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Conditionally show/hide steps in multistep form !!

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Hi everyone,

I am stuck on one issue but I am not sure how to solve this. I have created a multistep form. It is based on a single table in the dataverse. I want to show/hide next steps based on the user selection. Let's say in the below form, if user selects 2 options as yes, then the 2 steps should be visible instead of 3. For example, if user selects to apply for "Category B" and "Category C", then only those 2 forms should open for him and the "Category A" should be hidden. How can I achieve this?

@saudali_25 , @Lucas001 , @Fubar , @ragavanrajan tagging you experts as you might have already solved this issue.

Kind Regards,

Hafiz

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Saud Ali 812 Super User 2024 Season 1 on at

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Hi @Anonymous ,

Thanks for mentioning on topic.

A multistep form step can be a Condition type that indicates the step should evaluate an expression. If the expression evaluates to true then the next step is displayed. If the expression evaluates to false and if the Next Step If Condition Fails has been specified, that step will be displayed. The current table is the target used to evaluate the expression against. Record Source defaults to the Record Source of the previous step.

Please go through this official link which explains how you can add conditional steps based on your expression.

Here is another article with conditional steps example just like yours use case. Or you can watch this video.

Feel free to ask, if you have any questions.

Thanks,
Saud

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Community Power Pla... Microsoft Employee on at

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Hi @saudali_25 ,

Thank you so much for your response. However, it is not working for me. May be I am making some mistake.

Below is my configuration:

1. Put the condition on the first page. ("Information page where next step is CategoryA)

2. Set the condition that if step fails, then it should go to the CategoryB.

However, I am getting following error:

My form is below:

Can you please check and guide me? Many thanks !!

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Saud Ali 812 Super User 2024 Season 1 on at

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Hi @Anonymous ,

Assuming you're using two option field on you form. The values of two option are true/false. So, your conditional expression should look like this:

fuj_CategoryA = true

Please give it a try and let me know if you have any issues.

Thanks,
Saud

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Lucas001 2,541 Super User 2026 Season 1 on at

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Hi @Anonymous ,

keep trying what @saudali_25 suggested in the last post.
You will face the addition that when all categories are selected as "no" the button still states "next" but will submit the form. A behaviour you probably don't like.
For that add some custom javascript to your StartStep to change the .val() of your button.

Hope that helps additionally.

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Community Power Pla... Microsoft Employee on at

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Hi @Lucas001 , @saudali_25

Thank you so much for your quick support. I have given it a go using the solution mentioned by @saudali_25 but it is still providing the same error. I am putting the condition on the first page. I have tried using false as a condition but the result is same.

If I do not use "Condition", forms loads successfully.

@Lucas001 you are right. If nothing is selected, form should not be submitted. Can you please suggest a java script and how it will work as I am not expert in javascript?

Thanks again !!

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Saud Ali 812 Super User 2024 Season 1 on at

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Hi @Anonymous ,

I think the only missing configuration from your screenshots is when you're adding a conditional step on your form and defining your step if condition fails, please navigate to that targeted form step -> Form Definition -> Record Source section. Add Source Type as "Results From Previous Step" and Entity Source Step as "Your Conditional Step" Please check below screenshot.

After adding this configuration, it should work. Please give it a try and let me know if you face any problems.

If this solves your problem, you can mark it as Solution and open another ticket for next issues that is probably restricting form submission if no option is selected.

Thanks,
Saud

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Community Power Pla... Microsoft Employee on at

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Hi @saudali_25 ,

Thank you for your guidance. It really makes sense what you are saying and I have given it a try. Somehow, I am getting exactly the same error. Below are my new configurations:

Now, I have set up the configuration below as you recommended. I am getting the same error. However, I have observed that when I click save & close, it does not give me any notification or error when I save. After saving and syncing, when I try, I get the same error I mentioned. However, when I come back to see this configuration, I see that this configuration is set to empty (default configuration)

Do you have any suggestions to implement this? Does it work with you if you give it a try?

Kind Regards,
Hafiz

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Saud Ali 812 Super User 2024 Season 1 on at

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Hi @Anonymous ,

I tried it myself and it works for me. You're right if you sync your changes and come back the lookup would be empty but if you select source type again you will see your changes. May be a bug on this page.

One last thing, for the conditional step you've to use your column's logical name for conditional expression not schema name. Can you make sure if you're using right logical name? It seems you're using schema name. Please double check and share.

Thanks,
Saud

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Community Power Pla... Microsoft Employee on at

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Hi @saudali_25 ,

Thank you so much for your support in solving this problem. As per your suggestion, issue is fixed and now I can control conditionally change/select the steps. The following video was also helpful to understand the concept.

https://www.youtube.com/watch?v=mHbkNn-Zx7o

Kind Regards,
Hafiz

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inanoffice23 299 Moderator on at

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In my case that error was because one of the 'Choices' was a 'Yes/No', but creating it as a 'New choice' and 'sync with this choice' did the trick, that error is very vague but finally I found the answer

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