Exercise - Add a custom field to an existing form

Completed

You might want to add more descriptive details about your facility. To do so, you can add a custom field to the existing Facility form.

In this exercise, you create a field in a table and add that field to an existing form.

  1. Sign in to the application, and search for the form that you want to add the new field to.

  2. Select Company profile, and then select the Facilities tab.

    Screenshot showing a list of facilities on the "Company profile" pane.

  3. Select the Edit (pencil icon) button next to the facility whose table you want to add a field to.

    The Facility form opens.

    Screenshot of a form displaying general details about the selected facility.

  4. To find the table in the data model that you want to edit, look in the application URL for the ent value. The ent=msdyn_facility value will be displayed in the URL.

  5. Sign in to Power Apps.

  6. In the dropdown list at the top of the page, select the Sustainability Trial environment.

  7. On the left pane, expand Data, and then select Tables.

    Screenshot showing the "Tables" option on the left pane.

  8. In the dropdown list, change Default to All.

  9. Search for the name of the table that you found in the URL. In this example, the table name is msdyn_facility. This table allows for customization, as indicated by the checkmark.

    Screenshot displaying the facility's table name as "msdyn_facility" in the "Data tables" column.

  10. Select the Edit (pencil icon) button to edit the table.

  11. Select Add column and then, in the Type panel, enter the display name of the column as you want it to appear on the form.

    Screenshot of the "Facility" page for editing and adding table columns.

  12. On the menu at the top of the page, select Forms.

  13. In the Form type column, select the ellipsis () next to Main, and then select Edit form > Edit form in new tab.

    Screenshot of the pane for editing the form.

  14. Select Form field to display a list of fields that you can add to the form.

  15. Select Type, and then drag it onto the form.

  16. Select Save, and then select Publish.

  17. Return to the application and refresh it.

    The new Type field is added to the form.

    Screenshot of the facility page, displaying the "Type" field that has been added to the form.