Power Apps Model-Driven Apps: Quick View Forms Tutorial

[@1066sgp]

I have been devouring your videos. You truly have the gift of delivering great training. Thank you for the massive amount of work that goes into doing this well.

[@LisaCrosbie]

Wow, thank you!

[@FWWMVY]

Thanks! I really appreciate your work. It saves me so much time, in creating videos for my team and user community. I very like the way you present things.

[@LisaCrosbie]

Awesome, so great to hear that and thank you again for your generosity.

[@poonamw26]

Nice tutorial, short & crips. Easy to follow along. Waiting for model driven app and canvas app integration.

[@LisaCrosbie]

Coming soon, still working on it 😀

[@ResponsibleXI]

I love your content. Much excited for the next ones.

[@LisaCrosbie]

More to come! Thanks so much Ramesh.

[@DanielADamico]

Awesome video! Always learning new things with you!😄👏👏

[@AndreJones-jl5lz]

And this video was very helpful on using Quick views. Thanks

[@chickenofmann8474]

Great video as always Lisa! Looking forward to the Canvas Apps inside Model Driven Apps. I'm hoping this will be using the new Custom Pages feature as opposed to the old style of embedding canvas apps. (but either way i'll check it out!)

[@GuidoBusuttil]

Hi Lisa your videos are so amazing thanks. the one thing that you mentioned (3:08) "if you don't see your selection in the dropdown you are going to have to add it" I can do nothing if I don't know how to add it. I have tried all sort of options to get the table visible but to no avail. It doesn't see any of the information i have created. There is the generic like in your list and 2 other of my table lookups, that's it. Please advise.

[@GuidoBusuttil]

Asked and answered at (6:00) you say you have to create a lookup before you will be able to see the table. So i went back into the table and created a lookup into itself. and it worked. Its a bit weird that you have to create this lookup first into itself so you can see these views that are located with in itself. I accept that when linking other tables, Yes absolutely, create the link.

[@shaheenmarwari7458]

Where have you been my whole life!!!!???? 😇

[@LisaCrosbie]

LOL, you made my day!!!

[@yeskendirius]

Thank you, Lisa

[@AndreJones-jl5lz]

Can you cover how to search non-primary columns i.e., Name column. I have a string column that I want to search as no one remembers IDs which is in my Named column. Thanks!

[@DanHansen-cw7if]

Hi Lisa! I too love your videos and hope you can help me. Our Microsoft Entra ID table's primary key is Display Name & there is no problem pulling in names to my main form. However, the next form field is for that Display Name's email address which is in the Entra ID table too, but I can't get it b/c it's not a primary key. I can display it with a Quick View Form, but the user would have to copy or manually enter it which is subject to error. I can't believe something that seems so easy would be this difficult. Any recommendations on what to do? Many, MANY thanks!!

[@LisaCrosbie]

Displaying fields from a related table using a quick view form is the right solution. What’s the use case that needs a user to copy paste, is there something you can do with Power Automate to retrieve that email and do what it is you need?

[@tbubah]

Hi thanks so much for this clear explanation! Unfortunately my quick view form only shows the dashes ---, nothing happens if I click in it, no magnifying glass icon, no data... Just to confirm, you went to the Equipment table and created a quick view form, then you went into the Equipment ORDER table's main form and inserted the equipment table's quick view form? Also when I first tried this, the Select quick view form did not have a Lookup option; I had to go back to my equipment orders table and add a Lookup column to the equipment table... then I was able to select the lookup column I created and the equipment quick view form... but as I said it doesn't show any data... any ideas?

[@LisaCrosbie]

The quick view form is read only, can you see data in the fields of the specific related record you are looking up? So in this case the Equipment record should already be created with data in it. Then you lookup to that existing equipment record from the equipment order.

[@tbubah]

@@LisaCrosbie Hi, thanks for your reply! Actually I don't see any data in the quick view form. I am in CDS Default Solution, using new created not OOTB tables, if that matters. Starting fresh - in my 1st table (Artists) I created a new quick view form, it created a form that says New Artists, Artists at the top, with a New Section below, to which I added two columns from that table. Then in 2nd table (Albums) I went into the Main form, switched to Components, clicked Quick View Form to add, and that's where it gets different -- in the Select Quick View Forms, under Lookup it does not have my quick view form from the 1st table, it just has generic columns Created By, Modified By, Owner, etc. You said the prerequisite is that you already have a lookup to the first table -- HOW exactly do you create that "lookup"? Do you create a 1:N relationship from the 2nd to 1st table? Thanks again!

[@LisaCrosbie]

Yes, you need to create the relationship between the two tables - either under the relationships menu, or by just creating the lookup field. So on the Album table, you could create a new lookup field, looking up to the table artist. Creating that lookup will also create the relationship. I'm making a video about this because this question comes up a lot, I might use this as a good example lots of people could understand!

[@JontyLP]

Great tutorial! Any idea why embedding a Quick View form isn't possible within a Quick Create form? It'd be awesome to see related table data in a Quick Create form when it's being created :/

[@LisaCrosbie]

The closest thing you'll get with a quick create is being able to see the parent account details when you create a child record from a subgrid - e.g. if you create a contact from a subgrid on account, the quick create form for the contact can show the account details.

[@pierregomez4428]

Hi Lisa i love your tutorials, i was introduce to Power Apps by your tutorial, great. Just one question, how can i do multiple choice, but the values to be selected are from another table in Dataverse.

[@LisaCrosbie]

You can't do that in model-driven apps, although when you set up your multiple choice options, you can make it a global choices field so that it can be used on more than one table (and then map from one to the other. If you want to choose a value directly from another table, it needs to be a lookup not a choice column.

[@pierregomez4428]

@@LisaCrosbie Thank you for your prompt response.

[@rjobaanable]

I really love your great tutorials. I have another question I have two tables Product and activity. i created an one to many relationship . I created a new form with a section with product information and below a new section with a subgrid based on a Activity view. By itself i get three options New Activities, Add Existing Activities and Flow. This is perfect, because now i can add activities belong to that product by just selecting. This way you create a relation between the specific product and activities. But now my issue, how can i delete an activity from that product? When you select an activity there is an option to delete, but that deletion is deleting the activity itself and not the relation. So how can i delete this relation? Or should I do it differently

[@LisaCrosbie]

If you want to delete the relationship you delete the value in the lookup column. Open the activity from the subgrid and you should see a lookup back to the product. Just remove that value and save the activity record.

[@vitabrevis4669]

If you add a lookup field to your Quick View form is it read-only? Mine comes in as a link that takes me to the update screen that lets me update the lookup field.

[@LisaCrosbie]

Yes, it's read only on the quick view form. It creates a clickable hyperlink that takes you through to that record e.g. if your lookup is to an account it will take you to the account, and you can edit that record you've just clicked through to. You shouldn't be able to update the lookup field from the quick view form itself, but if you click through you will be able to edit.

[@jaggyjut]

Do we need dynamics 365 license or power app license to similar custom solutions and forms pls.

[@chickenofmann8474]

Hi Jagjit. You will need to license either Dynamics 365 or Power Apps to create any Model Driven Power Apps. More specifically, you need those licenses to create the Dataverse environment that these apps are created/deployed in.