enable_layout and Business Rules not working

  • Resolved kodorchahin

    (@kodorchahin)


    6 years, 7 months ago

    Hello!
    I have a 2 part inquiry.
    I am currently working with CRM Integration and I have the form properly embedded but I have a couple of issues. I am trying to enable the layout from the Dynamics crm form but it is not working even though I am en entering the shortcode [enable_layout=”true”]. Also, the form is not applying business rules I set for it and they work when tested in Dynamics CRM environment.Is there a special way that this plugin handles business rules? Or is there something that I need to configure?

    My plugin is up to date as of today (Version 1.2.9).

    Thanks so much!
    Best,
    Kodor

Viewing 7 replies - 1 through 7 (of 7 total)
  • Plugin Author alexacrm

    (@alexacrm)

    Hi Kodor,

    1. What layout issues do you have? Note that enable_layout only enables multi-column layout
    2. Business rules are implemented as scripts in Dynamics 365 and therefore will not be applied as we do not replicate any of the scripts. The only exception is business rule with entity scope and then it’ll be applied on the server side and has nothing to do with the forms

    Thanks
    AlexaCRM Team

    Thread Starter kodorchahin

    (@kodorchahin)

    Hello again,
    1.) enable_layout doesn’t work at all as the form is still putting everything in one column even though the CRM form is multi-column.
    2.) Then how do I handle hiding/showing columns if a certain field is populated from the client side with this plugin? I have fields that need to show depending on how other fields are populated, can this be achieved with the plugin?

    Plugin Author alexacrm

    (@alexacrm)

    Hi

    1. What type of form are you using, i.e. Quick View, Quick Create, main form? Can you send a screenshot of the form design in CRM and also the shortcode you’re using

    2. If you need to show/hide some fields conditionally based on the input into other fields, you’d need to write your own javascript that does that.

    Thanks
    AlexaCRM Team

    Thread Starter kodorchahin

    (@kodorchahin)

    Hello again,
    This is a main form.
    Here is my short-code:
    [msdyncrm_form entity=”Lead” name=”Lead – Wefund Webform” mode=”create” message=”Thank you for contacting us! One of our agents will contact you shortly.” hide_form=”true”? enable_layout=true default=”{subject:Test}, {leadsourcecode:8}” optional=”” required=”firstname, emailaddress1, mobilephone, lux_purposeoffinancing, lux_needequipmentby, lux_requestedborrowamount, lux_howmuchcashtoinvest”]

    How do I send screen shots on this forum?

    Thread Starter kodorchahin

    (@kodorchahin)

    Also, your plugin doesn’t add any extra classes or ids to the form fields making it hard to to jQuery on them, do I have to edit the plugin directly to add my own custom classes?

    Plugin Author alexacrm

    (@alexacrm)

    @kodorchanin

    I believe we do emit element-specific ids and names, e.g. if the field is say firstname then input control will have id and name set to entity[firstname]

    HTH
    AlexaCRM Team

    Plugin Author alexacrm

    (@alexacrm)

    Not sure what is the issue with the main form. We did have some issues though, update to the latest to see if it’s resolved.

    Alternatively, you can try using twig shortcode: https://docs.alexacrm.com/wpcrm/twig/#forms. That is our long-term approach, twig provide much more flexibility when it comes to the layout.

Viewing 7 replies - 1 through 7 (of 7 total)
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