Dynamics CRM Portal

In this section you can find out more information about Synx Dynamics portals, Sitefinity and how to get started with the solution.

Developer network

Welcome to our Developer Network. If you have a problem with Synx, please see if it can be resolved via our forum before requesting support.
  • Documentation
    You will find everything you need from installation to configuration in the Synx documentation.
  • Support
    Support can be requested here to resolve any issues you are having with Synx
  • Forum
    Need help or have questions, post here! Get tips and advice from experienced Synx developers, registered partners as well as Synx staff.
  • Video library
    Here you can find a series of step-by-step videos with everything you need to know to use Synx.
  • Partners
    Gain kudos from clients by recommending a solution expert, no selling required, just provide leads and earn a share of licence sales

Data field

The data field widget is used to create an input field that will populate a single attribute on an entity. When the form is submitted, an entity will be created in dynamics and its attributes will be populated with the values entered into the data fields.

Adding a data field widget to a form

  • Drag the "Data Field" widget from the toolbox onto the form
  • Click the 'Configure data field' icon or the edit link on the top left of the widget

A dialog will now display with various settings

Data tab:

  • Select a provider from the provider drop down. If the data field is placed in the same section as a Form Configurator this will be prepopulated
  • Select an entity from the entity drop down if the data field is placed in the same section as a Form Configurator this will be prepopulated
  • Select an attribute from the attribute drop down. When the form is submitted, the value entered in the field will populate the attribute selected here

    Display tab:

    • Editor
      • Select an editor from the drop down. The editor will set the type of input which will be displayed to the user to enter a value for the selected attribute. Options available are Textbox, Numeric Texbox, Password Textbox, Date picker, Telephone and Text Area.
    • Style
      • Select the size of the data field that is to display. Options available include Small, Medium and Large.
    • CSS Class
      • Enter custom css classes which can be used with custom stylesheets to change the display of the field.
    • Label
      • This is the label that displays next to the data field.
    • Placeholder
      • This is the text that is displayed in the data field before the user clicks within.

    Logic tab:

    • Hidden field:
      • This option will mark this as a hidden field. This will be no input displayed for this field
    • Is required:
      • This option marks the field as required. It must be completed in order to submit the form
      • Error message for required field: This option will only be available if “Is Required” is checked. The message entered here will display if the field is left empty and the form was submitted.
    • Validate input
      • Validate as - Input will be validated against the selected option:
        • Custom expression. A custom regular expression can be used here to validate the field
        • Email
        • Webpage
        • Date
        • Min / Max length
      • Validation error message. This is the error message that displays when the field is invalid based off the above fields
    • Hide when:
      • You can use this to hide the field based on a condition. The field will not display when the following evaluates to true:
        • Attribute
          • This is the attribute to run the check against
        • Condition
          • This is the type of condition to check the attribute against the below value. Eg Equals is an exact match
        • Value
          • This is the value to compare the attribute against using the condition above.

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    A personal demo will include:

    • Features and benefits of Synx
    • How to Install, configure and use Synx
    • Introduction to Data Fields
    • Introduction to Grids and Charts
    • Questions and answers