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Insert/Edit dual-purpose Multi-Steps forms

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Posted on by DynamicXRM

Hi,

Is it possible to use a MultiSteps Form that can handle both Creates and Edits? It appears to me that you need to duplicate the multisteps form. Why Microsoft hasn't planned for an Upsert mode so we could reuse the same form? I've had people suggesting that I use a multisteps form that only does the insert and then redirect to another multisteps form responsible for edits, but that doesn't seem to work very well either.

Thanks!

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Lucas001 2,595 Super User 2026 Season 1 on at

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Hi @DynamicXRM,

a multistep form is created by steps you have to fulfill.
As you set the mode for each step, you cannot have edit and create on one step.
What you can do is use different steps to edit as suggested by others already.

If you want to get a summary you can do that also by loading edit steps in the end of your form.
This thread could help you: https://powerusers.microsoft.com/t5/Design-Build/Editing-Multistep-form-in-Power-Pages/td-p/1883231

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Hope that helps.

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DynamicXRM 2 on at

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Hi Lucas, thanks for you reply. To give you a bit more context, I need to be able from a grid to use the same Multistep form for the Create button and when someone uses the Edit action on one of the item. If my Multisteps form as a starting step which is of type Insert, do you think I can have another step of type Edit that would receive the Id?
Right now, I can achieve that only by duplicating the whole multisteps form with one starting with an Insert step and another Multistep form starting with an Edit step. It is not so bad when you have 4-5 steps, but if you have a complex multisteps form and metadata associated, it increases maintenance to duplicate.

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