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Form Configuration

Before you begin​

Make sure that:

  1. The premium extension is active and licensed
  2. A Dataverse (model‑driven) form already exists
  3. You know whether the form should create, update, or display records

Creating a form registration​

To start collecting data, you must create a form registration.

  1. Open the plugin dashboard
  2. Go to Forms
  3. Click Create new

Fill in the following fields:

  • Form Name
  • CRM Form — select a Dataverse form
  • Mode — choose how data is processed

Click Create to save the registration.

Form modes​

Create a new record​

Each submission creates a new Dataverse record.

Update or create a record​

The form uses table binding to:

  • load an existing record into the form
  • update it on submission

If no record is found, a new one is created.

Read‑only​

Table binding is used to load a record, but the form cannot be edited or submitted.

Allow deleting records​

When using Update or Read‑only mode, you can enable record deletion:

  • Enable Allow deleting the record

⚠️ To prevent unauthorized deletes, implement the filter:

integration-cds/forms/authorize-delete

Parameters passed to the filter:

  • $isAuthorized — whether deletion is allowed
  • $reg — the active form registration
  • $target — the record being deleted (or NULL)

Return false if deletion should not be allowed.

Required and optional attributes​

Dataverse defines required fields at the form level.
DataPress allows additional customization without modifying the Dataverse form.

To change requiredness:

  1. Select attributes in Attributes
  2. Move them to:
    • Required →
    • Optional →
  3. Remove items by double‑clicking or using Remove selected

Global settings overrides​

Each form registration can override global form behavior, including:

  • reCAPTCHA
  • Front‑end dependencies
  • Form messages and behavior
  • Full Name / Address decomposition

Front‑end dependencies​

Power Apps forms require the following libraries:

DataPress ships custom, isolated builds of these libraries.
You may disable them if your WordPress theme already includes compatible versions.

reCAPTCHA support​

Dataverse forms integrate with reCAPTCHA.

Read more

Adding the form to a page​

Use the Twig tag and the form registration ID:

{% form id=42 %}

This renders the form and starts accepting submissions.