For attaching files along with an entity form through the portal, we can make use of the Add Attach File section in the Additional Settings tab of Entity Form.
For e.g. in the below Contact Us form, we have checked Attach File check box which basically add the File Control to the web page in the portal.
Allow Multiple Files lets the user attach multiple files. Label would be the label for the control.
Attach File Required option makes attaching a file mandatory and the Required Error message shows the associated error message.
Attach File Save Option– Notes i.e. files are stored as attachment to notes.
Let us see how the settings effects the display and functionality in the Portal.
Attach File label with required symbol à
Clicking on Submit without attaching a file à
Attaching multiple filesà
Clicking on Submit after entering all the required fields à
Opening the lead record inside CRM shows the attachments added to the notes à
Hope it helps..
Suppose we have added an Entity Form on Portal to display Lead information to the portal.
We can make use of jQuery for this. The above code shows alert and also accesses the Topic field of Lead record using the schema name subject.
Alert Message –
Setting field value –
More details below
Hope it helps..
To show CRM Form inside Portal, go to CRM – Portal – Entity Form and let us create a new Entity Form record to show Lead form in Portal.
Here we have selected entity as lead and we are showing Summary Tab in the Lead form in insert mode in the Community Portal.
Now login to the portal with admin rights and create a new child page to display this lead form.
This adds the tab in the Portal page
Clicking on Submit shows the message
Opening CRM – Leads, we can see our lead record created.
Hope it helps.
I was very happy to receive the eBook of Microsoft Dynamic CRM 2013 Marketing Automation (Packt Publishing by Alok Singh and Sandeep Chanda) for review few days back.
It a mini guide focusing on the Marketing Module of CRM 2013, with around 100 pages divided into 6 chapters. It starts by explaining the challenges faced in marketing and how CRM 2013 can address those challenges. It then explains in detail various feature available in Microsoft Dynamics CRM 2013 that can be leveraged to successful implement the marketing module.It also talks about two of the most popular third party marketplace solution available for marketing module of CRM i.e. ClickDimensions and CoreMotives.
The book is very informative and clearly explains everything that there is in Marketing Module of CRM 2013. The authors are expert and we can clearly see their authority in the subject.
It a must read guide for all the CRM professionals.
Grab your copy here