You can also get the ready-made ‘Form view’ layout that is configured from the CRM. By selecting the Use Existing option, you will get all the ready Form layouts (CRM Entity views). (Screenshot-1)
Once you select any ‘Form view’ from the Existing Forms drop-down, you will get the fields of that specific form view that are configured from the Dynamics CRM. You can select Existing CRM Fields for Add, Edit, or Detail page as per the Form type. (Screenshot-2)
You can add/remove the Fields as per your requirement. You can drag & drop the fields from the list on the right side and you can remove any Field by clicking on the ‘delete’ icon. (Screenshot-3)
Field Configurations (Advance Configuration for Fields)
You can also edit and configure any Fields that are added by drag & drop (Create New) or from the existing list of the CRM (Using Existing). By editing any Field, you will get the Field related options to display to the portal users in the customer portal. (Screenshot-4)
You can configure the following details for the Fields:
– Label: Insert the relevant text caption.
– Placeholder: Insert the caption into the input text field.
– Tooltip: Insert the short details as the mouse hover effect.
Once you have added the fields and designed the layouts, you can Publish the Form or keep it as a Draft. (Screenshot-5)
If you have selected the Copy to Edit and Copy to Detail, the pages will automatically be created for the selected copy options. (Screenshot-6)