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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.

Form Manager

Properties Related
Widget Type:
Page Widgets
TPC Version:
  • 4.0 +
VideoLogos

The TPC Form Manager widget is used to manage and display published forms in a page. It is very straight forward to setup this widget. 

formManager

Configuration

Setup

First drag and drop a TPC Form Manager widget from the portal connector widget list, in to the body of your page. Click on the Select a Form Graphic or the edit button to display the widget designer. From the list of forms or from the form search, select the desired form that you would like to display on the page. 

form_setup

form-manager-1

Form Settings

Once you select the form, from the settings tab you can configure the behavior of the form, such as you can add a custom confirmation message by clicking on the User Custom Confirmation check box.  

form_settings

form-manager-2

Error Handling

Errors from Dynamics CRM including from plugins and workflows can now be configured to be visible to the client when submitting form.

error_handling

Widget Properties

Basic Properties

CacheData

This property enables/disables CRM data caching. Defaults to false.

Use Custom Confirmation

Enable custom confirmation when this property set to true.

Insert Only

The Insert Only checkbox will not allow records to be retrieved by this form, in essence only allowing you to create new records. This will ensure the form ignores any querystring parameters passed in.

Read Only

The Read Only checkbox will not allow the user to interact with the widget when checked.

Show Error

The Show Error property check box will show an error upon form submission failure. In addition, it will also prevent the page from navigating elsewhere.

EnableBootstrapStyles

The EnableBootstrapStyles property gives the user the ability to enable or disable the Boostrap style  that added in to the current form. By default, this property is set to True. 

EnableKendoRtlSupport

The EnableKendoRtlSupport property gives the user the ability to enable or disable the Right to Left Support on the current form. By default, this property is set to False.

More Information about Kendo right to left support can be found in

 http://docs.telerik.com/kendo-ui/accessibility/supporting-rtl-languages

EnableKendoThemes

The EnableKendoThemes property gives the user the ability to enable or disable Kendo themes provided by Kendo. Kendo themes are applied to all the TPC widgets that uses Kendo UI Widgets.

More Information about kendo Themes can be found in : http://docs.telerik.com/kendo-ui/styles-and-layout/appearance-styling.

KendoTheme

The Kendo Theme property enables you to set a kendo theme to the form. Here are the list of kendo Themes that you set for this property;

  • Black
  • BlueOpal
  • Bootstrap
  • Default
  • Fiori
  • Flat
  • HighContrast
  • Material
  • MaterialBlack
  • Metro
  • MetroBlack
  • Moonlight
  • Nova
  • Office365
  • Silver
  • Uniform

More Information about kendo Themes can be found in 

http://docs.telerik.com/kendo-ui/styles-and-layout/appearance-styling

Custom Error Message

Custom error message for when the from fails.

Show Custom Error

The Show Custom Error check box will allow you to define a custom error format to be used when a form submission fails.

RedirectUrlOverride

The RedirectUrlOverride advanced property will allow you to set a page URL for the form manager to redirect the browser to in the event of a successful form submission. The redirect will also forward the created or updated records GUID to the next page by using the query string.

SubmitToSitefinity

The SubmitToSitefinity advanced property gives the user ability to enable or disable submitting the forms to the Site finite. By default, this property is set to False.

Advanced Properties

Advanced properties provide additional functionality. They can be accessed by clicking on the "Advanced" Button in the bottom right corner of the widget designer.

CacheData

This property enables/disables CRM data caching. Defaults to false.

Use Custom Confirmation

Enable custom confirmation when this property set to true.

Insert Only

The Insert Only checkbox will not allow records to be retrieved by this form, in essence only allowing you to create new records. This will ensure the form ignores any querystring parameters passed in.

Read Only

The Read Only checkbox will not allow the user to interact with the widget when checked.

Show Error

The Show Error property check box will show an error upon form submission failure. In addition, it will also prevent the page from navigating elsewhere.

EnableBootstrapStyles

The EnableBootstrapStyles property gives the user the ability to enable or disable the Boostrap style  that added in to the current form. By default, this property is set to True. 

EnableKendoRtlSupport

The EnableKendoRtlSupport property gives the user the ability to enable or disable the Right to Left Support on the current form. By default, this property is set to False.

More Information about Kendo right to left support can be found in

 http://docs.telerik.com/kendo-ui/accessibility/supporting-rtl-languages

EnableKendoThemes

The EnableKendoThemes property gives the user the ability to enable or disable Kendo themes provided by Kendo. Kendo themes are applied to all the TPC widgets that uses Kendo UI Widgets.

More Information about kendo Themes can be found in : http://docs.telerik.com/kendo-ui/styles-and-layout/appearance-styling.

KendoTheme

The Kendo Theme property enables you to set a kendo theme to the form. Here are the list of kendo Themes that you set for this property;

  • Black
  • BlueOpal
  • Bootstrap
  • Default
  • Fiori
  • Flat
  • HighContrast
  • Material
  • MaterialBlack
  • Metro
  • MetroBlack
  • Moonlight
  • Nova
  • Office365
  • Silver
  • Uniform

More Information about kendo Themes can be found in 

http://docs.telerik.com/kendo-ui/styles-and-layout/appearance-styling

Custom Error Message

Custom error message for when the from fails.

Show Custom Error

The Show Custom Error check box will allow you to define a custom error format to be used when a form submission fails.

RedirectUrlOverride

The RedirectUrlOverride advanced property will allow you to set a page URL for the form manager to redirect the browser to in the event of a successful form submission. The redirect will also forward the created or updated records GUID to the next page by using the query string.

SubmitToSitefinity

The SubmitToSitefinity advanced property gives the user ability to enable or disable submitting the forms to the Site finite. By default, this property is set to False.

Related examples of Form Manager Configuration