Exercise - Create custom tables

Completed

In this unit, you learn how to:

• Create a Dataverse solution

• Create a custom table in Dataverse

Here, you'll create the table and columns needed to store the booking request information.

Create a solution

Follow these steps to create a new solution.

1. Navigate to the Power Apps maker portal.

2. Select your Environment.

3. In the left navigation pane, select Solutions, and select + New solution

   

4. Enter Bookings for Display name.

5. Select + New publisher.

6. Enter Contoso for Display name.

7. Enter contoso for Name.

8. Enter contoso for Prefix.

9. Select Save.

10. Select the Contoso (contoso) publisher.

11. Select Create.

12. Select Back to solutions in the top-left of the screen.

Set the preferred solution

All objects are automatically added to the preferred solution.

1. Under Solutions in the Maker portal, select Manage for Set your preferred solution.

2. Select Bookings (contoso) and select Apply.

   

Create the Real Estate Properties custom table

Follow these steps to create a new custom table in Dataverse for Real Estate Properties.

1. In the left navigation pane, select Tables, select New table, and then select Create new tables.

2. Under Choose an option to create tables, select Start from blank.

3. On the Command bar select the Properties button.

4. Change the Display Name from Table1 to Real Estate Property, select the Save button.

5. Select the New column name, and from the menu that appears, select Edit column.

6. Change the display name of the column called New Column to Property Name, select update.

7. Add a column in the columns and data pane; select the + (New column) button to add a new column.

8. In the New column pane, enter the following values, and then select Save:

   1. Display name: Asking Price

   2. Data type: Currency

9. Let's add another column in the columns and data pane; again, select the + (New column) button to add a new column.

10. In the New column pane, enter the following values, and then select Save:

    1. Display name: Street

    2. Data type: Single line of text (this value is the default)

11. Add a column in the columns and data pane; select the + (New column) button to add a new column.

12. In the New column pane, enter the following values, and then select Save:

    1. Display name: City

    2. Data type: Single line of text (this value is the default)

13. Add a column in the columns and data pane; select the + (New column) button to add a new column.

14. In the New column pane, enter the following values, and then select Save:

    1. Display name: Bedrooms

    2. Data type: Choice

15. Create the choice values:

    1. Under Choices you see two entry fields titled Label and Value. Enter 1 under the label. Power Apps assigns a value automatically but you can change the value to 1.

    2. Select + New choice and make 2 the new entry for Label and 2 for Value.

    3. Select + New choice and make 3 the new entry for Label and 3 for Value.

    4. Select + New choice and make 4 the new entry for Label and 4 for Value.

    5. Select + New choice and make 5 the new entry for Label and 5 for Value.

    6. Select Save.

16. Add a column in the columns and data pane; select the + (New column) button to add a new column.

17. In the New column pane, enter the following values, and then select Save:

    1. Display name: Bathrooms

    2. Data type: Choice

18. Create the choice values:

    1. Under Choices you see two entry fields titled Label and Value. Enter 1 under the label. Power Apps assigns a value automatically but you can change it to 1.

    2. Select + New choice and make 2 the new entry for Label and 2 for Value.

    3. Select + New choice and make 3 the new entry for Label and 3 for Value.

    4. Select + New choice and make 4 the new entry for Label and 4 for Value.

    5. Select + New choice and make 5 the new entry for Label and 5 for Value.

    6. Select Save.

19. Add another column by selecting the + button again in the columns and data pane.

20. In the New column pane, enter the following values, and then select Save:

    1. Display name: Client

    2. Data type: Lookup

    3. Related Table: Contact

21. At the bottom of the pane, select Create.

22. Under Real Estate Property columns and data, enter the following test data:

    1. Property Name: 1100 High Villas

    2. Asking Price: 250,000

    3. Bathrooms: 3

    4. Bedrooms: 2

    5. City: Redmond

    6. Street: Main Avenue

    7. Client: Select any contact

Create the Bookings table

Follow these steps to create a new custom table in Dataverse for Real Estate Property Bookings.

1. In the left navigation pane, select Tables, select New table, and then select Add columns and data.

2. Rename the table Booking Request.

3. Select the New Column and choose Edit Column.

4. Change the Display name of the column from New Column to Booking Name, select Update.

5. Add a column in the columns and data pane; select the + (New column) button to add a new column.

6. In the New column pane, enter the following values, and then select Save:

   1. Display name: Property

   2. Data type: Lookup

   3. Related Table: Real Estate Property

7. Add another column by selecting the + New column button again in the columns and data pane.

8. In the New column pane, enter the following values, and then select Save:

   1. Display name: Viewer Name

   2. Data type: Single line of text

9. Add another column by selecting the + New Column button again in the columns and data pane.

10. In the New column pane, enter the following values, and then select Save:

    1. Display name: Viewer Email

    2. Data type: Single line of text

    3. Format: Email

11. Add another column by selecting the + New column button again in the columns and data pane.

12. In the New column pane, enter the following values, and then select Save:

    1. Display name: Booking Date

    2. Data type: Date and time

13. Add another column by selecting the + New column button again in the columns and data pane.

14. In the New column pane, enter the following values, and then select Save:

    1. Display name: Notes

    2. Data type: Multiple lines of text

15. Add a column in the columns and data pane; select the + (New column) button to add a new column.

16. In the New column pane, enter the following values:

    1. Display name: Decision

    2. Data type: Choice

17. Create the choice values:

    1. Under Choices you see two entry fields titled Label and Value. Enter Undecided under the label. Power Apps assigns a value automatically, but you can change it to 1.

    2. Select + New choice and make Accepted the new entry for Label and 2 for Value.

    3. Select + New choice and make Declined the new entry for Label and 3 for Value.

    4. Designate Undecided as the Default choice.

    5. Select Save.

18. In the upper right corner of the screen, select Save and exit.