Adxstudio Portals Training Entity Forms

Displaying Forms CRM Forms Creating an Entity Form Entity Form Options Metadata and Localization What are CRM forms and why do we want to render them on the portal? Let’s create a simple Entity Form for the common “Contact Us” scenario A look at some of the various options available for entity forms, extending their OOB functionality Metadata allows for further configuration of fields on Entity Forms. Localization is necessary for multilingual portals

Why Forms? Lead Generation Profile Management Data Entry Custom Web Apps Surveys

Forms CRM Forms Managed Forms Adxstudio Entity Forms ASP.NET Web Forms Adxstudio Web Forms!

Entity Forms Surfacing CRM Forms Allow users to define entity forms and custom logic within the CRM Data entry forms within Adxstudio Portals No coding required Can use existing CRM forms on the Portal A basic way to display information about and allow CRUD operations against CRM entities on the portal in an arbitrary fashion

Displaying CRM Forms

Creating a Lead-Generating Contact Us Typical Scenario: A Contact Us All that’s needed is a form for the lead entity, with the fields you wish to collect on the Portal Create a Web Page and Entity Form to surface your CRM form

CRM Entity Form Feature Matrix Supported? All CRM Field Types Yes All CRM Field Validation Rules Multiple Column Layouts Inline Web Resources CRM Label Language Translations Sub-Grids Yes (configure with metadata) Header & Footer Roadmap Notes IFRAMEs No CRM Form Scripting

Entity Form Structure Web Page Entity Form Attribute Metadata Sub-grid Metadata Notes Metadata

Form Definition Attributes Entity Name Name of the Entity that we are displaying on the portal Mode Defines the write action if any that the form is preforming: Insert: Create a new record Edit: Change an existing record ReadOnly: Display an existing record Form Name/Tab Name Defines the Form (and if applicable, the Tab) that will be displayed Record Source Type Defines the record that will be loaded in the case of edit or ReadOnly mode: Query String Current Portal User Record Associated to Current Portal User Enable Entity Permissions If set to true this form will respect Entity Permissions

Entity Form Additional Options Auto Generate Steps from Tabs Associate Current Portal User (Insert Only) Attachment Custom JavaScript Set Entity Reference Notes

Entity Form Metadata Contains additional behavior logic to extend functionality of CRM form fields Type Attribute Section Tab Subgrid

Entity Form Metadata Attribute Type Prepopulate Field Set Value on Save Validation Survey Control Styles

Subgrids Subgrids added to a CRM form will show up on the portal just like any other control Respects all settings on the grid in CRM Will be read-only without metadata To add actions such as Edit, add a metadata record for the Subgrid to the Entity Form (type: Subgrid)

Subgrid Action Configuration Actions can be configured such as Create, View, Edit, Delete, Run Workflow In order to configure these actions for subgrids, you must add a metadata record for each subgrid on the form Set the subgrid name, then add actions for each of the operations you wish to be available on the form Create, Edit, Delete require Entity Forms to be in place All Actions require the appropriate permissions

Subgrid Configuration

Notes Work the same way as Subgrids Require permissions to be in place Read-Only by default Additional functionality requires metadata configuration

Localization Requires a Multilingual Website to be in place Install language packs and supply label translations Create a system user account for each language to be surfaced on the portal Configure Web.config Modify the Page Template for Entity Form