Add a entity form to a portal web page

[Shreejit]

I have just created a portal and want to customize it.  I added a contact form in the to a newly created portal web page. But strangely when I launched the portal I cannot see the form in the page. Is their any more setting that I need to give, maybe permission so that I can see the form in the page?

[hardikv]

Hi @Shreejit

Did you clear the cache?

Did you add entity permission for contacy entity? 

[Shreejit]

Hi hardikv , Yes, I cleared the catch and added the entity permission for the Contact entity. Even after setting this up the form does not seem to be visible.

[hardikv]

Hi @Shreejit 

Can you share Entity List & Web Page configuration screenshots?

[Shreejit]

The entity List seems to be empty and I am a bit confuse about web page configuration. I have attached a few screen shots please look though if they are what you mean.

[hardikv]

Hi @Shreejit 

It seems that you haven't added a web page for Entity Form.

Please refer below blog to create a Web Form and Web Page:

https://softchief.com/2020/03/03/create-record-using-entity-form-in-dynamics-365-portal/

[v-xida-msft · Accepted solution]

Hi @Shreejit ,

Where do you add your Entity form to your Web page? Through the Portal Designer or Portal Management?

Have you clicked the "Sync Configuration" button in your Portal Designer to make the changes take effect?

I have made a test on my side, and don't have the issue that you mentioned. Please consider take a try with the following workaround:

1. Go to your Portal Management.

2. Find the web page where you want to put Entity Form there under the "Web Pages" menu.

3. Click the Content page under the "Localized Content" section.

4. Within the opening Content Page, go to the Copy (HTML) part, switch to "HTML" tab, then type the following Liquid expression 

there:

{% entityform name:'NameOfYourEntityForm' %}

5. Go to your Portal Designer, click "Sync Configuration" button-> "Browse website", then check if the issue is solved.

More details about Entity form Liquid expression syntax, please check the following article:

https://docs.microsoft.com/en-us/powerapps/maker/portals/liquid/portals-entity-tags#entityform

Hopes above solution could solved your problem.

Best regards,

[the365bit]

Hi @Shreejit

I might have created the web page and associated the entity form in but not included the entity form in the HTML, please follow the steps bellow and let me know if it works:

1. Go to web pages and select the web page that you want to add the entity form

2. Scroll down the form until "Localized Content" and open the record listed there 

3. Include the entity form that you created using the following liquid tag  {% entityform name: 'My Entity Form' %}

 

4. Clear the cache ( not your browser cache, but the portal cache )

you can do that via https://yourportalurl/_services/about  (you need to be signed in)

Best regards,