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Form Customization in Event Management Portal

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Posted on by LeoFernandas

Hi All,

I have a question in Event Management Portal in Marketing App, Customer Engagement (D365). If any form customization like field creation, dragging and placing fields, changing form, adding images on Event Portal form, it can be done by updating Angular code in back end which is a lengthy process for even placing field on form.

Could you please let me know if there is any other way that the customization on Event Management portal can be done quickly and easily.

Thank you!

Leo

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cloflyMao 25,210 on at

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Hi Leo,

There are some OOB customizations for event portal:

Change home page banner image, in general > website

Add custom registration fields

Actually not all customizations require Angular update, let's review your requirements:

-> field creation: it could be done by adding custom registration field, then build a workflow to sync data from Registration Response entity record to contact field. (It'll generate more fields on event registration form)

-> dragging and placing fields: Angular code is required because we want to create a new contact record with more fields information from event portal, and it's complex to expand more fields for OOB registration form.

-> changing form: Angular is not required if you just want to change form layout or appearance.

-> adding images on Event Portal form: it's would be same as above, we can change appearance by css easily without js/angular code.

Example for change registration form:

Header background color(eventregistration.component.html):

change layout for firstname and lastname fields(attendee.component.html, by default there are col-md-6 and have same length proportion):

You could post any new thread in forum if you had encountered problem while customizing event portal, I'll try my best to give an anwser or thought.

Regards,

Clofly

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LeoFernandas on at

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Hi Clofly,

Thank you very much for explaining. Here, Currently I have only Start Date and Event Name on Registration page. In addition to that, I would like to add one more field named End Date as well.

Also, I would like to add images on registration page and add some other section to display some information.

Could you please let me know if this can achieved without updating Angular and is there any other way like third party tool or it should only be done via CSS, HTML and Angular JS Code.

Thank you,

Leo

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cloflyMao 25,210 on at

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Hi Leo,

(*): Angular is not required.

(*): Angular is required.

> add one more field named End Date as well.

It could be equivalent to query event's Start Date field(*). Please wait for some time, I'll test and reply to you once I get result.

> add images on registration page and add some other section to display some information.

We could add image(*) and other section(*) elements on corresponding page directly;while what type of information inside section? Static text(*) or contents from CRM(*)?

> third party tool

Currently I didn't find tool to make customization for event portal in OOB way, and do advanced customization by code directly would be only option for us.

Regards,

Clofly

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cloflyMao 25,210 on at

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Hi Leo,

-> To add end date on home page:

1. Open event.component.html

2. Add {{ event.endDate | date:'medium' }} into element likes below:

3. Result:

-> Add an image and a section with static information to registration form:

1. open eventregistration.component.html

2. add html code below to the place above Attendee details:

Description:

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

3. result:

Regards,

Clofly

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Manuesev 115 on at

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Awesome. But we are having problems when deploying customizations into Portal by using the provided .ps1 script.

Http request are duplicating our domaing name in the url, so we are obtaining 404 errors.

Are we missing something?

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