Tag: MDA
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Creating a Finance App with Model-Driven Apps from Scratch – Part 6
<- Part 1 <- Part 4 <- Part 2 <- Part 5 <- Part 3 In this post, I’m going to explain how to use a rollup field to aggregate values. But first, we need an entity to which we can add these aggregates. Each portfolio should have a list of assets, along with its…
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Creating a Finance App with Model-Driven Apps from Scratch – Part 5
We’ll need to display the total assets in each portfolio. for that first we’ll need for each movement to have two Power FX fields: one showing the amount of assets and the other displaying the amount of currency for that movement. This setup will allow us to aggregate them in the future. The necessary data…
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Creating a Finance App with Model-Driven Apps from Scratch – Part 4
In the last post, we created a field trigger for updating prices in the Assets table. In this one, we’re going to update asset prices using Power Automate and free APIs. We’ll give users the option to update an asset on demand, but we’ll also create a background flow that continuously updates asset prices.
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Creating a Finance App with Model-Driven Apps from Scratch – Part 3
In the previous post, we created the entity ‘Assets’. These assets can be tradable, and when they are tradable, we want to automatically update their price. To achieve this, we need something in the records to change so that the update flow can be triggered.
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Creating a Finance App with Model-Driven Apps from Scratch – Part 2
In the first part of this series, we created the basic app, and the tables and forms for portfolio and movements. In movements, we can select buy, sell, or adjust, but we should also be able to select what we are buying or selling. So in this post, we’re going to create the table Assets…
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Creating a Finance App with Model-Driven Apps from Scratch – Part 1
In this series, I’ll explain how to create a low-code / no-code finance app using Model-Driven Apps in the Power Platform. My goal is to keep it accessible even for people without a coding background by leveraging the no-code tools provided by the Power Platform. However, I might include some code here and there to…
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Autofill Fields in Model-Driven Apps from a Lookup
Sometimes, when creating a form in Model-Driven Apps (MDA), we want to autofill fields based on the relationship in a lookup. This can be triggered either when the lookup is updated, when the form is loaded, or both. In this post, I will explain how to use a generic script to achieve this and how…