1. Adxstudio Portals Training
Entity Forms

2. Robert Bailey, Msc
Product Engineer
Adxstudio Inc.

3. Agenda 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

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

5. Displaying CRM Forms

6. 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

7. 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

8. CRM Entity Form Feature Matrix
Supported?
All CRM Field Types
Yes
All CRM Field Validation Rules
Multiple Column Layouts
Yes (3-column styles in upcoming 7.x release)
Web Resources
CRM Label Language Translations
Sub-Grids
Yes (read only – write on roadmap)
Header & Footer
Roadmap
Notes
IFRAMEs No
CRM Form Scripting

9. 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

10. Entity Form Options Auto Generate Steps from Tabs
Associate Current Portal User (Insert Only)
Attachment
Custom JavaScript

11. 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

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

13. 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

14. 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

15. Q & A
Discussion

16. Thank You
Thank you all for attending!
Corporate & Product Presales Information
Self-Drive Demonstrations demo.adxstudio.com
In Depth Product Notes & Conversation community.adxstudio.com
Presales Assistance or Implementation
The Entity Form feature documentation:
o-portals/users-guide/entity-form/