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If you set this to Yes, it won’t save user’s session. ( Log Out /  How does Portal load session information specific to user? It allows you to design wizard control providing user with multiple steps to complete an operation. Back in the early ADX days if you needed a single page form you just created a 1 step web form because there was no such thing as entity forms. You start to make step 2 but when you go to say what is the source of your contact entity record the result of last step is actually an account and there is no way to reference the contact on that account as your step source. Users sometimes actually prefer to do the steps of a complex form in what makes sense to them and actually want to bounce between steps as they do the form. If the steps could be visualized in a flow type of nature then it would be a lot easier to at least understand the Web Form and how it operates. What if I need X records in a sub grid. Yes that part exists but what about a step that has just a sub grid on it? This one is a long term ask @Nick Doelman has requested this tool from @James Novak on XrmToolbox for a long time. Call custom action using WebApi in PowerApps portals/ dynamics 365 portals. Create a step of load form to a random entity, have some JavaScript that hides the form, and makes an API call to get a Web Templates HTML and inject.

On the WebForm record, there is “Sessions” tab. The Hack: Manipulate the Web Form Session entity with an outside API call. Sorry, your blog cannot share posts by email. Having worked with portals for a very long time now there is always a way to get something done even in a world where you can’t access the portal code. The Hack: On submit function of previous step using JavaScript lookup the ID of the entity reference, add a query string parameter of the record ID for the reference and then on the next step the source as query string. Since we’ve got access to the source code of Portals (or at least an old version of the source code), I was able to determine that in addition to checking Entity Permissions, the code also checks the statecode of record being edited – if the statecode isn’t 0, it will display a read-only version of the form (see line 585 in the code linked above). When you deploy a PowerApps Portal on your CDS environment, you will notice that a model-driven app called "Portal Management" is also created as part of the provisioning process. Feel free to send your ideas my way in the comments or on Twitter and I will happily promote them as well. I have reported the bug to Microsoft, but I expect this might be low on their priority list.

Web Forms, one of the intake engines of the portal. But there are needs for complex forms, multi-step process, conditional branching as you enter information in steps, and even linked forms. Want to create a summary step with read-only entity forms across 5 different entities then use a Web Template. Before we close this blog, let’s see what’s there on the session record. […] post PowerApps Portals: Unexpected Read-only Entity Form appeared first on Engineered […], Your email address will not be published. Spoiler alert: I don’t have a great workaround for this problem, but to save some other people the headache of trying to figure out what’s going on, I thought I’d put together a quick post. Or I have a series of fields on a form and I need a calculated field to sum them up and the sum must be more than X. Your email address will not be published. That’s an awesome feature. Well, it’s pretty simple. Say a portal user named Joe starts a webform and fills in till step 2 and then leaves the portal.
Say a Webform have three steps – Step 1, Step 2 and Step 3. Now the first question – Does webform always maintain session? The Hack: Yes there are somewhat ugly ways around to do this.


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