diff --git a/datapress/addons/elementor.md b/datapress/addons/elementor.md index b1d16ec..4cf16d8 100644 --- a/datapress/addons/elementor.md +++ b/datapress/addons/elementor.md @@ -8,7 +8,6 @@ tags: - DataPress keywords: [DataPress Elementor addon, create DataPress form with Elementor] --- -

Build your forms and write custom twig code using Elementor!

export const Highlight = ({children, color}) => ( @@ -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. + +
+Elementor form +Save id +
+ +Next, navigate to `Actions After Submit`, click `+` and add the `Send to Dataverse` action. + +
+Send to Dataverse action +
+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. + +
+Binding configuration +
+ +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. +
+Mapping in Elementor +
+ **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 @@ -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. + +
+Elementor default +
\ No newline at end of file diff --git a/datapress/addons/gravity-forms.md b/datapress/addons/gravity-forms.md index 92a7e49..7c67434 100644 --- a/datapress/addons/gravity-forms.md +++ b/datapress/addons/gravity-forms.md @@ -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. +
+ +
+ 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)). +
+ +
+ ## Dynamic column population If you want to set default values for columns you can follow these instructions: @@ -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. +
+ +
If you select the dropdown, you must also select the table and view to lookup. The dialog view does not require any additional settings. +
+ +
+ If you want to set a default value for Dataverse Lookup look at this example: ```php table:98837486-742e-ed22-9db1-00224893bd2f ``` +
+ +
+ To control conditional access to requested records in dropdown or dialog use fetchXML filter. ## File upload columns diff --git a/datapress/getting-started.md b/datapress/getting-started.md index 5d8123f..8693ec0 100644 --- a/datapress/getting-started.md +++ b/datapress/getting-started.md @@ -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. +
+ +
+ 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'); @@ -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 +
+ +
+ `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** @@ -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*. +
+ +
+ ### Configure Dataverse Solution 1. Download latest [Dataverse solution](https://wpab.alexacrm.com/release/WordPressIntegration_latest_managed.zip). @@ -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). +
+ +
+ ### Install WordPress Premium Solution 1. Sign in into WordPress as admin user. diff --git a/datapress/premium-features.md b/datapress/premium-features.md index 3a8ffe6..4ac6ca3 100644 --- a/datapress/premium-features.md +++ b/datapress/premium-features.md @@ -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). +
+ +
+ ### Install WordPress Premium Solution 1. Sign in into WordPress as admin user. diff --git a/static/images/connection.png b/static/images/connection.png new file mode 100644 index 0000000..f89c3ea Binary files /dev/null and b/static/images/connection.png differ diff --git a/static/images/elementor-bind-table.jpg b/static/images/elementor-bind-table.jpg new file mode 100644 index 0000000..4d7adf1 Binary files /dev/null and b/static/images/elementor-bind-table.jpg differ diff --git a/static/images/elementor-default.png b/static/images/elementor-default.png new file mode 100644 index 0000000..d45b136 Binary files /dev/null and b/static/images/elementor-default.png differ diff --git a/static/images/elementor-form.jpg b/static/images/elementor-form.jpg new file mode 100644 index 0000000..e4fb315 Binary files /dev/null and b/static/images/elementor-form.jpg differ diff --git a/static/images/elementor-id.jpg b/static/images/elementor-id.jpg new file mode 100644 index 0000000..99597b4 Binary files /dev/null and b/static/images/elementor-id.jpg differ diff --git a/static/images/elementor-mapping.png b/static/images/elementor-mapping.png new file mode 100644 index 0000000..de6ac4e Binary files /dev/null and b/static/images/elementor-mapping.png differ diff --git a/static/images/gf-dataverse.png b/static/images/gf-dataverse.png new file mode 100644 index 0000000..6b9df3b Binary files /dev/null and b/static/images/gf-dataverse.png differ diff --git a/static/images/gf-lookup-default.png b/static/images/gf-lookup-default.png new file mode 100644 index 0000000..3865ad8 Binary files /dev/null and b/static/images/gf-lookup-default.png differ diff --git a/static/images/gf-lookup.png b/static/images/gf-lookup.png new file mode 100644 index 0000000..6042b0b Binary files /dev/null and b/static/images/gf-lookup.png differ diff --git a/static/images/gf-lookup2.png b/static/images/gf-lookup2.png new file mode 100644 index 0000000..b221285 Binary files /dev/null and b/static/images/gf-lookup2.png differ diff --git a/static/images/gf-mapping.png b/static/images/gf-mapping.png new file mode 100644 index 0000000..8a8c7b4 Binary files /dev/null and b/static/images/gf-mapping.png differ diff --git a/static/images/keys.png b/static/images/keys.png new file mode 100644 index 0000000..6121ea8 Binary files /dev/null and b/static/images/keys.png differ diff --git a/static/images/password.png b/static/images/password.png new file mode 100644 index 0000000..de5b524 Binary files /dev/null and b/static/images/password.png differ diff --git a/static/images/send-to-dataverse.jpg b/static/images/send-to-dataverse.jpg new file mode 100644 index 0000000..fdb8ebd Binary files /dev/null and b/static/images/send-to-dataverse.jpg differ diff --git a/static/images/wp-site.png b/static/images/wp-site.png new file mode 100644 index 0000000..176e022 Binary files /dev/null and b/static/images/wp-site.png differ