1,017
Hi,
I recently installed the trial version of the Dynamics portal. I see that by default there is a Case Create option out of the box.
I would like to do the similar functionality for creating the Account but not sure how would I add a Button and upon that button click I should be able to view the Account form.
Any step by step advise with screenshots to achieve this is highly appreciated!
Thanks
*This post is locked for comments
You could also use the Create Portal content wizard to create a new page for the entity account.
Hi James,
Did you already create the Main Form for the account entity?
After you create the Main form for the entity, you need to go under Portals to Web Forms and create a new Entity Form that will point to your Main Form. You can have prepopulated fields in the form as well (by modifying the metadata grid on the Entity form).
You then can create a new web page which will display the main form.
In the general properties of the new Web Page, in the Entity Form lookup select the Entity Form that you created, and create the page.
Finally, you can create the button anywhere you need. It is just a link to the new web page that you created.
After the users filled the form, you can modify the Entity form to either redirect to another page or display a message.
Hope this helps.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,269
Super User 2024 Season 2
#2
Martin Dráb
230,198
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (