Adxstudio Portals Training Entity Forms

Robert Bailey, Msc Product Engineer Adxstudio Inc.

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

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

Displaying CRM Forms

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

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 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

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

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

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 & A Discussion

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