When using Power Pages (or related Dataverse-based applications like Power Apps or Dynamics 365), you might encounter a scenario where clicking the Save and Close button does not redirect the user to the expected page or view. This can lead to a frustrating user experience, especially if users are unable to navigate away from the form or complete their tasks smoothly.
Here’s a detailed guide to troubleshoot and resolve the issue of “Save and Close” not redirecting properly.
1. Check Form Settings and Configuration
The first step is to verify whether the form settings are correctly configured to handle the redirection after saving a record. In some cases, the behavior of the Save and Close button is determined by the settings configured on the form.
Steps to verify:
- Form Properties:
- Navigate to Power Pages or the Dataverse environment and check the properties of the form. Ensure that the form is set up to redirect to the appropriate page after the Save and Close action.
- Default Form Settings:
- By default, Power Pages forms do not automatically redirect after saving unless explicitly configured to do so. Review any existing configurations or customization related to this button, especially if custom JavaScript or other logic is involved.
- Redirect Action Configuration:
- Check if the Save and Close button has been overridden with custom logic, such as JavaScript or workflows that are supposed to handle the redirection. If this is the case, make sure the redirection logic is working properly.
2. Review Custom JavaScript or Business Logic
If you are using JavaScript or other custom business logic to control the behavior of the Save and Close button, there might be an issue with the script that prevents the redirect from executing correctly.
Steps to verify:
- Check for JavaScript Overrides:
- Inspect any custom JavaScript code used to override the default Save and Close button behavior. Make sure that the function handling the form submission is properly redirecting the user.
Xrm.Page.data.entity.save("saveandclose", function() { window.location.href = '/desired-page-url'; }); - Look for Errors in Console:
- Open the browser’s developer console and check for any JavaScript errors that may be interfering with the redirection process. If there’s an error in the custom script, it could be preventing the redirect from firing correctly.
- Debug Custom Scripts:
- If using custom code to manage redirection, debug the script step-by-step to ensure that the redirection is triggered at the appropriate time and that there are no conflicts with other scripts or form behaviors.
3. Check Workflow or Business Rules
If there are any workflows or business rules applied to the form or entity, they might be interfering with the expected behavior after the save operation, including the redirection.
Steps to verify:
- Review Business Rules:
- Check if there are any business rules that are triggered upon form submission. Ensure that they do not contain conflicting logic or prevent the form from completing the save operation or redirecting properly.
- Examine Workflows:
- Verify whether there are any workflows associated with the entity or form. These workflows might be set to trigger actions on save, but if there is an issue or long-running process, it may delay or block the redirection. Ensure the workflow is not affecting the save and close behavior.
- Cancel or Modify Workflows:
- If necessary, disable any workflows temporarily to confirm if they are the cause of the problem. Alternatively, modify the workflow conditions or actions to allow for smooth redirection after a record is saved.
4. Test Redirection on Different Pages
If the Save and Close button is not redirecting properly, it could be due to a configuration issue specific to the page or form.
Steps to verify:
- Test Different Pages:
- Try using the Save and Close button on different forms or pages to see if the issue is consistent across the portal. If it works correctly on some pages but not others, there may be a specific configuration or conflict on the problem page.
- Use the Default Form:
- Temporarily use the default form for the entity and test the Save and Close button. This will help to isolate whether the issue is due to a custom form configuration or a more widespread problem.
5. Check Security Roles and Permissions
Sometimes, security roles and permissions can affect how forms are saved and whether the redirection occurs after saving. Ensure that the user has the necessary permissions to both save the record and access the redirect target.
Steps to verify:
- Review User Permissions:
- Make sure the user has the correct read and write permissions for the entities involved. If the user does not have permission to view or edit the records, the form might not save properly, which could prevent the redirection.
- Security Roles:
- Check if the security roles assigned to the user are allowing access to the Save and Close functionality. In some cases, if a user lacks the necessary role, the system may not allow the redirect to occur even if the save is successful.
6. Check Browser and Session Issues
Occasionally, browser-specific issues or session problems can cause redirection to fail after saving a form.
Steps to verify:
- Clear Cache and Cookies:
- Clear the browser’s cache and cookies to ensure that there are no cached sessions or old data that might interfere with the form behavior.
- Try a Different Browser:
- Test the form in a different browser to rule out browser-specific issues. Some browsers may have compatibility issues that prevent JavaScript from working as expected.
- Test in Incognito Mode:
- Use Incognito or Private browsing mode to test the behavior without interference from browser extensions or cached data.
7. Ensure Proper Configuration of Redirect URLs
If you are redirecting to a custom URL after saving and closing, ensure that the URL is correctly configured and accessible.
Steps to verify:
- Check Redirect URL Format:
- Ensure that the redirect URL is correct and in the proper format. For example, ensure the URL is relative or absolute, depending on your environment. An incorrect URL can result in a failed redirection.
- Check for Redirection Loops:
- Ensure that the redirect URL does not cause a redirection loop (e.g., redirecting to the same page that triggered the save). Redirection loops can prevent the user from reaching the target page.