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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Tabs and its page in p...
Customer experience | Sales, Customer Insights,...
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Tabs and its page in power apps portals

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Posted on by Sumaira Noor 1,085

Hello Community Experts,

There is an urgent requirement where we need to switch between the business and personal tabs under the Accounts as below in portals

Presently the Business and Accounts tabs are static they do not perform any action on click

My requirement is i should be ab;e to switch between business and personal tab

 account form should be displayed under Business tab

In Personal tab its related new account form should be displayed

7848.P1.png

These things are very new to me, please guide me on where i need to change what or what should be added to be able to switch between business and personal tabs so that it shows its related forms

Kindly Advise

Best Regards,

Sumaira Noor

  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    Hi Sumaira,

    There are probably various ways to accomplish this.

    What I would do it probably create a web template that contains the content of the page (basically the two tabs), with links to the corresponding page.

    When you click on Business, it will redirect to a Business Page. When you click on Contact, it will redirect to a Contact Page.

    Then, create a Page template that will use that Web template.

    In each of your Web Pages (Business and Contact), in the Page template specify the name of the Page template that uses the Web template you created.

    In the Web Pages, don't forget to point to the corresponding Entity forms as well.

    Hope this helps.

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