Upsert parameter and form validation

  • Resolved dyn365

    (@dyn365)


    4 years, 6 months ago

    Hi,

    We are trying to use this plugin to store data in Dynamics CRM but facing two below issues.
    1. Implement form validation- hide/show form sections based on the field value- I am not able to find any details on the documentation so just want to check if it is possible ?
    2. We want to use upsert command so if contact record already exists in CRM it should not create new record, we are trying to use email address as key attribute- but not able to find any details on the documentation if this is possible,

    Please let us know if this can be done with this plugin free or paid.

    Thanks!

    The page I need help with: [log in to see the link]

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  • Plugin Author alexacrm

    (@alexacrm)

    Hi @dyn365

    1. We emit very vanilla HTML styled using bootstrap and we do validate OOB field metadata, e.g. if field is required, as needed. IF you need custom validation or or UI manipulation, you can add javascript to perform these as required. This is no different from Power Apps portals where validation rules or script defined in Dynamics CRM do not apply to the portal form.
    2. Upsert by alternate key is possible by adding couple lines of code. Filter wordpresscrm_form_parse_parameter_name allows you to replace the parameter text value, e.g. email address, with KeyAttributes value that will be used as alternate key to retrieve the record like we do in the sample.

    HTH
    George

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