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Microsoft Dynamics CRM (Archived)

Myriad custom portal entity form issues

Posted on by Microsoft Employee

I'm just getting started using portals, and I'm running into some issues getting a basic entity form to show up on a web page. I set up the initial custom portal, then tried to start adding an entity form page for one of our custom entities.

First, while running through the other issues, I've noticed that there is at least 1 duplicate record for every single web page record - both newly created pages and built-in ones. Duplicates do not show up in the "Active WebPages" view, but do show up in advanced find. I first discovered this by navigating to my entity form record, and using the top nav to view the "Web Page Associated View" - which shows the duplicates. I suppose there might be some underlying reason why portals needs a duplicate record and hides it from the main view. 

I added new page and web templates to show my entity form, but for some reason couldn't get the form to show (I copied the web template from the "contact us" record which shows a form out of the box). Since that didn't work, I decided I'd try switching over to just flat out using the "Contact Us" page template for my new web page. Not only did that not work, but it also seemed to somehow completely break the previously working "Contact Us" page. The page now loads with no styling and a "jQuery is not defined error". Thinking that I must have somehow broken something when copying and pasting from "Contact Us" - I changed the page template for my new page to "Page" - that in turn broke the previously working built-in "Page" page. Just for fun, I did the same thing with the "Blank Page" template - which did NOT break the original "Blank Page" page. Strangely enough, the original custom page never broke (in the same way) while I was swapping its templates, only other pages that used the templates. Those pages were also not fixed by swapping the new page's template to something else.

Throughout this whole process I was making sure my cache was clear, as well as restarting the portal a few times.

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  • Tom Thompson Profile Picture
    Tom Thompson on at
    RE: Myriad custom portal entity form issues

    Hi ..  in regards to the duplicate records for the Web Pages, each Web Page consists of a Root Page and a Content Page

    rootcontent.png

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