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Web Form Step - Save data by redirect, and going to next step

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Posted on by 5

Hi, 

I am trying to use the web form step in order to create a multi-step form that uses 2 entities (A is linked to multiple B) of my data model. 

Here is what I try to do : 

1 - Step 1 : Load form in order to display the form of my Entity A to the user

2 - Step 2 : Redirect to a web template where I can save another entity (let's call it entity A') linked to entity A with Ajax code

3 - Step 3 : Load form in order to display a page that will allow me to add objects of entity B that will all be linked to entity A. 

 

The problem that I am facing is that when I am in the step 2, I am well redirected, but I don't go through the step 3, even if I precised in the step that the next one should be the step 3. I was expecting that after the redirection, we would go in the step 3, as precised in the web form. 

Is this behaviour normal ? Is there a way to do what I am trying ? I guess that if the option to redirect AND go to another step is allowed, it means that it can work. 

 

Thank you all for the help, 

Dan

2021_04_08_18_31_01_Web_Form_Step_Information_step1_Dynamics_365.png
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  • oliver.rodrigues Profile Picture
    9,425 Most Valuable Professional on at

    I am a bit confused on why you are using the Redirect option. I would normally use that to take the user out of the webform and go to the home page or something like that.

    Your Step 1 should normally have the Load Form type.. then Step 2 in case you want a custom page, you can have it as Redirect type, and setup where to redirect to.. keeping the next step empty:

    OliverRodrigues_0-1617909709549.png

     

    OliverRodrigues_1-1617909720923.png

    hope this helps

  • Fubar Profile Picture
    8,487 Super User 2026 Season 1 on at

    I am not sure exactly what you are tyring to achieve - a little bit more info about what and why you feel the need to Ajax in your situation may help. 

     

    My gut feeling is what you need is just a Subgrid on the next Entity Form or that you may need to do what you are doing with Ajax on the Dataverse side of things via a realtime plugin or Workflow (when you go 'Next' the record gets updated in DataVerse so you have trigger point that you can pickup).  

  • DD_MPA Profile Picture
    5 on at

    Hi,

    I will explain you why we need to do all of this :

    When we create the object related to the form, we need then to create automatically another object related to it in our database, so we use a trick to redirect the user to a blank modal with a spinner loader (to make the user wait) and in the meantime we create the related object in our database and link it to the first one by getting its ID.

    The goal here is to then go to the next webform step, so we can continue to fill a new form which is related to a new object.

    Is it something possible ?

  • oliver.rodrigues Profile Picture
    9,425 Most Valuable Professional on at

    Hi @DD_MPA I would recommend performing what you need via Plug-in: https://docs.microsoft.com/en-us/powerapps/developer/data-platform/write-plug-in

    Plug-ins are server-side code that you can add to your dataverse environment. You can define triggers so for example, when record A is created, trigger a Plugin that will create related records, these newly created records can be shown in your Step 2 of the Web Form.

    Your Plug-in has to be sync for the changes to appear in real-time in the Portals, you will see that when you are registering the Plug-in.

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