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Use a lookup field in portal web form step condition?

Posted on by 72

I am setting up a Web Form in a Dynamics customer self-service portal, the web form must have multiple steps and flow through the steps based on certain conditions.  For example I am trying to set up a condition step after step one and check the value of a lookup field.  Let's say the lookup field I want to check is the case subject field, if a specific subject is chosen I want to go to step 2, otherwise I will skip to step 3.  How would I write the condition to check it?  I've seen the standard Microsoft documentation and it only gives very basic examples with nothing about lookup fields.

  • AK3800 Profile Picture
    AK3800 72 on at
    RE: Use a lookup field in portal web form step condition?

    That worked!  it looks like I just needed the correct syntax.  Kind of odd that it would take a guid without quotes, brackets or something, I wasn't expecting that.  Thank you!

  • Verified answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Use a lookup field in portal web form step condition?

    Hi partner,

    Please refer to my step:

    pastedimage1585032429839v1.png

    Use format : [Lookupfieldname] = recordID.

    In my case, I create a condition step in my web form, if the account primary contact is not Datum Corporation(recordID is 2490FBFD-5A68-EA11-A811-000D3A579CA1), then redirect the webform to Google page.

    And then I choose another contact as my primary contact in portal and then I clicked on "Next", the page redirected to Google which means the condition worked well.

    Hope it helps.

    Best Regards,

    Leo

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