Create Form / Edit Form query

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Posted on by Manish R Sharma

Hi All,

Referring to the article below:

https://debajmecrm.com/quick-tip-redirect-to-edit-form-post-creating-a-record-in-powerapps-dynamics-365-portals/

I have a question regarding create forms vs edit form (Advanced Forms). I have a multi-step process as explained below

Step 1 - Enter application details

Step 2 - Enter additonal application details (same entity)

I need to allow the user to create as well as edit their applications. Do I need to create 2 separate advanced forms with both steps - one for create and another for edit ? Or can I use the create form just for step 1, and create a separate Edit form with step 1 and step 2, and on successful complete of step 1 of create form, redirect user to step 2 of edit form ? Is it possible to redirect user to step 2 of edit form instead of having to go to step 1 again on the edit form ?

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oliver.rodrigues 9,342 Most Valuable Professional on at

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Re: Create Form / Edit Form query

Hi, sorry about the delay on coming back to you

Can you share snapshots of the configuration of your Adv Form Steps?

thanks
Manish R Sharma 96 on at

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Re: Create Form / Edit Form query

hi @OliverRodrigues - Unfortunately that did not work. When I try to edit the application after creating it the first time, I get a blank page for the first step.
Just to clarify my requirement - I have a multi-step application form. I need the user to be able to create an application (multi-step), as well as edit the application (multi-step).
I was finally able to get this going by creating a 'Create form' with the first step, and redirecting user to the Edit form from the create form. This shows the first step twice, but I can use it to do some initial validations on the create step before allowing user to proceed
Manish R Sharma 96 on at

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Re: Create Form / Edit Form query

Thank you @OliverRodrigues . I will try it out and come back.
Fubar 8,010 Super User 2025 Season 1 on at

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Re: Create Form / Edit Form query

@v-qiaqi-msft wrote:
Hi @PortalNewbie,
I think you have got the wrong place, you should go to Dynamics Forum for help:
Microsoft Dynamics Community 365 Forums
Thanks for your cooperation.

@PortalNewbie this is the correct place to post your question.
@v-qiaqi-msft this posters question is about Portal Advanced Form (Web Form) functionality and as such this is the correct forum for them to post.
v-qiaqi@microsoft.com on at

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Re: Create Form / Edit Form query

Hi @PortalNewbie,

I think you have got the wrong place, you should go to Dynamics Forum for help:

Microsoft Dynamics Community 365 Forums

Thanks for your cooperation.
oliver.rodrigues 9,342 Most Valuable Professional on at

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Re: Create Form / Edit Form query

Hi, you can have a single Advanced Form with the 1st step being Insert and the 2nd step Edit

this video might help with the configuration: Part 1 of Dynamics Portal Web Forms - Save and Close, and Submit - YouTube

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