On this page you can download an example of the Task Group concept. For a write-up of what Task Groups are please refer to this post. I also go in-depth of the various steps to create this concept in different blogposts.
To install this solution the Checkmark Control needs to be available in your environment. You can download the solution containing from my GitHub here.
Disclaimer: This solution is provided as is. It is not a production ready solution. It is only meant as inspiration how the concept “Task Group” can be used. Only install this solution in develop or sandbox environments.
What is in the solution
|Case Management Task Group||Model-Driven App||The app where you can test drive and see the Task Group concept in action|
|Case||Table||Custom Table where cases get registered and worked|
|Set business process flow Booleans to readonly new stage||Business Rule||This sets the Boolean fields to read-only in the BPF|
|Set basic information based on description and name||Business Rule||This toggles a Boolean in the BPF based on fields on the form|
|Set contact information based on account and contact||Business Rule||This toggles a Boolean in the BPF based on fields on the form|
|Set required on BPF Stage “New”||Business Rule||Set the fields required only after the record is created|
|Case bpf||Business Process Flow||The Business Process Flow containing the Task Group concept|
Install Task Group Example and get started:
To install the Task Group example go to make.powerapps.com. Navigate to solutions on the left-hand side and press import on the top command bar.
A side-pane will open where you need to upload the solution. After you have uploaded the solution press next, review the solution on the next page and press Next again.
This will bring you to a page where you have to select a connection for the connection reference to Dataverse. If you not already have a connection to Dataverse you have to create one. Select the connection from the dropdown or press “New connection”.
If you press “New connection” a new tab will open where you can create the connection reference. Follow the steps on the screen. When you are done, close the tab and press refresh on the import screen. Your newly created connection reference will now be entered. You are now ready to import the solution.
After the solution is imported be sure to publish all customizations.
Now that the installation and the publish of the solution is complete, you can open the Case Management Task Group app. Create a Case record and you can see the Business Process Flow. If you enter the required fields you can see the Checkmarks change from a red cross to a green checkmark.