Activity Summary PCF for Model-Driven Apps
Nijo Joseph
5XMicrosoft MVP-Business Applications |Senior Architect at KPMG| Pre-Sales and Solutions | Microsoft Sustainability Cloud Architect
It’s been a while since PCF controls were released for general availability. I was busy with my project schedules and finally, I managed to try out one. The Activity Summary grid. We can have activity timelines or sub-grids to view the activities under a record but these do not provide a high-level glance on activities. So I created one PCF to show activity summary, count of each type of activity under a record. This comes with Zero configuration. Whattt?? Yes, Zero configuration.
Follow the steps below to set yours.
- Download the managed solution from here.
- Import the solution to your organization.
- Create a view with the required filters. If you do not require the control to consider certain activity types, you can exclude them in your view filter. The control will consider only the records returned by the view selected.
- Add sub-grid to the form with the view we created.
- Add Activity Summary control to the sub-grid.
Boom! Done.
Wait is there an advanced version? Yes, I will be releasing Activity Summary Pro in the next 2 months :).
Power Apps Evangelist | Power Platform Specialist | Microsoft MVP Alumni
5 年Very nice Nijo Joseph. This will be useful for many organisations. Pro version - gamify and visualise it instead of a grid ???
Principal PM Architect @ Microsoft | Power Platform Product Management
5 年Good on Nijo Joseph. Pro version I guess will have hover over and option to drill into activities as per user need. One small request, as a security best practice please share the source on GitHub if you are sharing the control directly with community. Control code runs in the users client with users previlege so should always be reviewed before import
Solution Architect | 5x Microsoft MVP | Dynamics 365 CE | Power Platform | Community Leader & Speaker
5 年Good one to start with Nijo Joseph??. I like the way it filters at record level rather config level ??. Curious to know what the pro version will do. Looping the boss: Hemant Gaur ??