Adxstudio Portals TrainingEntity 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

Why Forms?

• Lead Generation

• Profile Management

•Data Entry

• Surveys

• Custom Web Apps

Displaying CRM Forms

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

Q & ADiscussion

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

sales@adxstudio.com

The Entity Form feature documentation:

http://community.adxstudio.com/products/adxstudio-portals/users-guide/entity-form/