Add a conditional step type

A Web Form Step can be a 'Condition' type that indicates the step should evaluate an expression. If the expression evaluates to true then the next step is displayed. If the expression evaluates to false and if the 'Next Step If Condition Fails' has been specified, that step will be displayed. The current entity is the target used to evaluate the expression against. Record Source defaults to the Record Source of the previous step.


Name Description
Condition The Conditional expression to be evaluated
Next Step if Condition Fails The Conditional Step Type, unlike all others, has two Next Step lookups. The default Next Step lookup will be respected if the condition evaluates to true. This property sets the next step should the condition evaluate to false.

The available operands are as follows:

Operand(s) Type
=, == Equals
!= Not Equals
> Greater Than
< Less Than
>= Greater Than or Equals
<= Less Than or Equals
& And
| Or
! Not
=*, ==*, -= Like
!=* Not Like


The format of the expression is as follows:

[entity attribute logical name] [operand] [value]


new_categorycode = 750101

A condition can have multiple expressions. You can use parentheses to group nested expressions, for example:

new_categorycode = 750101 & gendercode = 2

  • new_categorycode = 750101 & (gendercode = 2 | gendercode = 3)

  • new_name = Jane Doe

  • new_twooptionfield = true

  • new_twooptionfield = false

See also

Configure a Dynamics 365 portal
Define entity forms and custom logic within the Dynamics 365 portal
Web Form steps for portals
Load Form/Load Tab step type
Redirect step type
Add custom JavaScript