How to Add a Multistep Form in Microsoft Power Pages

Add a Multistep Form

A Multistep Form allows you to collect user input across multiple steps using different forms and components. Unlike a standard form, multistep forms break the process into smaller sections, improving user experience and making complex data collection easier to manage.

Note: Multistep forms were previously known as Advanced Forms. Some advanced settings must still be configured through the Portal Management app.

Create a New Multistep Form

Open Microsoft Power Pages.
Select Edit for the site you want to modify.
Add a section to any page.
From the component library, select Multistep Form.
Select + New Multistep Form or choose an existing form.
Edit the form name if necessary.
Configure the available form options.

Multistep Form Options

Option	Description
Show Progress Indicator	Enable or disable the progress indicator for form submissions.
Add Multiple Entries Per Person	Allows authenticated or anonymous users to submit multiple entries.
On Submit	Display success messages and configure redirects.
Captcha	Enable CAPTCHA for anonymous users, authenticated users, or both.
More Options	Open the Portal Management app for advanced configuration.

Add Form Steps

Select + Add the First Step or + Add Step.
Enter a step name.
Select the Dataverse table.
Choose the Dataverse form.
Configure attachments if required.
Select OK.
Continue adding additional steps as needed.

Step Configuration Options

Option	Description
Step Name	Specify a descriptive name for the step.
Choose a Table	Select the Dataverse table where information will be stored.
Select a Form	Choose the Dataverse form associated with the selected table.
Attachments	Configure file uploads for the step.
More Options	Configure step mode, back button settings, and advanced options.

Preview Steps

You can preview every step directly within Design Studio by selecting the required step from the step dropdown menu in the toolbar.

Enable Attachments

Attachments can be enabled for any multistep form step using the Step Settings panel.

Option	Description
Enable Attachments	Turn file attachments on or off.
Attachment Required	Specify whether users must upload a file.
Allow Multiple Files	Allow users to upload multiple files.
Display Label	Customize the attachment field label.
Maximum File Size	Define the upload size limit.
Allowed File Types	Restrict uploads to selected file types.

Configure More Options

The More Options menu allows you to configure advanced settings such as step modes, navigation controls, and Portal Management integration.

Change Step Mode

Step Mode controls whether a step creates records, updates records, or displays data in read-only mode.

Create Mode
Update Mode
Read Only Mode

Progress Indicator

A progress indicator displays the user's current position within the multistep form. You can customize the indicator type and placement using the Edit Indicator option.

Enable Table Permissions

When adding a new multistep form, table permissions must be configured to allow users to interact with Dataverse records securely.

Create and Append permissions are configured by default.
Assign the appropriate web roles.
Save the permission configuration.
Child permissions for Notes (Attachments) are automatically created.

Important: Conditions and Redirect Steps are not supported in Maker Studio. Use the Portal Management app to create or modify conditions and redirect configurations.

Best Practices

Break large forms into logical steps.
Enable progress indicators for better user experience.
Configure table permissions before publishing.
Use attachments only when necessary.
Test navigation and validation across all steps.
Review Portal Management settings for advanced scenarios.

Summary

Multistep Forms in Microsoft Power Pages provide a structured way to collect complex information across multiple stages. With support for Dataverse integration, attachments, progress indicators, and advanced configuration options, they are ideal for applications, registrations, onboarding processes, and other enterprise data collection scenarios.