Configure forms, charts, and dashboards in model driven apps

Model-driven apps

       Model-driven app design is a component-focused approach to app development. Model-driven app design doesn’t require code and the apps you make can be simple or very complex. Unlike canvas app development where the designer has complete control over app layout, with model-driven apps much of the layout is determined for you and largely designated by the components you add to the app. Model-driven apps start with your data model – building up from the shape of your core business data and processes in the Dataverse to model forms, views, and other components. Model-driven apps automatically generate great UI that is responsive across devices.

Form elements

Model-driven forms are how detailed data for a row is presented to the user during editing and viewing. Forms provide a structured way to represent the data when it is rendered for interaction with the user. Forms abstract the form creator from the exact rendering specifics required to transform the form definition you create for the user’s device size and capabilities. However, when you lay out the form using some knowledge of the current form rendering engine it will help you make more usable forms.

Forms are organized into header, body and footer, each capable of containing form elements like columns. The body of the form is further structured with areas called tabs that contain sections. Tabs and sections can be configured to support columns of form elements giving further structure to the content. 

Standard column Controls

The most common task you will perform when editing a form is placing column controls on the form. A column can be added to the form multiple times if needed, the value shown will be the same for each occurrence. Each control you place on the form you can control the label shown, and other properties like visibility and read only.

                                                                                                                                                   

Configure multiple forms

Users of model driven applications will encounter many forms in their user experience, and will even encounter different forms for the same table depending on their role, job tasks and desired outcomes.

 forms for their security roles.

Configure grids

Editable Grids are special controls for editing select columns from a view without needing to open the specific row. This feature is available out of the box but must be added to the tables in Dynamics 365 for Customer Engagement. Editable Grids are available to use in views and as subgrids placed on forms. You cannot create new rows via the editable grid; you may only use it to update existing rows. These controls use the custom control framework.

Chart:-

Use line charts, pie charts, and bar charts to display your data in a canvas app. When you work with charts, the data that you import should be structured based on these criteria:

• Each series should be in the first row.

• Labels should be in the leftmost column.

Chart Considerations:-

• The entity that contains the data that you want to display.
• The field that you want to summarize as a series.
•  How you want to summarize tha data in those series.
• The field that will be used to group the data into category.                                                                                                                                                                                                                                              
  
  
  

System and Personal Chart:-

System chart:-

• Available to all users with appropriate security.
• Data trimmed by security access.
• Available to used on both System and personal dashboard.

Personal Chart:-

• Can be shared with other users 
• Export as personal, Export as System.
• Only available to use on personal dashboard.

Chart Type:-

1. Column
2. Bar
3. Area
4. Line 
5. Pie
6. Funnel
7. Tag  

Dashboards overview

Dashboards are used to show several areas of an application in a single display. Watch the video for an overview of dashboards.

Multi-stream dashboards

Multi-stream dashboards display data in real time over multiple streams. Each stream can be based on a different table, making them good for high-level overviews such as the Tier 1 Dashboard in the Customer Service hub.

To configure a multi-stream dashboard, you can choose from four different layouts:

The top tiles contain interactive charts that are referred to as Visual Filters. These charts display counts of relevant rows,

 and you can filter data contained within the dashboard by selecting different values contained within the charts.

Multi-Stream dashboard:-

Multi-stream dashboards also provide a Tile view which can be activated by selecting the Switch to 

Tile View button. This option toggles stream data into being displayed as interactive summary tiles

that display the count of rows within each stream.

Single-stream dashboards:-

Single-stream dashboards display data in real time over a single stream. They enable 

a more detailed view of a given table, and as such are good for monitoring fewer but 

more complex data, as represented in the Tier 2 Dashboard of the Customer Service Hub.