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Multiple Related submissions from one form?

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Posted on by Jeff_ccs

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I have a power apps portal site with an application form that requires the end user to upload two different document types, I have an table called documents.

In my advanced application form I have a step for document Type A that has a form from my document table and sets the document type field to Type A and requires an attachment.

Then I have a second step that includes a slightly different form from again from the document table and sets document type field to Type B and requires an upload.

My goal is to have two different document rows in the document table when this is done but instead I'm getting one row with two different attachments and all the fields from Type B are saved any information from Type A is lost

is this possible? how could I do it?

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Fubar 8,461 Super User 2026 Season 1 on at

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I am assuming the attachment is a Notes attachment - double check and make sure that both of the Steps/Forms are are Insert (and the second one is not set as Edit).

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ragavanrajan 7,044 Most Valuable Professional on at

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Hi @Jeff_ccs

Please follow the instructions from @Fubar. Key note when you are using Notes as attachments

Notes/ Timeline either of the options will not work in insert form. The record has to exist.

Hope it helps.
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Jeff_ccs 116 on at

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@Fubar both steps are set to insert (i am using azure blob through a note)

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Jeff_ccs 116 on at

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@ragavanrajan I don't quite understand that. both steps are in insert, im using notes but the file is stored in azure blob storage. and I'm not sure what is meant by the record has to exist, it has to exist before insert?

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ragavanrajan 7,044 Most Valuable Professional on at

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Hi @Jeff_ccs

It doesn't matter whether you are using Azure blob or Notes as an attachment. In all cases, First, you have to create a record. Then using insert as a step if you try to attach a file then you can see the entries.

Hope it helps.
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Fubar 8,461 Super User 2026 Season 1 on at

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@ragavanrajan to do a general Notes/file attachment the record does not need to exist first on the Portal (but does if you do it from CRM) i.e. can have an Insert form with an add file attachment, use the add the File and then Submit the Form (it possibly needs to be created first if using Timeline, but not if just using form Metadata for Notes)

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Fubar 8,461 Super User 2026 Season 1 on at

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Check the Step for the second one that the source is not the Step for the first one (Step->Form Definition Tab->Record Source section) this will be the default if the 2 steps are 1 after the other (if it may be trying to use the GUID from the earlier step as the source for the second)

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ragavanrajan 7,044 Most Valuable Professional on at

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Thanks @Fubar for clarification. Honestly, from the portal, I always had a failure when trying to add attachments. The only way I manage to solve is to create a record first and then attach it.

Can you please share more info on this for portal notes?

Kind Regards

Ragavan

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Fubar 8,461 Super User 2026 Season 1 on at

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@ragavanrajan on the Basic Form, under Additional Settings tab at the bottom set the "Add Attach File" section settings (this will let you Add a file as a Notes attachment on an Insert form)

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Jeff_ccs 116 on at

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@Fubar My two file uploads are step 5 and step 6 in my advanced form, I had both record source selection set to step 1 but when I just looked neither of them are saved they both revert back to blank, in fact every step has a record source section set but all have changed back to blank. any ideas on that one?

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