Page Redirect Options In Entity Form Dynamics 365 Portals

Introduction

This is a common practice to set up 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 that 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 the "On Success" option.

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.

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.

Append Record ID to Query string and Record ID Query String parameter name

This option can be used to append the current record ID to the 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 the query string. To add a parameter, we need to provide it under the Query String parameter name. In the following screen, we have configured it to include the id in the query string and we have added the parameter name as the vendor, so after redirection, it will look like the below.

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 vendor type parameter, so we can configure it like the following.

Append Attribute value to query string- parameter name & Attribute logical name

This option can be used to append a custom query string parameter name and value of a form field by providing the field logical name, for example in the following screenshot we have configured the parameter name as a contact and used priarmycontactid (logical name of the primary contact) from account form. After redirecting, it will append a query string like in screen 2.

Hope it will help someone!