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Form Customization in UI

  • 1.  Form Customization in UI

    Posted Jul 18, 2019 08:45 AM
    Are there any good reference articles describing the form customization changes within the new UI?  I have been building out new forms for all of our major entities in preparation for cutting over to the new UI and noticed some differences based on the options you select.

    For one, it does not seem the new UI will accept any more than 4 columns across the form.  Any more than that, and it will organize the sections within the tabs as just one column automatically.  The the new UI also doesn't seem to like the field label position at the Top.  In some cases it will allow, in other cases it will just default to Side.  And as far as the header row goes, it now will only make visible 2-3 fields as opposed to 4 (it will accept 4, but puts it in a dropdown).  I was disappointed to see this change, but not sure there's much that can be done about it.

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    Kyle Polliard
    Allegheny Technologies, Inc.
    Natrona Heights
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  • 2.  RE: Form Customization in UI

    SILVER CONTRIBUTOR
    Posted Jul 18, 2019 03:22 PM
    Hi Kyle,

    I have also run into the same issue you are having. Contacted Microsoft Support about the issue and they told me that it was their intent to set it up that way. Forms in the UI don't seem to be as customizable as they are trying to go for the "works on all devices" mentality. Which is nice but it limits us to what we are able to do with customizations. There may be some javascript out there for fixes but I have also found from personal experience that scripts will work great in the Classic Interface, but not the Unified Interface. My only suggestion would be to training, as well as setting up a few forms and modifying their security roles so that the correct form is loaded for the correct user.

    I know its not much help, but its what I have found in the past.

    Jordan

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    Jordan Visina
    CRM Administrator
    Fargo Jet Center
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  • 3.  RE: Form Customization in UI

    TOP CONTRIBUTOR
    Posted Jul 19, 2019 07:07 AM
    @Kyle Polliard, my experience with the header only showing 2-3 fields is that's caused by the screen resolution. If you zoom out (Ctrl -) then it will display all 4 in the header. I don't think we have any forms that have more than 4 columns across in the body. I have found it tricky to get the layout to work as I want since I need a new tab to get a different number of columns or column behavior, but the new "tab" on the form actually takes it off the first page. For me, it's still trial and error to see what's going to work on the forms.
     ​

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    Julie Reynolds
    Enterprise Information Steward II
    Brotherhood Mutual Insurance
    Fort Wayne IN
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  • 4.  RE: Form Customization in UI

    Posted Jul 19, 2019 08:47 AM
    Thanks for the feedback.  I've not tried zooming out, but I think most of our users prefer to increase the zoom level on their screens to see the information more clearly.

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    Kyle Polliard
    Allegheny Technologies, Inc.
    Natrona Heights
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  • 5.  RE: Form Customization in UI

    Posted Aug 14, 2019 12:45 PM
    @Kyle Polliard I am assuming your feedback is about Unified Interface.

    You can add as many tabs and sections to form and they should show up in Unified Interface. The main difference is that the form is responsive and based on the width can stack fields within a section or sections within a tab on top of each other.

    Field label position at top is a known issue that we are tracking.

    For form headers in Unified Interface you now have the ability to use high density headers which will always display up to 4 fields and never truncate the title or the header field values. Please see the details here: https://docs.microsoft.com/powerapps/maker/model-driven-apps/form-designer-header-properties

    Also, you can use the new form designer to customize forms. It gives you a WYSIWYG preview of the form as it looks like in Unified Interface.
    https://docs.microsoft.com/powerapps/maker/model-driven-apps/form-designer-overview

    Thanks
    Anees


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    Anees Ansari
    Program Manager
    Microsoft
    Bellevue WA
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  • 6.  RE: Form Customization in UI

    Posted Aug 14, 2019 01:16 PM
    Thanks for your reply Anees.  Although that raises a few more questions since up until now I did not know we could customize forms in the new UI.  I was always going through the classic view and then switching to the Sales Hub to see my changes.  When I go into PowerApps and view my form, I don't see an option to check high density or low density in the property pane to the right.  Not sure if you can see my screen shot.  Is it supposed to appear somewhere else?


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    Kyle Polliard
    Allegheny Technologies, Inc.
    Natrona Heights
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  • 7.  RE: Form Customization in UI

    Posted Aug 14, 2019 03:30 PM
    Thanks @Kyle Polliard, I should have mentioned that these changes are available as preview right now and need you to opt-in.
    https://docs.microsoft.com/power-platform/admin/preview-october-2019-updates

    As called out on that page please only try these out on non-production envrionments first.

    I will update my documentation to add a note about these being preview only/opt-in settings.

    Thanks
    Anees

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    Anees Ansari
    Program Manager
    Microsoft
    Bellevue WA
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  • 8.  RE: Form Customization in UI

    TOP CONTRIBUTOR
    Posted Aug 14, 2019 09:20 PM
    @Kyle Polliard - Something to keep in mind is the computer's screen resolution, the zoom if the user's browser, as well as if the browser window is maximized or not.

    You may intend to set the form to 3 columns, but you can't "force" this layout as the new UI is auto-responsive to the above items.

    Also, keep in mind that your design needs to keep mobile devices (phone/tablet) in mind. With the smaller form factor screens, the layout of the forms will be auto-adjusted to fit the screen of the device.

    Additionally, there was mention of the Headers. What is visible is, again, based on the above items. As for the mobile device, the headers are presented as the first fields show on the screen.​

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    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    www.acemicrotech.com
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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