Customization

Introduction to Solution Customization Solution customization primarily refers to any change to a solution object that can be moved within a custom solution to another Power Platform environment. While there are many customization options available...

Be sure to first read the Customization Notes article. If your solution has a custom form and a BrightWork 365 upgrade contains changes to the original out of the box version of that form, the new changes will need to be manually applied to y...

Be sure to first read the Customization Notes article. If your solution has a custom form and a BrightWork 365 upgrade contains changes to the original out of the box version of that form, the new changes will need to be manually applied to y...

Be sure to first read the Customization Recommendations article. Tables Tables are where BrightWork 365 data is stored. Tables have a list of ‘sub-components’: Columns: It is safe to edit column titles. Calculated and rollup colu...

Be sure to first read the Customization Recommendations article. Unlike most solution customizations which will not merge with product upgrades to the same components, Site Map customizations will merge with Site Map updates made in BrightWo...

Introduction If customizations are made to the out of the box Power BI report, when BrightWork releases upgrades that include an updated Power BI report you will need to either keep your own customized report, or use the report included in the upg...

Be sure to first read the Customization Recommendations article. System Charts Charts let you see table data in a visual manner.  To create a system chart, rather than modifying any existing system charts, instead modify a copy of the or...

Be sure to first read the article Customization Recommendations . A common real-world scenario is the need to create a new choice column in a form. There are several different methods to achieve this, but the method described here ties togethe...

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. ...

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 Entity Set Name). To get this value, open the table in the Metadata Browser...

BrightWork 365 versions supported:  v1.2.1.0+ 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 column to a custom Project column...