Define web form steps for portals
The Web Form Step provides the flow logic of the form's user experience such as steps and conditional branching. It also provided details regarding the rendering of a form and additional behavior.
Web Forms persists the history of the steps a user has visited in an object on a Web Form Session entity. If a Web Form's steps have been modified, previously created history data could now be stale. Anytime steps are changed, it is recommended that you delete all Web Form Session records to eliminate miss match between sequence of steps logged in history and the current sequence.
Each Web Form will be presented on the portal has one or more steps. These steps share some common properties, outlined below. Each Step contains a pointer (a lookup) to the next step, with the exception of terminal steps. Terminal steps do not have a next time, and are thus the last step of the Web Form (due to conditional branching, there can be multiple terminal steps)
|Name||A title used for reference.|
|Web Form||The Web Form associated with the current step.|
|Type||One of the following:
Load Form/Load Tab step type: displays properties of forms.
For further details on the settings for these web form step types, please refer to their corresponding sections below.
Note: The first step cannot be of type "Condition".
|Next Step||The step that will follow the current step. This will be blank for single step single form.|
|Target Entity Logical Name||The logical name of the entity associated with the form.|
|Move Previous Permitted||Indicates whether the user is given an option to navigate to the previous step in a multiple step web form. Default is true. Uncheck to prevent the user from being able to move to the previous step.|
Configure a Dynamics 365 for Customer Engagement portal
Define entity forms and custom logic within the Dynamics 365 for Customer Engagement portal
Load Form/Load Tab step type
Redirect step type
Conditional step type