Customization

Articles

Read First: Customization Recommendations
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...
Customize Tables
Be sure to first read the Knowledge Base 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. Calculate...
Customize Forms
Be sure to first read the Knowledge Base Customization Recommendations article. Create a Custom Version of a BrightWork 365 Form BrightWork supplies a list of the out of the box forms to import during the initial installation. To create your ...
Customize Site Maps
Be sure to first read the Knowledge Base Customization Recommendations  article . Site Maps The purpose of a Site Map is to define the navigation for a Power Platform app such as BrightWork 365. Site Maps are created using a tile-base...
Customize Power BI
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...
Customize Other Components
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 original chart by loading it from the relevant table in Power Apps and u...
Copy Custom Column Data from Requests to Projects
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...
Lookup Columns and Power Automate
When using Power Automate to set the value of a Lookup column, 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 extension . If the r...
Add a Choice Column Using a Table Lookup
Be sure to first read the Knowledge Base article Customization Intro & 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 metho...
Add a Custom Logo as the App Tile
Enter the App Designer for the solution. Add the custom logo as a web resource and select it as the App Tile. ...