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Accessing bound user contact details

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).

Accessing Choice columns metadata

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.

Add Twig in header/footer

To inject dynamic data outside of the page content, you can use direct code in header.php or footer.php to render the dynamic content:

Client secret has expired

Your client secret can expire. In that case, you need to create a new client secret See more details

Custom entity binding

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:

Editing user profile

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.

Using lookups in the free plugin version

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: