Enhancing Case Management in PowerApps

Enhancing Case Management in PowerApps: Fetch and Edit Task Records Using a Custom Page

Today, someone from one of the WhatsApp groups I am a member of asked for help:

How can I implement the following in a PowerApps model-driven app? I have a case form and want to add a custom page that, upon loading, retrieves all task records associated with a specific case entity. These tasks should be displayed in a grid, and when I select a task from the grid, I need to edit that task record. Could you provide some insight?

In this blog post, I’ll walk you through how to add a custom page in a model-driven app for the Case entity and retrieve related Task records dynamically using ModelDrivenFormIntegration. We’ll also display these tasks in a grid and allow users to edit task records upon selection.

Why Use a Custom Page?

Custom pages in PowerApps model-driven apps give flexibility in UI design while still integrating seamlessly with Dataverse. By leveraging ModelDrivenFormIntegration, we ensure the custom page dynamically pulls the related Task records for each Case entity record.

Step 1: Create a Custom Page in PowerApps

1. Open PowerApps Maker Portal.
2. Navigate to Apps and select your model-driven app.
3. Click Edit → Pages → Add page → Select Custom page.
4. Name the page (e.g., CaseTasksPage).
5. Click Save and Publish the app.

Step 2: Add a Gallery to Display Task Records

Once inside the custom page, we will use a Gallery control to list all Task records related to the selected Case.

If(
    !IsEmpty(ModelDrivenFormIntegration.Item), 
    Filter(Tasks, regardingobjectid = ModelDrivenFormIntegration.Item.'Case ID')
)

Here,

• ModelDrivenFormIntegration.Item represents the current Case record.
• We use Filter(Tasks, regardingobjectid = ModelDrivenFormIntegration.Item.'Case ID') to retrieve only the tasks linked to that Case.

Step 3: Open Task Record for Editing

To allow users to edit a task, we’ll add a Select action inside the Gallery:

If(
    !IsBlank(galTasks.Selected),
    ModelDrivenFormIntegration.OpenForm(
        EntityName."Tasks",
        galTasks.Selected.TaskID,
        FormMode.Edit
    )
)

Here,

• galTasks.Selected.TaskID retrieves the selected Task record ID.
• ModelDrivenFormIntegration.OpenForm() opens the selected Task in edit mode.

Step 4: Test and Publish the Custom Page

Final Thoughts

By using custom pages with ModelDrivenFormIntegration, you can seamlessly integrate Tasks into the Case form, making it easier to track, manage, and edit case-related tasks. This approach enhances the user experience by eliminating the need to navigate through multiple forms manually.

🔹 Enhancements consideration:

• Add more filtering (e.g., based on Task status).
• Include a button to create new Tasks for a case.
• Use Dataverse tables for additional customization.

Happy PowerApp-ing! 🎉