Documenting Power Platform Solutions: Best Practices & Tips

Introduction

Today, I want to discuss a topic that’s crucial for anyone building solutions on the Power Platform: Documentation. I know, I know - it’s not the most exciting part of the process, but trust me, it’s essential for creating maintainable and understandable solutions.
In this post, I’ll share some of my best practices and tips for documenting your Power Apps and Power Automate flows. We’ll cover everything from naming conventions to using comments effectively. I’ll even touch on how the new AI copilot can help streamline the documentation process. Let’s get started!

Why Documentation Matters in the Power Platform

Before we jump into it, let’s talk about why documentation is so important in the Power Platform:

• Maintainability: Well-documented solutions are easier to maintain and update over time, even if the original creator isn’t available.
• Collaboration: Clear documentation makes it simpler for team members to understand and contribute to each other’s work.
• Troubleshooting: When issues arise, good documentation can help pinpoint the cause and find a solution more quickly.
• Knowledge Transfer: As team members come and go, documentation ensures that valuable knowledge isn’t lost in the process.

Naming Conventions: The Foundation of Good Documentation

One of the most basic yet crucial aspects of documenting your Power Platform solutions is using clear and consistent naming conventions. Here are some tips:

1. Power Apps Naming Conventions

   • Power Apps forms / controls naming: Use camel-case for control names (e.g. Btn_SaveAsDraft) and no spaces or special characters. You should also use meaningful and consistent names that indicate the object’s role and function.
     Here are more examples of good and bad names for different objects:

     • Screen: HomeScreen
     • Button: Btn_Submit
     • Label: Lbl_UserName
     • Variable: var_UserName
     • Collection: col_Users
     • Data source: ds_Users
     • Gallery: Gal_Users

   • Inline Comments: Another key aspect of the guidelines is the use of comments in the formula editor. Comments are lines of text that Power Apps ignores but help you and other developers understand your formulas.
     You can add comments by using two forward slashes ‘//’ in Power Apps. You should use comments to clarify or provide tips for complex or hard formulas.
     Comments can also be useful if someone else modified the app or if you want to share information with other developers. The advantage of comments is that they stay within the app and you don’t need multiple sources for information (e.g. OneNote, Outlook, Teams, DevOps, etc.).
     Here is one example of a comment for a formula:

     1 2	// This formula checks if the user is an admin If(User().Email in AdminEmails, true, false)

2. Power Automate Naming Conventions

• Action / Trigger Naming: Instead of using generic names like “Actionname x,” try to provide descriptive and meaningful names that clearly indicate the purpose of each action /trigger. For example, if you’re initializing an ID, you could name the action “Initialize Variable - ID” to show its specific functionality.

• Add descriptions in the “Add a note” section: For complex or hard-to-understand actions, it’s crucial to include additional explanations in the “Add a note” section. This helps users grasp the purpose, logic, or formula used in the action. By providing detailed explanations, you can enhance the clarity and understanding of your workflows. E.g.:

  • Show formulas from the action metdadata field(s) for better / faster visibility
  • Explain the purpose and functionality of a particular piece of code or action
  • Clarify complex formulas or expressions
  • Provide context for future maintainers (including yourself!)

    

Leveraging the AI Copilot for Documentation

The new AI copilot in Power Automate can be very helpful for documentation purposes. Here’s how:

• Use the copilot to generate explanations for complex formulas or expressions
• Ask the copilot to suggest meaningful names for actions and variables
• Have the copilot summarize the purpose and functionality of a flow or app Keep in mind that while the AI copilot is a powerful tool, it’s not a substitute for human judgment. Always review and refine the copilot’s suggestions to ensure accuracy and clarity.

  

Documentation and Security Considerations

When using AI tools for documentation, it’s important to keep security in mind:

• Avoid including sensitive data or confidential information in your comments or descriptions
• If you’re using a third-party AI tool, ensure that it complies with your organization’s security policies
• Be cautious when sharing documentation externally, especially if it contains proprietary or sensitive information

Key Takeaways

• Use clear and consistent naming conventions for screens, forms, controls, flows, and actions
• Leverage comments to explain complex formulas, provide context, and clarify functionality
• Take advantage of the AI copilot for generating explanations and suggestions, but always review its output
• Be mindful of security when including sensitive information in documentation or using third-party AI tools

Wrapping Up

Phew, that was a lot to cover! But I hope this post has given you a starting point for documenting your Power Platform solutions.
Remember, a little bit of documentation goes a long way in making your apps and flows more maintainable, understandable, and collaborative.
If you have any tips or best practices of your own, I’d love to hear them! Feel free to share in the comments below. And if you found this post helpful, consider sharing it with your fellow Power Platform developers.
Until next time, happy documenting!