Customization

Articles

Read First: Customization Notes
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. These changes are typically done in the Make area of...
Add a New Form Tab
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 upgrade changes will need to be manually appl...
Add a New Form Section
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 upgrade changes will need to be manually appl...
Customize Tables
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’: Columns: It is safe to edit column titles. Calculated and rollup columns should...
Customize Site Maps
Be sure to first read the Customization Notes article. Unlike many solution customizations which will not merge with product upgrades to the same components, Site Map customizations will successfully merge with Site Map updates made in Brigh...
Add a Custom Logo
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 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 up...
Customize Other Elements
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 modifying any existing system charts, instead modify a copy of the original cha...
Add a Choice Column Using a Table Lookup
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 achieve this, but the method described here ties together much of the content...
Using Power Automate to Set the Value of a Lookup Column
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...
Copy Data from Custom Request Columns to Custom Project Columns
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 ...