{Quick Tip} Redirect to edit form post creating a record in PowerApps/ dynamics 365 portals

This one is a small tip for anyone who are trying to build up their portal application and did not have much exposure to portals yet. And this is one of the most common requirement that I face in almost every portal implementation.

So you have your insert form and then when the portal user creates a record, the user should keep be on the same record in edit mode.

Actually this is quite easy but if you new to the portals it can be bit of struggle for you.

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So here goes the configurations.

Open up the entity form for Insert and navigate to the On Success Settings tab. Make sure in the Redirect section you choose the Edit Web Page that you have configured for the record. And make sure you have the properties –

  • Append Record ID to Query String – Set this as checked
  • Record ID Query String Parameter Name – id

The last step is quite important. This is the step you will miss if you are new to portals.

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Screenshot below for reference.

image

Refresh your portal cache. Now when you create an entity record and save the record, the edit page will load allowing you to edit the same record.

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Hope this helps!

Debajit Dutta

(Dynamics MVP)

For consultation/ corporate training visit www.xrmforyou.com or reach out to us at info@xrmforyou.com

Our product offerings:

CRM-Sharepoint Attachment uploader and metadata manager (http://www.xrmforyou.com/sharepoint-integrator.html)

Notes Manager (https://debajmecrm.com/2019/02/28/add-metadata-to-your-notes-and-attachments-in-dynamics-notes-metadata-manager-from-xrmforyou-com/)

Role based views for Dynamics 365 (http://www.xrmforyou.com/role-based-views.html)

Record Cloner for Dynamics 365 (http://www.xrmforyou.com/record-cloner.html)

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Debajit

I am a Dynamics CRM Most Valuable Professional (MVP) with 12 years of experience in Microsoft .NET Technologies and 9 years of dedicated experience in Microsoft Dynamics CRM. I have worked with companies like Microsoft, SanDisk, PwC, TMF Group and have extensive experience of implementing complex CRM solutions from both offshore and client side. Currently the face of XrmForYou.com with significant experience in delivering corporate training on Dynamics CRM and have already delivered multiple projects to client through XrmForYou.com Author of multiple tools on codeplex including the 'Role Based Views' and 'CRM-Sharepoint Metadata manager & Attachment Extractor' which are available for commercial use under XrmForYou.com For consulting/ training, drop me a note at info@xrmforyou.com or visit our website www.xrmforyou.com

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