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How to View Multi Step forms

Posted on by
Hello, 
I have created a multi-step form in Power Pages. It includes conditions for next steps to be visible.
My form is working properly.  Reference used - Tutorial: Add a multistep form to your page | Microsoft Learn
 
Now, I wanted to create a list and view the filled form, I am able to create list but how to create a view form for muti step form such that it only shows the detail of filled data and not the form where the data is not filled. Just like it appears during edit multi step form
Is it even possible? Can anyone suggest some ideas?
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  • Suggested answer
    SaiRT14 Profile Picture
    SaiRT14 10 on at
    How to View Multi Step forms
    • Use Conditional Visibility in Views: Customize the list view by setting conditional visibility for each field or section based on whether the data is present. This can be achieved by setting the conditions directly in the list view settings or using JavaScript for more complex logic.

    • Create a Custom Display Form: Instead of using the standard list view, create a custom display form where you dynamically render only the sections that contain data. This can be done using Liquid templates or custom JavaScript, which checks if a field has data before displaying it.

    • Filter Empty Fields: Configure the view to filter out fields that are empty. In Dynamics 365, you can use fetch XML to create a view that only displays non-empty fields or create a custom view in Power Pages that omits these fields.

    • Use JavaScript for Dynamic Display: Add JavaScript to your Power Pages to check each field's value when the form is loaded and hide any fields or sections that are empty. This approach allows for real-time control over what is displayed.

  • Suggested answer
    GWham Profile Picture
    GWham 39 on at
    How to View Multi Step forms
    You could copy the form and make it 'read only', however if you amend the form e.g. add metadata to change labels etc then you duplicate the work load and they can quite quickly become out of sync.
     
    I'd probably suggest creating a new web template and using fetchxml to query the tables to retrieve the data you need and present them on the screen.
    {% fetchxml yourdata %}
      // put fetch here
    {% endfetchxml %}
    
    {% if yourdata.results.entities.size > 0 %}
      {% for result in yourdata.results.entities %}
        {{ result.yourfieldnamesfeomfetchxml }}
        {{ result.yourfieldnamesfeomfetchxml }}
      {% endfor %} 
    {% endif %}
     
  • Suggested answer
    Fubar Profile Picture
    Fubar 7,351 on at
    How to View Multi Step forms
    It kind of depends, some options
    • Create another Multi Step Form and steps and set the steps to be readonly.  You used to be able to copy them using a Tool in XrmToolBox but not sure if this is still available and working for the Enahanced model
    • if all the same Table, and not a lot of complex logic then add multiple basic forms (make the basic forms readonly) to a web page and use Liquid to not load certain forms 
    • Create a Web Page and just use Liquid (direct entity access or fetchxml) and basically create your own HTML page with data from the entity or fetchxml.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     

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