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Hi There,
What is the best way to integrate/facilitate payment from CRM Portals ?
I am not able to get the Guid of record which is created through Web From (having 4 steps) . Please suggest If you've already done.
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Hi Dmytro,
I tried using the approach you suggested and it worked. The only change I made is that I didn't rely on Top="1" on fetch instead I added the session id in condition to make sure I get the id of record which was created using this session only.
My First Fetch:-
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<fetch mapping="logical" distinct="true" >
<entity name="adx_webformsession" >
<attribute name="adx_primaryrecordid" />
<attribute name="adx_primaryrecordentitylogicalname" />
<filter type="and" >
<condition attribute="adx_webform" operator="eq" value="6FEE49B1-445A-E811-A83E-000D3AE0A6QF" />
<condition attribute="adx_webformsessionid" operator="eq" value="5a0d68bf-cb67-e811-a839-000d3ae0c885" />
</filter>
<order attribute="createdon" descending="true" />
</entity>
</fetch>
And, I knew that this will be "Account" so I, next pulled the invoice which was created against this Account moments ago (using a bg workflow in CRM) using a fetch like below:-
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="invoice">
<attribute name="name" />
<attribute name="customerid" />
<attribute name="statuscode" />
<attribute name="totalamount" />
<attribute name="invoiceid" />
<attribute name="createdon" />
<order attribute="createdon" descending="true" />
<filter type="and">
<condition attribute="customerid" operator="eq" uitype="account" value="{92D75DBF-CB67-E811-BD6D-00155D69B551}" />
</filter>
</entity>
</fetch>
This way I was able to get Ids of records. I used the Invoice details to process payment against it. Thanks once again for pointing me to the right direction. :)
Hi Dmytro,
Thanks for your suggestion. I believe this will help me get the id of recently created record's id which I need to pass further to payment system I have (a custom azure app).
Let me try it and will update you. Thanks a lot :)
Hi Rizvan,
I strongly believe that I have over-complicated the things, but you can follow next pattern.
Every webform has associated sessions (adx_webformsession) which hold list of all submitted and in-process web-form-steps.
So you can configure the form to allow only auth users to use it.
Than for the form page you can use Page template with webtemplate type.
I put here liquid with many "debug" information:
{% extends 'Layout 1 COlumn' %}
{% block main %}
{% webform id: page.adx_webform.id %}
<hr>
webformid:: {{ page.adx_webform.id }}
<hr>
userid {{ user.id }}
<hr>
{% fetchxml sesres %}
<fetch mapping="logical" top="1" returntotalrecordcount="true">
<entity name="adx_webformsession" >
<attribute name="adx_primaryrecordid" />
<attribute name="adx_primaryrecordentitylogicalname" />
<filter type="and" >
<condition attribute="adx_webform" operator="eq" value="{{ page.adx_webform.id }}" />
<condition attribute="adx_contact" operator="eq" value="{{ user.id }}" />
</filter>
<order attribute="createdon" descending="true" />
</entity>
</fetch>
{% endfetchxml %}
<pre>
{{ sesres.xml | escape }}
</pre>
<hr>
Sessions ({{sesres.results.total_record_count}}) :
<br>
{% for s1 in sesres.results.entities %}
{{ s1.adx_primaryrecordentitylogicalname }}::{{ s1.adx_primaryrecordid }}<br>
<br>
{% endfor %}
{% endblock %}
As well you need add entitiypermission for Global scope Read right for auth users for adx_webformsession entity.
My test page gives me desired result:
As you can see I created web form for account entity and there its resulting id.
Hope it helps.
Hi Rizwan,
Have a look Adoxio Connect 365 Payment Module
Can please you explain in detail the question
Thanks
Justin Jose
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