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Hello people,
I have created a simple Dynamics 365 form consisting of four tabs, where each tab contains some attributes.
I have created a Web Form based on this form, and also added each tab as a step. I did this because I wanted to have a form that would have a wizard-like interface with back and next buttons.
Much to my dismay, I noticed that when the user opens the form, enters some information and presses Next, the record will immediately be created in Dynamics before all the other tabs have been completed. Is this by design?
I have played around with the "mode" settings, where you can choose Insert, Edit and ReadOnly. The examples I have seen on the internet sets the mode on the first step to be: Insert, and the rest of the steps: Edit (where the Record Source needs to be provided).
I hope that I made a mistake. I have never experienced a form wizard before, where some of the data is saved before you have entered all the information. It makes it a little harder for me, because I had a plan to execute custom code when a record was created.
Can someone clarify? Thank you!
Thank you very much for your answer! :)
Yes, that was my concern as well when I started and thought of bulk delete.
I also did find that all the incomplete sessions are stored within the web for step. I havent used those sessions but I think these can be leveraged to mitigate the incomplete web form.
Thank you both for your replies.
I think it would work fine to have a value written to entity on save, and then have a workflow execute. What I did not like so much was the fact that a record was created before the user actually finished the steps.
If a record is created, but the user does not finish the last steps, what then? Do you setup a Bulk Deletion job?
Hi Thomas,
Yes, if you have a step with mode as create then it will create a record. Its an expected behaviour and it suits my need which was to generate a number and display that in all the steps. So when I click next, CRM creates the record, plugin fires which set the auto number and thus it is visible in all the steps.
If your concern is executing your custom code after the last step then you can have some dummy field which you set on last step i.e. when user clicks submit on last step and change you custom code trigger to run on update of that field.
Hope this helps.
I do think that the first time the data is entered on the page 1, the record is created. The edit and read mode can only work if the record already exists. So your option maybe to -
1. Have all the required fields on Page-1
2. Fire the workflow after the required fields are entered.
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