24 docs tagged with "Knowledge base"

Master user binding retrieval in DataPress. Use PHP UserService to access current user information and linked CRM account details.

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:

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:

Troubleshooting 403 errors when adding registrations in DataPress.

Add a custom Twig function to verify if user with given email already exists.

How to clear the DataPress cache via the admin interface or REST API.

Step-by-step guide on updating an expired client secret in DataPress.

How to enhance security for Dataverse integrations using the ICDS_TWIG_USE_PRIVILEGES flag.

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:

Guide on enabling user profile editing in DataPress. Link WordPress users to Dataverse records using PHP filters for secure CRM data updates.

Comprehensive guide to troubleshooting DataPress forms by enabling detailed error logs.

Technical guide on user binding via WP API includes PUT/POST method definitions, request body structures for binding modes, and removal steps.

how to combine multiple Gravity Forms field values into a single Dataverse column.

PHP code example to query and display WordPress users with non-null 'icds_binding_ref' metadata, including details like last login, timezone, and locale.

Diagnose and optimize DataPress form performance.

How to manage WordPress users via REST API. This guide covers retrieving user metadata (like last login), advanced filtering with multiple conditions, sorting, and field selection using GET and POST methods.

Troubleshooting syntax highlighting issues in DataPress.

Learn how to use Twig for rendering entire pages in DataPress, including different modes, advantages, and best practices to avoid common issues.

When connecting WordPress instance to Dataverse/CDS, you need to verify and then save the connection configuration.

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:

Learn how to use the WordPress Users virtual table in Dataverse for real-time synchronization. This guide covers CRUD operations, Power Automate triggers, and best practices for avoiding circular references.