Concepts
Introduction:
As a Microsoft Power Platform Developer, configuring views is an essential skill that enables you to create effective and user-friendly applications. Views provide a structured way to present data to users, allowing them to filter, sort, and analyze information. In this article, we will explore the key concepts and guidelines for configuring views, based on the official Microsoft documentation.
Understanding Views:
In the context of the Microsoft Power Platform, a view is a defined way of looking at data within an entity. Views can be customized to display specific fields, define filtering criteria, and sort the data based on various attributes. These customizable views enhance the user experience and enable quick access to relevant information.
Configuring Standard Views:
To configure views in the Power Platform, you can leverage model-driven apps and the Common Data Service (CDS). Follow the steps below:
- Navigate to the “Settings” area, and under “Customization,” select “Customize the System.”
- Open the entity for which you want to configure views.
- Click on the “Views” option to display a list of existing views related to the entity.
- Select a view to modify or create a new view using the “Create New View” button.
Customizing Views:
When customizing views, you have several options to tailor their behavior, appearance, and usability. Here are some key elements to consider:
- Fields Displayed: Determine which fields should be visible in the view. Select the appropriate fields from the entity’s attribute list.
- Sorting Order: Define the sorting order to ensure that data is presented in a logical manner. You can sort based on a single field or set up multiple sorting criteria.
- Filters: Apply filters to display only relevant records. Filters allow users to focus on specific subsets of data based on predefined conditions.
- Active and Inactive Views: Mark views as either “Active” or “Inactive.” Active views are available for selection by users, while inactive views are hidden.
- Default Views: Designate a view as the default view for the entity. When users access the entity, this view will be displayed by default.
Advanced View Configuration:
Apart from basic customization, the Power Platform also offers more advanced features for configuring views:
- Custom View Permissions: Define specific security roles that can access or edit a particular view. This ensures that sensitive information remains protected.
- Personal Views: Allow users to create personalized views based on their unique requirements. Personal views are only visible to the user who creates them.
- Charts: Enhance the view by adding visual representation through charts. Charts provide users with summarized information and key performance indicators.
- Associated Views: Connect related entities to display data from associated records as a sub-grid within the view. This allows users to access additional information without navigating away.
Conclusion:
Configuring views in the Microsoft Power Platform is a fundamental skill for developers. By customizing views to meet specific user needs, you can create intuitive and efficient applications. Familiarize yourself with the steps involved in configuring standard views, and explore the advanced options available to enhance the user experience. Remember to refer to the official Microsoft documentation for detailed instructions and additional guidelines. Mastering view configuration will set you on the path to success in the Microsoft Power Platform Developer Exam.
Answer the Questions in Comment Section
1. True/False: In Microsoft Power Platform Developer, views can only be configured for system entities.
Correct Answer: False
2. What types of views can be configured in Microsoft Power Platform Developer? (Select all that apply.)
- a) System Views
- b) Personal Views
- c) Quick Views
- d) Interactive Dashboards
Correct Answer: a) System Views, b) Personal Views, c) Quick Views
3. True/False: When configuring a view in Microsoft Power Platform Developer, you can specify which columns to display in the view.
Correct Answer: True
4. Which of the following filtering options are available when configuring views in Microsoft Power Platform Developer? (Select all that apply.)
- a) Filter by Record Owner
- b) Filter by Created On
- c) Filter by Custom Query
- d) Filter by Modified By
Correct Answer: a) Filter by Record Owner, b) Filter by Created On, c) Filter by Custom Query, d) Filter by Modified By
5. True/False: Conditional Formatting can be applied to views in Microsoft Power Platform Developer.
Correct Answer: True
6. When configuring a view in Microsoft Power Platform Developer, what is the purpose of the Sorting tab?
- a) To specify the order of columns in the view
- b) To specify the default sort order for the records in the view
- c) To define advanced filtering criteria for the view
- d) To choose the layout and style options for the view
Correct Answer: b) To specify the default sort order for the records in the view
7. True/False: Views can be shared with other users in Microsoft Power Platform Developer.
Correct Answer: True
8. Which of the following options are available for controlling access to views in Microsoft Power Platform Developer? (Select all that apply.)
- a) Sharing with specific users
- b) Sharing with teams
- c) Making the view publicly accessible
- d) Granting or revoking view privileges
Correct Answer: a) Sharing with specific users, b) Sharing with teams, d) Granting or revoking view privileges
9. True/False: Views can be used as data sources for charts and reports in Microsoft Power Platform Developer.
Correct Answer: True
10. What is the maximum number of columns that can be displayed in a single view in Microsoft Power Platform Developer?
- a) 10
- b) 20
- c) 30
- d) 50
Correct Answer: c) 30
This blog post on configuring views for PL-400 was really useful, thanks!
Does anyone know if configuring views in Power Platform can be done through the UI or is code involved?
Great insights! Could someone explain how views affect app performance?
I struggled with adding conditional formatting in views. Any tips?
Constructive comment: Your blog could use a few more screenshots to make the steps easier to follow.
What are the best practices for naming views?
Can someone explain the difference between system and personal views?
Is it possible to export views for reuse in other environments?