| Forms are used by the end-user to input data and view other data within your app. | These forms are stored within the table where you will see a tab for Forms. There are four different types of forms: 1. The main form is the full screen form that is primarily used. 2. A Quick Create form is an inline form that takes the right third of the screen and is useful to quickly add new data. Tip: You must enable Quick Create forms for your table first for this option to be available. 3. A Quick View form is like a sub-report where you show related data after you choose a value from a column lookup. For example, if you pick an account from a choice field, you might want to show the address that is stored in the accounts table to show up in a read-only form. 4. The card form is a compact format that is suitable for mobile devices. You can have multiple forms and allow the user to change forms or you can limit what forms are available to your app. Tip: Another thing you can do with forms is use security roles to determine which roles can see each form. You could use Departments that have unique security roles and give those roles access to each unique form that has departmental data on each associated form. |
| Fields controls are custom controls used to enhance the user experience in forms to transform text into visualizations. | There are several out of the box controls available for different data types. For example, for a number field, you can choose to use a linear slider for the user to adjust to enter in the numeric value. If you have a choice value with 4 or less items, you can choose to use the option set control that shows the items as clickable rectangles. You add these controls by using the Classic Editor and going into the Column Properties > Controls tab. Important: To create new controls, you will need developer skills using the Power Apps Component Framework (PCF). Many free downloads of PCF controls can be found from https://pcf.gallery. |
| System views are views that are stored within the table and all users see them. Personal views are created by end users instead of application administrators. Tip: Adding an editable grid component to your table allows end users to edit values inline within your views. | By default, when creating a new table, the system creates two system views for All Active Items and All Inactive Items using the Status field as a filter for Active and Inactive items. Views show the records of your table on a single line and you define what columns to show, the sorting, and filtering. Note: There is no grouping capability in views out of the box. |
| An App is where you bring everything together in a pre-defined user interface. | You crate a model-driven app and define your site map. Once you add links to tables in your site map, it adds those elements to your app. You can selectively choose which items to include in your app, such as forms, views, charts, business process flows, and dashboards. Important: By default, they are set to include All, so make sure to go in and exclude any items you do not want included in your app. |
| The Site map defines the navigation that you see on the left-hand side of the screen within your app. | When you edit your site map, the Sitemap Designer appears where you can make changes. The site map is grouped into three different sections: 1. An area is used to separate the navigation and is shown on the bottom of the site map. This will only be present if you have more than one area defined. 2. A group is used as a label to divide the navigation into logical groupings. 3. A subarea item is a clickable navigation element that can point to a table, dashboard, or web resource, such as a web page. |
| The Welcome Screen is a popup splash screen that optionally opens up first when accessing the app. | This is created using an HTML web page saved as a web resource and then you point to it from the properties pane of your app. The user can uncheck the checkbox to not show the welcome screen next time and you can always access the page by going to the gear in the top right of your app and choosing Show Welcome Screen. |
Disclaimer: The instructional video contained herein is an excerpt from a recorded live virtual instructor-led training session. Some images contained therein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.