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Forms

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Version: 10
Some tooltip text!
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Forms can be processed automatically, manually, or a combination of both. This is specified as form actions.

A form can have multiple actions. One of them is Execute CRMScript. If selected, form fields are added as input data to the script set run when submissions of this form are processed (automatically or manually).

The EventData instance will contain several input values, where the key is the form field's label. If the form has company or contact fields, these trigger matching against the database, and the input values contactId and personId are available.

Update company name with form value

EventData ed = getEventData();
Map m = ed.getInputValues();
String contactId = m.get("contactId");
String companyName = m.get("Company - Name");

NSContactAgent agent;
NSContactEntity contact = agent.GetContactEntity(contactId.toInteger());
contact.Name = companyName;
agent.SaveContactEntity(contact);
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