The Web Form Step provides the flow logic of the form’s user experience such as steps and conditional branching. It also provided details regarding the rendering of a form and additional behavior.

Web Forms persists the history of the steps a user has visited in an object on a Web Form Session entity. If a Web Form's steps have been modified, previously created history data could now be stale. Anytime steps are changed, it is recommended that you delete all Web Form Session records to eliminate miss match between sequence of steps logged in history and the current sequence. 

Each Web Form will be presented on the portal has one or more steps. These steps share some common propties, outlined below. Each Step contains a pointer (a lookup) to the next step, with the exception of terminal steps. Terminal steps do not have a next time, and are thus the last step of the Web Form (due to conditional branching, there can be multiple terminal steps)

Web Form Step diagram

Name Description
Name A title used for reference.
Web Form The Web Form associated with the current step.

One of the following:

  • Load Form: displays properties of forms.
  • Load Tab: displays properties of tabs.
  • Load User Control: displays properties of user controls.
  • Condition: displays properties for specifying expressions to be evaluated for conditional branching.
  • Redirect: displays the settings appropriate for configuring a website redirection.  

For further details on the settings for these web form step types, please refer to their corresponding sections below.

Note: The first step cannot be of type "Condition".
Next Step The step that will follow the current step. This will be blank for single step single form.
Target Entity Logical Name The logical name of the entity associated with the form.
Move Previous Permitted Indicates whether the user is given an option to navigate to the previous step in a multiple step web form. Default is true. Uncheck to prevent the user from being able to move to the previous step.

Load Form/Load Tab Step Type

This step type essentially allows the web form step to act as an entity form within the overall web form process. It will load a form from the CRM with a similar set of options available as Entity Form.

Redirect Step Type

The Redirect Step Type allow for a redirect of the User's browser session to another page int he portal or to an external URL. This is useful for seamlessly directing flow.

Conditional Step Type

A Web Form Step can be a 'Condition' type that indicates the step should evaluate an expression. If the expression evaluates to true then the next step is displayed. If the expression evaluates to false and if the 'Next Step If Condition Fails' has been specified, that step will be displayed. The current entity is the target used to evaluate the expression against. Record Source defaults to the Record Source of the previous step.

Load User Control Step Type

A Web Form User control can be loaded as part of the overall web Form flow by including a Load User Control Step. Refer to the Developer's guide for how to effectively build a User control to work within the Web Form model.