Widget Type:
Page Widgets
TPC Version:
  • 3.3 +
videologos
The CRM Form Manager widget is used to manage a form. These are used to import published forms for use in your page.

Configuration

Basic Setups 

  1. From the Portal Connector widget list, click and drag the CRM Form Manager widget into the body of your page.
  2. The widget will prompt you to select a form. Click on the Select a Form graphic or the edit button to display the prompt. It should look like this: 

    CRM Form Manager Properties 3.2

ECommerce

When you are finished configuring the General settings of the widget, click on the ECommerce tab. It should look like this: 

CRM Form Manager ECommerce 3.2

Next, click on the Error Handling tab. It should look like this:

CRM Form Manager Error Handling 3.2

When you are finished configuring the widget, click the save button to save it.

Widget Properties

Basic Properties

UseUnencryptedGuids

The UseUnencryptedGuids advanced property will decrypt any query string values that are passed through the URL. If a widget has been set to pass a query-string to another widget, the Use Unencrypted Guids properties must match each other or the widgets will be unable to communicate with each other.

Edit Redirect After Add

When set to true, the Edit Redirect After Add advanced property is used to redirect the user to an editing form after they have added a new record. The editing form can be determined from the Basic tab if the Allow Editing of Records checkbox is enabled.

Multi Form Step Query Name

The Multi Form Step Query Name advanced property allows you to change the query parameter. It only works with the Multi Form Step Buttons widget. By default, this is set to 'step'.

Processing Image Url

The Processing Image Url advanced property will allow you to determine what loading graphic will appear in place of the default one. You can change this by linking to any image you'd like by url. In addition the Show Processing Image advanced property must be set to true. If this is left blank a Portal Connector loading graphic will be used instead.

Show Processing Image

The Show Processing Image advanced property will allow you to control whether a loading graphic will appear beside the submit button's processing text or not. In order for the image to appear, the Enable Processing Message advanced property must be set to true. By default this is set to true.

Processing Text

The Processing Text advanced property will allow you to set the text of a form's submit button when it is clicked. The Enable Processing Message advanced property must be set to true for this to work. By default, this is set to 'Processing...'.

Enable Processing Message

The Enable Processing Message advanced property will allow you to change the behaviour of the submit button. When set to true, clicking the button will disable it and change the text to represent the form processing the new submission. By default this is set to true.

Redirect Page URL

The Redirect Page URL 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.

Redirect With All Query String Parameters

The Redirect With All Query String Parameters advanced property will append every query string parameter to the URL when the form is redirected. By default this is set to false.

Disable Default Post CRM Submit Events

The Disable Default Post CRM Submit Events advanced property will disable all redirect events when a form is submitted such as multi-step buttons and grid redirects. By default this is set to false.

Link to Checkout Page

The Link to Checkout Page option will allow you to redirect the user to another page upon the successful submission of a form.

Choose a Form

The Choose a Form option will allow you to choose from a list of published forms for the Form Manager widget to use.

Read Only

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

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.

Custom Error Message Format HTML

The Custom Error Message Format HTML property is an HTML text field that allows you to specify the format of an exception. The text field accepts the string format of {0} which is the exception message text.

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.

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.

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.

UseUnencryptedGuids

The UseUnencryptedGuids advanced property will decrypt any query string values that are passed through the URL. If a widget has been set to pass a query-string to another widget, the Use Unencrypted Guids properties must match each other or the widgets will be unable to communicate with each other.

Edit Redirect After Add

When set to true, the Edit Redirect After Add advanced property is used to redirect the user to an editing form after they have added a new record. The editing form can be determined from the Basic tab if the Allow Editing of Records checkbox is enabled.

Multi Form Step Query Name

The Multi Form Step Query Name advanced property allows you to change the query parameter. It only works with the Multi Form Step Buttons widget. By default, this is set to 'step'.

Processing Image Url

The Processing Image Url advanced property will allow you to determine what loading graphic will appear in place of the default one. You can change this by linking to any image you'd like by url. In addition the Show Processing Image advanced property must be set to true. If this is left blank a Portal Connector loading graphic will be used instead.

Show Processing Image

The Show Processing Image advanced property will allow you to control whether a loading graphic will appear beside the submit button's processing text or not. In order for the image to appear, the Enable Processing Message advanced property must be set to true. By default this is set to true.

Processing Text

The Processing Text advanced property will allow you to set the text of a form's submit button when it is clicked. The Enable Processing Message advanced property must be set to true for this to work. By default, this is set to 'Processing...'.

Enable Processing Message

The Enable Processing Message advanced property will allow you to change the behaviour of the submit button. When set to true, clicking the button will disable it and change the text to represent the form processing the new submission. By default this is set to true.

Redirect Page URL

The Redirect Page URL 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.

Redirect With All Query String Parameters

The Redirect With All Query String Parameters advanced property will append every query string parameter to the URL when the form is redirected. By default this is set to false.

Disable Default Post CRM Submit Events

The Disable Default Post CRM Submit Events advanced property will disable all redirect events when a form is submitted such as multi-step buttons and grid redirects. By default this is set to false.

Link to Checkout Page

The Link to Checkout Page option will allow you to redirect the user to another page upon the successful submission of a form.

Choose a Form

The Choose a Form option will allow you to choose from a list of published forms for the Form Manager widget to use.

Read Only

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

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.

Custom Error Message Format HTML

The Custom Error Message Format HTML property is an HTML text field that allows you to specify the format of an exception. The text field accepts the string format of {0} which is the exception message text.

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.

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.