Overcoming Rendering issues with Entity Web Forms not Displaying in Dynamics 365 Portals

Have you ever tried to configure a simple Entity Form or Web Form for a Dynamics 365 Portal and it just does not render? Going back and forth checking the Web Page and Entity Form Settings as well as Web Template Settings and Refreshing the Cache will eventually drive you crazy.

Here are my steps to help you successfully build you Dynamics 365 Portal

1)    The Beginning seed to your Portal pages are your Forms and Views

2)    Check you have disabled security

3)    Reset portal Cache – To Reset Server Side Cache on Dynamics 365 Portal so it renders your latest changes https://365saturday.microsoftcrmportals.com/_services/about

4)    Creating the Web Page – You will need to make sure you provide the minimum parameters to Create your Web Page that will Render your Entity Form or Web Form such as Parent Page, Partial url, Page Template, Published State and the Object that you are rendering such as Web form or Entity form etc;

5)    Adding the Page to the Menu, the important step that is Often missed! When Adding the Web Page to the menu, you will be asked to provide the Page Details for the record.

6)    Almost there! Now once the Web Page has been added, Using the Wiziwig on the right, Click ‘Edit’ on the Web Page that you have added.

7)    If Page still does not display, there may be an issue with the template not pulling the Template reference. You will need to add the following code on the Template to force the page to display your webform using liquid;

How to Display Summary of Webform results;

We need to query the steps entity record using liquid.  There is not a reference to a step in a default liquid object.  Step ID will be in the query string and/or a session id and the web form session will have the current step id.

/?stepid=51fd99ba-f887-e511-80c7-00155d03a721&sessionid=ed43ec42-80e3-e611-80cc-00155d036425

See the liquid documentation for retrieving entities:

https://community.adxstudio.com/products/adxstudio-portals/documentation/configuration-guide/liquid-templates/objects/entities/ 

Example:

{% assign queryId = request.params['stepid'] %}

{% assign webformstep = entities.adx_webformstep[queryId] %}