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PortalNewbie
Helper II
Helper II

Editing Lookup Record

Hi, 
I am trying to create a multi-step / multi-entity lookup advanced form, and unfortunately I don't seem to have the necessary skills to do that. This is what I am trying to achieve.

1. Applicant submits a request form from the portal with basic details (first name, last name, issue etc). - Done

2. CRM User will approve the request form at the back-end from CRM (Done). This creates an application form (application table) which has a lookup to the contact table (applicant). The basic details that were provided by the contact are updated on the contact form (Done)

3. This application form is now visible on the Applicant's portal page (applications list page). The applicant can now edit the application and provide additional details.(TO DO). For this I am trying to create a multi-step advanced form.

 

Step 1 - Edit details about the application - Done. The application page step 1 loads fine and applicant is able to update details on application page

Step 2 - Applicant should now update the applicant details (contact record). This contact is a lookup on the application record. how do I link from step 1 to step 2 ? On this page, the applicant should be able to add additional details about themselves e.g. address, dependents (add new contacts and link them to the applicant via connections).

Step 3 - This will be more details on the application table or other related tables. How do I go back to the application record from the contact record in step 2?

 

Can any of the Portal gurus help me out here ?

 

1 ACCEPTED SOLUTION

Accepted Solutions
Fubar
Solution Sage
Solution Sage

Generally, all id's on generated items are not able to be configured to be different values.

Will generally not change between environments, exception to this would be if you moved something in a way that did not maintain the internal GUID's then in that case ids that are or include the GUID would be different. 

 

View solution in original post

6 REPLIES 6
NatGeo
Helper II
Helper II

 

Hi @PortalNewbie ,

This task is a quite complex, I would not use Advanced form for it.

I would  do the following:

For application form:

1. create basic form (edit), set Record ID Parameter to your contactID ( settings "General" tab)

For moving from the application to contact:

1. create basic form (edit), use  web template to fill up the form ( you need contactId for  fetchXML), set Record ID Parameter to your applicationID

You have to imitate the application steps by updating headers, buttons, also you have to pass parameters from one web page to another web page.

It's just the general idea on implementaion. 

 

Hoping it helps.

NatGeo

 

 

hi @NatGeo unfortunately, using basic forms is not an option because the application process is very long and client needs multi-step process. Leaving aside the requirement for creating connections ( I should be able to manage it using CRM Workflows), what I am trying to achieve is this:

  • Go from application record (Webform Step 1)  to contact record (Webform Step 2 - Application record has contact GUID). Edit contact record.
  • On the contact record form, add child contact records(dependents) - I can link them to the contact using parent field.
  • Navigate back from contact form to Application form (Webform step 3)

 

PortalNewbie
Helper II
Helper II

I found the attached bit of code to change the action on the webform step 1 to navigate to contact record on step 2, but I can't seem to find the #formid. Not sure where to look for this:

 

Fubar
Solution Sage
Solution Sage

it is possibly "content_form" - but to be sure navigate to the Form step in question on the Portal and then F12 and search the HTML for the '<form' tags (ignore the header search one).

PortalNewbie
Helper II
Helper II

@Fubar - Thank you. I was able to find the form ID. It was 'liquid_form'. I guess the next question I have is :

  • Can I set the form ID manually ?
  • Will the form ID change if I deploy between environments ?
Fubar
Solution Sage
Solution Sage

Generally, all id's on generated items are not able to be configured to be different values.

Will generally not change between environments, exception to this would be if you moved something in a way that did not maintain the internal GUID's then in that case ids that are or include the GUID would be different. 

 

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