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Multi-step form insert mode only works once

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Posted on by psreek

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We have a multistep form with the first step based on Account table and the second step based on a custom table for storing event registrations for an account. The event registration table has a lookup column to Account table (acountid) and another lookup to the Event table (eventid). The primary key for this event registration table is Record Id.

The first step of the form retrieves the account associated to the signed in user -

The first step is in read-only mode -

The second step of the form is based on the event registration table and is in the insert mode. So the idea is that, every time a user reaches the second step, a new record is created in the Event Registration table. When we reach this screen for the first time, you will notice a new record has been created -

Now a user picks up new event record and submits the form.

You will notice that this record is created in the event registration table -

Now, we wish to create another entry for the same account but for a different event. But when we open the form for the second time, the second step instead of being in the insert mode, shows the record from the dataverse table (timestamp 3:32PM)-

So the issue here is that if we change the lookup and choose EVT-00002 and submit the form, it updates the existing record in dataverse rather than creating a new record with the same account id but different eventid.

You will notice the record ACEV-0022 was updated instead of creating ACEV-0023.

Our table permissions -

Please let me know what could be the issue.

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domliu37 314 Super User 2024 Season 1 on at

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Hi @prathyoo ,

On your Multiplestep form, try to set the 'Start New Session On Load' to Yes and 'Multiple Records Per Uer Permitted' to Yes

Cheers,
Dom

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psreek 323 on at

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Thanks @domliu those where done as well but that did not have any effect.

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Fubar 17 Super User 2026 Season 1 on at

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Not sure if this is it or not, but on the Multistep form definition, you will see a Tab called "Sessions", if there are any existing Sessions records delete them, and then Sync the portal and try creating it again.

Also if allowing multiple events, I would probably use a Subgrid for the Event registrations rather than an Insert Step (but I don't know what all your business requirements are).

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psreek 323 on at

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Thanks. I had found the sessions tab yesterday and I had deleted all the sessions. I synced the portal. But it didn't help. Next I deleted the sessions, synced the portal and also restarted the portal from the admin portal. This didn't help either. The session records are still getting created. On submit of the form, the session record disappears but next time still the second step is retrieving the existing event registration record.

Also, the sub grid is not an option. We are testing this flow out. But the actual flow is where there will be page for events and the user will click a registration button on one event. The user will then be sent to the multistep form. The second step in the form will have the event lookup defaulted. This step would be for the user to provide answers to some questions that will be stored in the event registration table.

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psreek 323 on at

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I further tried the following changes -

Changed the table permissions on the Event Registration table to Global Access from Account Access

Next, removed the "Associated Table Reference" from the second step of the multistep form.

Third, deleted the record in the Event Registration table associated to the Account record "Test NGO".

So the idea is that with this configuration, the second step should not be linked to the first step which is based on the Account record. So, the way the portal has been behaving, it should erroneously bring the first record in the Event Registration table irrespective of the Account Id rather than be in the insert mode.

But interestingly, the second step of the multistep form opened in the "Insert" mode. Now, instead of submitting the form, I closed the portal, removed the session and then updated an older Event Registration record in dataverse to point to "Test NGO" account. Now, when we open the portal, the second step instead of showing in "Insert" mode, the second step is showing this older event registration record -

So for some reason, the system is retrieving the second step record based on the account from the first step instead of being in Insert mode as defined.

Lastly, I removed the read permission on the event registration table -
And then deleted existing sessions, synced the config and then when we go to the second step we get this error -

So, come what may, it is trying to retrieve the associated record even though none of the config now links the account record to the second step.

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psreek 323 on at

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I have got this to partially work by deleting the second step and recreating the second step without any associated table reference. Looks like even though you change settings of a form via Portal Management App, the settings are not appropriately updated in the adx_webformstep dataverse table. The Portal Management App shows something else but the dataverse table still has artifacts that should have been cleaned out. Pretty irritating.

Now the multiset form is always opening in insert mode and creating multiple records for an account in the event registration table. This is of course what we want but currently the form is requesting the user to pick account id again. The user is associated with just one account record. So it is currently counter productive to ask the user to again choose the account. Of course there are ways to do this via javascript but we want to let the configuration to do most of such simple tasks.

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psreek 323 on at

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To verify that indeed the Associated Table Reference is the one causing this issue, again added the Associated Table Reference to the second step. There are currently three event registration records associated with the Test NGO and we get the following error on the second step -
After deleting two of these records and leaving only one, the multistep form goes back to showing that record instead of opening in insert mode.

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Fubar 17 Super User 2026 Season 1 on at

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@prathyoo wrote:
The session records are still getting created. On submit of the form, the session record disappears but next time still the second step is retrieving the existing event registration record.

Sessions will always get created. This is where the details about what Step the portal user is on and the next /previous step is held. If you have been changing things particularly the Session settings sometimes an old session may get picked up for use - hence the suggestion of deleting them.

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