diff --git a/Instructions/Labs/LAB[PL-200]_M03L02_Views.md b/Instructions/Labs/LAB[PL-200]_M03L02_Views.md index fe9dead3..f3c1783e 100644 --- a/Instructions/Labs/LAB[PL-200]_M03L02_Views.md +++ b/Instructions/Labs/LAB[PL-200]_M03L02_Views.md @@ -34,7 +34,7 @@ In this task, you will perform the following changes to the form: - add columns to views -1. Navigate to the Power Apps Maker portal . +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` 1. Make sure you are in your **Development** environment. @@ -42,19 +42,20 @@ In this task, you will perform the following changes to the form: 1. Click to open the **Fabrikam Environmental** solution. -1. In the **Objects** pane on the left, click and expand **Tables**. +1. In the **Objects** pane on the left, expand **Tables**. 1. Select the **Project** table. -1. Under **Data experiences**, click on **Views**. +1. Under **Data experiences**, select **Views**. -1. Select the **Active Projects** view, click on the ellipses (...), and select **Edit in new tab**. +1. Select the **Active Projects** view, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. -1. Click on the **Total Project Funding** column to add to the view. +1. Select the **Total Project Funding** column to add to the view. 1. Drag the **Total Project Funding** column to the left of **Project Status**. -1. Click **Save**. Do not navigate away from this page. +1. On the **Save and publish** drop-down menu, select **Save only**. Do not navigate away from this page. + ### Task 1.2 – Create new completed projects view @@ -64,25 +65,26 @@ In this task, you will perform the following changes to the form: - set filter - remove column -1. Select the caret next to the **Save** button and select **Save As**. +1. Select **Save As**. -1. Enter **Completed Projects** for **Display Name**. +1. Enter `Completed Projects` for **Name**. -1. Click **Save** +1. Select **Save**. 1. Select the caret next to the **Project Status** column and select **Filter by**. -1. Select **Equals** and **Completed**. +1. Select **Equals** and choose **Completed**. -1. Click **Apply**. +1. Select **Apply**. 1. Select the caret next to the **Project Status** column and select **Remove**. -1. Click **Save**. +1. On the **Save and publish** drop-down menu, select **Save only**. + +1. **Close** the view designer. -1. Close the view designer. +1. Select **Done**. -1. Click **Done**. ## Exercise 2 – Project Funding views @@ -94,29 +96,30 @@ In this task, you will perform the following changes to the form: - add columns to views -1. Navigate to the Power Apps Maker portal . +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` 1. Make sure you are in the **Development** environment. 1. Select **Solutions**. -1. Click to open the **Fabrikam Environmental** solution. +1. Open the **Fabrikam Environmental** solution. -1. In the **Objects** pane on the left, click and expand **Tables**. +1. In the **Objects** pane on the left, expand **Tables**. 1. Select the **Project Funding** table. 1. Under **Data experiences**, click on **Views**. -1. Select the **Active Project Funding** view, click on the ellipses (...), and select **Edit in new tab**. +1. Select the **Active Project Funding** view, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. -1. Drag the **Funding amount** column between the **Funder** and **Funding Percentage** columns in the view. +1. Drag the **Funding Amount** column from **Table columns** to between the **Funder** and **Funding Percentage** columns, adding it to the view. -1. Click **Save**. +1. On the **Save and publish** drop-down menu, select **Save only**. -1. Close the view designer. +1. **Close** the view designer. + +1. Select **Done**. -1. Click **Done**. ## Exercise 3 – Outcome views @@ -143,17 +146,18 @@ In this task, you will perform the following changes to the form: 1. Under **Data experiences**, click on **Views**. -1. Select the **Active Outcomes** view, click on the ellipses (...), and select **Edit in new tab**. +1. Select the **Active Outcomes** view, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. 1. Drag the **Outcome status** column to the left of the **Owner** column in the view. 1. Select the caret next to the **Status Reason** column and select **Remove**. -1. Click **Save**. +1. On the **Save and publish** drop-down menu, select **Save only**. + +1. **Close** the view designer. -1. Close the view designer. +1. Select **Done**. -1. Click **Done**. ### Task 3.2 – Modify the Outcome lookup view @@ -161,19 +165,20 @@ In this task, you will perform the following changes to the form: - change the columns in the lookup view for Outcomes -1. Select the **Outcome Lookup View** view, click on the ellipses (...), and select **Edit in new tab**. +1. Select the **Outcome Lookup View** view, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. 1. Select the caret next to the **Created On** column and select **Remove**. -1. Click the **Target Aim** column to add to the view. +1. Select the **Target Aim** column to add to the view. -1. Click the **Outcome status** column to add to the view. +1. Select the **Outcome status** column to add to the view. -1. Click **Save**. +1. On the **Save and publish** drop-down menu, select **Save only**. -1. Close the view designer. +1. **Close** the view designer. + +1. Select **Done**. -1. Click **Done**. ### Task 3.3 – Modify the Outcome Quick Find view @@ -181,19 +186,19 @@ In this task, you will perform the following changes to the form: - change the find columns in the quick find view -1. Select the **Quick Find Active Outcomes** view, click on the ellipses (...), and select **Edit in new tab**. +1. Select the **Quick Find Active Outcomes** view, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. 1. Select the caret next to the **Created On** column and select **Remove**. -1. Click the **Target Aim** column to add to the view. +1. Select the **Target Aim** column to add to the view. -1. Click the **Outcome Status** column to add to the view. +1. Select the **Outcome Status** column to add to the view. -1. Click the **Estimated Completion Date** column to add to the view. +1. Select the **Estimated Completion Date** column to add to the view. -1. In the Quick Find Active Outcomes pane on the right-hand side, click on **Edit find table columns**. +1. In the **Quick Find Active Outcomes** pane on the right, select **Edit find table columns**. -1. Select the following columns and click **Apply**. +1. Choose the following columns and select **Apply**. - Goal - Outcome Code @@ -201,11 +206,12 @@ In this task, you will perform the following changes to the form: - Outcome Title - Target Aim -1. Click **Save**. +1. On the **Save and publish** drop-down menu, select **Save only**. + +1. **Close** the view designer. -1. Close the view designer. +1. Select **Done**. -1. Click **Done**. ## Exercise 4 – Milestone views @@ -218,21 +224,21 @@ In this task, you will perform the following changes to the form: - add the Milestone Status to the public view - remove the Status Reason column -1. Navigate to the Power Apps Maker portal . +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` 1. Make sure you are in the **Development** environment. 1. Select **Solutions**. -1. Click to open the **Fabrikam Environmental** solution. +1. Open the **Fabrikam Environmental** solution. -1. In the **Objects** pane on the left, click and expand **Tables**. +1. In the **Objects** pane on the left, expand **Tables**. 1. Select the **Milestone** table. -1. Under **Data experiences**, click on **Views**. +1. Under **Data experiences**, select **Views**. -1. Select the **Active Milestones** view, click on the ellipses (...), and select **Edit in new tab**. +1. Select the **Active Milestones** view, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. 1. Drag the **Number of Open Tasks** column to the right of the **Milestone Title** column in the view. @@ -240,11 +246,12 @@ In this task, you will perform the following changes to the form: 1. Select the caret next to the **Status Reason** column and select **Remove**. -1. Click **Save**. +1. On the **Save and publish** drop-down menu, select **Save only**. + +1. **Close** the view designer. -1. Close the view designer. +1. Select **Done**. -1. Click **Done**. ### Task 4.2 – Modify the My Pending Milestones public view @@ -254,15 +261,15 @@ In this task, you will perform the following changes to the form: - remove the Status Reason column - edit the filter -1. Select the **My Pending Milestones** view, click on the ellipses (...), and select **Edit in new tab**. +1. Select the **My Pending Milestones** view, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. 1. Drag the **Milestone Status** column to the right of the **Status Reason** column in the view. 1. Select the caret next to the **Status Reason** column and select **Remove**. -1. In the My Pending Milestones pane on the right-hand side, click on **Edit filters**. +1. In the **My Pending Milestones** pane on the right side, select **Edit filters**. -1. In the Edit filters pane, change **Status Reason** to **Milestone status**. +1. In the **Edit filters** pane, change **Status Reason** to **Milestone status**. 1. Change the **Operator** to **Does not equal**. @@ -270,13 +277,14 @@ In this task, you will perform the following changes to the form: ![Edit filters pane.](../media/edit-filters.png) -1. Click **OK**. +1. Select **OK**. -1. Click **Save**. +1. On the **Save and publish** drop-down menu, select **Save only**. -1. Close the view designer. +1. **Close** the view designer. + +1. Select **Done**. -1. Click **Done**. ### Task 4.3 – Modify the Milestones SubGrid view @@ -286,7 +294,7 @@ In this task, you will perform the following changes to the form: - add the Milestone Status to the view - remove the Status Reason column -1. Select the **Milestones SubGrid** view, click on the ellipses (...), and select **Edit in new tab**. +1. Select the **Milestones SubGrid** view, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. 1. Drag the **Milestone Description** column to the right of the **Milestone Title** column in the view. @@ -294,11 +302,12 @@ In this task, you will perform the following changes to the form: 1. Select the caret next to the **Status Reason** column and select **Remove**. -1. Click **Save**. +1. On the **Save and publish** drop-down menu, select **Save only**. + +1. **Close** the view designer. -1. Close the view designer. +1. Select **Done**. -1. Click **Done**. ## Exercise 5 – Project Outcome views @@ -310,47 +319,49 @@ In this task, you will perform the following changes to the form: - Configure the default views created when the table was created -1. Navigate to the Power Apps Maker portal . - +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` + 1. Make sure you are in the **Development** environment. 1. Select **Solutions**. -1. Click to open the **Fabrikam Environmental** solution. +1. Open the **Fabrikam Environmental** solution. -1. In the **Objects** pane on the left, click and expand **Tables**. +1. In the **Objects** pane on the left, expand **Tables**. 1. Select the **Project Outcome** table. -1. Under **Data experiences**, click on **Views**. +1. Under **Data experiences**, select **Views**. -1. Select the **Active Project Outcomes** view, click on the ellipses (...), and select **Edit in new tab**. +1. Select the **Active Project Outcomes** view, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. 1. Select the caret next to the **Created On** column and select **Remove**. -1. Click the **Outcome** column to add to the view. +1. Select the **Outcome** column to add to the view. -1. Click the **Comments** column to add to the view. +1. Select the **Comments** column to add to the view. -1. Click the **Outcome Completed Date** column to add to the view. +1. Select the **Outcome Completed Date** column to add to the view. 1. Select the caret next to the **Title** column and select **Remove**. -1. In the Active Project Outcomes pane on the right-hand side, click on **Sort by** and select **Outcome completed date**. +1. In the **Active Project Outcomes** pane on the right side, select **Sort by** and select **Outcome completed date**. -1. Click on the **up** arrow to change the sorting to descending. +1. Select the **up** arrow to change the sorting to descending. -1. Click **Save**. +1. On the **Save and publish** drop-down menu, select **Save only**. -1. Close the view designer. +1. **Close** the view designer. + +1. Select **Done**. -1. Click **Done**. ### Task 5.2 – Publish changes 1. In the **Objects** pane on the left, select **All**. -1. Click on **Publish all customizations**. +1. Select **Publish all customizations**. + ## Exercise 6 – Editable grid @@ -362,47 +373,44 @@ In this task, you will perform the following changes to the form: - change the Milestone sub-grid to be an editable grid -1. Navigate to the Power Apps Maker portal . +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` 1. Make sure you are in the **Development** environment. 1. Select **Solutions**. -1. Click to open the **Fabrikam Environmental** solution. +1. Open the **Fabrikam Environmental** solution. -1. In the **Objects** pane on the left, click and expand **Tables**. +1. In the **Objects** pane on the left, expand **Tables**. 1. Select the **Project** table. -1. Under **Data experiences**, click on **Forms**. +1. Under **Data experiences**, select **Forms**. -1. Select the **Main** form, click on the ellipses (...), and select **Edit in new tab**. +1. Select the **Information** form of type **Main**, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. 1. Select the **Milestones** tab. 1. Select the **Milestones** sub-grid. -1. In the Properties pane on the right-hand side, expand **Components**. +1. In the **Properties** pane on the right, expand **Components**. -1. Click **+ Add component**. +1. Select **+ Component**. 1. Select **Editable Grid**. -1. Select **Milestones** for **Table**. - -1. Select **Milestones SubGrid** for **View**. +1. Under **Subgrid**, select **Projects** for **Table**. -1. Select **Project (Lookup)** for **Table column**. +1. Select **Active Projects** for **View**. -1. Click **Done**. +1. Select **Done**. -1. Click **Save**. +1. Select **Save and publish**. -1. Click **Publish**. +1. **Close** the form designer. -1. Close the form designer. +1. Select **Done**. -1. Click **Done**. ## Exercise 7 – Modify model-driven apps @@ -426,52 +434,52 @@ In this task, you will perform the following changes to the app: 1. In the **Objects** pane on the left, click and expand **Apps**. -1. Select the **Environmental Project Delivery** app, click on the ellipses (...), and select **Edit in new tab**. +1. Select the **Environmental Project Delivery** app, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. -1. Expand **Project** in the Pages pane on the left-hand side. +1. Under **Projects** in the **Pages** pane on the left-hand side, select **Projects view**. -1. Select **Project view**. +1. In the **Projects** pane on the right, select **Include all views in the app**. -1. In the pane on the right-hand side, click **+ New view**. +1. Select **Turn off**. -1. Add the following views: +1. Add the following views by selecting **More options** menu (...) > **Add**. - - Active Projects - Completed Projects - My Active Projects -1. Expand **Milestone** in the Pages pane on the left-hand side. +1. Select **Milestones view** from the left **Pages** pane. -1. Select **Milestone view**. +1. In the **Milestones** pane on the right, select **Include all views in the app**. -1. In the pane on the right-hand side, click **+ New view**. +1. Select **Turn off**. -1. Add the following views: +1. Add the following views by selecting **More options** menu (...) > **Add**. - - Active Milestones - Inactive Milestones - My Pending Milestones -1. Expand **Outcome** in the Pages pane on the left-hand side. +1. In the **Pages** pane on the left-hand side. 1. Select **Outcome view**. -1. In the pane on the right-hand side, click **+ New view**. +1. In the pane on the right-hand side, select **Include all views in the app**. + +1. Select **Turn off**. -1. Add the following views: +1. Add the following views by selecting **More options** menu (...) > **Add**. - - Active Outcomes - Inactive Outcomes -1. Click **Save**. +1. Select **Save**. -1. Click **Publish**. +1. Select **Publish**. -1. Click **Play**. Explore the Environmental Project Delivery model-driven app. +1. Select **Play**. Explore the **Environmental Project Delivery** model-driven app. -1. Close the app and the app designer tabs. +1. **Close** the app and the app designer tabs. + +1. Select **Done**. -1. Click **Done**. ## Exercise 8 – Enable Dataverse Search @@ -481,7 +489,7 @@ The find columns on the quick find views define the searchable fields in the Dat ### Task 8.1 – Search settings -1. Navigate to the Power Platform admin center . +1. Navigate to the Power Platform admin center `https://aka.ms/ppac` 1. Select **Environments** from the left navigation pane. @@ -495,27 +503,28 @@ The find columns on the quick find views define the searchable fields in the Dat 1. Toggle **Dataverse search** to **On**. -1. Click **Save** at the bottom. +1. Select **Save** at the bottom. + ### Task 8.2 – Search index -1. Navigate to the Power Apps Maker portal . +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` 1. Make sure you are in your **Development** environment. 1. Select **Solutions**. -1. Click to open the **Fabrikam Environmental** solution. +1. Open the **Fabrikam Environmental** solution. 1. In the solution select the **Overview** page. ![Overview.](../media/solution-overview.png) -1. Click on **Manage search index**. +1. Select **Manage search index**. ![Manages search index on solution.](../media/manage-search-index.png) -1. In the **Select tables to index for Dataverse search** pane, add the following tables and click **Save**. +1. In the **Select tables to index for Dataverse search** pane, add the following tables: - Outcome - Project Funding @@ -523,6 +532,9 @@ The find columns on the quick find views define the searchable fields in the Dat ![Index tables in solution.](../media/indexed-tables.png) +1. Select **Save**. + ### Task 8.3 – Publish changes -1. Click on **Publish all customizations**. +1. Select **Publish all customizations**. + diff --git a/Instructions/Labs/LAB[PL-200]_M03L03_Dashboards.md b/Instructions/Labs/LAB[PL-200]_M03L03_Dashboards.md index a24f1509..907a79e8 100644 --- a/Instructions/Labs/LAB[PL-200]_M03L03_Dashboards.md +++ b/Instructions/Labs/LAB[PL-200]_M03L03_Dashboards.md @@ -24,15 +24,17 @@ In this exercise, you will assign security roles to the existing dashboard. ### Task 1.1 – Assign roles to dashboard -1. Navigate to the Power Apps Maker portal . +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` 1. Make sure you are in the **Development** environment. -1. Select **Solutions**.Click to open the **Fabrikam Environmental** solution +1. Select **Solutions**. + +1. Open the **Fabrikam Environmental** solution. 1. In the **Objects** pane on the left, select **Dashboards**. You should see a single dashboard. -1. Select the Environmental Results dashboard (do not open it) and click on **Enable security roles**. +1. Select the **Environmental Results** dashboard (do not open it) and select **Enable security roles**. 1. Select the **Display only to these security roles** radio button. @@ -44,9 +46,10 @@ In this exercise, you will assign security roles to the existing dashboard. - System Administrator - System Customizer -1. Click **OK**. +1. Select **OK**. + +1. Select **Publish**. -1. Click **Publish**. ## Exercise 2 – Create an interactive dashboard @@ -54,51 +57,54 @@ In this exercise, you will create an interactive dashboard for Projects. ### Task 2.1 – Create a dashboard -1. Navigate to the Power Apps Maker portal . +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` 1. Make sure you are in the **Development** environment. -1. Select **Solutions**.Click to open the **Fabrikam Environmental** solution +1. Select **Solutions**. + +1. Open the **Fabrikam Environmental** solution. -1. In the **Objects** pane on the left, click and expand **Tables**. +1. In the **Objects** pane on the left, expand **Tables**. 1. Select the **Project** table. -1. Under **Data experiences**, click on **Dashboards**. +1. Under **Data experiences**, select **Dashboards**. -1. Click **+ New Dashboard** > **2-Column overview** +1. Select **+ New Dashboard** > **2-Column overview** -1. Enter **Project Tracking** for **Name** +1. Enter `Project Tracking` for **Name**. 1. Select **Scheduled End** in the **Filter By** drop-down. 1. Select **This Quarter** in the **Time Frame** drop-down. -1. In the first pane under **Visual Filters**, click on the chart icon. +1. In the first pane under **Visual Filters**, select the chart icon. -1. Select the **Projects by Status and Type** chart and click **Add**. +1. Select the **Projects by Status and Type** chart and select **Add**. -1. In the **Streams** pane, click on the Stream icon. +1. In the **Streams** pane, select the stream icon. -1. Select the **My Active Projects** view and click **OK**. +1. Select the **My Active Projects** view and select **OK**. -1. In the toolbar click on **Stream**. +1. In the toolbar, select **Stream**. -1. Select the **Active Projects** view and click **OK**. +1. Select the **Active Projects** view and select **OK**. -1. In the toolbar at the top, click **Stream**. +1. In the toolbar, select **Stream**. -1. Select the **Completed Projects** view and click **OK**. +1. Select the **Completed Projects** view and select **OK**. -1. Click **Save**. +1. Select **Save**. -1. Click **Close**. +1. Select **Close**. -1. Click **Done**. +1. Select **Done**. 1. In the **Objects** pane on the left, select **All**. -1. Click on **Publish all customizations**. +1. Select **Publish all customizations**. + ## Exercise 3 – Enable Power BI quick reports @@ -106,17 +112,17 @@ In this exercise, you will be enabling the feature that uses Power BI to create ### Task 3.1 – Environmental Project Delivery app settings -1. Navigate to the Power Apps Maker portal . +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` 1. Make sure you are in the **Development** environment. 1. Select **Solutions**. -1. Click to open the **Fabrikam Environmental** solution. +1. Open the **Fabrikam Environmental** solution. -1. In the **Objects** pane on the left, click and expand **Apps**. +1. In the **Objects** pane on the left, expand **Apps**. -1. Select the **Environmental Project Delivery** app, click on the ellipses (...), and select **Edit in new tab**. +1. Select the **Environmental Project Delivery** app, click on the ellipses (...), and select **Edit** > **Edit in new tab**. 1. In the action bar, select **Settings**. @@ -124,15 +130,16 @@ In this exercise, you will be enabling the feature that uses Power BI to create 1. Toggle **Enable Power BI quick report visualization on a table** to **Yes**. -1. Click **Save**. +1. Select **Save**. + +1. Select **Publish**. -1. Click **Publish**. +1. Select **Play**. Explore the Environmental Project Delivery app. -1. Click **Play**. Explore the Environmental Project Delivery app. +1. **Close** the app and the app designer tabs. -1. Close the app and the app designer tabs. +1. Select **Done**. -1. Click **Done**. ## Exercise 4 – Solutions @@ -140,25 +147,26 @@ In this exercise, you will export the solution from the Development environment ### Task 4.1 – Export managed solution -1. Navigate to the Power Apps Maker portal . +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` 1. Make sure you are in the **Development** environment. 1. Select **Solutions**. -1. Select the **Fabrikam Environmental** solution but do not open it. +1. Select the **Fabrikam Environmental** solution row but do not open it. 1. Select **Export solution**. -1. Click **Next**. +1. Select **Next**. 1. The version number should have been incremented to **1.1.11.8**. 1. Select **Managed** for **Export As**. -1. Click **Export**. +1. Select **Export**. + +1. The export will be prepared in the background. When the solution is ready, select the **Download** button. -1. The export will be prepared in the background. When the solution is ready, click the **Download** button. ### Task 4.2 – Export unmanaged solution @@ -166,19 +174,20 @@ In this exercise, you will export the solution from the Development environment 1. Select **Export solution**. -1. Click **Next**. +1. Select **Next**. 1. The version number should have been incremented to **1.1.11.9**. 1. Select **Unmanaged** for **Export As**. -1. Click **Export**. +1. Select **Export**. + +1. The export will be prepared in the background. When the solution is ready, select the **Download** button. -1. The export will be prepared in the background. When the solution is ready, click the **Download** button. ### Task 4.3 – Import managed solution -1. Switch environments by using the Environment Selector in the upper right corner of the Maker portal. +1. Switch environments by using the **Environment Selector** in the upper right corner of the Maker portal. 1. Select the **Live** environment from the list. @@ -188,6 +197,7 @@ In this exercise, you will export the solution from the Development environment 1. Select **Browse**, change to the **Downloads** folder and select **FabrikamEnvironmental_1_1_11_8_managed.zip** and select **Open**. -1. Click **Next**. +1. Select **Next**. + +1. Select **Import**. The solution will import in the background. -1. Click **Import**. The solution will import in the background. diff --git a/Instructions/Labs/LAB[PL-200]_M04L01_Canvas.md b/Instructions/Labs/LAB[PL-200]_M04L01_Canvas.md index 27017de7..d9b17668 100644 --- a/Instructions/Labs/LAB[PL-200]_M04L01_Canvas.md +++ b/Instructions/Labs/LAB[PL-200]_M04L01_Canvas.md @@ -26,13 +26,13 @@ In this exercise, you will learn about the canvas app. 1. Select **Solutions**. -1. Click to open the **Fabrikam Environmental** solution. +1. Open the **Fabrikam Environmental** solution. 1. In the **Objects** pane on the left, select **Apps**. -1. Select the **Environmental Work Delivery** app, click on the ellipses (...), and select **Play**. +1. Select the **Environmental Work Delivery** app, select the **Commands** menu (...), and select **Play**. -1. Sign in with your Microsoft 365 credentials if prompted. +1. Sign in with your Microsoft 365 credentials, if prompted. 1. The app has 4 screens which are navigated using the left-hand navigation bar: @@ -49,39 +49,40 @@ In this exercise, you will learn about the canvas app. 1. Note that the colors for the drop down controls are blue. -1. Click the **+** icon. A new Project row is added. +1. Select the **+** icon. A new Project row is added. -1. Enter **Lab Project** for **Project Title**. +1. Enter `Lab Project` for **Project Title**. 1. Select any **Type**. 1. Select **In Progress** in the **Status** drop-down. -1. Select a date in the next month in the **Estimated date** date picker and click **OK**. +1. Select a date in the next month in the **Estimated date** date picker and select **OK**. -1. Click the **Back arrow** icon in the bottom-left of the screen to return to the **Home** screen. The number in the first tile will have incremented. +1. Select the **Back arrow** icon in the bottom-left of the screen to return to the **Home** screen. The number in the first tile will have incremented. 1. Select the **Milestones** screen (third icon). -1. Enter **50** in **Milestone Percentage Complete** +1. Enter `50` in **Milestone Percentage Complete** 1. Select the **Outcomes** screen (fourth icon). -1. Enter **To create a better planet** in **Goal**. +1. Enter `To create a better planet` in **Goal**. 1. Select **Completed** in the **Status Reason** drop-down. -1. Click **Save**. +1. Select **Save**. 1. Select the **Home** screen (first icon). 1. Close the app. + ### Task 1.2 - Review the app in Power Apps Studio -1. Select the **Environmental Work Delivery** app, click on the ellipses (...), and select **Edit**. +1. Select the **Environmental Work Delivery** app, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. -1. If a Welcome to Power App dialog appears, check the **Don't show me this again**, and click **Skip** +1. If a Welcome to Power Apps Studio dialog appears, check **Don't show me this again**, and select **Skip** 1. In the **Tree view**, expand **Card1**. @@ -131,33 +132,30 @@ In this exercise, you will learn about the canvas app. 1. Review the formulas. -1. Select the ellipses (...) to the right of App and click **Run OnStart**. - -1. In the ribbon at the top of the app designer, select the **View** tab. +1. Select the ellipses menu (...) to the right of **App** and select **Run OnStart**. -1. Select **Variables**. +1. In the left navigation, select **(𝑥) Variables**. -1. Review the variables for column widths and heights. The controls on screens use these variables for their X, Y, Height, and Width. +1. Expand **Global variables** and review the variables for column widths and heights. The controls on screens use these variables for their X, Y, Height, and Width. -1. Review the variables for column widths and heights. The controls on screens use these variables for color properties. +1. Review the Color variables. The controls on screens use these variables for color properties. -1. Click the back arrow to return to the canvas. +1. In the left navigation, select **Tree view**. -1. In the **Tree view**, select **TitleLabel** under **HomeScreen**. +1. Select **TitleLabel** under **HomeScreen**. 1. Select **X** in the **Property Selector** and note the use of a variable. 1. Select **Y** in the **Property Selector** and note the use of variables in the formula. -1. In the ribbon at the top of the app designer, select the **View** tab. +1. In the left navigation, select **(𝑥) Variables**. -1. Select **Collections**. +1. Expand **Collections**. -1. Review the three collections. +1. Review the data in the collections by selecting the ellipisis menu (...) on each and selecting **View table**. Select **Cancel** to close the pop-up. -1. Click the back arrow to return to the canvas. +1. **Close** the tab and select **Leave** to discard any changes. Select **Done**. -1. In the menu, select **File** and then **Close**. If there are unsaved changes click **Don't save**. ## Exercise 2 – Change the visual experience of the canvas app @@ -169,31 +167,34 @@ In this task, you will perform the following changes to the app: - change the variables used for column and row layout -1. Navigate to the Power Apps Maker portal . +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` 1. Make sure you are in the **Development** environment. 1. Select **Solutions**. -1. Click to open the **Fabrikam Environmental** solution. +1. Open the **Fabrikam Environmental** solution. 1. In the **Objects** pane on the left, select **Apps**. -1. Select the **Environmental Work Delivery** app, click on the ellipses (...), and select **Edit**. +1. Select the **Environmental Work Delivery** app, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. 1. In the **Tree view**, select **App**. 1. Select **OnStart** in the **Property Selector**. -1. In the OnStart, change **Set(BarrierSize,20)** to **Set(BarrierSize,10)**. Note that you can click the caret to the right of the formula bar to expand it. +1. In the OnStart, change **Set(BarrierSize,20)** to `Set(BarrierSize,10)` + + **Note:** You can select the caret to the right of the formula bar to expand it. -1. Select the ellipses (...) to the right on App and click **Run OnStart**. Note that the layout adjusts and the tiles become bigger. +1. Select the ellipses (...) to the right of **App** and select **Run OnStart**. Verify that the layout adjusts and the tiles become bigger. -1. In the OnStart, change **Set(LeftHandWidth,App.Width/10)** to **Set(LeftHandWidth,App.Width/12)**. +1. In the OnStart, change **Set(LeftHandWidth,App.Width/10)** to `Set(LeftHandWidth,App.Width/12)` -1. Select the ellipses (...) to the right on App and click **Run OnStart**. Note that the layout adjusts. +1. Select the ellipses (...) to the right on App and select **Run OnStart**. Note that the layout adjusts. + +1. **Close** the tab and select **Leave** to discard any changes. Select **Done**. -1. In the menu, select **File** and then **Close**. If there are unsaved changes click **Don't save**. ### Task 2.2 - Colors @@ -202,21 +203,19 @@ In this task, you will perform the following changes to the app: - change the variables used for colors - update the colors used for controls in the gallery -1. Select the **Environmental Work Delivery** app, click on the ellipses (...), and select **Edit**. +1. Select the **Environmental Work Delivery** app, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. 1. In the **Tree view**, select **App**. 1. Select **OnStart** in the **Property Selector**. -1. In the OnStart, change **Set(FabrikamBackColor,RGBA(0,0,0,1))** to **Set(FabrikamBackColor,Color.Black)**. - -1. In the OnStart, change **Set(FabrikamFrontColor,RGBA(255,255,255,1))** to **Set(FabrikamFrontColor,Color.Azure)**. +1. In the OnStart, change **Set(FabrikamBackColor,RGBA(0,0,0,1))** to `Set(FabrikamBackColor,Color.Azure)` -1. Select the ellipses (...) to the right on App and click **Run OnStart**. Note that the colors change. +1. In the OnStart, change **Set(FabrikamFrontColor,RGBA(255,255,255,1))** to `Set(FabrikamFrontColor,Color.Black)` -1. In the menu, select **File** and then **Save**. +1. Select the ellipses (...) to the right of App and select **Run OnStart**. Note that the colors change. -1. Click the back arrow to return to the canvas app editor. +1. Select **Save**. 1. In the **Tree view**, select and expand **ProjectScreen**. @@ -224,23 +223,22 @@ In this task, you will perform the following changes to the app: 1. Select **ProjectTitleTextInput** and select **BorderColor** in the **Property Selector**. -1. Replace the RGBA value in the formula bar with **FabrikamColor**. +1. Replace the RGBA value in the formula bar with `FabrikamColor` 1. Select **ProjectTypeComboBox** and select **ChevronBackGround** in the **Property Selector**. -1. Replace the RGBA value in the formula bar with **FabrikamColor**. +1. Replace the RGBA value in the formula bar with `FabrikamColor` 1. Select **BorderColor** in the **Property Selector** for the **ProjectTypeComboBox**. -1. Replace the RGBA value in the formula bar with **FabrikamColor**. +1. Replace the RGBA value in the formula bar with `FabrikamColor` -1. Repeat the steps to change the **BorderColor** and **ChevronBackGround** color to FabrikamColor for **ProjectStatusDropDown**. +1. Repeat the steps to change the **BorderColor** and **ChevronBackground** color to `FabrikamColor` for **ProjectStatusDropDown**. -1. Repeat the steps to change the **BorderColor** and **IconBackground** color to FabrikamColor for **EstimatedCompletionDate**. +1. Repeat the steps to change the **BorderColor** and **IconBackground** color to `FabrikamColor` for **EstimatedCompletionDate**. -1. In the menu, select **File** and then **Save**. +1. Select **Save**. -1. Click the back arrow to return to the canvas app editor. ### Task 2.3 - Background @@ -250,9 +248,9 @@ In this task, you will perform the following changes to a screen: 1. In the **Tree view**, select **ProjectScreen**. -1. In the Properties pane on the right-hand side, select **Background image** > **+ Add an image file**. +1. In the **Properties** pane on the right side, select **Background image** > **+ Add an image file**. -1. Locate and select the **Texture.jpg** file and click on **Open**. +1. Locate and select the **Texture.jpg** file and select **Open**. > This file is located in the Documents\PL-200 folder on your machine. @@ -260,9 +258,8 @@ In this task, you will perform the following changes to a screen: 1. Select **Fit** in the **Image position** drop-down. -1. In the menu, select **File** and then **Save**. +1. Select **Save**. -1. Click the back arrow to return to the canvas app editor. ### Task 2.4 - Label @@ -278,11 +275,10 @@ In this task, you will perform the following changes to a label: 1. Select **Card3LabelHeader** and select **Text** in the **Property Selector**. -1. In the formula bar, change **"Active Milestones"** to **"Active Outcomes"** +1. In the formula bar, change **Active Milestones** to `Active Outcomes` -1. In the menu, select **File** and then **Save**. +1. Select **Save**. -1. Click the back arrow to return to the canvas app editor. ### Task 2.5 - Button @@ -295,7 +291,7 @@ In this task, you will perform the following changes to the button: 1. Select the ellipses (...) next to **Button2** and select **Rename**. -1. Enter **SaveBtn**. +1. Enter `SaveBtn` 1. With the button still selected, select **DisplayMode** in the **Property Selector**. @@ -303,11 +299,12 @@ In this task, you will perform the following changes to the button: ```If(CountRows(OutcomeGallery.AllItems) > 0, DisplayMode.Edit, DisplayMode.Disabled)``` -1. In the menu, select **File** and then **Save**. +1. Select **Save**. + +1. Select **Publish**. -1. Click **Publish**. +1. Select **Publish this version**. -1. Click **Publish this version**. ## Exercise 3 – Logic @@ -325,31 +322,34 @@ In this task, you will perform the following changes to the screen: 1. Select **Solutions**. -1. Click to open the **Fabrikam Environmental** solution. +1. Open the **Fabrikam Environmental** solution. 1. In the **Objects** pane on the left, select **Apps**. -1. Select the **Environmental Work Delivery** app, click on the ellipses (...), and select **Edit**. +1. Select the **Environmental Work Delivery** app, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. 1. In the **Tree view**, select and expand **OutcomeScreen**. 1. Select and expand **OutcomeForm**. -1. In the Properties pane, click **Edit fields**. +1. In the **Properties** pane, select **Edit fields**. -1. Click **+ Add field**. +1. Select **+ Add field**. -1. Select **Outcome Status**. +1. Select `Outcome Status` -1. Click **Add**. +1. Select **Add**. -1. Select the ellipses (...) next to **Status Reason** and select **Remove**. +1. Select the **More actions** menu (...) next to **Status Reason** and select **Remove**. 1. Select and expand **OutcomeGallery**. 1. Select **Subtitle5_1** and select **Text** in the **Property Selector**. -1. In the formula bar, replace **ThisItem.'Status Reason'** with **ThisItem.'Outcome Status'** +1. In the formula bar, replace **ThisItem.'Status Reason'** with `ThisItem.'Outcome Status'` + +1. Select **Save**. + ### Task 3.2 - Outcome form @@ -362,7 +362,7 @@ In this task, you will perform the following changes to the screen: 1. Select **NextArrow5_1** and select **OnSelect** in the **Property Selector**. -1. In the formula bar, replace **NewForm(OutcomeForm)** with **Select(Parent)**. +1. In the formula bar, replace **NewForm(OutcomeForm)** with `Select(Parent)` 1. Select **OutcomeForm** and select **Item** in the **Property Selector**. @@ -370,6 +370,9 @@ In this task, you will perform the following changes to the screen: ```LookUp(Outcomes, Outcome = OutcomeGallery.Selected.Outcome)``` +1. Select **Save**. + + ### Task 3.3 - Milestone form In this task, you will perform the following changes to the screen: @@ -382,7 +385,10 @@ In this task, you will perform the following changes to the screen: 1. Select **NextArrow5** and select **OnSelect** in the **Property Selector**. -1. In the formula bar, replace **NewForm(OutcomeForm)** with **Select(Parent)**. +1. In the formula bar, replace **NewForm(OutcomeForm)** with `Select(Parent)` + +1. Select **Save**. + ### Task 3.4 - Project type @@ -396,15 +402,18 @@ In this task, you will perform the following changes to the screen: 1. Select **ProjectTypeComboBox** and select **DefaultSelectedItems** in the **Property Selector**. -1. In the formula bar, enter **ThisItem.'Project Type'**. +1. In the formula bar, enter `ThisItem.'Project Type'` + +1. Select **Save**. -1. In the menu, select **File** and then **Save**. +1. Select **Publish**. -1. Click **Publish**. +1. Select **Publish this version**. -1. Click **Publish this version**. +1. **Close** the canvas app designer tab. + +1. Select **Done**. -1. In the menu, select **File** and then **Close**. ## Exercise 4 – Power Automate @@ -417,27 +426,27 @@ In this task, you will perform the following changes to the screen: - create an instant flow for use in the canvas app - perform a flow action to reset the status of a Milestone -1. Navigate to the Power Apps Maker portal . +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` 1. Make sure you are in the **Development** environment. 1. Select **Solutions**. -1. Click to open the **Fabrikam Environmental** solution. +1. Open the **Fabrikam Environmental** solution. 1. In the **Objects** pane on the left, select **Cloud flows**. 1. In the solution, select **+ New** > **Automation** > **Cloud flow** > **Instant**. - > NOTE: If a Welcome to Power Automate dialog appears, click **Get Started**. + > NOTE: If a Welcome to Power Automate dialog appears, select **Get started**. -1. Enter **Reset milestone status** for **Flow name** +1. Enter `Reset milestone status` for **Flow name**. 1. Select **PowerApps** for **Chose how to trigger this flow**. -1. Click **Create**. +1. Select **Create**. -1. Click on **+ New step**. +1. Select **+ New step**. 1. Select the **Microsoft Dataverse** connector. @@ -445,19 +454,20 @@ In this task, you will perform the following changes to the screen: 1. Select **Milestones** for **Table name**. -1. Click in the **Row ID** field. +1. Select the **Row ID** field. -1. In **Dynamic content**, select **Ask in PowerApps**. +1. In **Dynamic content**, select **Ask in PowerApps**. -1. Expand **Show advanced options**. +1. Expand **Show advanced options**. -1. Enter **0** for **Milestone Percentage Complete**.. +1. Enter `0` for **Milestone Percentage Complete**. 1. Select **Planned** for **Milestone status**. -1. Click **Save** and wait for the flow to save. +1. Select **Save** and wait for the flow to save. + +1. Select the **🡠** back arrow in the top left of the flow editor. -1. Click the back arrow icon in the top-left of the flow editor. ### Task 4.2 - Add flow to canvas app @@ -468,21 +478,19 @@ In this task, you will perform the following changes to the screen: 1. In the **Objects** pane on the left, select **Apps**. -1. Select the **Environmental Work Delivery** app, click on the ellipses (...), and select **Edit**. - -1. In the left menu, select the **Power Automate** icon. +1. Select the **Environmental Work Delivery** app, select the **Commands** menu (...), and select **Edit** > **Edit in new tab**. -1. Click **+ Add flow**. +1. In the left navigation, select **Power Automate**. -1. Select **Reset milestone status**. +1. Select **+ Add flow**. -1. The flow will be added to the app. +1. Select **Reset milestone status**. The flow will be added to the app. 1. In the **Tree view**, select and expand **OutcomeScreen**. 1. Select **SaveBtn**. -1. Select the ellipses (...) next to the button in the Tree View and select **Copy**. +1. Select the ellipses menu (...) next to the button in the **Tree view** and select **Copy**. 1. In the **Tree view**, select and expand **MilestoneScreen**. @@ -490,13 +498,13 @@ In this task, you will perform the following changes to the screen: 1. Select the ellipses (...) next to **SaveBtn_1** and select **Rename**. -1. Enter **ResetBtn**. +1. Enter `ResetBtn` -1. Select **Text** in the **Property Selector** and enter **"Reset"**. +1. Select **Text** in the **Property Selector** and replace with `"Reset"` -1. Select **DisplayMode** in the **Property Selector** and change the formula to use the **"MilestoneGallery"**. +1. Select **DisplayMode** in the **Property Selector** and change the formula to use the `"MilestoneGallery"` -1. Select **OnSelect** in the **Property Selector**. +1. Select the **OnSelect** property in the **Property Selector**. 1. Enter the following formula: @@ -504,39 +512,37 @@ In this task, you will perform the following changes to the screen: 1. Drag **ResetBtn** under the form. -### Task 4.3 - Publish and share the app -1. In the menu, select **File** and then **Save**. +### Task 4.3 - Publish and share the app -1. Click **Publish**. +1. Select **Save**. -1. Click **Publish this version**. +1. Select **Publish**. -1. In the menu, select **File**. +1. Select **Publish this version**. -1. Click **Share**. +1. Select **Share**. -1. Enter **Alex** in **Enter a name, email address, or Everyone**and select **Alex Wilber** +1. Enter `Alex` in **Enter a name, email address, or Everyone** and select **Alex Wilber**. -1. Click **Share**. +1. Select **Share**. -1. Enter **Patti** in **Enter a name, email address, or Everyone** and select **Patti Fernandez**. +1. Enter `Patti` in **Enter a name, email address, or Everyone** and select **Patti Fernandez**. 1. Check the **Co-owner** box. -1. Click **Share**. - -1. Click **Cancel** to close the sharing pane. +1. Select **Share**. 1. **Close** the tab. + ## Exercise 5 – Solutions In this exercise, you will export the solution from the Development environment and import it into the Live environment. ### Task 5.1 – Export managed solution -1. Navigate to the Power Apps Maker portal . +1. Navigate to the Power Apps Maker portal `https://make.powerapps.com` 1. Make sure you are in the **Development** environment. @@ -546,15 +552,16 @@ In this exercise, you will export the solution from the Development environment 1. Select **Export solution**. -1. Click **Next**. +1. Select **Next**. 1. The version number should have been incremented to **1.1.11.10**. 1. Select **Managed** for **Export As**. -1. Click **Export**. +1. Select **Export**. + +1. The export will be prepared in the background. When the solution is ready, select the **Download** button. -1. The export will be prepared in the background. When the solution is ready, click the **Download** button. ### Task 5.2 – Export unmanaged solution @@ -562,21 +569,20 @@ In this exercise, you will export the solution from the Development environment 1. Select **Export solution**. -1. Click **Next**. +1. Select **Next**. 1. The version number should have been incremented to **1.1.11.11** 1. Select **Unmanaged** for **Export As**. -1. Click **Export**. +1. Select **Export**. -1. The export will be prepared in the background. When the solution is ready, click the **Download** button. +1. The export will be prepared in the background. When the solution is ready, select the **Download** button. -### Task 5.3 – Import managed solution -1. Switch environments by using the Environment Selector in the upper right corner of the Maker portal. +### Task 5.3 – Import managed solution -1. Select the **Live** environment from the list. +1. Switch to the **Live** environment using the **Environment Selector** in the upper right corner of the Maker portal. 1. Select **Solutions**. @@ -584,6 +590,7 @@ In this exercise, you will export the solution from the Development environment 1. Select **Browse**, change to the **Downloads** folder and select **FabrikamEnvironmental_1_1_11_10_managed.zip** and select **Open**. -1. Click **Next**. +1. Select **Next**. + +1. Select **Import**. The solution will import in the background. -1. Click **Import**. The solution will import in the background.