Web Form Steps
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.
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)
|Name||A title used for reference.|
|Web Form||The Web Form associated with the current step.|
One of the following:
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.|
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.
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.
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.
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.