables, it will create 3 forms for you automatically and I would start with those forms, the "main" form type specifically.  Although if the form is active you should have the availability to switch to your form with the down arrow next to the form name on the form.  See example below from Account screen:

dpoggemann_0-1637331458313.png

 

Hope this helps.  Please accept if answers your question or Like if helps in any way.


Thanks,


Drew

 

Hope this helps. Please accept if answers your question or Like if helps in any way.
Thanks,
Drew
EricRegnier
Most Valuable Professional
Most Valuable Professional

Hi @Lilywhite63,

As a tip, if the tables you created are custom and not out-of-the-box, try editing the main "Information" form instead of creating a new ones. If you absolutely need a new one and that is the primary form, you need to set that form as a default form, as fallback form and set it as the first form (for order), and check if you need to assign roles to the form. 

Set fallback form: https://docs.microsoft.com/powerapps/maker/model-driven-apps/control-access-forms#set-the-fallback-f... 

Set form order: https://docs.microsoft.com/powerapps/maker/model-driven-apps/control-access-forms#set-the-form-order 

You can also deactivate the other "Information" form if don't need it. Furthermore, don't forget to select that form in your model-drvien app. 

Hope this helps!

shi012
Frequent Visitor

Hi @Lilywhite63 ,

When you Open the entity forms, the default form will be shown up first.  As @EricRegnier  previously stated, whichever form you want to show up first, make that form as the default then save and publish it. Check it after refreshing your app.

Check out the link below to learn more about Dynamics 365 and PowerApps.

DynamicsLabs.io

 

 

Regards

Shilpa

 

Hello,

Form is a data-driven configuration that collects data in the portal without the need for a developer to surface the form in the portal.

Forms are created in Microsoft data verse. You can use them in webpages in the portal or in conjunction with lists to build out complete web applications.

Prakash4691
Solution Sage
Solution Sage

Hi @Lilywhite63 ,

While adding new form I hope you have selected as main form. Once it has been configured make sure to save and publish.

 

While adding data you can see all main forms available for that entity in the list.

 

If you want your form to appear on top, you can change form order from form settings. Always save and publish your changes to reflect.

 

I hope it answers your question. Kindly give kudo and accept it as solution.

 

 

Regards,

Prakash

@Lilywhite63- Looks like you've got some good solutions, but here's a short video that goes over the basics of forms in a Model-driven app: https://youtu.be/IpuztObUNDM.  

Helpful resources

Announcements

Community will be READ ONLY July 16th, 5p PDT -July 22nd

Dear Community Members,   We'd like to let you know of an upcoming change to the community platform: starting July 16th, the platform will transition to a READ ONLY mode until July 22nd.   During this period, members will not be able to Kudo, Comment, or Reply to any posts.   On July 22nd, please be on the lookout for a message sent to the email address registered on your community profile. This email is crucial as it will contain your unique code and link to register for the new platform encompassing all of the communities.   What to Expect in the New Community: A more unified experience where all products, including Power Apps, Power Automate, Copilot Studio, and Power Pages, will be accessible from one community.Community Blogs that you can syndicate and link to for automatic updates. We appreciate your understanding and cooperation during this transition. Stay tuned for the exciting new features and a seamless community experience ahead!

Summer of Solutions | Week 4 Results | Winners will be posted on July 24th

We are excited to announce the Summer of Solutions Challenge!   This challenge is kicking off on Monday, June 17th and will run for (4) weeks.  The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions in the Forums to as many questions as you can. Answers can be provided in all the communities.    Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”)   - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024   Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods.  You must enter into each weekly Entry Period separately.   How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different.    Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers.  At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing.  Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random.  Individuals will be contacted before the announcement with the opportunity to claim or deny the prize.  Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners.   Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event.   ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE**   Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Community MembersNumber of SolutionsSuper UsersNumber of Solutions @anandm08  23 @WarrenBelz  31 @DBO_DV  10 @Amik  19 AmínAA 6 @mmbr1606  12 @rzuber  4 @happyume  7 @Giraldoj  3@ANB 6 (tie)   @SpongYe  6 (tie)     Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Community MembersSolutionsSuper UsersSolutions @anandm08  10@WarrenBelz 25 @DBO_DV  6@mmbr1606 14 @AmínAA 4 @Amik  12 @royg  3 @ANB  10 @AllanDeCastro  2 @SunilPashikanti  5 @Michaelfp  2 @FLMike  5 @eduardo_izzo  2   Meekou 2   @rzuber  2   @Velegandla  2     @PowerPlatform-P  2   @Micaiah  2     Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Week 3:Community MembersSolutionsSuper UsersSolutionsPower Apps anandm0861WarrenBelz86DBO_DV25Amik66Michaelfp13mmbr160647Giraldoj13FLMike31AmínAA13SpongYe27     Week 4 Results: Congratulations to the Week 4 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Week 4:Community MembersSolutionsSuper UsersSolutionsPower Apps DBO-DV21WarranBelz26Giraldoj7mmbr160618Muzammmil_0695067Amik14samfawzi_acml6FLMike12tzuber6ANB8   SunilPashikanti8

Check Out | 2024 Release Wave 2 Plans for Microsoft Dynamics 365 and Microsoft Power Platform

On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners.    The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights.    Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.    

Updates to Transitions in the Power Platform Communities

We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for.  We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer.   Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together.   Here's to new beginnings and endless possibilities!   If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport.   To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages

Users online (1,200)