Adxstudio Portals Training Entity Forms. Robert Bailey, Msc Product Engineer Adxstudio Inc.
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Transcript of Adxstudio Portals Training Entity Forms. Robert Bailey, Msc Product Engineer Adxstudio Inc.
Agenda
CRM Forms
A look at some of the various
options available for entity forms, extending their
OOB functionality
What are CRM forms and why do we want to
render them on the portal?
Creating an Entity Form
Entity Form Options
Metadata and Localization
Metadata allows for further
configuration of fields on Entity
Forms. Localization is necessary for multilingual
portals
Let’s create a simple Entity Form for the
common “Contact Us”
scenario
Entity Forms
Surfacing CRM Forms
A basic way to display
information about and allow CRUD operations
against CRM entities on the
portal in an arbitrary fashion
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
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 Web Form to surface your CRM form
CRM Entity Form Feature MatrixFeature Supported?
All CRM Field Types Yes
All CRM Field Validation Rules Yes
Multiple Column Layouts Yes (3-column styles in upcoming 7.x release)
Web Resources Yes
CRM Label Language Translations Yes
Sub-Grids Yes (read only – write on roadmap)
Header & Footer Roadmap
Notes Roadmap
IFRAMEs No
CRM Form Scripting No
Basic Entity Form Properties
• Form Definition• Entity Name• Mode: Insert, Edit, or Read-Only• Form Name/Tab Name
• Record Source• If Mode is Edit or Read-only: Query String, Current
Portal User
Entity Form Options
• Auto Generate Steps from Tabs
• Associate Current Portal User (Insert Only)
• Attachment
• Custom JavaScript
Entity Form Metadata
• Contains additional behavior logic to extend functionality of CRM form fields
• Type• Attribute• Section• Tab
• For section or Tab, you can currently just set a label
• Many options available for Attribute Type
Entity Form Metadata Attribute Type
• Prepopulate Field
• Set Value on Save
• Validation
• Survey Control Styles
• 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
Localization
Summary
•How to Create a Simple Entity Form on a portal
•How to use the various configuration options Out-of-the-Box
•How to add Metadata for further configuration
•How to localize your entity forms
Thank YouThank you all for attending!
Corporate & Product Presales Information
www.adxstudio.comSelf-Drive Demonstrations
demo.adxstudio.comIn Depth Product Notes & Conversation
community.adxstudio.comPresales Assistance or Implementation
The Entity Form feature documentation:
http://community.adxstudio.com/products/adxstudio-portals/users-guide/entity-form/