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Adxstudio Portals Training

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?.

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Adxstudio Portals Training

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  1. Adxstudio Portals Training Entity Forms

  2. Robert Bailey, Msc Product Engineer Adxstudio Inc.

  3. 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

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

  5. Displaying CRM Forms

  6. 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

  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

  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 Informationwww.adxstudio.com Self-Drive Demonstrationsdemo.adxstudio.com In Depth Product Notes & Conversationcommunity.adxstudio.com Presales Assistance or Implementationsales@adxstudio.com The Entity Form feature documentation: http://community.adxstudio.com/products/adxstudio-portals/users-guide/entity-form/

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