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Power Pages
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Relate contacts to an application

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Posted on by SwingeyP 52

Here's what I am trying to do (I hope someone can help)

 

This is a model driven app

An applicant hits a (multistep) form (in power pages) and is currently NOT signed in

The applicant registers and creates a contact (Dataverse contact table)

 

Once created the applicant signs in to the form

They now enter details some of which are name and address details. (data is stored in Application Data)

The name and address details on the form should be pre-populated with the information they registered with.

 

When the application form is submitted (I notice a record is created after the first step is completed) the record should be related to the contact.

 

I can not fathom this out - Can you help?

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  • Verified answer
    Fubar Profile Picture
    Fubar 8,491 Super User 2026 Season 1 on at

    Each step in a multi step form (unless it is defined as readonly) will create or save/update.

     

    You can associate the current user in multiple ways depending on what your business need is.  Generally you will add a Lookup to Contact to the respective Table in question, you then configure the Basic Form or Step to associate the current portal user in one of several ways

    • On the Form/Step definition their is a section to configure the association of the portal user "Associate Current Portal User......", OR
    • Create a Metadata record for the Step and use it to set the Contact Lookup to the currently logged in user

    Note: all of these options may not be available in the site designer, you may need to use the Portal/Power Pages Management App to get the additional settings.

    https://learn.microsoft.com/en-us/power-pages/configure/load-form-step#associate-the-current-portal-user-with-the-creation-of-a-record

    https://learn.microsoft.com/en-us/power-pages/configure/configure-multistep-form-metadata#set-value-on-save

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