• Resolved nithinvanam

    (@nithinvanam)


    HEllo,

    We are trying to integrate Wordrpress with our Dynamics 365 instance to create leads on form submission. The form submission works however the fields labels are not displayed as per the labels in the Dynamics form.

    This is the code i am using in the wordpress page:

    [msdyncrm_twig]
    {% form entity="lead" name="Wordpress Signup" mode="create" %}
    {% endform %}
    [/msdyncrm_twig]

    The first two fields which are First Name and Last Name are displayed right with the label and a text box. However the third field email, only the text box is displayed but not the label.

    Could someone please guide me if i am doing something wrong here? Thanks in advance.

    Regards,
    Nithin

    The page I need help with: [log in to see the link]

Viewing 3 replies - 1 through 3 (of 3 total)
  • Plugin Author alexacrm

    (@alexacrm)

    Nithin

    the link is to the private page, I’m unable to access it.
    Do you have a public link I can use?

    Thanks
    George

    Thread Starter nithinvanam

    (@nithinvanam)

    Hi George ( @alexacrm )

    We were trying to preview an unpublished page where it didn’t show the labels right. However after publishing the page, the labels are rendered right. However we do have a few check boxes that are rendered one below other while in the CRM form they are next to each other. The link to the page is: https://goliveitblog.com/sign-up/

    Could you please suggest how do i make sure that the form is rendered as in CRM?

    Last thing, is there any way to set a field value in the code? For ex in our case, if someone submits a form in wordpress we are creating a lead and would want to set the Lead Source as WordPress.

    Thanks in advance for the help.

    Regards,
    Nithin

    Plugin Author alexacrm

    (@alexacrm)

    Hi Nithin,

    I don’t know what your CRM form looks like but we render very simple HTML layout. Typically, it’s possible to adjust the layout using CSS. If it gets too complicated, you can tweak the elements using jQuery.

    As far as setting the values is concerned. Usually, hidden form fields do the trick. We also have the constructs to set the default values – see documentation.

    HTH
    George

Viewing 3 replies - 1 through 3 (of 3 total)

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