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Customization of Entity Forms In Portal

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Posted on by Vishnu782

Hi, I am exposing an entity form from CRM to Portal which has Email Address and Phone Number Fields. How do I provide custom validation to these fields in the submit of entity form button. Also whenever I submit the entity form a default email validation is triggered in the form and form get refreshed again and data entered in the previous fields are lost. How do I handle this? Can you please provide me a solution...

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Hi Vishnu,

You can know more about Configure advanced form metadata for portals, which contains validation.

Go Portal Management > Entity Forms.

The following link contains properties that modify various validation parameters and error messages.

https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/configure-web-form-metadata#validation

Dynamics 365 Portals Tip #40 - Validation Form Metadata - Engineered Code - YouTube

or you can refer following thread to know other ways to validate fields in the portal:

(+) How to add validation rules in powerapps portals - Microsoft Dynamics CRM Forum Community Forum

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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Fubar 2,761 on at

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It depends on the validation required - Metadata may not be enough (it is also a second pass validation - if you have other validation from the out of the box form validator the metadata ones don't get listed to the user until all the form validator ones are resolved).

You can extend the form validator using JavaScript to add your own validation routines etc docs.microsoft.com/.../add-custom-javascript

You may have some setting on your Entity Form definition to do a refresh after submit - usually the fields are not cleared when there is a validation error.

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