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Using FetchXML in Marketing Form

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Posted on by la_belle

Hi,

We have a marketing form containing some lookup fields. The requirement includes complicated cascading filters on these lookup fields, which is why I'm thinking about using FetchXML. Note that the fields are in a custom table, not Contact or Lead. To give a better understanding:

Table A:
- Column A-1
- Column A-2
- Column A-3
Table B:
- Column B-1 (lookup to A-3)
- Column B-2

The filter on the form will be:

Selection in Column A-1 to filter the list of A-2
Selection in Column A-2 to filter the list of A-3
Selection in Column A-3 to filter the list of B-2

My question is, can we use FetchXML in a marketing form, especially if that form will be embedded as iframe in an external website?

Could you also please give me some examples of how to incorporate that in the native/basic JavaScript?

Thank you

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la_belle 14 on at

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Using FetchXML in Marketing Form

Thank you Rudy. I will try what you suggested and let you know.
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RudyZhang Microsoft Employee on at

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Using FetchXML in Marketing Form

Hi,

Our team has not searched for information on "Using Fetch XML at D365 Marketing From", your needs may not be supported by the out-of-the-box functionality.

Below is an alternative solution proposed by our team.
According to the official documentation, you can extend your Marketing Form with JavaScript Code, you need to switch the tab from " Design" to "HTML" and then insert the Code.

Please refer to the official documentation in the link below for more details.
https://learn.microsoft.com/en-us/dynamics365/marketing/developer/marketing-form-client-side-extensibility

So, we use Fetch XML Builder to convert Fetch xml to JavaScript Code, here are some short steps to help you understand the program.
Step1, connect to the environment where your target entity is located.

Step2, select the target entity, edit the query conditions, you can execute a query at this time to make sure there is no error.

Step3, click "Convert" and choose to convert to "JS Code".

For the use of Fetch XML Builder, please refer to the following link.
https://fetchxmlbuilder.com/

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang