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Customer experience | Sales, Customer Insights,...
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CRM Portal: Make web from steps clickable

Posted on by 10

I have this requirement from a client in which once I click on any for the step on progress bar I should be taken to that particular step.

Example: lets say in a web from I have web from with 5 step and currently I am on Step 2 then if I click on step 5 from progress bar I should be taken to that step.

Let me know if any more clarification is needed.

Any help is really appreciated.

  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at
    RE: CRM Portal: Make web from steps clickable

    We highly recommend users to migrate to PowerUsers community for new Portal questions:

    powerusers.microsoft.com/.../PowerAppsPortals

    I am a bit confused with what you need. Do you need web form steps to be clickable? or creating a custom web template representing each tab?

    I don't think we can create web form steps clickable as this might mess up with the web form session transition path (necessary to use the previous/next feature).

    about something more custom, you can create multiple entity forms and each one would be redirecting to the "next entity form". if you need to jump to a certain "step" this will simply be another entity form

    but pay attention on how you are going to treat the previous/next here, for example:

    Step 1 --> Step 2 --> Step 3 --> Step 4 --> then user goes back to step 2 --> previous button here will be step 1 or step 4? this needs to be defined in your logic

    ------------

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  • Suggested answer
    Fubar Profile Picture
    Fubar 2,752 on at
    RE: CRM Portal: Make web from steps clickable

    As far as I'm aware its not possible with Web Forms.  It is possible to build your own tabs constructed out of Web Pages, Entity Forms by building your own custom Template and JavaScript (also if you look in the Custom Portal, there is a Web Template that does basic Tabs with pages - you can copy the Templates and customize them - note this template is not installed in all the other Portal types, we stumbled across it when we saw a sample page with tabs in the Custom Portal).

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