Adxstudio Portals Training Web Forms

Web Form Wizards Wizards and Multi-step processes Creating a Web Form Web Form Step Types Advanced Scenarios What are Wizards and why do we want to render them on the portal? Let’s create a simple Web Form for the “Contact Us” scenario A look at Load Form, Conditional, Redirect web form steps and logical branching A look at multi-entity web forms, Web Form User Controls, Web Form Metadata and options

Why Web Forms? User Registrations Questionnaires and Surveys Advanced Data Entry Combined with Entity Lists, can be used to build out complex web applications

Create Portal Processes Web Forms Create Portal Processes Extends the Entity Form concept Define an entire multi-step process A Web Form has one or more steps Each step can essentially act as an Entity Form, or perform some other type of logic Can add additional metadata to forms in order to alter default behavior Creating advanced multi-step processes (wizards) for users to step through on the portal

Scenario We want to collect information about people who have purchased our products through product registrations We want to collect both information about the product owner (the Lead) as well as information about their product purchase

Web Form Structure Web Page Web Form Web Form Step Web Form Metadata

Web Form Basic Properties Contains General Information about a Web Form Process Options Authentication Required Start New Session On Load Multiple Records Per User Permitted Progress Indicator Warning on Close

Web Form Session Stores Information about a user filling out a Web Form Contains information needed for a user to pick up where they left off Contact, Current Step, Target Record, Session History

Web Form Steps Load Form / Load Tab Condition Load User Control Redirect Loads a CRM Form on the portal – similar to the Entity Form feature Allows logical branching – can split the web form in two directions according to a condition Allows for a wide array of advanced customization options – you can do anything with Web Forms Redirects the users browser away from the Web Form flow

Load Form/Tab Definition Attributes Target Entity Name Name of the Entity that will be target of the current step Type Defines the Type of the step: Load Form: Loads a form (like an Entity Form) Load Tab: Loads a certain tab from a form Condition: Allows a branching statement and two possible next steps Redirect: A Redirect Load User Control: Allows for custom ASP.NET User Controls to be presented on a step Name Descriptive Name of the Step Move Previous Permitted Does the Previous button Appear on this step? Enable Entity Permissions If set to true this form will respect Entity Permissions

Load Form/Tab Definition Attributes 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 (unless it is an insert step) Query String Current Portal User Record Associated to Current Portal User Result of Previous Step

Condition Step Type Allows branching – a condition evaluates to true or false and the Next step will be different if the condition fails Properties: Next Step Target Entity Logical Name Next Step if Condition Fails Condition: The expression to be evaluated

Expression Format [entity attribute logical name][operand][value] Examples: new_customertype = 750601 new_customertype = 750601 & gendercode = 2 new_customertype = 750601 & (gendercode = 2 | gendercode = 3)

Expression Operands Operansd(s) Type = Equals != Not Equals > Greater Than < Less Than >= Greater Than or Equals <= Less Than or Equals & And | Or ! Not =* Like !=* Not Like

Redirect Step Type Redirects to an External URL or a Web page in the portal Useful for seamlessly directing flow

Load User Control Step Type Acts as a totally custom step as part of the overall web form Several OOB Web Form User controls provide additional web form step types Developers will want to inherit from the WebFormUserControl Class Target Entity Logical name: The entity is the source available to the User Control User Control Path: Relative path to the User Control file in the web application

Surveys using Web Forms Create an entity in the CRM representing the survey The attributes of the Survey are the questions Records in the CRM represent survey submissions