applying CRM form to WordPress

@salesnow

we recommend using twig templating language to display CRM forms as documented. For example, to display form called “Contact Us” for the lead table, you’d use something like this:

[msdyncrm_twig]
{% form entity="lead" name="Contact Us" mode="create" %}
{% endform %}
[/msdyncrm_twig]

Thanks for this.

So do I need to install another plugin into WordPress to use Twig? Google talks a lot about Timber with Twig, etc but I’ve not found a simple explanation of what I need to do in WordPress for this Twig code to work?

OK Cancel that – I installed the Timber plugin and all is working now thanks!

You don’t need Timber plugin at all. In fact it may conflict. To use twig simply add shortcode

[msdyncrm_twig]
twig code goes here.
[/msdyncrm_twig]

Thanks removed Timber and all still works. A related question if I may…

I’m using a Dynmaics form on the contact entity and all the fields on the main part of the form are displaying.

However for one of these fields, the field name is not appearing. I’ve refreshed the metadata, checked there is no javascript acting on this field and checked the field is not hidden or read only.

Any other ideas on where I can look to get the field name displayed?

It depends. Not all data types are supported. And I’m not sure what do you mean by “field name”. What exactly does not appear – the field? The label?

Ah sorry. The field label is not appearing. The data type is a string field, same as the others on the form.

@salesnow that’s odd. can you check page html source in the browser to see if it’s actually generated but invisible due to CSS or if it does not get generated in the first place. Then try to change on the form to something else, publish, regenerate metadata in plugin (button on the Connection tab) and see if the new value comes through. If it does change the label back and it should work.

no luck with any of that. The HTML is missing this part:

<label class=”col-form-label col-sm-4″ for=”firstname”>First Name </label><div class=”col-sm-8 “>

for the Company Name but is present for all the other fields.

One thing that I did notice is that we make a lot of use of Emojis in this system and the company name field in the CRM is named “?? Account Name” so I wonder if the Emoji is causing a problem here?

I’ve tried changing the field name to remove the Emoji but that did not make any difference, so it probably isn’t emojis, but that is the only difference I can see with this field and the rest.

You can see a preview of the unpublished page here:

https://ventureconsultants.com/?page_id=306&preview=true

Emojis are not a problem at all… We can investigate further if given a temporary access to WordPress (admin) + CRM (maker). Please get in touch with us at [email protected] if you’d like to proceed.

Hi there,

I was wondering if you managed to resolve the issue, as I am facing a similar one with different field types.

Some (string) field labels do show, but option set value labels (dropdowns) do not show any.

I haven’t been able to figure out why some of the (text) field labels show and others don’t and I woould appreciate any help. I used the same twig code as posted above and the form itself is working with regard to it being loaded.

Best
Kim

Hi Kim,

We got to figure out what was going on. It looks like the new UI editor that does form layouts is scewing with something on fields that are either custom fields or contain Emojis.

The short answer is to create your form in the old (classic) editor and all works fine.

Longer term AlexaCRM have a solution using a new approach that they are deploying that they can provide more info on…

But for now if you use the classic editor to create your forms, it should work.

Hi,

thank you for your feedback. I’m not sure that I understand what you mean though. Just created a new main form for leads, with the standard fields + a new option set – both from within the “classic experience”, but with no luck. Option-sets (standard and the test) still have no labels.

To clarify: I used the editor which you can access via “Advanced Options” / “Solutions” not the one you can find under make.powerapps.com.

Or is there a third option that I don’t know about?

Else we’ll just have to wait for a fix.

Best
Kim

Hi Jim,

Maybe you have a different issue to us then. Creating the form in the Classic editor as you diescribe was the solution to our issue.

Support suggested this “We recommend customers start using https://www.ads-software.com/plugins/integration-cds as that’s where our main efforts are directed.”

If that helps?

Hey folks, we’re working on that, we have multiple reports and looks like something has changed in formxml…

@kimineko, is your deployment multilingual by any chance?