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Add New value in the lookup in the portal form

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Posted on by Community Power Pla... Microsoft Employee

I'm trying to add a Lookup (Contact) that allow me to add New Contact in my form but in the Power Apps portal page its only displaying Contact as a Searchable field on my form and when I click on it, it display the Quick view contact form. I know if I create a list I can set options like Create and Delete record but I like to add a form that have Contact as a lookup and let the users search and add more contacts right in the form. When I try to add the data in my table from backend Tables section, that form does display Contact field with New Contact option but in the portal page it doesn't.

Thanks,

-Sal

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Power Apps portals

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v-bofeng-msft Microsoft Employee on at

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Hi @Anonymous :

Do you want to get a button like this:

The Point is set the forms mata date:

I think this link will help you a lot:

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/251741/enable-the-new-button-in-the-lookup-view-of-the-dynamics-365-portal/704077

(Please pay attention to @CCopeland's reply/*the last reply*/)

Best Regards,

Bof

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Community Power Pla... Microsoft Employee on at

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Hi, I did add attributes but I do not see New option. Also I selected Control style to Render Lookup as Dropdown but its not loading any values. Do I have to check permissions etc for this?

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v-bofeng-msft Microsoft Employee on at

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Hi @Anonymous :

I suggest you check the permissions on the associated table.

In addition, could you provide a screenshot of the attributes setting?

Best Regards,

Bof

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Community Power Pla... Microsoft Employee on at

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Hi, Here is the settings for attribute, I'm pointing to same Entity Form where I have this lookup. I also created new form that allow create new record in this lookup Entity table and set that form here but still it doesn't display New button.

For drop down lookup fields value issue I have to perform below steps:

First add Entity Permissions
Give Entity Name - Select Lookup field to your form
Save it and Re-edit as what you created, as you do not see Add Existing Web Roles
Select all Privileges
Now Add Existing Web Roles - Anonymous Users
Save it
Go to Entity Form
Entity Form Metadata
Add Attribute
Select Lookup field that you are using in your form
In my case I picked Control Style Render Lookup as Dropdown
Save it
Now I can see the values in the dropdown

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v-bofeng-msft Microsoft Employee on at

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Hi @Anonymous :

I have done several tests and have been successful, I suggest you check the following points:

1\What is the "Form" you set in the lookup setting?

It must be the form of the associated entity, and its mode must be ‘Insert’.

For example:

My main entity is 'Bof' and it's associated entity is 'Account'

'BofForm' is 'Bof's form it's mode is edit.

'AccountForm' is 'Account''s form it's mode is 'insert'

I need to edit the'BofForm'’s Form metadata, associate the Attribute Logical Name with the lookup field "Account", and set the Entity Form for Create in Lookup Settings to'AccountForm'

2\Have you enabled this form matedata?

Best Regards,

Bof

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Fubar 8,487 Super User 2026 Season 1 on at

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If changes are not reflecting through to the Portal, if not already doing so make sure that you are clearing the Portal Cache after making the changes.

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Community Power Pla... Microsoft Employee on at

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Hi, I'm gona test this out again today and let you know. Can I get your opinion on which way provide more flexibility to the developer? using Entity Forms or Use Liquid tags or FeatchXML?

Thank You.
-Sal

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