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Power Apps Portal – Remove an Entity from Global Search

If you are not familiar with Portal ‘Global Search’, please refer my other article to learn the steps to configure global search for an entity.

In this article, how to remove global search for a configured entity.

Disable the ‘Search Index’:

  • Open the entity you would want to disable the ‘Global Search’ and navigate to ‘Views’ and open ‘Portal Search’ view.

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  • Rename the ‘Portal Search’ view and ensure the new name doesn’t have the Portal Search term.
  • Save & Publish.
  • This step will block the entity from getting indexed.
  • Connect to Portal and rebuild the ‘Search Index’ by navigating to ‘../_Services/about’ page and click on ‘Rebuild search index’.

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Remove the entity from search filters in ‘Site Settings’:

  • Open the ‘Portal Management’ Model-driven App and go to ‘Site Settings’.
  • Open the ‘search/filters’ site setting and remove the entry for the entity you would want to disable Global Search.
  • As an example, for Account the entry would be ”Accounts:account‘. Remove the entry.

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  • Save the ‘search/filters’ site setting.

🙂

 

 

[Step by Step] Power Apps Portal – Configure Global Search

In this article, lets learn how to configure global search in ‘Power Apps Portals’.

What is Global Search in Portals:

  • Global search of portals allows you to search for records across multiple entities.
  • Allows you to search across multiple columns and configure what columns of an entity would be searchable.
  • By default, few OOB portal entities are enabled for Global Search. To name a few ‘Knowledge Article, Blog, Blog Post, Forum, etc…’.

So lets see how to configure global search for other entities. I am taking ‘Account’ entity for this article and you can pick the entity of your choice.

Prerequisites:

  • PowerApps account. Refer here to get an account.
  • PowerApps Portal. Refer link for steps to enable portal.

Once you fulfill the Prerequisites, you would get the following two Apps in your PowerApps maker portal.

  • ‘Portal Management’ – Model-driven App which contain Portal related entities.
  • ‘Portal’ – Portal app. I named my Portal App as ‘ExpMay2020’.

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Following are the high level steps to enable global search for ‘Account’ entity.

  • Add/Update Portal ‘Site Settings’.
  • Create a ‘Portal Search’ view in Account entity
  • Add Portal ‘Web Page’ to display the search result.
  • Add ‘Site Marker’ for the ‘Web Page’
  • Grant permissions to Portal Users
  • Rebuild Search Index

Lets get started.

Add/Update Portal ‘Site Settings’:

  • Open the ‘Portal Management’ Model-driven App.
  • Go to ‘Site Settings’ and Add a new ‘Site Setting’ by Name ‘Search/EnableAdditionalEntities’ and  Value ‘true’.
    • Note: Name should be exact match. If you already have ‘Search/EnableAdditionalEntities’ site setting, make sure the Value is set to ‘true’.

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  • Also make sure the OOB Site Setting ‘Search/Enabled‘ is set to ‘true’.
  • Add a new site setting ‘search/filters’, if not exists already. Open the record, if already exists.

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  • Set the Value with following pattern {YourDesiredName:EntityLogicalname}.
  • In my case, its ‘Accounts:account‘.
    • Multiple entities must be separated by Comma(,) (i.e., Accounts:account,Contacts:contact)

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Create a ‘Portal Search’ view in Account entity:

Open the Solution and go to ‘Account’ entity.

  • Create a new View by name ‘Portal Search‘.

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  • Add the columns which you want to search to the view.

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  • Save & Publish.
  • Once saved, view shows as below.

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Add Portal ‘Web Page’ to display the search result:

To open and display the Account record from ‘Global Search’, we need a new ‘Web Page’ with ‘Account’ Entity Form.

  • Create a new ‘Entity Form’ by selecting ‘Account’ entity and map one of the Account form. I’ve named my ‘Entity Form’ as ‘Account’.

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  • Create a new blank ‘Web Page’.

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  • Add a ‘Form’ component to the ‘Web Page’ and map the ‘Account’ entity form created in previous step.

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Add ‘Site Marker’ for the ‘Web Page’:

  • From the ‘Portal Management’ Model-driven App go to ‘Site Markers’.
  • Create a new ‘Site Marker’
    • Name : {EntityName_SearchResultPage}. In my case, its ‘account_SearchResultPage’.
    • Page: Web Page which we created in previous section.

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Grant permissions to Portal Users:

Portal User must have a minimum ‘Global’ Read access on the entity you are configuring global search for. In my case it’s ‘Account’ entity.

  • Create a new ‘Entity Permission’ as below.

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  • Create a new ‘Web Role’ and map the ‘Entity Permission’.

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  • Grant the ‘Web Role’ to the ‘Portal User’.

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Rebuild Search Index:

We left with one last step before we test the Global Search. Its ‘Rebuild Search Index’

  • Connect to your portal. Navigate to ‘../_Services/about’ page.
  • Click ‘Rebuild search index’.

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Test the Global Search:

  • Connect to your Portal.
  • Click on ‘Magnifier’ symbol from the ribbon and type your Account to Search.
    • Note: You can Search only the columns available in your ‘Portal Search’ view added on ‘Account’ entity.

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  • You would get the matching Accounts as below.

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  • Click on the one of the Accounts link and you would be redirected to that ‘Account’.

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Note:

  • Refer this PG’s article for more details.
  • To remove the entity from Global Search refer this article.

🙂

 

 

 

PowerApps Portal – Enable Maintenance mode

February 13, 2020 Leave a comment

During a scheduled maintenance or due to a temporary outage, If you want to bring down your portal and display a proper message to users, PowerApps portal has “Enable Maintenance mode” option.

In this article lets see how to use ‘Enable Maintenance mode’ option.

Prerequisites:

  • Subscribe to 30 days trial and procure an Office 365 account.

Steps to navigate to Portals admin center:

  • Connect to Power Apps maker portal using Office 365 account.
  • Create a new PowerApps portal app, if you don’t have already.

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  • Now from the ‘Apps’ tab, select your portal and go to ‘Settings’.

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  • From the ‘Portal settings’ pane, click on ‘Administration’ link.

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  • You will be redirected to ‘PowerApps Portals admin center’.

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Enable/disable Maintenance mode:

  • Select ‘Portal Actions’ tab and click on ‘Enable maintenance mode’

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  • You get the ‘Enable maintenance mode’ popup.

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  • Under Select page to be used when maintenance mode is enabled: Select one of the following values:
    • Default page: Select this value if you want the default page to be displayed. By default, this option is selected.
    • Custom page: Select this value if you want a custom HTML page to be displayed.
      • Custom page URL: You must ensure that the page URL you provide is publicly accessible. 
  • I opted ‘Default page’ option and clicked on ‘Enable’.
  • If you browse the portal, you would get following screen:

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Notes:

  • When the maintenance mode is enabled, the customers are restricted from browsing any webpages except the <portal URL>/_services/about page.
  • If you opt for ‘Custom page’ option, make sure, the custom page you provided should not contain the x-frame-options:SAMEORIGIN response header, else the page will not load.

🙂

 

Power Apps Portal – Multi Language – ‘Invalid website language’ error

February 1, 2020 Leave a comment

Other day, while configuring multi language on Power Apps portal, I was getting following error while adding ‘Hindi’ as new ‘Website Language’.

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Reason:

  • ‘Hindi’ language was disabled by default in CDS.Portal_Lng5

Fix:

  • From your portal’s ‘Model Driven’ App, go to ‘Advance Settings’, which opens up classic ‘Settings’ sitemap area.

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  • Under ‘Settings -> Administration -> Languages‘ select the Language which you want to enable and click ‘Apply’.

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  • Now go to the portal’s ‘Model Driven’ App and you should be able to create new ‘Website Language’ with enabled ‘Language’ (i.e., Hindi).

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How Multiple Language works in ‘Power Apps Portal’:

  • To enable a new localization (i.e., Language), add a new ‘Localized Content’ record, to every Portal ‘Web Page’.

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  • ‘Localized Content’ record will have a ‘Portal Language’ lookup of ‘Website Language’ record.
  • To add ‘Hindi’ localization to the ‘Web Page’ add a new ‘Localization Content’ record with ‘Portal Language’ lookup set to ‘Hindi’ website language (Refer ‘Fix’ section for how part).

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  • Make sure ‘Published State’ of ‘Localized Content’ is ‘Published’.

Key Notes:

  • By default a ‘Localization Content’ record pointing to base language (i.e., English in my case) gets created when you create a new ‘Web Page’.
  • Web Link Sets:
    • When a new language is activated , a new set of links are created for the newly activated language.

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  • Content Snippets:
    • When a new language is activated , a new set of Snippets are created for the newly activated language.
    • Refer link on usage of ‘Content Snippets’

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  • If you activate a new language after enabling Portal, the metadata will not be installed automatically for the newly activated language.
  • To get the metadata translation for the newly activated language, you must import the metadata translation from the Power Apps Portals admin center.

🙂