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Microsoft Power Platform Functional Consultant: PL-200 Exam Guide

You're reading from   Microsoft Power Platform Functional Consultant: PL-200 Exam Guide Learn how to customize and configure Microsoft Power Platform and prepare for the PL-200 exam

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Product type Paperback
Published in Dec 2020
Publisher Packt
ISBN-13 9781838985684
Length 648 pages
Edition 1st Edition
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Author (1):
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Julian Sharp Julian Sharp
Author Profile Icon Julian Sharp
Julian Sharp
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Table of Contents (34) Chapters Close

Preface 1. Section 1: Introduction
2. PL-200 Exam FREE CHAPTER 3. Section 2: Microsoft Dataverse
4. Power Platform 5. Data Modeling 6. Business Rules 7. Classic Workflows 8. Managing Data 9. Dataverse Settings 10. Security 11. Section 3: Power Apps
12. Model-Driven Apps 13. Canvas Apps 14. Portal Apps 15. Section 4: Automation
16. Power Automate Flows 17. Business Process Flows 18. UI Flows 19. Section 5: Power Virtual Agents
20. Creating Chatbots 21. Configuring Chatbots 22. Section 6: Integrations
23. Power BI 24. AI Builder 25. Microsoft 365 Integration 26. Application Life Cycle Management 27. Tips and Tricks 28. Practice Test 1 29. Answers to Practice Test 1 30. Practice Test 2 31. Answers to Practice Test 2 32. Assessments 33. Other Books You May Enjoy

Customizing a view

Views are used in many places in the user interface to display lists of records. Ensuring the view shows the correct records and the most appropriate fields is a key focus of a functional consultant. Just as the form layout can make a significant difference to how a user works with your app, the configuration of views is just as, if not more, important. A well-designed system makes careful use of views to show the user exactly the right information in the right order.

You edit a view in the maker portal from within the entity. To edit a form, click on Solutions, open your solution, and select the entity, and then click on the Views tab, as shown in Figure 9.21. To edit a view, click on the name of the view. The view editor will open, as shown in the following screenshot:

Figure 9.22 – View editor

In the view editor shown in Figure 9.22, there are three panes. The left-hand pane lists the fields in the entity, the middle pane is a WYSIWYG...

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