Agent Lifecycle Admin Portal — Build Guide

Overview

A canvas app for the governance team to manage agent lifecycle operations. This is NOT an exported app — build it manually in Power Apps Studio following the instructions below.

Note: This guide describes how to construct the app from scratch. No Power Apps package is included in this solution.

Data Sources

Connect to the following Dataverse tables:

Table	Logical Name	Purpose
Agent Lifecycle Record	fsi_agentlifecyclerecord	Master lifecycle state
Sponsor Assignment	fsi_sponsorassignment	Sponsor history
Access Review	fsi_accessreview	Access review records
Deactivation Request	fsi_deactivationrequest	Deactivation approvals
Lifecycle Compliance Event	fsi_lifecyclecomplianceevent	Compliance event log

Adding Data Sources

1. Open Power Apps Studio
2. Select Data from the left panel
3. Click Add data → Dataverse
4. Search for and select each table listed above
5. Verify all five tables appear in the Data panel

Screens

Screen 1: Agent Dashboard

Purpose: Overview of all agent lifecycle records with filtering and status indicators.

Components:

• Gallery showing all agents from fsi_agentlifecyclerecord
• Filter controls:
• Dropdown: Governance Zone (Zone 1 (Personal) / Zone 2 (Team/Departmental) / Zone 3 (Enterprise/Customer-Facing))
• Dropdown: Lifecycle Stage (Onboarding / Active / Under Review / Inactive / Deactivated / Deleted)
• Dropdown: Access Review Status (Not Started / In Progress / Completed / Overdue) — values must match the fsi_ALG_accessreviewstatus option set used by fsi_agentlifecyclerecord.fsi_accessreviewstatus. The "Pending"/"Escalated" labels exist only on fsi_ALG_reviewstatus (used by fsi_accessreview.fsi_reviewstatus); use a separate dropdown when binding to that table.
• Gallery columns: Agent Name, Zone, Stage, Sponsor, Inactivity Days, Next Review Due
• Color coding:
• Green: Active
• Yellow: Under Review / Inactive
• Red: Pending Deactivation

Gallery formula example:

// Note: fsi_governancezone and fsi_lifecyclestage are choice (option set) columns.
// In Power Apps, compare against the choice record (e.g. ddZone.Selected) directly,
// not against .Value. If you use a static dropdown with text Items, compare to .Value.
SortByColumns(
    Filter(
        fsi_agentlifecyclerecords,
        (IsBlank(ddZone.Selected) || fsi_governancezone = ddZone.Selected),
        (IsBlank(ddStage.Selected) || fsi_lifecyclestage = ddStage.Selected)
    ),
    "fsi_agentname",
    SortOrder.Ascending
)

Screen 2: Agent Detail

Purpose: Full lifecycle view for a selected agent with history and actions.

Components:

• Display form showing the full lifecycle record for the selected agent
• Sponsor history gallery — filtered fsi_sponsorassignment records for the selected agent, sorted by fsi_assignmentdate descending
• Access review history gallery — filtered fsi_accessreview records for the selected agent
• Deactivation request history — filtered fsi_deactivationrequest records
• Button: "Request Manual Deactivation" — navigates to a deactivation request form or triggers Flow 4

Navigation: Set OnSelect of gallery items on Screen 1 to navigate here with context:

Navigate(scrAgentDetail, ScreenTransition.None, { selectedAgent: ThisItem })

Screen 3: Compliance Events

Purpose: Audit trail of all compliance events for regulatory review.

Components:

• Gallery showing recent events from fsi_lifecyclecomplianceevent
• Filter controls:
• Dropdown: Event Type
• Dropdown: Compliance Impact (None / Low / Medium / High / Critical)
• Date picker: Date Range (start/end)
• Export functionality: Button to export filtered gallery data to CSV

Export formula example:

// Use a collection to stage data, then export
ClearCollect(colExport, Filter(fsi_lifecyclecomplianceevents, ...));

Note: Canvas app CSV export requires a Power Automate flow or the Download function. See Power Apps documentation for current export options.

Screen 4: Sponsor Management

Purpose: Monitor sponsor coverage and manage reassignments.

Components:

• Gallery of current sponsor assignments where fsi_iscurrent = true
• Highlight indicator for agents with inactive sponsors (fsi_sponsoractive = false)
• Button: "Reassign Sponsor" — opens an edit form to update the sponsor assignment
• Sponsor coverage metric — count of agents with active sponsors vs. total

Security

App Sharing

• Share the app with the governance team security group only
• Do not share with all users in the organization
• Use Dataverse security roles to restrict row-level access where applicable

Data Access

• Use Dataverse row-level security to restrict access by business unit or zone
• Audit all app interactions via Dataverse audit logging
• Do not store sensitive data in app-level variables or collections

Connection Context

• The app runs in the context of the signed-in user's Dataverse permissions
• Verify that governance team members have appropriate Dataverse security roles

Design Recommendations

Setting	Recommendation
Theme	Use organization branding colors
Layout	Responsive layout for tablet and desktop
Loading	Add loading spinners for gallery data refresh
Error handling	Display user-friendly error messages for failed operations

---

Agent 365 Lifecycle Governance v1.1.3