Using Web Form to create a simple survey in Portal (Dynamics 365)

Web Form are an extension of Entity Form, which can be used for Surveys, Registration or any wizard sort of interfaces etc. which could involve conditions and span across multiple entities.

To understand Web Form, let us create a simple Employee Exit Survey having 3 questions and 2 web form steps.

Basically, we have one Web Form which can have one or more than one Web Form Steps. Here we will use tabs within a single form for web form step (we can also use multiple forms as steps)

Let us first create a custom entity named Survey which we will use in Web Form having 2 Tabs Step 1 and Step 2, which we will use to define our Web Form Steps respectively.

Here each field/ attribute defined is one question in our Survey.

Using Web Form Metadata we can specify the label for the fields above and can do some formatting as well.

Below is our Web Form record –

Start Step is where we define the Web Form Step, which are similar to Entity Form.

Below is our First Step Web Form Step.

Type Load Tab – as we are loading the tab here
Target Entity Logical Name new_survery
Next Step Second Step – the next web form step.
Mode Insert – as we are creating the record
Form Name Name of the form
Tab Name Tab inside it

Also here we will create a related Web Form Step Metadata of type attribute to define the label for the field named new_firstquestion.

Let see the definition of the next Web Form Step i.e. Second Step

Mode Edit – Here the mode is edit as the record will already be created in the first step and will be updated in this next step.
Move Previous Permitted Allowing user to move back to the first step.
Next Step Blank – so this will be the last step.
Source Type Result From Previous Step
Entity Source Step First Step – the previous step.

Below is the Web Form Metadata for the below 2 fields of the Step 2 Tab. One of the fields is Option Set and the other is Boolean.

Metadata for second question field –

Metadata for third question field –

Finally, the web page that displays the Web Form

This is how the Web Form renders in the portal

On Submitting the Survey

This creates the Survey record in CRM

Hope it helps..

Clear Cache in Portal in Dynamics 365

Update – Append “/_services/about” to the portal URL ==> OCache

 

Or

Restart the portal from Portal Admin Page

Cache1

Recently while working on web form configuration we made few changes to the form that was being used in web form step. However, the changes we made were not getting reflected back in the portal.

We had added the 2 controls in Step 2 tab in the form, however the change was not getting reflected back in the portal.

In the portal,

To refresh the website with the latest CRM changes, we can go to the Dynamics 365 Administration Center

And change the portal state to off – update and back on – update.

This updates the portal page with the latest changes

Also refer this document

https://community.adxstudio.com/products/adxstudio-portals/documentation/developers-guide/cache/cache-invalidation-utility/

Hope it helps..