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Portals - Web Form - add new on Lookup

Posted on by 509

I know I can "add new" from a lookup with an Entity form.

But can I do it with a Web Form also?

I've found something form 2018 saying it's not possible, but I'm just wondering if it's something that's been added in the last few years?

Thanks

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Portals - Web Form - add new on Lookup

    Hi Lee,

    The following describes that the difference between Web Forms and Entity Forms in D365 portal.

    Web forms are capable of performing all of the same tasks that an entity form can do, but they additionally have options add multi-step navigation and branching logic. This allows you to have a web form that supports multiple entity forms as individual steps within an individual web form.

    So you can’t do multi-step navigation and branching logic in entity form, which is specific to web forms, other steps van be the same.

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Lee-Martin Profile Picture
    Lee-Martin 509 on at
    RE: Portals - Web Form - add new on Lookup

    Thanks, that's what I though.

    Is there a way to configure Entity Form's to work in steps the same way as a Web form?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Portals - Web Form - add new on Lookup

    Hi Lee,

    Yes, you just can add enable new button in lookup dialog through entity form metadata of entity form.

    (+) Dynamics 365 Portals: Create new entity record from within Lookups - Microsoft Dynamics 365 Community

    pastedimage1616123454169v1.png

    Currently, there are no ways can enable new on lookup dialog by wen form.

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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