{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.

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 –

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

Screenshot below for reference.

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.

Hope this helps!

Debajit Dutta

(Dynamics MVP)

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