RECOMMENDATION: If you are using a version of The Portal Connector higher than 4.0, we strongly recommend utilizing the MVC based widgets and components to create your site. This documentation is for legacy purposes only and will soon be deprecated.

Create a User Edit Form

Portal Connector forms on Sitefinity are able to make use of a logged-in user's Contact or Parent Customer Id in order to edit details about them. In this How To, you will be using the CRM Form Configuration widget to alter a form to automatically populate its fields with the user's details.

  1. Create a new form or duplicate a form in Sitefinity that makes use of the Account or Contact entities.

  2. Click on the edit button for the CRM Form Configuration widget. The properties prompt should look like this:

    CRM Form Configuration Properties
  3. Selecting either of these check box options will instead populate all of the form inputs with the current logged in user's data if it exists.