Page Redirect Options In Entity Form Dynamics 365 Portals

This is common while working with Dynamics 365 Portals we need to setup page redirection. Sometimes we want to use the existing query string parameter sometimes we need to use a different parameter. Today I am going to discuss different options which can be used to set page redirection in entity form through configurations.

Introduction

This is a common practice to set up the page redirection while working with Dynamics 365 Portals. Sometimes, we want to use the existing query string parameter and sometimes, we need to use a different parameter. Today, I am going to discuss different options which can be used to set the page redirection in an Entity form through configurations.

Details

Page redirection can be configured from the portal entity form record. The Redirect section is visible once the Redirect option is selected under "On Success" option. 

 

Page Redirect Options In Entity Form Dynamics 365 Portals

 

We can use the following options to set up page redirection.

External URL

We can redirect our page to some external URL after successful submission; for example, if I will write http://himbap.com/blog, it will redirect to my blog after submission.

Or Web Page

We can use this option to select any existing portal's web page; for example, maybe we want to redirect to the entity list web page or home after a record is created or updated.

Append Existing Query String

This option can be used to append the existing complete QueryString to the page where the user will be redirected after saving. So for example, let’s say currently, we selected this option under 1 and selected the customer accounts where we want to redirect the user after saving. While we are on the customer edit page we can see the query string and now, after saving, we are redirected to the customer accounts and we can see we got the same query string.
 
Page Redirect Options In Entity Form Dynamics 365 Portals 
 
Append Record ID to Query String and Record ID Query String Parameter Name

This option can be used to append current record id to query string, so, for example, we have opened the account so it will add the account id in the query string, but it won’t add any parameter name to query string. To add a parameter, we need to provide it under Query String parameter name. In the following screen, we have configured it to include id in the query string and we have added parameter name as the vendor, so after redirection, it will look like below.
 
Page Redirect Options In Entity Form Dynamics 365 Portals 
 
Append Customer Query String

This option can be used to append a custom query string based on the requirement, for example, let’s say we want to pass the vendortype parameter, so we can configure it like following. 
Page Redirect Options In Entity Form Dynamics 365 Portals 
 
Append Attribute Value to Query String- Parameter Name & Attribute Logical Name

This option can be used to append custom query string parameter name and value of a form field by providing field logical name, for example in following screenshot we have configured parameter name as a contact and use priarmycontactid (logical name of the primary contact) from account form. After redirect, it will append query string like in screen 2.
 
Page Redirect Options In Entity Form Dynamics 365 Portals 
Hope it will help someone!!