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Anonymous
Not applicable

PowerApps Portal: Tab information is showing blank in web form step

Hello Community,

 

I have a custom PowerApps portal linked to a Dynamics 365 environment. I am trying to create a web form with couple of web form steps. On each web form step I want to show a tab from the Dynamics entity form for users to fill the information. In Portal Management, I have created the web form, and added and associated the two web form steps. However, when I am trying to define the web form step, and try to define to which tab of the form I want to display on the web form step, the tab dropdown is blank and I am not able to see the name of the tabs I have on my Dynamics entity form. And because of this issue I cannot select anything for loading the tab for the web form step.

 

Question #1: does anyone know why this might be happening? Is there anything that I missed? Please see my screen shot below.

 

Question #2: I also notice that it's displaying all "Tab" across the top of the web form step instead of the proper names. Please see my screen shot below. I am running this in Unified Interface, and I am not clear as to why it's showing "Tab" across the top. This is really strange.

 

Any pointers would be appreciated. Thank you!

 

D365_Eric_0-1593496033318.png

 

3 ACCEPTED SOLUTIONS

Accepted Solutions
OliverRodrigues
Most Valuable Professional
Most Valuable Professional

a few things to check based on a simple web form step I have here

 

  • your STEP 01 record, is usually setup as mode = Insert
  • your STEP 02 record, is usually setup as mode = Edit / Record Source = Query String + record ID:

webform.PNG

can you double check if you have that setup?

 

------------

If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

 




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Oliver Rodrigues


 

View solution in original post

OliverRodrigues
Most Valuable Professional
Most Valuable Professional

well when I started the documentation was quite poor.. and still is now, but I guess now we have more blogs/vlogs with a lot of portal learning content

at the time I remember I suffered a lot and there was a lot of trial & error to get things working 

 

I shared here a few times a few useful links that I recommend:

 

Useful Resources:

Official Microsoft Documentation

Microsoft Learn

 

Blogs:

Oliver Rodrigues

Brian Illand

Colin Vermander

Nick Doelman

Arpit Shrivastava

Megan V. Walker

Elaiza Benitez

Nicholas Hayduk

Oleksandr Olashyn

 

Podcast

Refresh the Cache

Featuring Colin Vermander, Nick Doelman and Nicholas Hayduk

YouTube Channel

Engineered Code

Megan V. Walker

Elaiza Benitez




If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

Power Pages Super User | MVP


Oliver Rodrigues


 

View solution in original post

Anonymous
Not applicable

Hi @OliverRodrigues ,

 

This is awesome! Thank you so much!!

View solution in original post

9 REPLIES 9
chleverenz
Power Participant
Power Participant

Hi @Anonymous ,

have you published the entities and may be refreshed your browsers cache? This might be the reason, why the portals software doesn't find your tabs.

 

The other issue with "tab" all over all tabs i have also. I accepted that as missing translation or whatever and wait for an updated version by microsoft 🙂

 

Have fun,

  Christian

 

PS sorry when this sounds like "have you tried turning it off and on again", but i have this problem that many times i have a postit on my screen for that...

Have fun,
Christian
----------------------
Please do not forget to leave feedback if this post helped you. Already giving kudos is a great way of feedback when the post was helpful.
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OliverRodrigues
Most Valuable Professional
Most Valuable Professional

Did you install any language pack in your CDS? if yes, is it okay in the other language when selected

also if yes.. did you update metadata translations via Admin Center?

 

if no for all above.. Did you make any customization changes in the Web Form Step? maybe you accidentally changed the tab display names within the Web Form Step entity form

 

for your main issue, have you opened the browser console to see if there is anything weird there? I would suggest also renaming the "Information" form for your entity to something else, "Information 2" just as a test

 

------------

If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.




If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

Power Pages Super User | MVP


Oliver Rodrigues


 

Anonymous
Not applicable

Hi @OliverRodrigues , @chleverenz ,

 

Thank you for your inputs. For some reasons after I changed the name of the entity form from "Information" to "Main Information" the tab names show up for me to select. So that's good 🙂

 

But I am running into a next problem, and would appreciate some guidance. In Portal Management, I have created a web form, and 2 web form steps associated to the web form. I have also associated the web form to a particular web page. When running the portal, the web page is returning blank and is not displaying the web form I am expecting. When I did some googling on this, I came across some articles mentioning that I need to apply the liquid tag {% webform name: '(name of my web form' %} to the web template. So I did that, but I notice if I do that to the default studio template it messes up my portal because it would expose the web form on all the web pages since all the web pages are using the default studio template. So what I did next was I created a separate new web template specifically for the one web page where I want to expose the web form. On this new web template I added the one liquid line {% webform name: '(name of my web form' %}. But when I go to the portal runtime, I am getting an error message on the web page "An unknown failure has occurred. Error ID # [c06b04fd-62f5-4bc2-8355-3966b238bb2a]", and again no web form is displayed.

 

Would you be able to advise me what I might have done wrong or missed?

 

Thanks!

OliverRodrigues
Most Valuable Professional
Most Valuable Professional

Hi

 

yes I faced that issue with the "Information" form a few times.. not sure why that happens.. anyway glad that is sorted now

 

a few things to check with your other issue (you don't need to make any liquid changes to fix that):

  • I like to use the "Full Page" web template.. if you search in your Web Templates you will find it there
  • Make sure you have a Page Template record pointing to the web template "full page", and not using the re-write option
  • Now go to your Web Page and change the Page Template from Default to Full Page, remember that we have always two Web Pages, one root, and one localized/content Web Page, make sure both are pointing to the same Page Template
  • Now make sure your localized/content Web Page is pointing to your Web Form, if you change (after creating) in the root web page, it won't replicate to the content web page, it doesn't really matter what you have in the root (in regards web form/entity form/entity list), what it matters is having it in the localized one
  • clear the cache

 

follow those steps and you should be good to go

 

------------

If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.




If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

Power Pages Super User | MVP


Oliver Rodrigues


 

Anonymous
Not applicable

Hi @OliverRodrigues ,

 

Thanks for your suggestions. I did try your suggestions and it seems to work well, except for I have 2 web form steps associated with my web form, but only the 1st web form step is being rendered on the web page when I run the portal. What I have done is that for both web form steps I want to load a specific tab from my Dynamics entity form. I have specified step 2 as the next step on the step 1, and I have published all entity changes. I can select the tab from the available tab list for the step 2, just like how I am able to do that in step 1. However, when I go to the web page on the portal, only the step 1 tab (and fields) is displayed, and when I click on the "Next" button to go to step 2 from step 1 on the web page, the step 2 page returns blank.

 

I am not quite sure what I could be missing here...

 

Would you have any insights?

 

Thank you so much!

OliverRodrigues
Most Valuable Professional
Most Valuable Professional

a few things to check based on a simple web form step I have here

 

  • your STEP 01 record, is usually setup as mode = Insert
  • your STEP 02 record, is usually setup as mode = Edit / Record Source = Query String + record ID:

webform.PNG

can you double check if you have that setup?

 

------------

If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

 




If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

Power Pages Super User | MVP


Oliver Rodrigues


 

Anonymous
Not applicable

Hi @OliverRodrigues ,

 

Thank you so much!!! I tried your suggestion for my step 2 and it worked!

 

May I ask if there are any documentation or reference articles from where you may have learned some of these information? I find it quite surprising that there is not a whole lot of reference documentation on details like this. I would never have guessed that for my step 2 that I would need to use Edit and the Query String... 

 

Thank you so much for your help on this, much appreciated!

OliverRodrigues
Most Valuable Professional
Most Valuable Professional

well when I started the documentation was quite poor.. and still is now, but I guess now we have more blogs/vlogs with a lot of portal learning content

at the time I remember I suffered a lot and there was a lot of trial & error to get things working 

 

I shared here a few times a few useful links that I recommend:

 

Useful Resources:

Official Microsoft Documentation

Microsoft Learn

 

Blogs:

Oliver Rodrigues

Brian Illand

Colin Vermander

Nick Doelman

Arpit Shrivastava

Megan V. Walker

Elaiza Benitez

Nicholas Hayduk

Oleksandr Olashyn

 

Podcast

Refresh the Cache

Featuring Colin Vermander, Nick Doelman and Nicholas Hayduk

YouTube Channel

Engineered Code

Megan V. Walker

Elaiza Benitez




If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

Power Pages Super User | MVP


Oliver Rodrigues


 

Anonymous
Not applicable

Hi @OliverRodrigues ,

 

This is awesome! Thank you so much!!

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