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Forms Beginner to Pro For Model Driven Apps
Master model-driven app forms with Helen Devlin. Learn layout, fields, tabs, and sections, then business rules, role-based form design, conditional logic, patterns, and best practices.
Build forms that feel clean, fast, and made for real work. In Forms Beginner to Pro for Model-Driven Apps, Helen Devlin walks you through designing effective Dataverse forms from the ground up—starting with the essentials like layout, fields, sections, and tabs. You’ll learn how to present the right information at the right time, reduce clutter, and make everyday data entry smoother for users across roles.
Then you’ll level up into pro techniques that turn forms into guided experiences. Helen covers business rules, conditional visibility, form variations by security role, quick view and quick create patterns, and best practices for performance and maintainability. You’ll also learn how forms connect with views, commands, and app navigation so the whole model-driven experience stays consistent. By the end, you’ll have a repeatable approach to building forms that are intuitive, scalable, and easy to support.
Course Outline ( Free Preview)
Module 01 - Introduction
In this course module, Helen Devlin guides students through creating professional, user-friendly forms for model-driven apps in Microsoft Dataverse using Power Apps. The focus is on understanding different form types—main, quick create, quick view, and card forms—and how to customize them to enhance user interaction with data. Students will begin by importing a pre-built solution and progressively develop advanced forms to improve app functionality without needing to write code.
Module 02 - Importing Our Solution
In this module, Helen Devlin guides you through importing a pre-built solution into a developer environment on make.powerapps.com, setting the foundation for building forms. You’ll explore the core tables involved—Course, Course Registration, and Contact—and understand their relationships, which are essential for creating dynamic lookup fields in your forms. By the end, you’ll have your solution successfully imported and be ready to start designing beginner-level forms that will progressively advance in complexity.
Module 03 - Creating and Customizing Basic Forms29 min.
In this module, Helen Devlin guides students through creating beginner-level forms within the Power Apps model-driven app environment, focusing on accessing and customizing forms from both the solution and app designers. Students learn how to add and organize form components such as tabs, sections, and fields, including practical tips on managing key columns like owner and auto-numbered fields. The module concludes with publishing the forms and testing them in the live app, setting a solid foundation for more advanced form features in upcoming lessons.
Module 04 - Popular Components and Business Rules38 min.
In this module, Helen guides students through enhancing their model-driven app forms by adding popular components such as subgrids, timelines, and quick views to improve user experience. She explains how these components allow users to view related child records, add notes, and quickly access related information directly within the form. By creating new forms for each module, students learn to compare different designs and configure form visibility and security settings to ensure their enhancements are accessible in the app.
Module 05 - Working With Components31 min.
In this module, Helen guides students through enhancing model-driven forms by incorporating less common but powerful input components such as toggles, star ratings, and option sets to improve usability and visual appeal. She also demonstrates how to add a calendar component to display course schedules, providing users with an intuitive way to view upcoming events directly within the app. This module emphasizes practical form customization techniques that elevate beginner forms to a more professional and user-friendly level.
Module 06 - Specialized Forms15 min.
In this module, Helen demonstrates how to enhance model-driven app forms by creating and configuring quick create forms, allowing users to efficiently add related records without navigating away from the main form. The lesson also covers customizing quick view forms to display more relevant data, improving the user experience by providing key information at a glance. Finally, the module sets the stage for integrating Power Automate to automate processes based on form data, preparing students to elevate their app functionality to a professional level.
Module 07 - Integrating Power Automate26 min.
In this module, Helen guides students through integrating Power Automate with model-driven apps to enhance functionality by automating workflows based on data changes. Students learn how to create automated flows triggered by specific column modifications in Dataverse tables, retrieve related data using "get row by ID" actions, and send customized emails to different recipients. The module also covers advanced concepts like deep linking to records and handling conditional logic within flows, preparing learners to build professional-level automation solutions.
Module 08 - Dataverse Security for Forms8 min.
In this final module, Helen dives into securing forms by demonstrating how to control access at both the form and column levels within a model-driven app. He explains how to enable column-level security to restrict sensitive data, such as registration status, to specific users through custom security profiles. Additionally, Shane shows how to assign security roles to forms, ensuring that only authorized users can view or edit them, empowering you to build professional, secure applications.
Helen Devlin is a Jacksonville native who graduated from the University of North Florida with a Bachelor's degree in Elementary Education in 2016. After 9 years of teaching varying grades (K-5) in Florida and Tennessee, she joined the Pragmatic Works team as a Power Platform Trainer. As a trainer at Pragmatic Works, her primary goal is to help individuals gain confidence in using the Power Platform. While not in the office, she enjoys coffee, brunch, local parks, and spending time with her family.
