New to Portals - general questions

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Posted on by MrVerceti87

I am trying to build my skills in portals and have some questions regarding functions. The ask is to

create table and call it "Application" with two fields: amount and description DONE

I need the functionality of the profile page (see image below) so that when I click on update, it takes me to another read only page where I can view the application. see the same fields in read only mode.

So far I added amount requested and description of project fields from the contact table. How can Ibring those in from the Application table I created?

Thanks

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oliver.rodrigues 9,342 Most Valuable Professional on at

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Re: New to Portals - general questions

Hi @MrVerceti87 the created by will be always be SYSTEM, this is because your Portal user is translated as a Contact record in your Dataverse, and Contacts are different than System Users, so they basically cannot own records

Something that I do very often would be creating an "Applicant" field and populating that in my Portal Forms.

Nick has a video on how to create additional fields like created by/modified by a portal user, this might help you: https://www.youtube.com/watch?v=R_l_AXBJjxo
ragavanrajan 7,036 Most Valuable Professional on at

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Re: New to Portals - general questions

Hi @MrVerceti87

Which Table you are looking for? If it is a contact Table then you can see a field called " Created by" Screenshot below for your reference

Hope it helps.
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MrVerceti87 2 on at

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Re: New to Portals - general questions

Thanks alot for the resource. I was able to create the form on the portal.

My only questions is how can I tie the account thats signed in (Azure ID-red arrow) to the fields in the table i have created? I have looked in the dataverse table i created in the data shows it was CreatedBy 'SYSYEM"
oliver.rodrigues 9,342 Most Valuable Professional on at

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Re: New to Portals - general questions

Regarding the form itself, I think you can take a look at this video from Elaiza Benitez, this would be a great start: https://www.youtube.com/watch?v=RmQshkUx0mE

just note that Web Form has been renamed recently to Advanced Form, and Dynamics Portals to Power Apps Portals.. the video is a bit old but still 100% valid in terms of describing the functionality

Description/Amount/Project sounds to me that should belong to the Application table and not Contact table.. am I correct on saying this?

Do you want your form to show the Contact details or Application details?