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Advanced Form Edits instead of Inserts

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Posted on by Community Power Pla...

Hi folks, I'm currently building an advanced form that goes:

1. Mode: Edit (Confirms account details, changes save on form edit, then click next step when done)

2. Mode: Edit (Shows list, able to create new records in that list on edit, then click next step when done adding to list)

3. Mode: Insert (Display form with record/registration #, make a selection from a dropdown, and click submit to save your selection to the record)

But the third step never creates a new record, just edits the one existing record that's created the first time the account runs the form. The number that shows at the top of Step 3 never changes, and a new record/registration is never created in Dataverse, just edited. How can I have the Submit tie the response to the record, and then the next time the Advanced Form is began create a new registration number?

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Community Power Pla... on at

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Re: Advanced Form Edits instead of Inserts

One last update for those looking in the future: I contacted Microsoft and they said this was a known issue that would be fixed sometime in February.
Mira Ghaly 11,409 Super User 2025 Season 1 on at

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Re: Advanced Form Edits instead of Inserts

@Anonymous

So your problem now is to relate the Insert step to your Current Portal User?

If you need to associate the current portal user to your registration you can use below and set to your field on the registration that maps to logged in user
Community Power Pla... on at

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Re: Advanced Form Edits instead of Inserts

So I have an update: I was able to get this to work, but only temporarily. I changed the Form Definition > Record Source > Source Type to Current Portal User, and it works in the Portal. However, once I navigate to that Advanced Form Step in Portal Management again, the Record Source > Source Type has reset to null, and then when I try to go through the Advanced Form it gives me a "Sequence contains more than one element" error.

A peer told me this field resets to blank because since it's an Insert, it doesn't have or need a Record Source, and the Portal Management is returning it to what it should be. Our conclusion is that in this case for this advanced form step, the form is not aware who the Current Portal User is. Maybe something in my Associated Table Reference is to blame?
Community Power Pla... on at

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Re: Advanced Form Edits instead of Inserts

This is set to Yes - is that correct? Thank you for the suggestion.
Fubar 8,010 Super User 2025 Season 1 on at

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Re: Advanced Form Edits instead of Inserts

Not sure if it is this, but it possibly is the "Start New Session On Load" setting of the Advanced Form (Web Form) on the General Tab.
Community Power Pla... on at

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Re: Advanced Form Edits instead of Inserts

So Content > Advanced Forms > [Advanced Form Name] > Sessions, then delete all the sessions?

I tried refreshing the sessions and then went to the portal in a private browser, then signed in. The number of sessions went up by one, but the form displayed the same record number. I submitted the form and went through the steps again in the same private browser and it appeared to create a new session here (reads: Created On [time] in Portal Management), but again just editing the current record.
Mira Ghaly 11,409 Super User 2025 Season 1 on at

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Re: Advanced Form Edits instead of Inserts

@Anonymous

Are you sure this is a new session, Go to Advanced find and look for Advanced Form Sessions (Previously Web Form Sessions) and try to delete all records and try again.
Community Power Pla... on at

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Re: Advanced Form Edits instead of Inserts

I am! This is why I'm confused.
Mira Ghaly 11,409 Super User 2025 Season 1 on at

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Re: Advanced Form Edits instead of Inserts

@Anonymous

Are you sure on your step 3 the form mode is Insert not Edit
Community Power Pla... on at

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Re: Advanced Form Edits instead of Inserts

1. Load Tab / Target Table: account
2. Load Tab / Target Table: account
3. Load Form / Target Table: registration