Adding Actions (Qualify, Workflow, Delete etc.) for Entity Form in Portal in Dynamics 365


Hi,

Apart from the Submit button we can additional Actions to the Entity Form like Delete, Workflow, Qualify (in case of lead) etc.

To understand this, we will use the Contact Us Entity Form that comes with Community Portal.

Let us add Delete, Workflow and Qualify action to it. However before doing that we first need to check Enable Entity Permissions on the Entity Form for actions to work.

And as we have enabled the Entity Permission we need to make sure that the portal user has the appropriate permissions through the web role assigned to him.

Below we have created a global entity permission for Lead record and added it to the Web Role which is assigned to the portal user.

Else we would get the below error

One more thing we need to do here is to change the Mode of the Entity Form to Edit as the delete and workflow action will only work for an existing record.

So here basically we are showing the lead record to which current Portal User (i.e. contact) is associated as Parent Contact.

For the workflow, we need to remember that only On Demand Workflow(s) would be available for the actions inside the Entity Form, which does make sense, as it would be something which the user is triggering instead of conditions on which it is running automatically.

Now open the Entity Form, go to Additional Settings tab and add the actions to it.

Below we have added Delete, Workflow and Qualify action. The Qualify action is specific to Lead only.

Refresh the web page in the portal, we will see the buttons added for the Actions.

For Qualify button to appear, we need to make sure the portal user has appropriate rights on Account, Opportunity and Contact entity along with Lead. For simplicity, we have added Global Entity Permission for those entities to the web role assigned to the portal user.

Entity Permission Associated View for the Web Role record: –

On refreshing the page again, we can see the Qualify Button.

On clicking Qualify button à

The confirmation message à

Hope it helps..

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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