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 own custom version of an existing BrightWork 365 form:

  1. Navigate to the unmanaged solution in your dev environment that you use for customizations.
  2. In the Power Apps solution editor add the existing table that contains the form to be modified.
  3. Select the relevant form.
  4. Using Save as, save the form to be modified as a new form with the desired name.

  5. Modify the copy of the form - see the various form customization options below.
  6. 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.
  7. Save and publish the form.
  8. Complete the solution export/import process as described in the Knowledge Base article Customization Intro & Recommendations. 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.
  9. 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.
  10. 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. 


Create a New Form

To create a new 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, see 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, see this Microsoft article.


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.


Configure Various Components on 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, see 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, see this Microsoft article.


Hide or Show the "Related" Tab in a Form

To hide or show the "Related" tab in a form, see this Microsoft article.


Rename a Form

To rename a form in BrightWork365, see this Microsoft article.


Form Sections

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.