Customize a Form in Engage

Jan 19, 2024

Forms represent the different page layouts in your environment. Using Power Apps, you can add, rearrange, and delete columns and components on forms for each table. In order to customize a form, you must first bring the necessary components into a solution for your changes.

Bring in the Components for the Solution

Before you can customize a form, you first need to create a solution and bring in the appropriate components for the changes you are making.

Select the Solutions tab. Then select the Solution for these changes.
From the menu ribbon, select Add Existing > Table.
Select the Table for the form you are customizing.
Click Next.
Click Select Components from the Selected Tables list.
Select the Forms tab.
Then select the Form that you want to customize.
Click Add.
Once you've added all of your Components, click Add.

Open the Form Designer

Customizations to forms in Power Apps are made using the Form Designer. The Form Designer provides a real-time preview while you make adjustments to the form. Changes to the form are instantly reflected in the preview, enabling you to see exactly how the form will appear to your users when published.

In the solution, select the Table you added for the form you are customizing.
Select the Forms tab.
Select the Form you added to customize. This will open the Form Designer.

Customize Columns on a Form

The Form Designer gives you the ability to add, rearrange, and delete existing columns, as well as create new columns on a form.

Add and Rearrange Existing Columns

Using the Form Designer, you can add existing columns to a form and rearrange their placement.

Select Table Columns from the Site Map. Here you will see a list of all available columns to add to the form.
Select the Column to add.
Use your cursor to drag and drop the column to rearrange its location on the form. You can also use your cursor to drag and drop to rearrange any column already on the form.

Delete Existing Columns

If there are columns that your firm doesn't plan to use, you can remove them from the form. Removing a column from a form doesn't delete it permantely, and you have the ability to add back columns that have been removed if needed.

Select the Column to remove from the form.
Select the Delete icon. The column has been removed from the form. It is now listed on the list of available columns to add to the form.

Create New Columns

The Form Designer gives you the ability to create new columns for your form.

Select Table Columns from the Site Map.
Select + New Table Column.
Fill out the required information to create your column.
Click Done. The new column will appear on the list of available columns to add to the form.

Customize Components on a Form

The Form Designer gives you the ability to add, rearrange, and delete components on a form, such as tabs and sections.

Add a Component

Using the Form Designer, you can add components, such as tabs and sections, to a form and rearrange their placement.

Select Components from the Site Map. Here you will see a list of the different components to add to the form.
Select the Component to add.
Use your cursor to drag and drop the component to rearrange its location on the form. You can also use your cursor to drag and drop to rearrange any components already on the form.

Remove a Component

If there are components that your firm doesn't plan to use, you can remove them from the form.

Select the Component to remove from the form.
Select the Delete icon.

Save and Publish Changes

Once you have made all customizations to a form, you will need to save and publish your changes so that they are visible to your users.

Select Save.
When you are ready to publish your changes, select Publish.