Hello,
I'm using a web form and I need to have 2 buttons on each step:
The form is quite long (required fields) and the user should be able to save before going to the next step as going to previous step is not permitted.
Do you have any idea how to achieve this ?
Thank you
Your welcome Julien. Helping is my job.
If keeping the mandatory fields on mutiple steps is the only concern then I think you can still achieve that by making the field mandatory on individual Entity Forms either using Entity Form Metadata or Custom Javascript Validations. But not by keeping the fields manadatory in CRM.
(arpitmscrmhunt.blogspot.com/.../client-side-validation-using-javascript.html)
You still needs to keep all the CRM made Business required fields on first Entity Form in order to atleast save the record in draft mode. On other Entity Forms(steps) you'll have to use Entity Form Metadata or Script to make the fields mandatory.
Hope it helps.
Cheers.
Hi Arpit, thanks a lot for you detailled answer, very appreciated. I think this solution should work but I need some features offered by the web forms and I have some mandatory fields in multiple steps.
Hi Julien,
As per my knowledge, there is no OOB way to achieve this neither using Webform nor Entity Form.
Though you can handle this sutuation by having multiple entity forms.
Let say you want to take user's inputs in 3 steps. So create 3 Entity Forms of same entity. Each Entity Form would have 2 buttons (one OOB button, labeled as 'Save as draft' and one Custom button, labeled as 'Continue').
OOB button will use to save the record in CRM and will keep the user on same page by doing below setting on Entity form.
On Success Settings:
On Success : Display Success Message
Display Success Message:
Hide Form on Succes : true
By doing this setting, as soon as user hits Save as Draft button, records will get saved in crm and user will remain on same screen.
Custom Button will redirect user to second entity form. For this you need to write javascript on Entity Form 1 under custom javascript section.
Note:
1. All the entity forms would be in Edit Mode except the first one. First Entiry form would be in Insert mode.
2. All the mandatory fields must be presented on Entity Form 1 in order to save the record in CRM. Rest Entity Forms can have the fields as per your need.
Hope you get the clarity. Though I didn't try this but i feel it would work.
Cheers
Arpit
[View:https://arpitmscrmhunt.blogspot.in]
I don't have but may be Arpit Shrivastava has some thoughts.
Thanks for the answer. Do you see any solution with Javascript ? Is it possible to play with WebForm_DoPostBackWithOptions function ? I also tried to put an entity form (in addition to web form) but it it not working.
Hi,
I am afraid there isn't any straight forward way or configuration to achieve this :(
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