MS CRM Portal : Basic Form (Entity Form) Configuration

Basic Form (Table Form) use to collect data from end user on Portal. The User Interface form is display on Portal to collect the data is configured in D365. The fields from D365 entity will be displayed on Web Page with help of configuration of Basic Form. To configure the Basic Form, a Main form must be configure in D365. 

For the configuration of Basic form only Main form of entity can be used. We can not create Basic form using Quick Create Form or Quick View form or Card form. It should be only Main form.

Basic form allow portal end user to Read, Create, Update or Delete the records of Dynamics entities. 

Basic form has relationship with Web Page through which Web Page allow to retrieve the form definition of Basic form and display the from on Portal. 

The reason to use Basic form is to perform operation like Read-only, Insert, Update or Delete etc. It can also use to capture the one-page information.

One - Page Feedback

One - Page Contact us

One - Page Information

Create Basic Form:

Before we create Basic Form in Portal Management App, we need to create one Main Form in D365.

I have created a Main form in Dynamics for Entity Application with name DNLB - Application Create Form.

The field layout on the form is as below. I have created field Application, First Name & Last Name. Make sure you form is published to effect the form the layout changes.

I have created a Basic Form in Portal Management App as below. 

Name : Enter the name of Basic Form

Table Name: It is Entity logical name from D365. Here I have selected for Application Entity.

Entity Form: You will get all list of Main form configure in your entity. Select the particular form which is design. I have selected DNLB - Application Create Form as designed.

Tab Name: It is optional, if we want to display field view only for particular tab in form then select the particular tab.

Mode: Basic Form will be created with three mode

• Insert 
• Edit
• ReadOnly

Insert is selected to create Basic Form for Create mode.

Edit is use to display the Basic form for Editing the value.

ReadOnly is use when we do not want user to edit any information but they can just see the values.

Website: Select the website (portal) for which you are creating the Basic Form.

Enable Table Permission: It is Boolean field. It is going to deprecate soon. It is used to secure the visibility of Basic Form on the Web Page. You need to create a table permission to allow the accessibility. 

On the Form Option tab, we get some more option to add feature on the form like enable the captcha on the form, Enable Validation, etc.

On Success Setting tab, we get two option on Success.

• Display Success Message
• Redirect

Display Success Message: It is default selected. When Basic Form successfully submitted then it display popup message of success submission.

Redirect: When it is selected then we need to set the redirect URL or Web Page which will be display when Basic form is successfully summited.

On Additional Setting, we can add some more control on Basic Form like attach file feature, buttons, Associate Current Portal User on Insert, Geolocation, Custom JavaScript etc. It give high degree of configuration on Basic Form.

Basic Form Meta Data is use to configure for field type like Attribute, Sub-grid, Section, Notes, Tab & Timeline.

Configure Web Page: Now we can configure the web page using the Basic Form as below. I have configure the Application Create Web Page with partial URL create-application.

On the Web Template which is used in Web Page, include below code snippet to include the Basic Form.

{% extends "layout_1_column" %}

{% block main %}

{% entityform id:page.adx_entityform.id %}

{% endblock %}

Since I have checked Enable Table Permission on the form, I need to create the Table Permission. I have created as below. 

I have create a Web Role also and associated this Entity Permission to the Web Role. That Web Role I have associated to the Portal User. Now portal user is having access to this entity through the Web Role.

If Table Permission is not created the will get error as below.

When everything is configured correctly and then try to access the web page (create-application), Basic Form will be loaded correctly as below.