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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Save web form step dat...
Microsoft Dynamics CRM (Archived)

Save web form step data on click of "Previous" in dynamics CRM portals

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Posted on by Venkateshpilla 85

Hi,

I have a business requirement like below, please suggest to achieve it.

I have three steps on web form and when the form load I will land on the "Step1". once the data is entered, I will click on "Next", data is saving and moving to "Step2". Now in this step I am entering the data in the text box and instead of "Next" click user might click on "Previous" button. but he wants to save the data on click of "Previous" button as well.

As per OOB feature, the step data will be saved only on click of "Next". Is there any way to save the data on click of "Previous" button. 

Thank you!!

Next.PNG

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  • Jim Tredree Profile Picture
    Jim Tredree 30 on at
    RE: Save web form step data on click of "Previous" in dynamics CRM portals

    HI.

    Did you ever get this to work with web forms?

  • Venkateshpilla Profile Picture
    Venkateshpilla 85 on at
    RE: Save web form step data on click of "Previous" in dynamics CRM portals

    Hi All,

    Thanks for your replies. I am able to achieve it  by using custom buttons on entity forms instead of web forms steps.

  • Suggested answer
    Sreevalli Profile Picture
    Sreevalli 3,256 on at
    RE: Save web form step data on click of "Previous" in dynamics CRM portals

    Hi,

    instead of using the OOB buttons, you can always use custom buttons and add the logic which suits your requirement.

  • Suggested answer
    Jharana Baliyar Singh Profile Picture
    Jharana Baliyar Singh 2,665 on at
    RE: Save web form step data on click of "Previous" in dynamics CRM portals

    Hi,

    Just try with below url :

    benitezhere.blogspot.com/.../part-1-of-dynamics-portals-web-forms.html

    Thanks,

    Jharana

  • Venkateshpilla Profile Picture
    Venkateshpilla 85 on at
    RE: Save web form step data on click of "Previous" in dynamics CRM portals

    Hi Kokulan,

    Thanks for your reply. I can create a new custom button on the web form step, but Could you please suggest me how can I save the data with out triggering "Next" button.

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: Save web form step data on click of "Previous" in dynamics CRM portals

    Hi

    Have a look at these two pages and see if they help you to create a button and save the data

    www.itaintboring.com/.../dynamics-portals-adding-a-custom-button-to-the-entity-forms

    community.dynamics.com/.../274955

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