Configure Components

Introduction to Component Configuration

While there are many configuration options available within a Microsoft 365 Power Platform environment, there are guidelines and best practices that are recommended when working with a managed solution such as BrightWork 365, particularly due to how these would be affected by future solution upgrades. Our guidelines will help you understand the recommended approach to take if you decide to make changes to components of the out of the box solution. You also have the option to reach out to support365@brightwork.com about any upgrade concerns you might have.


Managed and Unmanaged Solutions

The Microsoft Power Platform uses solutions to implement an application lifecycle management process. There are two types of solutions, unmanaged and managed.

Unmanaged solutions are primarily used in development environments when changes are still being made to an application. With unmanaged solutions you can:

  • Add and remove components.
  • Export the solution.

Managed solutions such as BrightWork 365 are fully developed and are intended to be distributed, installed and used for production purposes. The following are attributes of managed solutions:

  • Components cannot be added or removed.
  • You cannot export a managed solution.

For more information see Solution Concepts


BrightWork 365 Solution Components

The Solution Editor screen displays a list of Solution Components relevant to BrightWork 365.


Recommended Process for Component Configuration

Customers can make a limited number of changes directly in the BrightWork 365 managed solution without adversely affecting the upgrade process, such as changes to Dashboards, Business Rules, Security Roles (preserve the BrightWork included roles), and personal Views and Charts. Outside of this very limited set, it is strongly recommended to follow the approach outlined below.
Note: You will need to be at least a Power Platform System Administrator to be able to perform the component configuration steps.

If you decide to modify solution components, we advise to follow Microsoft's recommendation to have separate Dev and Test Power Platform environments, in addition to the original installation Production environment. See Create Environment.

First Time Setup Process for Component Configuration

  1. Install the same version of BrightWork 365 that is installed in your Power Platform Production environment as a managed solution in your Dev and Test environments.
  2. In the Dev environment, create a clean unmanaged second solution. See Create Solution. This unmanaged solution is necessary because it is not recommended to modify components directly in a managed solution. See Understand How Managed Solutions are Merged.

Ongoing Process for Component Configuration

In your Dev environment, in the clean unmanaged solution previously created:

  1. Add new objects (e.g. Project Form) and specific existing BrightWork 365 components requiring modification - do not choose "All Components".
  2. Modify the added components as necessary.
  3. Export your modified solution as a managed solution. See Export Solutions.

In your Test environment:

  1. Back up the current BrightWork 365 solution.
  2. Import the managed solution that contains your modifications; this new imported managed solution will be layered with the original installed BrightWork 365 managed solution.
    Note: Only users with a Power App Per User license should perform a solution import.
  3. Test the functionality of the BrightWork 365 solution with the modified components before proceeding to your Production environment.

In your Production environment:

  1. Back up the current BrightWork 365 solution.
  2. Import the managed solution that contains your modifications. This new imported managed solution will be layered with the original installed BrightWork 365 managed solution.
    Note: Only users with a Power App Per User license should perform a solution import.

Configure Forms in BrightWork 365

Be sure to first read the 

Recommended Process for Component Configuration above.

Forms are maintained in the Forms table. BrightWork will supply a list of the out of the box forms to import during the initial installation. To add your own custom form:

  1. In your unmanaged solution, in Power Platform Solution Editor, add the form to be modified.
  2. Save the form to be modified as a new form in the Power Platform Solution Editor using Save as.

  3. Modify the copy of the form as needed.
  4. In Form settings, change the Security roles of the form to include at least the roles of BrightWork Team Member, System Administrator, and System Customizer.
  5. Save and publish the form.
  6. Complete the solution export/import process as described above. Be sure to Publish the form as part of the export process.
    Note: We generally recommend skipping the check for issues during export since you will be presented with many non-problematic issues that can be ignored.
  7. Copy the GUID of your modified form. The form GUID can be obtained from the URL of the Power Platform edit page of the form. See this example of the form GUID (the highlighted portion only): https://make.preview.powerapps.com/e/123456abcd/entity/bw_request/form/edit/65432gfiul-00987f1?source=powerappsportal.
  8. In the BrightWork 365 app, Admin Area | Forms add a new row to the Forms table and add the Form GUID to the row.

The new form can then be chosen in a template's Details screen. The associated Form GUID will automatically populate after a short wait.

Users with the Project Manager security role can see a read-only version of the Template row in a simplified form that does not include the extra details about forms and BPFs. These users also do not have access to the Forms table. 


Form Configuration Options

Form Columns

You can add, configure, move, or delete columns on a form. Below are the associated Microsoft articles pertaining to the various actions available.


Components in a Form

You can add, configure, move, or delete components on a form. Below are the associated Microsoft articles pertaining to the action you want to do.


Configure Form Properties

The properties available to configure in a form when you create or edit a form using the form designer are:

  • Title
  • Description
  • Max Width
  • Show Image

For information on how to configure, check out this Microsoft article.


Create a Form

To create a form, follow along with the below steps:

  1. Sign in to Power Apps.
  2. On the left navigation pane, expand Data, and then select Tables.
  3. Select a table, such as the account table, and then select the Forms tab.
  4. Select Add form, and then select one of the following
    • Main form
      The contents of the new form are filled using the existing main form definition. If multiple main forms exist, the form at the top of the list in the form order is used to fill the new form.
    • Quick create form
    • Quick view form
  5. When you are done making changes to the form, select Save to save the form, or select Publish if you want to save and make your changes visible to app users.

If you want more information, check out this Microsoft article.


Delete a Form

To delete a form, sign in to Power Apps and then go to Solutions > Open the solution > select the table > Forms tab. Select the form and then select Delete on the command bar.

For more information, check out this Microsoft article.


Edit a Form

To edit a Form, follow the below instructions:

  1. Sign in to Power Apps.
  2. On the left navigation pane, expand Data, and then select Tables.
  3. Select a table and then select the Forms tab.
  4. Select the form name that you want to edit.
    • You can also select the row for a form, and then in the command bar, select Edit form
    • Another alternative is to select ... next to the form name, and then in the menu, select Edit form.
  5. When you are done making changes to the form, select Save to save the form, or select Publish if you want to save and make your changes visible to app users.

For more information, check out this Microsoft article.


Enable or Disable Audit History

System administrators or customizers can change the default audit settings for entities and for specific fields for an entity.

 To enable or disable auditing, follow the following steps in this Microsoft article.


Hide or Show "Related" in a Form

To hide or show "Related" in a form, follow these steps from Microsoft.


Rename a Form

To rename a form in BrightWork365, use the following Microsoft article.


Sections on a Form

You can add, configure, move, or delete sections on a form. Below are the associated Microsoft articles pertaining to the action you want to do.