Rajeev Pentyala – Technical Blog on Power Platform, Azure and AI

We have ADX portal 7.0 solution installed on our Dynamics 365 8.2 application. We got a requirement to create a Web Form steps on a Custom Entity ‘Employee’.

‘Employee’ entity has an OOB ‘Information’ of ‘Form Type’ Main, with a tab named ‘Personal Details’.

Issue:

• While adding a Web Form step, there was no ‘Personal Details’ tab and could get only ‘general’ tab.
• In the new ‘WEB FORM STEP’, select the ‘Form Name’

• In the ‘Tab Name’ drop down, there is no ‘Personal Details’ tab and all it had was ‘general’ tab.

Reason:

• As there were 2 OOB forms (i.e., Form Type ‘Main’, ‘Mobile – Express’) with the same name ‘Information’, ADX solution always picking ‘Mobile – Express‘ form which had a tab ‘general’

Fix:

• Renamed ‘Information’ Main form to ‘Employee’.

• Publish the solution
• Refresh the ‘Web Form Step’ and you should see ‘Personal Details’ tab once you select the ‘Employee’ form.

🙂