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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Form Definition - Edit...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Form Definition - Edit/Insert Portals

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Posted on by Kishor Kumar 3,710

Hello Team, Can you please clarify the difference between the Edit/Insert Mode in the Form Definition? Thank you! 

We are updating some data in the particular entity in the insert mode from the Portals, the data is updated in the CRM. When we view the same data in another from with the Edit Mode, the data is not showing  the current value, instead its showing the old value.

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  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,983 Moderator on at

    Hi,

    Edit mode used if you want to edit existing record.

    Insert mode used when you want the user to create new record.

    If found helpful, Please mark my answer verified.

  • Kishor Kumar Profile Picture
    Kishor Kumar 3,710 on at

    Thanks Bipin! We had made some changes to a record in the Insert Mode and the data is updated in the CRM, but when we the same record in the Edit mode, its showing the old record values not the updated one. Any pointers on this. Thank you!

  • Alejandro Serdan Profile Picture
    Alejandro Serdan on at

    Hi !

    Showing the old record values is in some scenarios expected due to cache latency. Cache latency SLA is 15 minutes.

    Regards.

  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at

    that's a weird behavior in my opinion

    the insert mode should always create a new record

    the edit mode expects the record GUID in the query string parameter, that's how it identities it and updates the existing record

    you shouldn't have any caching issues if you are performing the transactions within the Portals, for example if you update a record in via Portals you should see the data straight away.. if you update back in your Model-Driven App (D365) then it might take a while for the data to be refreshed in the Portals

    ------------

    If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

    We highly recommend users to migrate to PowerUsers community for new Portal questions:

    powerusers.microsoft.com/.../PowerAppsPortals

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