Configure basic form metadata for portals
The basic form Metadata contains extra behavior modification logic to augment or override the functionality of form fields that is otherwise not possible with native basic form editing capabilities.
Some form configuration is possible using the Power Pages design studio. See Add form for more information.
Tip
If two or more basic form metadata records are created for the same attribute that have conflicting actions, the basic form metadata record that was created first will apply and the subsequent records will not.
Add a new record
Open the Portal Management app.
Select the form you will to enhance from Basic Forms under the Content section.
On the basic form that has fields that you would like to modify, go to Related > Basic Form Metadata
Select New Basic Form Metadata.
Basic form metadata properties
The following attributes provide extra styling and capabilities for elements on a form.
| Name | Description |
|---|---|
| Basic form | The basic form associated with the basic form Metadata record. |
| Type | Available options are:
|
Basic form metadata type = Attribute
The following properties are displayed when the Type selected is 'Attribute'.
| Name | Description |
|---|---|
| Attribute Logical Name | The logical name of the attribute field to be modified. Note: Columns of type choice will not appear on the drop-down list of columns. You can enter the logical name of the choice column directly in the Attribute Logical Name text box. |
| Label | Replaces the default label assigned to the attribute on the table with the text specified in this input. For each language pack installed and enabled for the Microsoft Dataverse environment a field will be available to enter the message in the associated language. |
Control style
The following options modify the style and functionality of an attribute's field.
| Name | Description |
|---|---|
| Style | One of the following:
|
| Group Name | A name used to group controls together as a composite control. |
| Multiple Choice Minimum Required Selected Count | This is the required minimum values selected in the multiple choice question. Only necessary if 'Multiple Choice' Control Style is selected. |
| Multiple Choice Max Selected Count | This count is the maximum number of values that is allowed to be selected in the multiple choice question. Only necessary if 'Multiple Choice' Control Style is selected. |
| Constant Sum Minimum Total | This number is the required minimum value applied to a constant sum response field. Only necessary if 'Group Whole Number as Constant Sum' Control Style is selected. |
| Constant Sum Maximum Total | This number is the maximum permitted value to be applied to a constant sum response field. Only necessary if 'Group Whole Number as Constant Sum' Control Style is selected. |
| Randomize Option Set Values | Specifying Yes results in randomly ordered options listed for an Option Set control. Only applicable to attributes that are of type Option Set. |
| CSS Class | Adds a custom CSS class name to the control. |
Prepopulate field
The following options provide a default value for fields on the form.
| Name | Description |
|---|---|
| Ignore Default Value | Ignores the default value of the specified attribute field. Useful for attributes that are Two Option fields that are rendered as Yes and No radio buttons. Because a value of yes or no is automatically assigned by default, this option makes it possible to display Yes/No questions without a predefined response. |
| Type | One of the following types:
|
| Value | A value to be assigned to the field when the form is loaded. |
| From Attribute | An attribute on the contact table that will be retrieved from the current portal user's record and assigned to the field when the form is loaded. |
Set Value On Save
The following options specify a value to be set when the form is saved.
| Name | Description |
|---|---|
| Set Value On Save | Yes indicates that a value should be assigned to the attribute using the input provided in the Value field. Note: All attribute types are supported except the following: Unique Identifier. |
| Type | One of the following:
|
| Value | Value assigned to the attribute when the form is being saved. For Two Option (Boolean) fields use true or false. For Option Set field use the integer value for the option. For Lookup (TableReference) fields, use the GUID. Note: If the attribute is also on the form, the user's value will be overwritten with this value. |
| From Attribute | An attribute on the contact table that will be retrieved from the current portal user's record and assigned to the field during save. |
Lookup Settings
The lookup setting Basic form for Create is used to populate the basic form for creating a new record from the lookup when the metadata created for an attribute is of lookup type.
Validation
The following section contains properties that modify various validation parameters and error messages.
For each language pack installed and enabled for the Dataverse environment, a field will be available to enter the message in the associated language.
| Name | Description |
|---|---|
| Validation Error Message | Overrides the default validation error message for the field. |
| Regular Expression | A regular expression to be added to validate the field. |
| Regular Expression Validation Error Message | The validation error message to display if the regular expression validated fails. |
| Field is Required | Check to make the attribute field required to contain a value. |
| Required Field Validation Error Message | Overrides the default required field error message if the field doesn't contain a value. |
| Range Validation Error Message | Overrides the default range validation error message displayed if the field's value is outside of the appropriate minimum and maximum values specified on the table attribute that are of type Whole Number, Decimal Number, Floating Point Number, or Currency. |
| Geolocation Validator Error Message | Applicable if the attribute is a Single Line of Text and the Control Style specified is Single Line of Text as Geolocation Lookup Validator then this message will override the default error message displayed if input validation fails. |
| Constant Sum Validation Error Message | Applicable if the attribute is a Whole Number type and the Control Style specified is Group Whole Number as Constant Sum then this message will override the default error message displayed if input validation fails. |
| Multiple Choice Validation Error Message | Applicable if the attribute is a Two Option type and the Control Style specified is Multiple Choice then this message will override the default error message displayed if input validation fails. |
| Rank Order No Ties Validation Error Message | Applicable if the attribute is a Whole Number type and the Control Style specified is Group Whole Number as Rank Order No Ties then this message will override the default error message displayed if input validation fails. |
Description and instructions
The following properties specify the location and content of custom description or instructions.
| Name | Description |
|---|---|
| Add Description | Yes results in custom text being displayed on the form in the position specified. |
| Position | One of the following:
|
| Use Attribute's Description Property | Select 'Yes' to use the description assigned to the attribute metadata on the table. Select 'No' to provide a custom description. Default is 'No'. |
| Description | Custom text to be displayed on the form. Used in conjunction when Use Attribute's Description Property is set to 'No'. For each language pack installed and enabled for the Dataverse environment, a field will be available to enter the message in the associated language. |
Basic form metadata type = Notes
See Configure notes as attachments for basic and multistep forms. These settings are used to configure the timeline control on a form, you can also enable a simple file upload control through form additional settings.
Basic form metadata type = Section
The following properties are displayed when the selected Type equals 'Section'.
| Name | Description |
|---|---|
| Section Name | The name of the section on the table's form to be modified. |
| Label | Replaces the default label assigned to the section on the table with the text specified in this input. For each language pack installed and enabled for the Dataverse environment a field will be available to enter the message in the associated language. |
Basic form metadata type = Subgrid
See Configure basic form subgrid
Basic form metadata type = Tab
The following properties are displayed when the selected Type equals 'Tab'
| Name | Description |
|---|---|
| Tab Name | The name of the tab on the table's form to be modified. |
| Label | Replaces the default label assigned to the tab on the table with the text specified in this input. For each language pack installed and enabled for the Dataverse environment a field will be available to enter the message in the associated language. |
Basic form metadata type = Timeline
The following properties are displayed when the selected Type equals 'Timeline'.
| Name | Description |
|---|---|
| Basic settings | |
| Create Enabled | Enables the ability to add new notes to the table. |
| Create Dialog Options | Whether to display the attached file. |
| File Attachment Location | Select the location of the file attachment:
|
| Accept MIME Type(s) | Allows you to specify a list of accepted MIME types. |
| Accept Extension Type(s) | Allows you to specify a list of extension types. |
| Restrict MIME Types | Select whether to allow or restrict MIME types. |
| Maximum File Size (in KB) | Allows you to specify the maximum size of a file that can be attached. |