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Multi-step forms

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Posted on 7 Apr 2025 19:55:42 by CU07041942-0

There are 3 dataverse tables (X,Y and Z) that are used in the multi-step form both of them have 3 fields in common (L, M and N) now these three fields should be same a record that binds all the 3 table for example for record 1 in table X {L: HR001, M: T001, N: Steel} same values should be there for table Y and Z. How can this be achieved in multiple step form. And it should pass the values from one step to another.

Please let me know if this is possible

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Fubar 7,892 Super User 2025 Season 1 on 07 Apr 2025 at 22:23:32

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Multi-step forms

What are the Table relationships between X, Y, Z?

Generally speaking you do not pass values between Steps. However, if for example your first Step was to Insert X, and your next Step was to Insert Y and you have a Lookup to X on Y then there are several things you can do (Including Realtime Workflow or Plugin, or display the values using a Quick View).

Edit: if for some reason you cannot link the records via Lookups, then a possibility is to store the values via JavaScript to local storage, and then pick the values up on subsequent steps and populate the values using JavaScript (but it is more reliable to use Lookups and workflows/plugins).