Portal web template side navigation

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Posted on by edev

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Is there a way to include side navigation on a web page to navigate to next steps for form registration on portal. For example if there are 4 forms in a registration process namely personal details, address, education and qualification. Each of the forms has to be displayed on the left hand side of the page in the form of a side tab. Can anyone please help?

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oliver.rodrigues 4,052 on at

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it seems that you are looking for using the Web Forms, the easiest way to setup is each step of your web form is represented by a different TAB within your CRM Form, while setting up the Web Form you will point each one to the correct tab: docs.microsoft.com/.../web-form-steps

additionally you can show the "progress bar" with the step names, but this will be a horizontal, you would need JS/CSS to try to change the behavior of that

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edev 117 on at

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Hi Oliver thanks for the reply . is it possible to edit the default bundle.css file to change the behaviour of field alignments?

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Mahendar Pal 45,095 on at

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Hi,

In addition to that, you can do this using CSS +Web template in normal pages as well apart from web forms, left navigation can be available to every page you open, good start will be to check for the left navigation web templates available out of the box.

yes you can change existing bootstrap and update it based on your requirements,

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edev 117 on at

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Hi Mahendar, the out of the box web template consists of side navigation as link but not as tabs.

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Mahendar Pal 45,095 on at

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Yes, if you are looking for the tabs it won't help you but you can play with CSS to have tabs, how you are going to render fields in those tabs is a difficult question. you need to put good amount of the development efforts and it will be a complex one, also not sure it will work or not.

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edev 117 on at

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Thanks Mahendar. Yes it seems to be a complex solution but trying to figure it out.

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Aric Levin - MVP 30,190 Moderator on at

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HI Edev,

We have implemented side navigation to fill out an application form, but used custom web templates and not the OOB ones to create the entity forms (or web forms). We created our own css to get the look and feel that we were looking for.

So, yes. This can definitely be done.

Hope this helps.

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Sepi 5 on at

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Hi , could you please share your code here

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