This blog is intended to make understand how we can use a CRM form on ADX portal using Entity form.

Prerequisite:

• CRM environment.
• Licensed ADX portal.

Steps for Adding CRM forms on ADX Portals:

Create new CRM form in CRM:

• Login to your CRM organization.
• Go to Setting -> Customization -> Customizations -> Customize the System.
• Go to entity for which form wants to be created.
• Click on New -> Main form.

• Add fields on the form and save.
• Publish the solution.

Create Entity forms:

• Click on elipses in CRM and go to Portals -> Content -> Entity Forms.
• Click on New.
• Provide name for the entity form.
• For Entity Name, Select the entity for which we want to add form on Portal.
• For Form Name, select newly created form for the entity.

• Click ‘SAVE & CLOSE’.

Add Entity Form on Portal:

• Go to portal URL.
• Sign-in to the portal using Administrator credentials.

           Default administrator credentials:

          Username: administrator

          Password: pass@word1

• After Signing-In, User gets panel to make CMS changes as below.

• Navigate to Page for which we want to add newly created Entity form (CRM form) as child page.
• On the Panel click on “New -> Child Page”

• A new window will pop-up, where we need to provide Child page details as below:

Name (required): Name for the web page.

Title: Title for the web page.

Parent Page (required): By default it will be page for which we are creating child page. However we can change it.

Partial URL (required): Partial URL for the page. By default it will be name of the page in lowercase and without spaces (Spaces will be replaced by ‘-‘).

Page Template (required): Page template for the web page.

Publishing State (required): Publishing state of the page (Draft or Published). Draft web pages will not be displayed on the portal.

Web form: Web form for the web page.

Entity form: Select entity form we created.

Entity List: Entity List for the web page.

Since we are creating Entity form, we can leave Web form and Entity List fields blank.

• Click on Save.