Adxstudio
Portals Training
Web Forms
Robert Bailey, Msc
Product Engineer
Adxstudio Inc.
Agenda
Wizards and
Multi-step
processes
Creating a
Web Form
Web Form
Steps
Advanced
Scenarios
What are Wizards
and why do we want
to render them on
the portal?
Let’s create a simple
Web Form for the
“Contact Us”
scenario
A look at Load Form,
Conditional, Redirect
web form steps and
logical branching
A look at multi-entity
web forms, Web
Form User Controls,
Web Form Metadata
and options
Why Web Forms?
• User Registrations
• Questionnaires and Surveys
• Advanced Data Entry
• Combined with Entity Lists, can be used to build out
complex web applications
Web Forms
Create Portal
Processes
Extends the Entity Form concept
Define an entire multi-step process
A Web Form has one or more steps
Creating advanced
multi-step processes
(wizards) for users to
step through on the
portal
Each step can essentially act as an Entity Form, or
perform some other type of logic
Can add additional metadata to forms in order to
alter default behavior
Scenario
• We want to collect information about people who have
purchased our products through product registrations
• We want to collect both information about the product
owner (the contact) as well as information about their
product purchase
• First let’s build a web form to collect information about a
Product registration
Web Form Basic Properties
• Contains General Information about a Web Form Process
• Options
• Authentication Required
• Start New Session On Load
• Multiple Records Per User Permitted
• Progress Indicator
• Warning on Close
Web Form Session
• Stores Information about a user filling out a Web Form
• Contains information needed for a user to pick up where
they left off
• Contact, Current Step, Target Record, Session History
Web Form Steps
Load Form /
Load Tab
Condition
Load User
Control
Redirect
Loads a CRM Form
on the portal –
similar to the Entity
Form feature
Allows logical
branching – can split
the web form in two
directions according
to a condition
Allows for a wide
array of advanced
customization
options – you can do
anything with Web
Forms
Redirects the users
browser away from
the Web Form flow
Load Form / Load Tab
• Form Definition
• Target Entity Logical Name
• Mode: Insert, Edit, or ReadOnly
• Form Name/Tab Name
• Record Source
• If Mode is Edit or Readonly: Result from Previous Step, Query
String, Current Portal User
Web Form Options
• Associate Current Portal User (Insert Only)
• Set Reference on Save
• Progress Indicator Settings
• Auto-Numbering
• File Attachment
Web Form Metadata
• Contains additional behavior logic to extend functionality
of CRM form fields
• Type
• Attribute
• Section
• Tab
• For section or tab, you can currently just set a label
• Many options available for Attribute type
Web Form Metadata Attribute Type
• Set Value on Save
• Set CSS class
• Validation
• Description/Instructions
• Survey Control Styles
Redirect Step Type
• Redirects to an
External URL or a Web
page in the portal
• Useful for seamlessly
directing flow
Condition Step Type
• Allows branching – a condition evaluates to true or false
and the Next step will be different if the condition fails
• Properties:
• Next Step
• Target Entity Logical Name
• Next Step if Condition Fails
• Condition: The expression to be evaluated
Expression Format
[entity attribute logical name][operand][value]
Examples:
new_customertype = 750601
new_customertype = 750601 & gendercode = 2
new_customertype = 750601 & (gendercode = 2 | gendercode = 3)
Expression Operands
Operansd(s)
Type
=
Equals
!=
Not Equals
>
Greater Than
<
Less Than
>=
Greater Than or Equals
<=
Less Than or Equals
&
And
|
Or
!
Not
=*
Like
!=*
Not Like
Load User Control Step Type
• Acts as a totally custom step as part of the overall web form
• Several OOB Web Form User controls provide additional web
form step types
• Developers will want to inherit from the WebFormUserControl
Class
• Target Entity Logical name:
• The entity is the source available to the User Control
• User Control Path:
• Relative path to the User Control file in the web application
Advanced Scenarios
• Surveys
• Account/Contact Creation
Summary
• Web forms can be used to surface multi-step processes on
a portal
• Web forms can load forms, add conditions, redirect, and
load custom user controls for more configuration options
• Can be used to expose surveys on a portal
• Can be used to create multiple entities and build web
applications
Q&A
Discussion
Thank You
Thank you all for attending!
Corporate & Product Presales Information
www.adxstudio.com
Self-Drive Demonstrations
demo.adxstudio.com
In Depth Product Notes & Conversation
community.adxstudio.com
Presales Assistance or Implementation
sales@adxstudio.com
The Web Form feature documentation:
http://community.adxstudio.com/products/adxstudi
o-portals/users-guide/web-forms/