Adxstudio Managed Forms vs Adxstudio Web Forms

I have composed a short FAQ to help provide some understanding of Adxstudio Portals form technologies.

To provide some understanding of Adxstudio Portals form technologies I have composed a short FAQ.

What is Managed Forms?

Adxstudio Portals delivers managed forms by rendering a form in an Adxstudio Portal based on a particular form or view customization defined on an entity in CRM. Within CRM, entities can be customized and forms and views can be modified or created depending on your requirements. A developer adds a CrmEntityFormView control to a page template and specifies the necessary entity and form to render.  http://community.adxstudio.com/products/adxstudio-portals/users-guide/managed-forms/

What is Web Forms?

Web Forms allow users to define entity forms and custom logic within the CRM to render data entry forms within Adxstudio Portals without the need for developer intervention. Web Forms support single step, multi-step navigation and branching logic. Web Forms are commonly used to produce custom surveys in a portal. http://community.adxstudio.com/products/adxstudio-portals/users-guide/web-forms/

What’s the difference between Web Forms & Managed Forms?

Although both Web Forms and Managed Forms render a form in a website based on one that has been defined on a CRM entity, they are significantly different. A Managed Form is a single form rendered by the CrmEntityFormView control. To expose this form in a website, a developer must add a new page template and add the CrmEntityFormView control and specify the entity and form to render. This still provides the ability to modify the form in CRM without a developer, but to add new forms in the future, a developer must repeat this process. On the other hand, Web Forms provides the ability to specify some data in CRM that can identify multiple forms that are to be loaded to produce a wizard style multiple step process with conditional branching logic. Web Forms utilizes the same CrmEntityFormView control to render the form similarily to Managed Forms but does not require a developer to add new forms to a portal. Web Forms also has additional properties that can be specified in CRM to override some of the default behaviors and overcome some CRM entity metadata and form designer limitations.

What features does the CrmEntityFormView control support?

The following table identifies which features are supported by the CrmEntityFormView control that renders a CRM entity form both for Managed Forms and Web Forms.

Feature

Supported?

All CRM Field Types

Yes

All CRM Field Validation Rules

Yes

Multiple Column Layouts*

Yes

Web Resources

Yes

CRM Label Language Translations

Yes

Header & Footer

No

Sub-Grids

No

Notes

No

IFRAMEs

No

CRM Form Scripting

No

* More than 2 columns requires additional CSS

What are some of the limitations of designing a form on an entity in CRM?

Depending on the usage, the following items may be considered limitations to constructing a form. There may be more but these are the main ones.

  • The maximum length of a label is 100 characters
  • There is no field type that allows multiple selections
  • Default value cannot be specified for most fields
  • Option Set (Picklist) are rendered as drop downs.

Note: Most of these have been overcome by properties specified within Web Forms data model.

Is there developer support for Web Forms and Managed Forms?

Yes there are extensibility points for developers to interact with the forms. Please refer to the following articles written on this community site for complete details.

http://community.adxstudio.com/products/adxstudio-portals/developers-guide/web-controls/crmentityformview

http://community.adxstudio.com/products/adxstudio-portals/developers-guide/knowledge-base/web-form-developers-guide/