- From the Portal Connector widget list, click and drag the CRM Static Value widget into the body of your form.
- There are a couple of options that must be configured for the widget to function properly. Click on the edit button to display the prompt, which should look like this:
- When you are finished configuring the widget, click the save button to save the widget.
Regarding the 'Regarding' Option
The CRM Static Value widget is also capable of using the Regarding option which allows you to link the form submission to another CRM Entity. The Regarding option is only available to Activities. For example, the CRM Entity of Email makes use of the regarding option which allows email records (Or email logs) to be attached to other entites such as Accounts and Contacts. When the Regarding option is selected from the Static Value Field, the prompt should resemble this: