1. Adxstudio Portals Training
Web Forms

2. 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

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

4. 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

5. 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

6. Web Form Structure
Web Page
Web Form
Web Form Step
Web Form Metadata

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

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

14. 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

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

16. 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

17. 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