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Session Id : 2A3xS6o3ctf7ZtLQCAV0Wt
Power Platform Community / Forums / Power Pages - Power Apps Portals / Create Form / Edit For...
Power Pages - Power Apps Portals
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Create Form / Edit Form query

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Posted on 12 Apr 2022 09:50:18 by Manish R Sharma 96

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 Profile Picture
    oliver.rodrigues 9,347 Most Valuable Professional on 03 May 2022 at 16:52:00
    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 Profile Picture
    Manish R Sharma 96 on 19 Apr 2022 at 01:15:49
    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 Profile Picture
    Manish R Sharma 96 on 15 Apr 2022 at 13:06:37
    Re: Create Form / Edit Form query

    Thank you @OliverRodrigues . I will try it out and come back.

  • Fubar Profile Picture
    Fubar 8,180 Super User 2025 Season 2 on 13 Apr 2022 at 05:26:02
    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 Profile Picture
    v-qiaqi@microsoft.com on 13 Apr 2022 at 04:38:19
    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 Profile Picture
    oliver.rodrigues 9,347 Most Valuable Professional on 12 Apr 2022 at 16:50:36
    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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