My question in bellow pic:
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Hi Evan,
What I understood with this image is, you are communicating between two Liquid Templates (two pages), One takes user inputs and from other, you want to save the data in CRM. Is my understanding correct?
Just wanted to confirm Currently In Portal, there is no way to Post/Create data in CRM directly using Liquid Template. Data can be saved in CRM using Entity Forms only.
So what you can do is, On one page get the user input using liquid template, pass this data in form of parameters to another page, get the parameter values and auto-populate in your custom Entity Form (can hide it using javascript, if you do not want to show it to user) and trigger click on Submit.
Hope it helps.
If you are looking for something else let me know, so I can suggest you the best solution.
If found useful, please mark the answer as verified.
CheersArpithttps://arpitmscrmhunt.blogspot.com
Hi Arpit,
Thanks for your help.
Some time, We need portal user input some thing, But, When we post the portal user input data to another form, The form catch input data, but liquid not support to save method.
Yes Evan, Liquid Template is not capable to insert the data into CRM, It can only be used to retrieve the data. As I asked in my last comment, Can't you autopopulate it on form and trigger Submit in order to save the information in CRM?
-Arpit
Thanks for your help,
Because, The Portal user has not account to login CRM, It only can login portal to read some thing and post thing we specify.
So, We need to save user posted content.
Create a Form with the required fields on the entity where you want the user's posted data to be saved, and Publish.
Create an Entity Form record and select the Entity Name, Form Name and Tab for this new form that you created.
Create a Web Page, and set the Entity Form to the newly created entity form.
The form that you created will be published to the web portal when you navigate to the web page that you created.
Fill in the form and click submit.
The data that you entered in the form on the web will be saved as a new record in the entity that you used.
Hope this helps.
Hi Aric,
As you said, Only one form in one page, Can i include another template(ad template or announcement template) to this page?
I understood your requirement. I am giving the solution from portal percepective only.
Since liquid cannot push the data in CRM directly, Therefore you could autopopulate data using liquid in portal entity form and trigger on Submit.
docs.microsoft.com/.../entity-forms-custom-logic
May be your suggestion is same as "Aric Levin" answer.
Because my page not only a form, It could be include more other templates.
So, Is this type of page cannot be achieved?
Yes, you can use/refer mutiple Template in Liquid Template using 'include' Tag.
Check this : community.adxstudio.com/.../web-template
If my answer helped to resolve your issue, kindly verify it by clicking 'Yes'. It would be helpful to the other community members seeking to resolve a similar issue.
Cheers
Arpit
arpitmscrmhunt.blogspot.in
I have a custom form and I want to pass the data after importing the form to the next page.
Where and by what do I have to store the data?
and will use liquid to get the data out correct?
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