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6

Creating a Finance App with Model-Driven Apps from Scratch – Part I

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#app

#apps

#finance

Power Platform - General

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Jan 6, 2025

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  • The article explains how to create a low-code/no-code finance app using Model-Driven Apps in the Power Platform to manage asset portfolios.
  • The author emphasizes the importance of starting the project by creating a new solution to keep everything organized and easily exportable.
  • Tables are created within the solution, with the main table being 'Portfolios' and a second table for movements, each with specific fields like movement type, amount, quantity, and date/time.
  • The relationship between the two tables is established as 1-to-many, with some minor bugs reported that can be fixed by adding a lookup.
  • The Model Driven App is then created, with tables added to the app and navigation sections adjusted as needed.
  • Forms for the main Portfolio and Movements are edited to display relevant information and improve user experience.
  • Automatic number sequences for the ID field in the Movements table are set up, allowing for easy record creation.
  • Additional customization options such as creating views, editing default views, and adding icons for visual appeal are also discussed.

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