BWS Smart Sales Tracker Mobile App - Step by Step

 BWS Smart Sales Tracker Mobile (Canvas App companion) to the model driven version.

1) make.powerapps.com

2) Create a Solution or add to existing solution

3) New app from Blank (Phone or Tablet)

4) On HomeScreen add two buttons: a) Contacts b) Accounts and a background logo image

5) OnSelect fx for Contacts: Navigate(MainScreenContacts,Fade)

6) OnSelect fx for Accounts: Navigate(MainScreenAccounts,Fade)

7) Make two +New Screens (MainScreenContacts, MainScreenAccounts)

8) Add vertical Galleries to each of them and point to Dataverse Source to use for each

9) MainScreenContacts --> ContactsGallery OnSelect fx Navigate(EditContactsScreen,Fade)

10) Items fx Filter(Contacts, 'All Contacts')

11) Make an EditContactsScreen with EditContactForm with DataSource fx Contacts

12) Edit and add Fields as needed from panel on the right

13) For the EditContactForm. Item fx ContactsGallery.Selected

14) For the X Button OnSelect fx Back()

15) For the checkmark button OnSelect fx SubmitForm(EditContactForm;Back()

16) For the MainScreenContacts make Title 'BWS Contacts'

17) For the HOME icon button OnSelect fx Navigate(HomeScreen)

18) For the + button (new record) OnSelect fx NewForm(EditContactForm);Navigate(EditContactScreen, None)

19) Repeat Steps for Accounts Button in a similar way

20) Save Test Publish

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Extra:Filter, Search, and LookUp functions (contains video) - Power Platform | Microsoft Learn

Adding custom search, filter and lookup features

ContactGallery: Items fx Examples

//Filter(Contacts, 'Contacts (Views)'.'All Contacts');
//Sort(Sort(Contacts,'Last Name'), 'First Name')
//Sort(Contacts,Contact)
Search(Contacts,TextInputSearchContacts.Text,"address1_city","company","address1_country","firstname")

AccountsGallery Examples:

//Sort(Accounts,Account,SortOrder.Ascending)
//Search(Accounts,TextInputSearch.Text,"accountnumber","address1_city","address1_composite","name")
Search(
    Filter(
    Accounts,
    IsBlank(ComboCity.Selected) || 'Address 1: City' = ComboCity.Selected.Value
    ),
    TextInputSearch.Text,
    "accountnumber",
    "address1_city",
    "address1_composite",
    "name"
)





















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