Views:

 

 

 

Editing form fields in Power Apps

 

This document will show how to move fields or add them to a form in your akoyaGO CRM. Please note, you must have akoyaGO Administrator permissions to do this.

 

Step 1. Click on the waffle in the top left corner of your akoyaGO CRM.

 

Click on the waffle in the top left corner of your akoyaGO CRM.

 

Step 2. Click on Power Apps

 

Or search for it if you don't see it immediately by clicking All apps and using the search bar.

Click on PowerApps, or search for it if you don't see it immediately by clicking All apps and using the search bar.

 

Type "power"

 

Step 4. In the left nav bar, click on Tables

 

image

 

Step 5. Click on All

 

Click on All

 

Step 6. Search for the table you are looking for e.g. Request, Donor, Payment. Tables are the entities on the left nav bar of your akoyaGO CRM.

 

image

 

Step 7. Click on the table (entity)

 

Click on the table

Step 8. Click on Forms

 

This will open the form as it appears in your akoyaGO CRM.

 

Step 9. Choose the form you want to edit.

 

Tables may have multiple forms.

 

Choose the form you want to edit.

 

Step 10

 

The form will open. You can move fields by dragging and dropping. If you want to move a field from one tab to another, drag it up and hover over the new tab and the tab will open and you can place it where you want.

 

Search for missing fields

 

If you want to add a field to your form that is missing, use the search bar in the left nav bar to find the field. When it appears, drag and drop it into the form.

 

If you want to add a field to your form that is missing, use the search bar in the left nav bar to find the field. When it appears, drag and drop it into the form.

 

Step 11. Save and publish

 

Click on Save and publish