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Access record identifier in form redirect

The record identifier can be included in the redirect string using %s placeholder. For example, if a form is used to create a new record, and you would like to redirect to a page viewrecord afterwards, then the new record identifier can be passed in the query string:

Access user contact information in code

Sometimes it’s required to access information about the currently logged-in user in PHP. It can be easily done by using Identity class that has static auto method that returns the current user identity information including the linked CRM record (if available).

Attachments in twig

The attachments stored in annotation entity are accessible using a special purpose-built URL:

Call workflow

While it’s not possible to call any workflow directly there is a simple workaround that involves using custom actions.

Custom notifications for user functions

Dynamics 365 plugin has built-in notifications when a WordPress user is created, updated, or deleted. Custom actions associated with these events are distributed as part of the Dynamics 365 solution and can be customized further to perform the required operations.

Editing user profile

If a page is bound to a contact table then passing contact identifier in the query string will set the currentrecord object and allow record editing using, for example a Gravity form that relies on the record binding.

Messages in custom twig form

Messages in twig forms can be customized using messages property. That approach, however, does not work for custom twig forms where the form is provided as part of the {% form %} tag.

Upload attachments in twig forms

To add attachment uploads to Twig forms, you need to build a custom form layout with an input file control and an upload handler.