Add a Multistep Form in Power Pages [Step By Step]

I was working on a Power Pages form titled “Employee Onboarding.” It had many fields, and I felt that showing everything on one page might be too much for the user. So, I thought, why not break it into small steps? That’s when I tried making a multistep form.

Now, the form looks clean and is easier to fill out, step by step. In this tutorial, I will show you how to add a multistep form in Power Pages.

Power Pages Multistep Forms

For this example, we will use: “Employee Onboarding”

Form 1: Personal Details

• First Name – Single line of text (Text)
• Last Name – Single line of text (Text)
• Email Address – Single line of text (Email)
• Phone Number – Single line of text (Phone number)
• Date of Birth – Date and Time (Date only)
• Address – Multiple lines of text (Text)
• City – Single line of text (Text)
• State – Single line of text (Text)
• ZIP Code – Whole number (None)

Form 2: Job Details

• Job Title – Single line of text (Text)
• Department – Choice (Dropdown)
• Employee ID – Single line of text (Text)
• Start Date – Date and Time (Date only)
• Direct Manager – Single line of text (Text)
• Work Modes – Choice (Dropdown)
• Employment Type – Choice (Dropdown)
• Annual Salary – Currency

Form 3: Bank & Tax Information

• Bank Name – Single line of text (Text)
• Account Type – Choice (Dropdown)
• Account Number – Whole number (None)
• IFSC Code – Single line of text (Text)
• Routing Number – Whole number (None)
• Social Security Number – Whole number (None)
• Tax Filing Status – Choice (Dropdown)
• Number of Allowances – Whole number (None)
• Additional Withholding – Currency

Create Columns in the Dataverse Table

Before I tell you how to create Multistep Forms, we need a Dataverse table. Which I created below using the data above.

Now you can create a form in both Power Automate (formerly Power Automate) and Power Apps. Here, I will make a form in Power Pages. Go to Power Pages and Create a new site (or use an existing one).

Now, follow the steps below to create forms:

1. Click on “Forms,” then click on “+ New form”.

2. Then, add the Form name as ‘Personal Details’ and include the following fields. After that, click “Save and publish“.
   • First Name
   • Last Name
   • Email Address
   • Phone Number
   • Date of Birth
   • Address
   • City
   • State
   • ZIP Code

3. After that, go back and click on “+ New form” to create the Job Details form like the screenshot below:

4. Similarly, add the Bank and Tax Information form.

Create a Page to Show the Form

After you’ve created the form and added all the fields in Dataverse, the next step is to create a page in your Power Page site where you want to display the form.

In my case, I created a page titled “Employee Onboarding.” This page will be used to show the multistep form to users.

Now, follow the steps below to add the multistep from the Power Pages:

1. Go to the Employee Onboarding page in Power Pages Studio. Click on “Add section” and choose a layout with 1 column — like the screenshot below (you can include your screenshot here).

2. Once the section is added, you’ll see a list of components you can add to the section.
   • If the Multistep Form component is already visible in the list, click it to add it to the page.
   • If not, click the three dots (⋯) in the components pane. Under the “Connected to data” section, select Multistep form.

3. It will open the “Add a multistep form” panel on the right side.
   • Here, give your form a name (for example: Employee Onboarding Form).
   • You can also choose whether to:
     • Show progress indicator – Turn this on if you want users to see which step they’re on.
     • Allow multiple entries per person – Enable this if you want users to submit more than one onboarding record.
   • Then click Done.

4. Then the form will be added to our page, but we don’t add any steps, so it shows the bank.

5. Next, click on “+ Add step” to add the first step of your form.
   • A pop-up will appear where you need to:
     • Enter the Step name – for example: Personal Information
     • Choose the table – select Employee Onboarding
     • Select the form – choose the Personal Details form that you created earlier
   • Once done, click OK to add the step.

6. Then click + Add step to add the second form to the Power Pages.

7. Next, click “+ Add step” again to add the second form to the Power Page.
   • In the pop-up:
     • Enter the Step name – for example: Job Details
     • Select the Employee Onboarding table
     • Choose the Job Details form
   • Click OK to add this step.

8. Again, click “+ Add step” to add the final part of the form.
   • In the pop-up:
     • Enter the Step name – for example: Bank & Tax Information
     • Select the Employee Onboarding table
     • Choose the Bank & Tax Information form
   • Click OK to complete the multistep setup.

Set Permissions to Allow Users to Submit the Form

To make sure users can access and submit the Employee Onboarding multistep form, follow these steps to update permissions:

1. In Power Pages Studio, click on the “Security” tab from the left menu.
2. Under “Protect“, click “Table permissions“.

3. Click + New permission.
   • Now fill out the permission details:
   • Name: Give it a name like Employee Onboarding Submit
   • Table: Select Employee Onboarding
   • Access type: Select Global (or choose Contact if you want to limit to logged-in users)
   • Permission types: Select at least Create and Read.
   • Web roles: Assign a role like Authenticated Users or Anonymous Users, depending on your site setup
4. Click Save.

Preview the Page

Now that everything is set up, it’s time to see our multistep form in action:

1. In Power Pages Studio, click on the “Preview” icon at the top right.
2. This will open your site in a new tab.
3. Navigate to the Employee Onboarding page.
4. You should now see your clean, step-by-step form ready to be filled out!

5. Start filling in the fields step by step.
6. After completing each section, click Next to move to the next step.
7. At the final step, click Submit to save the form.

Breaking a long form into smaller steps makes it easier for users to fill out.

In this tutorial, we created a multistep form in Power Pages for employee onboarding. It’s clean, simple, and user-friendly.

I hope you found this helpful!

Also, you may like some more tutorials:

• Add a List in Power Pages
• Count Rows From Dataverse Table Using Power Automate
• Import CSV Data to Microsoft Dataverse Using Power Automate
• Power Apps Auto Populate Country Code And Phone Number
• Entity Extraction in Power Automate
• Add Data To Dataverse Table Using Power Automate