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UmairAhmed
Frequent Visitor

Using Form to display but flow to store data

Hi friends,

My datasource is dynamics365 CRM and I am developing app to lists,  EDIT ,ADD,LIST leads of CRM dynamics. I have designed multiple forms and user experience is like wizards, screen1 Enquirer details, screen2 Customer details and Screen 3 is for product details
Since I have multiple forms, I am using microsoft flow actually create or Update lead record in dynamics365 CRM.
 
I am been caught up in various issues like the form not being refresh, when I save one record and create a newform to create another record.

Without going into details of issues, I have a fundamental question, Is this OK to use form to display the data and then instead of submtiform I call flow and then  perform EDITForm / NEWform.

Appreciate your feedback.

1 REPLY 1
v-xida-msft
Community Support
Community Support

Hi @UmairAhmed,

Could you please share a bit more about your issue?

Do you mean that your Edit form not be reset as New form when you save one record and create another record?

Further, do you want to display a form in an app and create or edit an record using Microsoft Flow?

For your issue, if your Edit form not be reset as New form when you save one record and create another record, please check if you have reset your Edit form after your submitted a form data.

Please add the following formula within the OnSuccess property of the Edit form:

ResetForm(EditForm1)    /* <-- EditForm1 represents the Edit form within your app */

Set the OnSelect property of the "+" icon (Add record button) to following formula:

NewForm(EditForm1);
Navigate(EditScreen, ScreenTransition.Cover)

 

In addition, if you want to create or edit an record using Microsoft Flow, you must pass the parameter values from your app to your flow firstly. I don't think it is a easy way to achieve your needs.

More details about starting a flow from an app, please check the following article and video:

https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/using-logic-flows

https://www.youtube.com/watch?v=1wl9AtxWdkg

 

Best regards,

Kris

Community Support Team _ Kris Dai
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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