Add data from multiple forms into a single row in Dataverse

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Posted on by Kagacie2

The Case

I need to design a sort of interactive "powerpoint" power page.

In this the client logs in with their AD account, goes to a dash board where they can click to add a new item to a list.

But to add this item they need to be taken through multiple pages they go as followed:

- Information page (displaying some info about the data they need to input) -> Input page, this contains a form where they input the data (this has multiple variants which can also contain text with some extra information, tool tips etc) - > summary page that uses liquid to show the client the information they entered in the input field in a story format. (got this already functional using liquid)

The problem

The above mentioned process is done to fill in a few collumns in the dataverse table, but still in the same row. the client is taken through multiple information,input and summary pages to fill in all the collumns for a singular item.

The problem is that I can't create multiple pages with each a new form set to create as this results in a new row being created for each page they go through. I want them to be able to fill in the seperate forms but add all the data they input to a single row.

Using a multistep form isn't really anoption as what information is displayed outside the form (tooltips, text etc) differs for each collumn the client input hence the need for multiple pages.

Is there a way to link multiple forms or set a form to update/insert without having to use a list as we only need to have the form visible. Can I set the currently selected record beforehand?

Would using the WebAPI be the only solution to get this functional or is it possible to do with the forms?

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Fubar 8,338 Super User 2025 Season 2 on at

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Create "Edit" Basic Forms and a Web Page for each Basic Form. In the Basic forms definition you can specify to redirect to another Web Page and pass the id of the current record. You also specify the record source in the Basic Form definition (e.q. query string, using id; and then call the page url with /?id=<recordguidhere>)

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Kagacie2 15 on at

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I managed to get the second form to show it's field rather than saying it can't find the record.
But now whenever hit submit on the second form to it gives me the error "An unknown failure has occurred. Error ID"
You also specify the record source in the Basic Form definition (e.q. query string, using id; and then call the page url with /?id=<recordguidhere>)

do I need to do this part in the form meant to patch?

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Fubar 8,338 Super User 2025 Season 2 on at

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You should have
1st Form, mode = edit, record source = query string, parameter = id, OnSuccess Redirect to Web Page, Append Record ID To Query String , Record ID Parameter Name = id
Next Form - if not the last form - the same as above
Next Form - if the last form. Mode = edit, record source = query string, parameter = id, OnSuccess Redirect to Web Page (e.g. home page)
If you are getting a generic (not a permissions error) on submit it most likely there is a realtime workflow or plugin that is triggering on update and it is failing.

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Kagacie2 15 on at

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Shouldn't the first form be create? as it needs to create a record?

When doing edit I get the error that no record can be found (as no record has been created yet it makes sense, since there is nothing to edit)

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Kagacie2 15 on at

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For anyone looking at this for future refrence how I solved it (using @Fubar his method but tweaked)

@Fubar  wrote:
You should have
1st Form, mode = edit, record source = query string, parameter = id, OnSuccess Redirect to Web Page,   Append Record ID To Query String , Record ID Parameter Name = id
Next Form - if not the last form - the same as above
Next Form - if the last form. Mode = edit, record source = query string, parameter = id, OnSuccess Redirect to Web Page (e.g. home page)
If you are getting a generic (not a permissions error) on submit it most likely there is a realtime workflow or plugin that is triggering on update and it is failing.
Setting my 1st form to Create instead of edit and applying the same OnSuccess settings as above
With this you don't need to set the record source.
next form as @Fubar describes : mode = edit, record source = query string, parameter = id, OnSuccess Redirect to Web Page,   Append Record ID To Query String , Record ID Parameter Name = id
If the last form. Mode = edit, record source = query string, parameter = id, OnSuccess Redirect to Web Page (e.g. home page)

Note:
Make sure you have your table permissions set well, I had two permissions set for the same table on had write permissions the other did not, this appeared to have caused confusion in the second form.

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