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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

Redirect after submit and capture the created record GUID​

When a record is successfully created, you can automatically redirect the user to another page and inject the new record's GUID into the URL using the %s placeholder.

Use this to forward users to a “Thank you” page, a confirmation screen, or a details page where they can see the record they just created.

How to Configure Redirection​

You can set up the redirect in two ways:

1. Via DataPress Admin Area (Global Settings) Use this method to set a default redirect for a specific form across your entire site:

  • Navigate to DataPress Admi Area → Forms in your WordPress dashboard.
  • Find the necessary form and click to edit it.
  • Locate the Global settings overrides section.
  • In the Redirect after successful submission text box, enter your desired URL pattern.
    • Example: /contact-details-page/?id=%s (where contact-details-page is the slug of your existing WordPress page).

2. During Page Creation (Shortcode) You can define a specific redirect at the moment you add the form to a page. This will override any global settings for that specific instance:

{% form id=707 redirect='/contact-details-page/?id=%s' %}

Redirection Priority and Global Settings​

Important Note on Overrides: The system follows a specific priority for redirects:

  1. Shortcode Setting: A redirect defined via the redirect attribute in a shortcode (e.g., {% form id=707 redirect='...' %}) has the highest priority and will override any settings in the DataPress Admin Area.
  2. Forms Global Settings: You can also set a default redirect for all forms on your site. To do this, go to DataPress → Forms Global Settings and find the Forms tab. Any URL specified here will apply to all forms unless overridden by the methods mentioned above.

Redirection examples​

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.

Usage Requirements​

To ensure the form renders correctly on your page, the {% form %} tag must be wrapped in a Twig-capable environment. It will not work if pasted as plain text into the editor.

You have two options to implement this:

  1. Using the Twig Shortcode (Recommended for Page Editors):

    Wrap the tag inside the [icds_twig] shortcode:

    [icds_twig]
    {% form id=707 %}
    [/icds_twig]

  2. Inside a Twig Block

If you are working within a custom theme template or a Twig-enabled block (such as in an Elementor Twig widget), you can use the tag directly:

{% block content %}
    {% form id=707 %}
{% endblock %}
warning

If you paste {% form id=707 %} directly into the editor without the [icds_twig] wrapper, the form will not render, and the raw code will be visible to your site visitors.