Widget Type:
Form Widgets
TPC Version:
  • 3.3 +
workflowlogovideologos
The CRM Workflow form widget allows you to execute any on-demand, Microsoft Dynamics CRM workflows related to the chosen entity for the form. Additionally, the workflow will work with the record that you are currently editing.

Configuration

Basic Setup

  1. Click and drag the CRM Workflow widget from the Portal Connector widget list into the body of your form.

  2. There are a few settings that will have to be configured for the widget to work. Click on the edit button to expose the properties prompt. It should look like this:

    CRM WorkFlow Properties

  3. Once you have finished configuring the widget, click save to finalize your changes.

Widget Properties

Basic Properties

Submit Form ~ crm workflow

The Submit Form advanced property will submit the form when this button is clicked, much like a regular submit button when set to true. By default this is set to false.

Button Text

The Button Text property allows you to change the text that appears inside of a button associated with the widget.

Workflow

The Workflow drop down list will allow you to choose from a list of on-demand workflows to run from your form. Please note that workflows are filtered by entity.

CSS Class

The CSS Class property allows you to set a CSS class for the widget.

Hidden

The Hidden checkbox will hide the widget from the page when checked.

Disabled

The Disabled checkbox will not allow you to interact with the widget when checked.

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.

Submit Form ~ crm workflow

The Submit Form advanced property will submit the form when this button is clicked, much like a regular submit button when set to true. By default this is set to false.

Button Text

The Button Text property allows you to change the text that appears inside of a button associated with the widget.

Workflow

The Workflow drop down list will allow you to choose from a list of on-demand workflows to run from your form. Please note that workflows are filtered by entity.

CSS Class

The CSS Class property allows you to set a CSS class for the widget.

Hidden

The Hidden checkbox will hide the widget from the page when checked.

Disabled

The Disabled checkbox will not allow you to interact with the widget when checked.