Configure forms, charts, and dashboards in model driven apps

 Configure forms, charts, and dashboards in model-driven apps

Model-driven apps- 

Model-driven app design is a component-focused approach to app development. Model-driven app design doesn’t require code and the apps you make can be simple or very complex. Model-driven apps automatically generate great UI that is responsive across devices.

Configure Form-

Model-driven forms are how detailed data for a row is presented to the user during editing and viewing. Forms provide a structured way to represent the data when it is rendered for interaction with the user. Forms abstract the form creator from the exact rendering specifics required to transform the form definition you create for the user’s device size and capabilities.

Show or hide form elements-

Several types of form elements have the option to be shown or hidden by default. Tabs, sections, columns, iFrames, and web resources all provide this option. Using form scripts or business rules, the visibility of these elements can be controlled to create a dynamic form to provide a user interface that adapts to conditions in the form.

Form event handlers-

Form event handlers for forms can be configured for the following areas in a form: 

Access to forms-

When users need to access common tables for different roles, it might be useful to have other forms available to tailor the user experience for that particular set of users. You can assign a security role  to control the access to the form.

Form types-

Main - Main forms are the primary user interface where people view and interact with their data. Main forms provide the widest range of options and are available for model-driven apps, the exception being Dynamics 365 for phones. One of the main design objectives for main forms is that you design them once and deploy them everywhere.

Quick create - With quick create forms, your app can have a streamlined data entry experience with full support for logic defined by form scripts and business rules. In Dynamics 365, quick create forms appear when you select the Create button in the navigation bar or when you choose + New when creating a new row from a lookup or subgrid.

Quick view - A quick view form can be added to another form as a quick view control. It provides a template to view information about a related table row within a form for another table row. This means your app users do not need to navigate to a different row to see the information needed to do their work. 

Card - A card form is used in interactive dashboards and placed on forms of related tables. It is configured to show key columns at a glance in the table feed. 

Configure Chart

Click on Charts Button for Company entity in app designer. Click on Create New which will open Dynamics 365 Chart Designer.

Select View as “Active Companies”, give a name to your chart. Select parameters for Y axis (Series) and X axis (category). Select type of chart using chart type icon. I have selected Pie Chart here

Click on Save & Close. Newly create chart will appear in charts list. Select this chart.

Similarly create a bar chart “Active Products by Companies” for Company Products to show number of products by company as below

Configure Dashboard:

Select Dashboards button in app designer. Click on Create New

Select Classic Dashboard option, select 2-Column Regular Dashboard option and Click on Create.

Dashboard designer screen will open in Dynamics 365. Give a name “Companies and Products Overview” to your dashboard.

Select Section 1, Click on Chart option from top navigation. In Chart selection window, select Company as Record Type, View as Active Companies and Chart as “Companies currently active”. Click on Add

Select Section 2, Click on List option from top navigation. Select Companies as Record Type and Active Companies as View. Click on Add

Similarly, in Section 3 select List for Active Company Products for Company Product entity and in Section 4 select chart for Active Products by Companies. as shown below

Click on Save and then Close