Define a load form and load tab step type

Article
04/27/2023

The multiform step type can be configured in the Power Pages design studio.

The following instructions detail how to configure the load form and tab step in the Portals Management app.

This step type allows the multistep form step to act as a basic form within the overall multistep form process. It loads a form with a similar set of options available as a basic form.

Settings

Name	Description
Name	The descriptive name of the record. Required
Table Name	The name of the basic form which the form will be loaded from. Required
Form Name	The name of the Form on the target table that is to be rendered. Required
Tab Name	The name of a Tab on a Form for a specified table that is to be rendered. Optional
Mode	One of the following values: Insert Edit ReadOnly Selecting Insert indicates the form should insert a new record upon submission. Specifying Edit indicates the form should edit an existing record. Selecting ReadOnly indicates the form should display an existing record's noneditable form. Edit and ReadOnly requires that a source record exist and parameters specified in the 'Record Source Type' and 'Record ID Parameter Name' fields to select the appropriate record when the form is loaded in the portal.
Auto Generate Steps From Tabs	Checked indicates that multiple tabs on a basic form will be displayed with each tab as a sequential step starting with the first tab and continue until all tabs have been navigated to and upon final submission a record is inserted. Unchecked is the default behavior. Unchecked value indicates that only one tab or form is to be rendered for the current step. If the Tab Name isn't specified, the first tab is displayed.
Record Source Type	One of the following values: Query String Selecting Query String requires a parameter name that must be provided in the query string of the URL to the form. This can be specified in the 'Record ID Parameter Name' field. Current Portal User Selecting Current Portal User will retrieve the portal user record for the current authenticated user.
Record ID Parameter Name	A parameter name provided in the query string of the URL to the Web Page containing this Basic Form.
Relationship Name	Required when Record Source Type is Record Associated to Current Portal User. The logical name of the relationship between the current portal user record and the target record. This must return the same table type specified by the Table Name field.
Enable Table Permissions	Will cause the form to respect Table Permissions. The default is false for backwards compatibility reasons. If set to true, explicit permissions are REQUIRED for any user wanting to access the form. This only applies to the FIRST step of a form. NOTE: This method of securing forms would be deprecated soon. Therefore, it shouldn't be used. Use proper table permissions, and web role setup to provide access to users for any data instead. See next section Secure your forms details. More information: Table permission changes for forms and lists on new websites

Secure your forms

Note

This method of securing forms would be deprecated soon. Therefore, it shouldn't be used. Use proper table permissions, and web role setup to provide access to users for any data instead. More information: Table permission changes for forms and lists on new websites

To secure your forms, you must create table permissions that determine access and ownership of the records according to web roles. If a user lands on a multistep form and doesn't have permissions, they'll receive an error message. In addition, you'll also see a warning when a form is configured with table permissions not enabled:

"Table permissions should be enabled for this record or anyone on the internet can view the data."

To enable permissions for a multistep form, select the checkbox to Enable Table Permissions. More information: Create web roles .

Other settings

Name	Description
Render Web Resources Inline	Eliminates the IFrame that encompasses a web resource in a basic form.
ToolTips Enabled	The tooltip is set using the description of the attribute on the target table.
Show Unsupported Fields	All fields are currently supported. This is reserved for potential changes may make to field types.
Set Recommended Fields as Required	Makes all attributes required that have the field requirement level set to 'Business Recommended'.
Make All Fields Required	Makes all fields required regardless of the field requirement level.
Validation Summary CSS Class	CSS Class name assigned to the validation summary. Default: 'validation-summary alert alert-error alert-block'
Enable Validation Summary Links	A Boolean value of true or false that indicates whether anchor links should be rendered in the validation summary to scroll to the field containing an error. Default: true
Validation Summary Link Text	The label assigned to the validation summary links. Default: Click here
Instructions	Display a block of text at the top of the form.
Record Not Found Message	Message displayed when the source record can't be loaded. Default: The record you're looking for couldn't be found.

Form options

Name	Description
Add Captcha	Portal uses RadCaptcha by Telerik to prevent malicious spam attacks. The service requires a unique key to authenticate requests for your portal application.
Validation Group	The group name assigned to input controls for evaluating valid input of named groups.
Previous Button CSS Class	CSS Class name assigned to the Previous button.
Previous Button Text	Label on the previous button.
Next Button CSS Class	CSS Class name assigned to the next button.
Submit Button Text	Label on the next button.
Submit Button CSS Class	CSS Class name assigned to the submit button. Default: button submit
Submit Button Text	Label on the submit button. Default is 'Submit'
Submit Button Busy Text	Label on the submit button during the running process. Default: Processing...

Associate the current portal user with the creation of a record

These options are used to keep track of which portal contact creates a record through the portal UI

Name	Description
Associate Current Portal User	Checked indicates the currently logged in user's record should be associated with the target table record.
Portal User Lookup Column	The logical name of the attribute on the target table that stores the portal user.
Is Activity Party	Boolean value indicating whether the Portal User Lookup Column is an Activity Party type. See ActivityParty table

Associated table reference

The following parameters pertain to setting an associated table reference when the form is saved.

This provides a way to associate the current record being created or updated by the form with another target record. This is useful if you have multiple steps with multiple table types and wish to relate the resulting records or if the page is passed a query string of a record ID that you would like associated. For example we have a careers page that lists job postings, each with a link to an application for the job that contains the id of the job posting to the application form so that when the application is created the job posting is associated with the record.

Name	Description
Set Table Reference On Save	Yes or No. A value of yes indicates that an associated table reference should be assigned when the form is saved, otherwise none will be set.
Relationship Name	The Relationship Definition Name for a given relationship between two table types. Note: Don't specify a relationship name if you specify a Target Lookup Attribute Logical Name.
Table Logical Name	The logical name of the reference table.
Target Lookup Attribute Logical Name	Logical name of the lookup attribute on the target table being created or updated. Note: Don't specify a relationship name if you specify a Target Lookup Attribute Logical Name.
Populate Lookup Field	If the lookup regarding the reference table is on the form, checking this value will populate the field on the form with the value retrieved using the setting below.
Source Type	One of the following values: Query String Selecting Query String requires a parameter name that must be provided in the query string of the URL to the form. This can be specified in the Query String Name field. If this parameter is the primary key, then select Yes for the Query String Is Primary Key, otherwise select No and provide the logical name of the attribute on the target table to query by specified in the Query Attribute Logical Name field. Current Portal User Selecting Current Portal User will retrieve the contact record for the current authenticated user.
Reference Table Step	The Multistep Form Step record of a previous step to retrieve the table created or edited in that step to associate it with the record for this current step.
Query String Name	Parameter name provided in the Query String of the URL to the Web Page containing the Multistep Form.
Query String Is Primary Key	Yes indicates the Query String value is the Primary Key value. No indicates the Query String value is an attribute type other than the Primary Key.
Query Attribute Logical Name	Logical name of the attribute to query the record.
Show ReadOnly Details	Checked indicates that a form should be rendered at the top of the page displaying read-only information pertaining to the reference record. Requires a Form Name.
Form Name	The name of the form on the reference table that should be used to display read-only details.

Other functionality

Name	Description
Attach File	Check to have the form include a file upload control to the bottom of the form to allow a file to be attached to the record.
Allow Multiple Files	A Boolean value that indicates whether the user can upload more than one file.
Accept	The accept attribute specifies the MIME types of files that the server accepts through file upload. To specify more than one value, separate the values with a comma (for example, audio/,video/,image/*).
Label	The text displayed next to the file upload control. For each language pack installed and enabled for the Microsoft Dataverse environment a field will be available to enter the message in the associated language.
Is Required	Checked makes the attachment of a file required to proceed.
Required Error Message	The message displayed during form validation if Is Required is true and the user hasn't attached a file. For each language pack installed and enabled for the Dataverse environment a field will be available to enter the message in the associated language.
Custom JavaScript	A custom block of JavaScript that will added to the bottom of the page just before the closing form tag element. The HTML input id of a table field is set to the logical name of the attribute. This makes selecting a field, setting values, or other client side manipulation easy with jQuery. `$(document).ready(function() { $(#address1_stateorprovince).val(Saskatchewan); });`