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A community-built Power Platform sample

Create Notes From Canvas

This Canvas App is designed to handle notes related to an OOB (out-of-the-box) account table.

Power Apps
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Shaheer Ahmad
Canvas app for creating account notes and attachments
Last updated
Feb 6, 2024
Category
Canvas apps
Premium license
Not required
Experimental features
No

From idea to implementation

Make it your own.

Check this sample's prerequisites, permissions, and licensing before importing it. The documentation below comes directly from the sample README.

Summary

This Canvas App is designed to handle notes related to an OOB (out-of-the-box) account table. Despite the default Notes table lacking an attachment column, we’ve devised a workaround by creating a custom card with an attachment control.

Key Features:

Users can add, remove, and undo attachments.

Binary data of attached images is captured and stored.

The app supports various document types.

Screenshot 2023-09-02 130516

Applies to

Power Apps

Compatibility

Premium License Experimental Features

Contributors

Version history

Version Date Comments
1.0 February 06, 2024 Initial release

Prerequisites

  • OOB Notes Table
  • OOB Accounts Table

Solution Components

The following solution components are used in this sample:

  • Create Notes From Canvas (Canvas App)
  • Accounts Table (Dependency)
  • Notes Table (Dependency)

Minimal Path to Awesome

  1. Download the solution .zip from the solution folder.
  2. Within https://make.powerapps.com, import the .zip file via Solutions > Import solution > Browse and select the .zip file you just downloaded.
  3. Follow the on-screen instructions to deploy the application.
  4. Access the Creator Kit Template Canvas App.

Using the Source Code

You can also use the Power Apps CLI to pack the source code by following these steps:

  1. Clone the repository to a local drive.
  2. Pack the source files back into .zip file:
    pac solution pack --folder pathtosourcefolder --zipfile pathtosolution  --processCanvasApps

Features

This sample illustrates the following concepts:

  • Streamlined messaging process
  • Visually appealing phone layout UI/UX
  • Real-time collaboration

Help

We do not support samples, but this community is always willing to help, and we want to improve these samples. We use GitHub to track issues, which makes it easy for community members to volunteer their time and help resolve issues.

If you encounter any issues while using this sample, you can create a new issue.

For questions regarding this sample, create a new question.

Finally, if you have an idea for improvement, make a suggestion.

Disclaimer

THIS CODE IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE, MERCHANTABILITY, OR NON-INFRINGEMENT.