Customization

Articles

Read First: Customization Notes
This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Beginning with release September 2023 (v1.8) BrightWork 365 also includes the Form Configurator for a relatively easy method for hiding and showing Project Template Form...
Add a New Form Tab
This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. If you are using BrightWork 365 release September 2023 (v1.8) or newer, also first read  Form Configurato...
Add a New Form Section
This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. If you are using BrightWork 365 release September 2023 (v1.8) or newer, also first read Form Configurator . ...
Customize Tables
This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. Tables Tables are where BrightWork 365 data is stored. Tables have a list of ‘sub-components’: C...
Customize Site Maps
This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. Site Maps The purpose of a Site Map is to define the navigation for a Power Platform app such as BrightWork ...
Add a Custom Logo
This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Enter the App Designer for the solution. In the Properties  tab add the custom logo as a web resource and select it as the App Tile . ...
Customize Power BI Dashboards
Introduction This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Customization of Power BI reports requires a Microsoft Power BI Pro license or an E5/G5 plan (which includes Power BI), and installation of the Microsoft Pow...
Customize Other Elements
This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. System Charts Charts let you see table data in a visual manner.  To create a system chart, rather than m...
Add a Choice Column Using a Table Lookup
This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. A common scenario is the need to create a new choice column in a form. There are several different methods to...
Using Power Automate to Set the Value of a Lookup Column
This article is for BrightWork 365 Release February 2023 (v1.6) and newer. When using Power Automate to set the value of a Lookup column in an unmanaged solution, you must wrap the value in a lookup table plural value (classic name for this is...
Copy Data from Custom Request Columns to Custom Project Columns
This article is for BrightWork 365 Release February 2023 (v1.6) and newer. If working with Lookup columns and Power Automate Flows, see this article for important technical notes. Enabling the copying of data from a custom Request colu...