Hi there,
We have a slightly odd issue here. We've embedded a form via widget into a webpage. Some users fill out the form and it works flawlessly with all associated actions firing. Other users fill out the form and when they click the submit button, nothing happens. Have you come across this before?
Any help you can provide is appreciated!
Pedro Fernandez
@Maaru, Yes, the 13 disabled steps are old ones that were deprecated two years ago. They should remain disabled.
@Taylor: We have added some resources that should get the scoring caught up very soon. Apologies for the inconvenience!
Based on the examples above, I managed to get some code working that would grab the page title and the URL. However, while it works in Code Editor, it does *not* work when you include a form on a page as a widget. My javascript knowledge isn't strong enough to get round this, unfortunately. I'm thought 'window.onload' waited until everything is loaded (including external scripts) but I may be wrong.
window.onload = function my_grab_page_title() {
// populates hidden fields with current page title/url so we know where user came from
var hidden_field_title = "f_abc0thisistheidofyourhiddenformfield";
var hidden_field_url = "f_def012thisistheidofanotherhiddenfield";
document.getElementById(hidden_field_title).value = document.title;
document.getElementById(hidden_field_url).value = window.location;
}
Hi Taras,
Can you provide a link to the web page where you have embedded the widget? Your code works fine when using a direct link to embed the form, so I suspect it has to do with the page load as you suggested. If you'd prefer, you can open a ticket to provide your example and reference this forum post.
Is it possible to personalize my email with fields that are in a different record types besides Owner, Lead, Contact or Account?
Thanks,
Jessica
NOTE: This notice is intended to share some information to the Microsoft CRM community and is not specific to ClickDimensions. ClickDimensions has already modified its web application to support the changes that Google has made in the Chrome browser. However, native parts of Microsoft CRM still make use of modal dialogs that Chrome will no longer support.
From Microsoft:
As you may be aware, Chrome has removed support for Modal dialogues with Chrome version 37 & above. Currently, a registry workaround is in place that will allow applications that use Modal dialogues to continue to function. This workaround will expire by the end of April 2015. See below for more details.
http://blog.chromium.org/2014/07/disabling-showmodaldialog.html
CRM currently utilizes this Modal dialogue functionality. In order for customers, who are using the Chrome browser, to continue to function, they need to upgrade to the below upcoming CRM versions:
CRM 2011 – A COD will be delivered on CRM 2011 UR18 (On prem Only)
CRM 2013 – A COD will be delivered in CRM 2013 UR3 (On prem Only)
CRM 2013 SP1 – Fix will be included in CRM 2013 SP1 UR3 (Online & On Prem)
CRM 2015 – Fix will be included in CRM 2015 UR1 (Online & On Prem)
These COD’s and releases are planned to be released next month (April).
Microsoft further notes that the fixes they will be releasing for modal dialogues in Chrome require the above-mentioned Update Rollups for the relevant versions of CRM. If your CRM is running an older Update Rollup, and you still wish to use Chrome, you will need to upgrade your CRM to the Update Rollup mentioned above.
Again, this is not related to modal dialogs in the ClickDimensions application (such as email template editors, form and survey designers, etc.). This is specific to native CRM functionality and we are posting this only to help Microsoft get the word out. Please direct all questions to Microsoft support regarding the use of Chrome and modal dialogs.
Anyone, anything?
Hi Mirjam, I have opened a support ticket for you so one of our team members can help you with this.
Hi Jessica,
You can pull in data linked to the Owner, Lead, Contact or Account directly via a look-up field. For example, you can pull in the Address of the Parent Account that the Contact is under. To do this, you can just add the reference to the schema name of the entity and fields to your dynamic code.
You can also pull in content from an entirely different record using these steps: http://blog.clickdimensions.com/2011/10/merge-any-custom-or-standard-entity-data-into-clickdimensions-emails.html
Please note that the in the second method the content isn't "dynamic", exactly, as the content will stay the same for each recipient.
Please let us know if you have questions or if you need more information on either option.
Hi Courtney, Allison,
This is a feature that we'd really like to see also - has this feature made it onto the roadmap at all?
Hello!
I'm developing a web content form for capturing data into a lead within CRM. There are a number of fields i'd like to capture, which i can't map to any fields within the lead form. Is it possible to concatonate these fields to be placed into the notes section of the lead?
I am aware it may be possible using a form of Javascript, but my experience in coding is very limited!
Any advice or experience people can share would be a great help!
For reference, we use Dynamics 2011!
Thank you,
Stuart
Dear all,
One of my colleagues who is new to forms forgot to map most of the fields on the CD Form to fields on the Contact form. We now find ourselves with over 400 newly created Contacts with only the Email field filled in. I am trying to create a workflow that would pull the values from the relevant Posted Fields and update the Contact records. Can this be done at all? I think I need to make the workflow run on the Posted Field entity (correct me if I'm wrong) and update the related Contact from there, but I can't seem to get to the actual data that was submitted. Any suggestions?
Thanks
Joris
Hi Joris,
Yes, you should be able to do this on the Posted Field entity and check which field it is. Then based on that, update the correct field on the Contact dynamically using the "Value" field on the Posted Field record. This will be easier for text fields, but for picklist fields you'll have to check for each possible answer and then map based on those if statements in the workflow. If you're getting an error, could you attach a screenshot of your workflow and also the error you're getting and we'll take a look? Thank you!
Hi - This is not yet on our roadmap, but I have added your vote to the request.
Put me down as a vote too! This is also something we would like to see. Thank you.
Same as that, another vote from me for this!
Hi,
What about an Email Send with Status Reason = Split Test ? Is it possible to delete it or is data for sending the winning version cached somewhere and deleting the record could cause a problem or even to send the campaign?
Thanks,
Tomas
I've added both of your votes as well!
Thanks Allison, I figured out how to make it work. I managed to fill all the related Contacts with data from the Posted Fields. Now I have a more complex problem which I'm not sure if it can be solved. The form that I mentioned also contains data (surname, first name, phone number and email address) on a 2nd person, and of their organisation (name, address, phone and fax number, email address, website). Is it possible to create new Contacts and new Accounts, and fill them with the data that was entered on the form?
Since the newly created Contact or Account has no relationship with the Posted Field from where it received the data, how can I tell the workflow which Contact or Account it should update?
Can this be done?
Thanks!
Joris
Hi Tomas,
After the Split Test is complete and the remaining emails have been sent to the remainder of recipients, you can delete Sent Email records or anything else from CRM. But do not delete anything if the email is still being processed or you still wish to receive updated statistics for it. If you delete it from CRM we can no longer update the statistics for it.