Update Record with Multi-Step Form including Sharepoint Integration

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Posted on by MBlythe2020

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Hi all,

I'd made a previous thread about creating a 'job' in a PowerApp which would populate an SP list and then create said job in to a data verse table which would be assigned to the external user using the portal.

Got that working a treat.

The idea is that the external user will access the record and drop in their documents. In the lovely SharePoint integration function:

I understand that where this is concerned to work you have to have an existing record. So for all my other multi-step forms this is on page 2 and so on because it needs to be updating and cannot work on new. This is proven, tested and works with my other tables.

For the Job details table as in my previous thread it's doing things a bit differently by the data being fed in to the table from SP. When it does that it puts the user contact id in to a lookup column that references contacts so that it associates with the logged in user, all works.

I have the table and permissions all set up exactly as with my others.

I have a multi-step form set to edit as opposed to insert and the table above set to move to the page where the form is and it just errors out.

Are multi-step forms not actually editable and only for creating new records? Or am I totally missing something?

Many Thanks

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Fubar 8,340 Super User 2025 Season 2 on at

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Multi-step forms can be used for Edit, your first step just needs to be an Edit Step (not an Insert step) and you need to pass the id of the record to the form.

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MBlythe2020 101 on at

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Thanks @Fubar

So Edit I had it set to. How would I pass the ID of the record to the form?

I had Associate Current Portal User ticked as well as the lookup column.
Source Type less using Query string made no difference either.

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Fubar 8,340 Super User 2025 Season 2 on at

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If you are starting on a List then on the First step (an Edit step) of the Multistep form,
set to source to Query String, then
set "Primary Key Query String Parameter Name" to "id" (without quotes)
"id" is the default that the portal uses - but it can be configured to be something else. If you are starting on a List its Edit option will default to "id", but on that option you can configure it to send it as another parameter name - the parameter names need to match.

(you would use source = Contact where you were not coming from a List and the logged in portal users' Contact record contained a Lookup with the record you were going to edit associated or editing the portal users contact record itself)

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