XrmToolBox: Portal Webform Cloner

When building/configuring Dynamics Portals for collecting data from users we generally use entity form or a webform.

Multi-Step webform is one of the key features of Dynamics Portals. It allows for multi-step conditional forms to be created in different modes clubbed together. 

More often than not, you need forms to do things differently. Allow users to create and submit details. Allow users to edit the submitted details and present submitted details as read-only.

But this is difficult to achieve with one webform. The mode of the webform step is fixed. It can either be Insert, Edit, Read-only. Continue reading “XrmToolBox: Portal Webform Cloner”