New modern Command Bar

The sample of using command bar with functional consultant. Using the command bar to prepare the POC/Demo solution for customer.

My challenge

In my role as a Business Analyst/Functional Consultant, I'm tasked with presenting a DEMO to a new client. Drawing from my experience, which includes some developer skills, I'm exploring alternative approaches to executing the DEMO without relying on the development team's assistance - because of the available resources.

My case My current task involves creating a new button on the Command bar to initiate an approval request. Traditionally, I've sought support from the development team for such tasks. However, with the introduction of the new app designer, I've discovered the ability to handle this independently, especially in simpler cases.

Scenario: I'm in the process of preparing a DEMO for a customer, and I have a specific requirement: Upon creating an Account master data record, the user needs to submit this record to the IT Admin for verification and subsequent creation of a new record in another system. To demonstrate this functionality, I've crafted a custom button called "Customer Master Maintenance request" (CMM request) on the Account form's command bar. When this button is clicked, it triggers an action that updates the Account record's status to "CMM requested". Subsequently, the system initiates a Status change to send an Approval request to the IT Admin for review and approval."

Proving steps

Sample steps

Doing...

Create a custom button "CMM Request"

Open the new App Designer from make.powerapps.com >> then select the Account view >> click Edit Command bar >> click Edit or Edit in new tab.

Edit command bar

After that, the new windows will pop up. You must select the area where you create the custom button.

• Main grid: select if you want to create the button on the Account Main view

• Main form: select if you want to create the button on the Account Main form

• Subgird view and Associate view: select if you want to create the button on subgrid/ associate view into the Account main form.

And in my scenario, I will select the Main form.

New studio for creating custom button

Now, here, click New >> choose Command >> then input the Label, Icon to define the button as below.

New "CMM Request" custom button

In the next step, we will define the Action of this button by Power Fx language. So, in my situation, I will show the notification and update the Account status to "CMM Requested".

Action >> Run Formula

--powerfx--
If(Confirm( "Do you want to submit CMM request?"),
    Patch(Accounts,Self.Selected.Item, {'Status Reason' : 'Status Reason (Accounts)'.'CMM Requested'}))
    

In some cases, you can configure the Visibility button to improve the UX/UI. 😍 (configure in the option Visibility >> Run Formula).

Okay... the final step is "Save and Publish" >> then open the app and check...

New button is working

Yeah.. the button is run as well. The Status Reason has been changed to "CMM Requested".

At this time, the Approval Flow will be run because I created the Approval Power Automate trigger on the field "Status Reason" changed.

Create an Approval - Power Automate

Sample approval flow

For more details - you can find the link: Customize the command bar using command designer.

Thank you and hopping well. [NTD]yns.asia ...invite me a cup. ☕ Thank you. ❤️