If you need to access information about the currently logged-in user in PHP. It can be easily done by using UserService class that has methods to return the current user information including the linked CRM record (if available).
When custom forms include a choice column (previously known as an optionset or a picklist), access to the metadata is required to include all possible values as part of the markup, usually as a SELECT HTML tag.
To add WordPress user as an object to Twig, use the following code:
To add a custom function use following filter:
When adding a registration, you may encounter a 403 error. This typically occurs if your app user hasn’t been added to the security profile.
Introduction
This page explains how caching works in DataPress and how you can configure it to improve performance or debug your site.
Add a custom Twig function to verify if user with given email already exists.
Cache Tab
Your client secret can expire. In that case, you need to create a new client secret See more details
Install Solution
Install Solution
The ICDSTWIGUSE_PRIVILEGES flag is designed to enhance security and editorial control over pages that utilize Twig-based integrations with Dataverse, including elements like ` and `.
Entity binding provides quick and easy way to associate a page with a specific row in a Dataverse table. Row id can be passed as a parameter or an alternate key can be used out of the box. For example, if we define an alternate key called Account Number for an account table that uses accountnumber column then we can configure account page binding as following:
Features of working with different types of fields.
How to create custom forms
Custom Forms let you capture data from your WordPress site without using Power Apps or Dynamics 365 forms.
Overview
Features of working with different types of fields
If a page is bound to a contact table then passing contact identifier in the query string will set the binding object and allow record editing using, for example, a Gravity form that relies on the record binding.
Build your forms and write custom twig code using Elementor!
Details of supporting Elementor.
When working with premium or custom forms in DataPress, rendering issues may occur due to misconfigurations or JavaScript errors. To assist with debugging, you can enable more detailed error output in your browser’s developer console.
A collection of practical Twig examples for DataPress, covering record rendering, user info, metadata access, formatting, lookups, choices, currency, and more.
A concise guide to configuring FetchXML queries, templates, and filters in Twig with DataPress.
Practical one‑line FetchXML examples demonstrating common query patterns in DataPress.
FetchXML is the native query language of Microsoft Dataverse (Dynamics 365 / CDS) used to retrieve records using conditions, joins, filters, and attributes.
Guide to using the Fields Binding feature in DataPress, allowing you to display and format Dataverse column values with custom Twig code and templates.
How to configure Power Apps Forms
How to render Power Apps Forms
What is a Dataverse instance?
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All form‑related instructions for Gravity Forms are documented on the main page here
Details of supporting Gravity Forms.
All API requests below require Basic Authentication.
If you need to combine values from multiple Gravity Forms fields into one other column, follow these steps:
Here is a description of our metadata for a WordPress user record.
Follow this example to retrieve multiple records:
To set up the solution on your website, you will first need to install the necessary WordPress components.
To set up the solution on your website, you will first need to install the necessary WordPress components.
Premium features
Overview
The page describes multilingual support in the DataPress (Dataverse Integration) plugin
Event Ticketing is a comprehensive, ready-made integration that connects your Event Ticketing WordPress site with Dynamics 365 Customer Insights – Journeys, powered by DataPress.
RapidStart Customer Service is a ready-to-use portal solution that connects your WordPress site with Dynamics 365 environment, enabling your customers to easily interact with your support team in a secure and streamlined environment.
Power Apps Forms allow you to display Dataverse forms on your WordPress website and submit user input directly back to Dataverse.
DataPress Premium functionality
Introduction
Reference guide to DataPress Twig global objects, filters and functions, including formatted values, entity references, file/image URLs, Web API queries, and utility helpers.
We use Monaco Editor for syntax highlighting.
Link WordPress pages to Dataverse tables to provide direct access to your organization data.
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What You Can Do with Twig in DataPress.
A practical guide to creating, using, and overriding reusable Twig templates in DataPress.
When connecting WordPress instance to Dataverse/CDS, you need to verify and then save the connection configuration.
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A short guide explaining how to link WordPress users to Dataverse contacts using DataPress, including binding modes, configuration, synchronization, and practical usage.
In this example, we create a form based on an account table with a lookup field from the contact table. This allow users to choose an account and a corresponding contact. To filter contacts, you can update the fetchxml part based on your specific requirements:
Use next steps to manage lookup fields in your forms:
How to display views on your WordPress site using DataPress, including view configuration, filtering, lookup substitution, and custom templates.
Webhooks play a crucial role in automating workflows and enabling seamless communication between systems. Within WordPress, webhooks allow you to trigger events and share information with external services whenever specific actions occur.
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Introduction