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UAT Updates#7

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cheinrichs-oddball merged 8 commits intomainfrom
uat-updates
Feb 26, 2026
Merged

UAT Updates#7
cheinrichs-oddball merged 8 commits intomainfrom
uat-updates

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@cheinrichs-oddball cheinrichs-oddball commented Feb 19, 2026

Power Platform scope

App / Solution:
Environment(s) impacted:
Change type (check all that apply):

  • Model-driven app (forms/views/commands)
  • Web resources (JS/HTML/CSS/images)
  • Dataverse schema (tables/columns/relationships/choices)
  • Business logic (Business Rules / Power Automate / Workflows)
  • Plugins (C# / registered steps)
  • Data migration (dataflows / M scripts / scripts)
  • Security (roles/teams/field security)
  • Integrations (connections / connectors / DLP)
  • Other:

Description

Updating javascript and markup to match the updated UX for the Request and the Review:

  • Removed the Business Process Flow, so we use the new admin_governance_task_list field to power the review process.
  • We added custom apps for File Upload and Edit Requests, and both of those launch with javascript in command bar buttons

What changed

Deployment notes

  • Delivery mechanism:
  • Solution name + version:
  • Manual steps required:
  • Secrets / connections / DLP needed:
  • Rollback plan:

How to test this change

  1. Use the file upload feature in a Request
  2. Use the "Progress to a new step" feature in the Review
  3. Use the Edit Request custom form

Verified in environment(s)

  • Dev

Risk / impact

  • Data impact:
  • Backward compatibility:
  • Performance considerations:

PR Author Checklist

  • I described what changed and why.
  • I included clear test steps and validated in at least one environment.
  • I updated documentation/README if this changes how we deploy or develop.
  • If schema changed, I noted the Solution + components affected.
  • If plugin changed, I noted the message/step/stage and confirmed it runs as expected.
  • If data migration/dataflow changed, I tested with representative data.
  • No secrets, tokens, or environment-specific IDs were committed.

PR Reviewer Guidelines

  • Prefer pulling the branch and validating in the listed environment(s), not only reading code.
  • When approving, state why (tested in Dev, reviewed deployment notes, etc.).
  • For platform changes: verify solution/deploy steps are clear and complete.
  • For plugins: sanity-check registration details (Message, Stage, Filtering Attributes, Secure/Unsecure config).

@cheinrichs-oddball cheinrichs-oddball requested a review from a team as a code owner February 19, 2026 16:12
@cheinrichs-oddball cheinrichs-oddball requested review from WyattEmme-Oddball and removed request for a team February 19, 2026 16:12
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Pull request overview

This PR updates the IT Governance model-driven app web resources to align with the updated Request/Review UX, including moving stage/progress behavior off the Business Process Flow and into the new governance step field, plus launching custom pages from command bar actions.

Changes:

  • Reworked environment banner to use Xrm.App.addGlobalNotification banners instead of DOM injection.
  • Added new command handlers to open custom pages (Edit Requests, File Upload) and a quick-create activity log flow.
  • Introduced new/updated HTML web resources for request/review progress tracking and updated existing request intake web resources to use new_admingovernanceprocessstep.

Reviewed changes

Copilot reviewed 14 out of 16 changed files in this pull request and generated 4 comments.

Show a summary per file
File Description
apps/it-governance/web-resources/js/showEnvironmentBanner.js Switches environment indicator from injected DOM banner to global notification banner.
apps/it-governance/web-resources/js/openRequestEditsModal.js Adds command handler to open the Edit Requests custom page modal and refresh the form.
apps/it-governance/web-resources/js/openProgressToNewStepModal.js Adds command handler that opens an Activity Log quick-create with prefilled lookups/user/date.
apps/it-governance/web-resources/js/intakeReview.js Updates section visibility logic and adds progress-tracker update logic on load.
apps/it-governance/web-resources/js/intakeRequestUploadDocumentsButton.js Adds command handler to open the File Upload custom page modal and refresh the form.
apps/it-governance/web-resources/js/intakeRequest.js Updates required fields and replaces legacy governance-step field usage with new_admingovernanceprocessstep.
apps/it-governance/web-resources/js/activityLogQuickCreate.js Adds helper to populate activity description from the selected process step label.
apps/it-governance/web-resources/html/review-progress-tracker.html New review-side progress tracker web resource (renders steps based on status).
apps/it-governance/web-resources/html/review-action-submit.html New web resource to “Complete Action” by saving and resetting ActionCenter state.
apps/it-governance/web-resources/html/request-type.html Updates request start logic to set new_admingovernanceprocessstep.
apps/it-governance/web-resources/html/request-progress-tracker.html New request-side progress tracker web resource with legend + current step text.
apps/it-governance/web-resources/html/intake-upload-files.html New upload UI web resource (currently stubbed).
apps/it-governance/web-resources/html/intake-request-get-started-submit.html Updates “Get started” to set new_admingovernanceprocessstep.
apps/it-governance/web-resources/html/intake-request-complete-header.html Adds a completion/read-only header web resource.
apps/it-governance/web-resources/html/intake-draft-submit.html Updates draft submit behavior to set new_admingovernanceprocessstep and fire change.
apps/it-governance/migrations/scripts/createIntakeRequests.m Updates migration to populate new_admingovernanceprocessstep instead of the deprecated field.
Comments suppressed due to low confidence (2)

apps/it-governance/web-resources/js/intakeReview.js:191

  • updateProgressTracker reads new_admingovernancetasklist, but the rest of the PR consistently uses new_admingovernanceprocessstep for the governance step field. As written, statusValue will be null and the progress tracker won't update on the review form.
    apps/it-governance/web-resources/js/intakeReview.js:186
  • trackerSectionVisible is used as a proxy for existence; if the section exists but is simply hidden, this logs "Unable to find" and exits. Consider checking for the section control separately (missing vs hidden) and only logging an error when it’s truly not present.

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cheinrichs-oddball and others added 4 commits February 24, 2026 12:44
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
updating to handle any errors that may arise adding a notification banner

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
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Looks good to me

@cheinrichs-oddball cheinrichs-oddball merged commit d744c49 into main Feb 26, 2026
1 check passed
@cheinrichs-oddball cheinrichs-oddball deleted the uat-updates branch February 26, 2026 15:05
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3 participants