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ashishkapoor
Level: Power Up

Creating a Contact and Enquiry Record from Portal

Hi,

I am looking to implement a scenario similar to a Contact Us form, however with the information recieved on the Portal (anonymous users without a registered profile); I need to create a Contact and an Enquiry record. 

Example:

I have 5 fields on the Portal form - First Name, Last Name, Email Address, Subject, Description. 

Upon Submitting this enquiry, the system should create a contact if it does not exist (based on last name and email address) and create an Enquiry against the contact. If the contact already exists, then create Enquiry record. 

 

Can this be achieved via Portal or would this require a plug-in to be triggered to retrieve the contact and link the same with the

enquiry?

 

Thanks.

2 REPLIES 2
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Power Apps Staff dileeps
Power Apps Staff

Re: Creating a Contact and Enquiry Record from Portal

You can do that in portal, you can create a custom entity to get this data, then run the business login CDS either as a workflow or plugin to achieve the desired logic

Ashish2012
Level 8

Re: Creating a Contact and Enquiry Record from Portal

Very much possible in the Portal. Use a custom entity or OOTB contact entity to capture contacts from the Portal.

 

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