Create a record in dataverse on button click and go to the edit form of newly created record

(0) Share

Report

Posted on by gng

167

Hi All,

My problem is broken down into 2 challenges.

1. Create a record in the dataverse on button click. All the information needed is found in the current form that the user is in that the button was clicked on. I suppose this can be done through Flow or an Http Post Javascript action. If so which way is more common? Any resource or sample code as to how this is done is appreciated.

2. Upon button click, I would like the user to be transported to another web page (an edit form) showing the newly created record in step 1. The reason I specified an Edit Form is because the user still needs to add a few more values to some of the fields in the newly created record.

Categories:

General topics

I have the same question (0)

All responses (5)

Answers (1)

Sort by

Verified answer

Fubar 8,487 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!
Would do it by using the Web APi behind a custom button. Button click triggers Web API to create the record, on success redirect the user to an edit form with the id from the Web API response
webapi.safeAjax({ type: "POST", url: "/_api/accounts", contentType: "application/json", data: JSON.stringify({ "name": "Sample Account" }), success: function (res, status, xhr) { //print id of newly created table record console.log("entityID: "+ xhr.getResponseHeader("entityid")) // your redirt code here } });
https://learn.microsoft.com/en-us/power-apps/maker/portals/write-update-delete-operations#wrapper-ajax-function

Was this reply helpful? Yes No
oliver.rodrigues 9,453 Most Valuable Professional on at

Like (1)

Report
Copy link

Link copied!

"Create a record in the dataverse on button click. All the information needed is found in the current form that the user is in"

Hi, which page / form is the user in? It sounds to me that you already have the form done, so once the user clicks on the submit button this will automatically be saved in Dataverse.

If you are using Basic Forms, you can use the Redirect option to point the user to another page. Another option is to use Multistep Forms, so you can have a wizard/web form type of form.

Was this reply helpful? Yes No
gng 167 on at

Like (0)

Report
Copy link

Link copied!

The form the user would be currently at belongs to a detail page of different data source so no creating/updating would occur on the current form.

Was this reply helpful? Yes No
Inogic 1,277 Moderator on at

Like (1)

Report
Copy link

Link copied!
To create a record on button click and go to edit form of newly created record you can use OOB steps Shown below:
Step 1) Consider we have contact list present on portal page.
Add two basic forms, Mode of one form should be insert type and other should be edit type.
Consider we have a list,
So navigate to List as shown below screenshot -> Select your list and under General tab scroll down to Create Button Label add label to the button -> And Select Web Page for Create to open a web page which will redirect to insert form.
Step 2) On Insert Basic form move to On Success Settings tab ->
After that go to Contact Entity Form and add below configurations in On Success Settings
Configurations:
On Success: Redirect
or Web Page: Contact Edit Web Page(Select your own web page)
Append Attribute Value to Query String Parameter Name: id
Append Attribute Value to Query String Attribute Logical Name: contactid.
Step 3) Clear you portal cache and view the result.
Click on Create button it will redirect to contact insert form

After adding details, click on submit button which will redirect to edit form.
You can also achieve this using Web API operations, you can refer the mentioned below blog to achieve the same functionality.
Blog for reference : https://www.inogic.com/blog/2021/03/execute-different-web-api-operations-using-powerapps-portals-preview/

Hope this helps.

Thanks!
Inogic Professional Services
An expert technical extension for your techno-functional business needs
Power Platform/Dynamics 365 CRM
Drop an email at crm@inogic.com
Service: http://www.inogic.com/services/
Power Platform/Dynamics 365 CRM Tips and Tricks: http://www.inogic.com/blog/

Was this reply helpful? Yes No
SultanWasif 6 on at

Like (0)

Report
Copy link

Link copied!

Passing a foreign key ( relation ) column to another Basic form via custom query , but the redirected page is taking only Id not the foreign key and says no record found, how to solve this ?

Was this reply helpful? Yes No