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Merge pull request #70 from AlexaCRM/correct12204
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add images for Elementor and Gravity Forms
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georged authored Jun 10, 2024
2 parents d812a59 + c904fd8 commit 24b60fa
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29 changes: 27 additions & 2 deletions datapress/addons/elementor.md
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Expand Up @@ -8,7 +8,6 @@ tags:
- DataPress
keywords: [DataPress Elementor addon, create DataPress form with Elementor]
---

<p class="lead">Build your forms and write custom twig code using Elementor!</p>

export const Highlight = ({children, color}) => (
Expand Down Expand Up @@ -39,10 +38,32 @@ Category - `Pro`

Description: It is a native form of Elementor, but you should add `Send to Dataverse` action after submit.

All you need to do is drag the `Form` widget into the content area, create the necessary fields and Save their ID. Next, navigate to `Actions After Submit`, click `+` and add the `Send to Dataverse` action. Then, select the `Send to Dataverse` menu section and choose a table from the `Table` dropdown.
All you need to do is drag the `Form` widget into the content area, create the necessary fields and Save their ID.

<div class="text--center">
<img src="/images/elementor-form.jpg" alt="Elementor form" width="400" />
<img src="/images/elementor-id.jpg" alt="Save id" width="550" />
</div>

Next, navigate to `Actions After Submit`, click `+` and add the `Send to Dataverse` action.

<div class="text--center">
<img src="/images/send-to-dataverse.jpg" alt="Send to Dataverse action" width="400" />
</div>

To choose a table save the form and get back to the `Pages` -> `All pages` and find the page and click `Configure Binding`. Here you can choose a table for new records.

<div class="text--center">
<img src="/images/elementor-bind-table.jpg" alt="Binding configuration" width="550" />
</div>

Click `Edit with Elementor` and `Send to Dataverse`. Here you will see the chosen table in the `Table` dropdown.
After selecting an action, for example `create`, you need to add `Fields Mapping`. Click `+ADD ITEM`. Here, fill in `Form field` (which is the field ID that was saved previously) and `Table column` (which is the logical name for the column) for each field.

<div class="text--center">
<img src="/images/elementor-mapping.png" alt="Mapping in Elementor" width="400" />
</div>

**To create a lookup field** you need to add `select` type field and map this field with the lookup field logical name in the `Send to Dataverse` action.

## Twig widget
Expand All @@ -68,3 +89,7 @@ One of the simplest methods to display a field value for any record is by using
## Default record in editing mode

You can enter a record GUID to be used as the default record in the page editing context. Simply find the page, click `Configure Binding`, select a table and enter an id in the `Default record` textbox.

<div class="text--center">
<img src="/images/elementor-default.png" alt="Elementor default" width="400" />
</div>
19 changes: 19 additions & 0 deletions datapress/addons/gravity-forms.md
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Expand Up @@ -33,8 +33,16 @@ When you have created the form and clicked the `Save Form` button, you must also

To create a Dataverse Feed, you need to click `Settings` -> `Dataverse` without closing your Gravity form.

<div class="text--center">
<img src="/images/gf-dataverse.png" width="400" />
</div>

Then click `Add New`, select crm table, action type(create or update) and map form columns to crm columns(set a correspondence between the column name from crm (key) and the column name from the gravity form(value)).

<div class="text--center">
<img src="/images/gf-mapping.png" width="600" />
</div>

## Dynamic column population

If you want to set default values for columns you can follow these instructions:
Expand Down Expand Up @@ -80,14 +88,25 @@ Lookup column supports two views for displaying the column: dropdown and dialog.

To select a view, you need to click the `Add Fields` tab and choose `Dataverse Lookup` from `Advanced Fields`. Then open the `Appearance` tab in the column settings.

<div class="text--center">
<img src="/images/gf-lookup.png" width="400" />
</div>
If you select the dropdown, you must also select the table and view to lookup. The dialog view does not require any additional settings.

<div class="text--center">
<img src="/images/gf-lookup2.png" width="400" />
</div>

If you want to set a default value for Dataverse Lookup look at this example:

```php
table:98837486-742e-ed22-9db1-00224893bd2f
```

<div class="text--center">
<img src="/images/gf-lookup-default.png" width="400" />
</div>

To control conditional access to requested records in dropdown or dialog use fetchXML filter.

## File upload columns
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16 changes: 16 additions & 0 deletions datapress/getting-started.md
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Expand Up @@ -58,6 +58,10 @@ By default, Dataverse Integration use a Wordpress `AUTH_KEY` constant for encryp
- `ICDS_AUTH_KEY` - Used to encrypt sensitive data such as application secret.
- `ICDS_FORM_AUTH_KEY` - Used for safe forms processing.

<div class="text--center">
<img src="/images/keys.png" width="700" />
</div>

These constants can be defined in your `wp-config.php` file, for example
```php
define('ICDS_AUTH_KEY', 'TfsFu)- pF\"6KNx@VT,FV@*`lM;Ls(nRy0/e:h^TnJ6/Ee$-cm@o2o;6U{#;;n+R');
Expand All @@ -80,6 +84,10 @@ Go to your WordPress Admin Area and access the *Integration Dataverse* menu. Sw
5. Check whether the credentials are OK by hitting the **Verify Connection** button
6. Upon successful test, click **Save settings** to establish a connection to CRM

<div class="text--center">
<img src="/images/connection.png" width="700" />
</div>

`For OAuth 2.0 / Certificate authentication method`
1. Enter the *Organization URL* -- for example, `https://contoso.crm.dynamics.com`
2. Select the *Authentication Method* -- **OAuth 2.0 / Certificate**
Expand Down Expand Up @@ -155,6 +163,10 @@ export const Highlight = ({children, color}) => (
3. Click Edit Profile.
4. Type password name in New Application Password Name text box and click the Add New Application Password button. It will be *application password*.

<div class="text--center">
<img src="/images/password.png" width="700" />
</div>

### Configure Dataverse Solution

1. Download latest [Dataverse solution](https://wpab.alexacrm.com/release/WordPressIntegration_latest_managed.zip).
Expand All @@ -170,6 +182,10 @@ export const Highlight = ({children, color}) => (
- **Password**: application password you created earlier.
7. Save the record (at the top of the page you will see "Successfully connected to the site" message).

<div class="text--center">
<img src="/images/wp-site.png" width="700" />
</div>

### Install WordPress Premium Solution

1. Sign in into WordPress as admin user.
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4 changes: 4 additions & 0 deletions datapress/premium-features.md
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Expand Up @@ -82,6 +82,10 @@ You can skip this paragraph if you click the `Add registration` button at the mo
- **Password**: application password you created earlier.
7. Save the row (at the top of the page you will see "Successfully connected to the site" message).

<div class="text--center">
<img src="/images/wp-site.png" width="700" />
</div>

### Install WordPress Premium Solution

1. Sign in into WordPress as admin user.
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