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Daved1
Helper II
Helper II

add record to Dataverse table Default Form

When i select a Dataverse Table and then select Add Record, how do I know which form is the default form for adding data.  I can set the Default View , but how do I set the default form for adding records ?

Thanks

Dave

1 ACCEPTED SOLUTION

Accepted Solutions
wwweber
Frequent Visitor

In the modern interface you can select the "Form Settings" here:

wwweber_0-1633901507275.png

 

 

 

This will present you with the current form order (showing you which form will be displayed first) and also allow you to set a fallback form and check which security groups have access to the form you are creating. 

wwweber_1-1633901662976.png

 

If you are working on a new entity it could be that the users that you intent to share the model-driven app with do not have the correct access through their assigned security role. You can check this using the "Form Access Checker" 

wwweber_2-1633901719384.png

 

View solution in original post

3 REPLIES 3
Z_Lukowski
Resolver I
Resolver I

Hello @Daved1 ,

Default form when you're adding record in Dataverse would be "MainForm" , In This tab you have your default main form:

Z_Lukowski_1-1633894272720.png

In there you can edit the field you're adding,

If you want to have another form and change it to the defualt it's possible in the "Old" layout , 

1)Click on the cog Icon on your main make.powerapps.com page

2) Click on "Advanced Settings"

3) Click on the Down Arrow button near setting and go to system customizations

Z_Lukowski_2-1633894443453.png

4) Go to the default solution (or yours if you have any), Find your Entity and in the forms tab check "Form Order" and click on "Main form Set" then you can reorder them with a buttton, youre done 🙂

 

Z_Lukowski_0-1633894236994.png

If you want to see the whole process from setting new Column to view it in View mode and Add it to the default form go here:

https://youtu.be/W9uIWIc_Vl4

 

Hope that helped, 

 

BR

Zbigniew

 

 

wwweber
Frequent Visitor

In the modern interface you can select the "Form Settings" here:

wwweber_0-1633901507275.png

 

 

 

This will present you with the current form order (showing you which form will be displayed first) and also allow you to set a fallback form and check which security groups have access to the form you are creating. 

wwweber_1-1633901662976.png

 

If you are working on a new entity it could be that the users that you intent to share the model-driven app with do not have the correct access through their assigned security role. You can check this using the "Form Access Checker" 

wwweber_2-1633901719384.png

 

View solution in original post

@wwweber  and @Z_Lukowski 

 

Thanks for the detailed posts,.  I am not sure how i missed that menu in the modern view for  forms.  I appreciate your help

 

Dave

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