Guides on Power Platform

Warning

Work in progress! We are in the process of updating the information on this page. Subject to change.

Traditionally, end users consume guides in Resco mobile apps. Since Release 16.1 (summer 2023), guides can also be used in various components of the Microsoft Power Platform: Power Apps and Power Pages.

As your backend server, use Microsoft Dataverse - with or without extra Dynamics features. In this configuration, you also don't need to install Woodford.

Getting started

Here's a high-level overview of steps to prepare your environment:

1. Go to https://make.powerapps.com/.
2. Install the Resco Guides managed solution. (How?)
3. Optionally, define some N:N relationships between the Guides table and other tables (if you want to have guides related to other records). (How?)
4. Optionally, define some guide categories. (How?)
5. Use Guides library to create and publish at least one guide.

Create a Power Page

1. Go to https://make.powerpages.microsoft.com/.
2. Ensure you are in the environment with Resco Guides solution installed.
3. Create a new power page or edit an existing one.
4. Go to Pages and select the page where you want to add the guide player.
5. Insert an iframe to the page, then switch to Edit code and use the following code to define the iframe content:
   <iframe frameborder="0" src="/_webresource/rh_rescoplayer/index.html?id=6b9021ba-6495-4207-9e9c-9d6a4aa8219b&data=endpoint%3DPortalWebApi"></iframe>
6. Save the modified code, return to power page design studio, and click Sync to retrieve the latest code.

Set up table permissions

1. Go to Set up > Table permissions and add permissions for 5 tables:
   • Four tables required to run the Guide player (rh_guide, rh_guidecategory, systemuser, and annotation).
   • Web Resource table.

   Read privileges should be sufficient. For the sake of demonstration, you can grant it to all users.

Set up web API access

1. Return to the the Power Pages home page (list of your sites).
2. On your new power page, click the ellipsis button and select Portal management.
3. Select Website > Site Settings from the menu.
4. For each of the four Guide player tables (rh_guide, rh_guidecategory, systemuser, and annotation), create two new site settings:
   • Enable the web API for this table.
   • Set up fields that should be available via web API (or use asterisk for all).

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