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This introduction explains how to find and open an app, and how to work with its common user interface elements including lists, forms, and business processes.
A model-driven app is built out of applications (apps), areas, and tables.
Apps provide a collection of functionalities for accomplishing a specific class of activity, such as managing your accounts and contacts. Use the app-selector menu to navigate between the apps that are available to your organization.
A work area is a subdivision of an app, dedicated to a specific feature. Each work area provides a targeted collection of tables for working in that area. In some cases, the same table appears in more than one area (or even more than one app). The Contact and Account tables, for example, appear in various apps and work areas. Use the work-area menu to navigate between work areas for your current app.
Tables represent a specific type of data, such as contacts or accounts. Tables use a structured data format, which defines the collection of columns available to the table. Each table consists of a collection of individual rows. For example, for the Contact table, each row describes a single person, and each row includes a collection of columns such as first name, last name, and email address. Tables normally present two views: a list view, which is typically a table listing available rows; and a form view, which shows all available data and settings for a single row. Use the side navigator to move between tables in your current work area.
Select the user menu to view your account information or sign out. Go to your account page by selecting the View account hyperlink.
Use the app-selector menu to switch between apps.
Select the current app name.
On the Apps page, select an app. You'll only see apps for your organization.
It's easy to get around and get back to your favorite or most-used rows. The following illustration shows the primary navigation elements.
Legend
Click to change app: Select the current app name to change to a different app.
Collapse/expand site map: Select this to collapse the navigator to allow more room for the main part of the page. If the navigator is already collapsed, select this button to expand it again.
Recent: Expand this entry to view a list of rows you were recently using. Select a row here to open it. Select the push-pin icon next to a row listed here to add it to your pinned rows. This is limited to displaying the last 10 rows of pages most recently loaded across apps for the user within this organization.
Pinned: Expand this entry to view and open your favorite pinned rows. Use the Recent list to add rows here. Select the remove-pin icon next to a row listed here to remove it from this list. The number of pinned rows displayed is limited to 25, but no more than 15 rows from a single table are displayed.
Page navigation: This area lists each table and dashboard page available for the current work area. Select any entry here to open the named dashboard or list view for that table.
Note
When a user sets a dashboard as default (via the Set as default action in the command bar), all page navigation to dashboards will take the user to the default dashboard, which may be a different dashboard than the named dashboard the user selected.
Collapsible groups: Your app maker can enable collapsible groups. For information on how to customize the navigation bar, see Overview of the model-driven app designer.
If your screen is zoomed in too much or is narrow, then you won't see your current app name which lets you change apps. To access the change app button, select Site map > Apps.
Your site map might look different if it's been customized. Your app maker can customize the navigation bar to show or hide the Home, Recent, Pinned buttons in the site map. An app maker can also make groups collapsible. For information on how to customize the navigation bar, see Overview of the model-driven app designer.
In the left-hand navigation pane, the area switcher appears at the bottom left only when a single model-driven app has more than one area in the sitemap definition.
Open this menu to move to another work area. The current work area is named here.
Use the back button for form, view, and dashboard pages on the command bar to go back to the previous page.
To go back to the previous page, select the Go back button.
Usually, when you first open a table, you'll see the list view, which shows a list of rows belonging to that table, formatted as a table. For example, if you open the Products table, you'll see a list of accounts.
Legend:
Row views show all the details about a single row and sometimes also provide special features for working with it. Usually you'll open a row view by selecting a row that appears in a list view, but you can also open a row view by following a link from a related row.
Legend:
Navigate through multiple rows by using preset views and queries. The row-focused navigation improves productivity by allowing users to jump from row to row in the list and easily navigate back without losing their working list.
The number of rows that you see in the row set navigation pane is based on the number of rows that your system administrator has defined for the subgrid.
The reference panel is a great way to get work done without moving away from the screen you're on. You can look up other related items—such as reviews or reservations for a product—within the context of the row you're viewing, without having to navigate to other screens.
Watch the How to use the Reference panel in the Customer Service Hub video to learn more about the reference panel.
The app message bar shows three types of notifications: informational, warning, and error.
When you select the error notification, it will take you to the column on the form where the error occurred.
Legend:
If there's only one notification, you'll see a single line. If there are multiple notifications, you'll see chevron button. Select the chevron to view each message.
Events
Mar 31, 11 PM - Apr 2, 11 PM
The ultimate Power BI, Fabric, SQL, and AI community-led event. March 31 - April 2. Use code MSCUST for a $150 discount. Prices go up Feb 11th.
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