Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

How to keep track of versions of a D365/Power Apps portal application form

Posted on by 145

Hi everyone

Apologies if the title is not clear as I was not sure what to set it to. Also, I was not sure whether to post this question here or in a Power Apps forum as my problem also involves that platform.

I am in need of advice on the best way to create a system I'v been tasked to create.

The system in question is going to provide our customers with an online application form to apply for some of our services. This application form is to be created using a Power Apps portal form and the data is to be saved in D365 entities. The application form will be collecting a lot of information about applicants such as their personal and contact details, joint applicant (if any), employment history, current and old addresses, residency history, etc.

The application has a unique reference number. Once an application is submitted, it will be reviewed and will either be accepted or rejected by the admin team. But during its review or even after it's been rejected, the admin team could allow the applicant to make changes to the application on the applicant's request. For instance, if the application has been rejected because the admin team did not find the joint applicant suitable for the application, the applicant could ask the admin team to allow them to amend the application to remove that joint applicant or replace them with another applicant.

Here's the important part. Because an application can be amended during its life before it has been accepted or rejected for good, the admin team need the system to keep track of all changes made to the application. Therefore the system should support a version history of the application. This should include a version number so that every time a new version of the application is made, the version number is incremented. And all versions will be pointing to the same application, i.e. they will hold the unique reference number of the application.

Finally, the admin team wants the ability to send the applicant the link to the specific version of the application the applicant wants to amend or update (which is usually the latest version but it could be an older version) so that when the applicant clicks the link the Power Apps portal form will load all the details of that version for the applicant to access.

I most appreciate any advice the good experts here can provide for the above scenario.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to keep track of versions of a D365/Power Apps portal application form

    Hi Seemorgh,

    You could create two custom entities:

    one is used to store the latest version( called instance which only has only one record for each  reference number), another stores the historical records.

    And there is a web page on the portal to search the result for your customers. If their requests are rejected, then they can modify this form and re-submit.(I think this would be a better way than the admin teams send the links to the applicant.)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans