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You're reading from  Learn Microsoft Power Apps - Second Edition

Product typeBook
Published inSep 2023
PublisherPackt
ISBN-139781801070645
Edition2nd Edition
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Authors (2):
Matthew Weston
Matthew Weston
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Matthew Weston

Matthew is a Microsoft 365 & SharePoint specialist from the Midlands in the United Kingdom. He has spent several years working in various Consultancy roles. Matthew is the Managing Director of Vantage 365, which fuels his love of working on projects surrounding Microsoft 365, especially those that involve SharePoint, Microsoft Teams, Power Apps, and Power Automate. This could be helping businesses find solutions for their problems or offering training to help people use these technologies better. Matthew leads the Black Country Power Apps & Power Automate user group, and the Office 365 & SharePoint User Group in the West Midlands. Matt is a Microsoft Most Valuable Professional in the field of Business Applications.
Read more about Matthew Weston

Elisa Bárcena Martín
Elisa Bárcena Martín
author image
Elisa Bárcena Martín

Elisa Bárcena Martín is currently a project leader at LogiRAIL, having previously worked as a business apps specialist at Intelequia and a project analyst at GlaxoSmithKline. As a Power Platform enthusiast with more than 3 years of experience with the Power Platform, she has steadily grown from her initial role as a developer into her project leader position. She is a scientist and teacher by vocation, loving process optimization and believing in continuous improvement and learning.
Read more about Elisa Bárcena Martín

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The app creation process

In order to create an app from SharePoint, we first of all need to create the data structure. The process we are about to follow applies to SharePoint lists, therefore we must begin by creating our basic data structure.

Preparing your list within SharePoint

This is the first time that we will look at creating an app based on data that we have already created and, for that, we will need to create a list within SharePoint. As previously mentioned, if the list can be viewed in the modern user interface, then you can access the Power Apps menu and customize the form.

We need to start building our lists to hold our data. These could either be single lists or lists that use lookup columns to reference from other lists on our SharePoint site. We can create columns using all of the SharePoint data types; however, there are some limitations that you should be aware of. The more complex fields such as calculated columns and the Managed Metadata columns, and the newer fields...

Lab 2

In this lab, we are going to create a list within Microsoft SharePoint, and then generate an app to replace the list form. In this list form app, we are going to communicate to the user that we want them to use the canvas app that we are going to continue building throughout this book.

Activity 1: Creating the SharePoint list

In this first activity, we are going to create the SharePoint site, lists, and fields for us to start working with:

  1. Navigate to https://portal.office.com and log in using your credentials.
  2. From the app launcher in the top left of the screen, select SharePoint, which will load the SharePoint home screen:

    Figure 3.18: The SharePoint home screen
  3. Click on + Create site and, in the site creation blade that appears on the right of the screen, select Team site:

    Figure 3.19: Choosing a new Team site
  4. Create a new Team site named My Groceries:
Figure 3.20: Creating a new Team site

Follow the remainder of the site creation wizard, and then you will be presented...

Summary

Within this chapter, we have explored the close relationship between SharePoint and Power Apps, and how Power Apps can greatly enhance the way that you work with data. First of all, we explored how we can create an app directly from SharePoint, which is different from how we created apps in previous chapters, either from scratch or from a template. This is especially useful if you are concentrating on getting your underlying data correct first before starting to develop the app itself. Just remember that not all of the data types within SharePoint will map automatically into your Power Apps form, so complex data types such as Managed Metadata or new data types such as Location will be created but will be read-only.

When generating apps from SharePoint, also keep in mind that it will generate an app based on the mobile canvas, so if you need a tablet canvas, then you’ll need to create that from blank and select SharePoint as the data source.

We also looked at how we can...

Questions

  1. Which user experience does SharePoint need to use to allow auto-generation of an app?
  2. Which canvas is the app generated on?
  3. What do I need to do to allow users to use my new form?
  4. What is the key addition to the screens picker on the left-hand side of the screen?
  5. True or false: Managed Metadata fields are fully supported by Power Apps.
  6. If I wanted to change which form was used by SharePoint for editing, where would I go?

Accessing your app through Microsoft Teams

Microsoft Teams is the central collaboration hub for users. It is cited as being the fastest growing product, in terms of user adoption, of all of the Microsoft products throughout its history.

For Microsoft 365, Microsoft Teams provides a window to all of the productivity tools that your users need; therefore, it makes sense for you to allow your users to interact with your Power App without ever leaving Teams. This can now be achieved in two ways, firstly by adding your app as a tab in a channel, but also by adding an app to the rail on the left side of the screen.

As a brief introduction to Microsoft Teams, collaborative areas are broken down into high-level areas called Teams. Behind the scenes, Microsoft Teams creates a SharePoint site and an exchange mailbox to provide the key collaboration and communication tools that have made Microsoft Teams so successful. These teams are then broken down into sub-areas called channels,...

Using the mobile app

One of the biggest drivers for the adoption of Power Apps within organizations is the ability to create mobile apps without the need to pay large development fees. Power Apps, much like other areas of Microsoft 365, has its own dedicated app, which can be downloaded from the relevant app store. Both iOS and Android devices are fully supported, meaning that the reach your app can have can be vast.

The screenshots in this section have been taken using an iOS device:

Figure 4.20: A Power Apps app that has been installed on a mobile device

Once the app has been installed on your device, you can immediately start to use it by launching it from your home screen.

Using the app

When you first launch the Power Apps app, you will be asked to authenticate using the Microsoft 365 credentials that you normally use within the browser. There are a lot of similarities in the user experience between what we saw in Microsoft Teams and what we can see in...

Lab 3

Within this lab, we are going to install and configure the Power Apps mobile app so that we can experience using our Power App as we build it throughout this book. This lab assumes that you have completed Lab 1, and therefore have created the Groceries phone app.

However, you can follow these steps for any other app that you create. First, we will install the Power Apps app, and then we can refer to the above section to pin the Groceries app to the home screen.

Let’s install the mobile app.

Activity 1: Installing the mobile app

This first activity will allow us to install and configure the Power Apps mobile app onto our chosen device. The screenshots in this lab have been taken from an iOS device:

  1. On your mobile device, open the app store that’s relevant to your device.
  2. Search for Power Apps.
  3. Select Power Apps from the search options and select to install it:

Figure 4.25: Power Apps in search options

    ...

Summary

In this chapter, we looked at the version history and what that means for our Power App. We identified that we can happily work on our app in the draft stages without users being able to see our changes. Once the app has been published, it will be marked as Live and will be available for our users to start using. Should the worst-case scenario be realized and we have an error in our app, we can easily revert to a previous version by selecting Restore. The restored app will then become a new version, but won’t be visible to our users until we click Publish.

We also looked at the key ways in which our users can exploit the functionality that’s created using Power Apps. First, we focused on SharePoint, which uses a web part within the modern experience to embed the Power App onto the page. This is done by providing the web part with the app web link or ID, which are obtained from the app’s Details screen.

This experience may be due to the web part...

Questions

  1. What information do I need to provide to the SharePoint web part to render the Power App?
  2. How is an app identified as being the current version that users are actively using?
  3. Can I add a sample app to a Microsoft Teams channel?
  4. Is the Power Apps app available for Android?
  5. What would I do to create the illusion of having the app installed locally on the device?
  6. True or false: A Power App can be installed on a classic SharePoint page.
  7. If I have three versions of an app, that is, 1.0, 2.0, and 3.0 (live), what happens if I restore version 2.0?

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Authors (2)

author image
Matthew Weston

Matthew is a Microsoft 365 & SharePoint specialist from the Midlands in the United Kingdom. He has spent several years working in various Consultancy roles. Matthew is the Managing Director of Vantage 365, which fuels his love of working on projects surrounding Microsoft 365, especially those that involve SharePoint, Microsoft Teams, Power Apps, and Power Automate. This could be helping businesses find solutions for their problems or offering training to help people use these technologies better. Matthew leads the Black Country Power Apps & Power Automate user group, and the Office 365 & SharePoint User Group in the West Midlands. Matt is a Microsoft Most Valuable Professional in the field of Business Applications.
Read more about Matthew Weston

author image
Elisa Bárcena Martín

Elisa Bárcena Martín is currently a project leader at LogiRAIL, having previously worked as a business apps specialist at Intelequia and a project analyst at GlaxoSmithKline. As a Power Platform enthusiast with more than 3 years of experience with the Power Platform, she has steadily grown from her initial role as a developer into her project leader position. She is a scientist and teacher by vocation, loving process optimization and believing in continuous improvement and learning.
Read more about Elisa Bárcena Martín