alexacrm

Hi,

our business premium addon is designed to do exactly what you’ve described. Can you please contact us at [email protected] so that we can discuss your implementation details and help you to establish the link between wordpress users and contacts?

Hey Zach,

thanks for solving the mystery – though it’s odd that readonly mode didn’t display the value – it should have, if you set the form language right.

To filter the values, you’d have to either use a custom form, modify the twig template used for rendering the choice type column, or use javascript to adjust options on the client side.

Hi there,

the dropdown on the web page contains values of 1,3,4,5,768060000. Are all of these valid status reasons for the status Open? (Just trying to establish if status is interpreted correctly and translations aren’t being pulled in).

Also, have you tried setting the form language as per Multilingual Support ? AlexaCRM?

@ztwoods,

the values are actually there, but text is lost.

1. What are the expected values/text pairs for Status Reason (statuscode) column?
2. What is your Dynamics 365 default language?
3. Do you have more than one language and if yes then what language is set for the app user (that connects to the instance)?

• This reply was modified 10 months, 4 weeks ago by alexacrm.

Hi @siddiquemahsud

is this column business required? It needs to be optional for the blank value to appear. If you’d like to control the appearance yourself then the value needs to be blank, not -1.

@james6bdigital

for on-premises we only support IFDs (Internet-facing deployments).

There is no other way for a website in a different network zone (and you’d want the website to be) to communicate securely with Dynamics 365. See Configure the Microsoft Dynamics 365 server for IFD | Microsoft Learn for more information.

If you want integrated Active Directory authentication, you’d have to implement that auth yourself. It’s doable, however, there is no demand for it that’s why we chose not to implement.

Until we create a sample, I suggest checking out CrmForm implementation from the premium. That’s what we’re going to base our sample on.

At the moment we do not have any examples of the lookup field in custom forms, this functionality is present in the Power Apps forms in the premium plugin.

lookup.twig is present in integration-cds-premium plugin as well (see the path above)

We do not have go to sample yet for the custom file upload in Dataverse plugin. The approach will be very similar to the sample Upload attachments in twig forms – AlexaCRM except the action to intercept will be integration-cds/forms/submit-success – see Hooks Reference ? AlexaCRM for parameters description.

You can also take a look at the CRM form implementation (see function respond in SubmitForm.php) as CRM forms do support file upload.

Once we have the sample code we will share it as a kb article.

• This reply was modified 11 months, 3 weeks ago by alexacrm.

form.twig uses the following lines to process lookups:

{% include "form/lookup.twig" %}

The lookup.twig template contains everything you need to render the lookup dialog. You can start by copying the twig from that template and inserting it into yours.

Are you looking to upload file using Dataverse plugin? For Dynamics 365 we have Upload attachments in twig forms – AlexaCRM kb article

Take a look at templates/twig/form/lookup.twig file – that’s the template used to render lookups in Dynamics 365 forms.

For Dynamics 365 plugin see s there a way to dynamically populate the optionset fields | www.ads-software.com post

Dataverse plugin uses [icds_twig] for the twig shortcode. If you’re using HTML or shortcode block (and not a twig block) then use [icds_twig] shortcode:

[icds_twig]
<select>
{% for optionMeta in metadata['contact'].Attributes['gendercode'].OptionSet.Options %}
   <option value="{{ optionMeta.Value }}">
      {{ optionMeta.Label.UserLocalizedLabel.Label }}
   </option>
{% endfor %}
</select>

[/icds_twig]

• This reply was modified 12 months ago by alexacrm.

hi there

It looks like permissions in Dataverse are not set up correctly. We outlined the requirements but perhaps didn’t emphasized enough the mandatory steps.

Can you please reach out to [email protected] and send us the log file that can be downloaded from the admin interface.