Create and manage input fields for use in forms

Each field that appears in a marketing form must map unambiguously to a contact or lead field in your Dynamics 365 database, where values submitted for that field will be stored. When you're designing a form, the Toolbox tab of the designer lists a design element for each field that is already set up, so all you need to do to add that field is drag the matching field element to your form (see also Design your digital content). The most commonly used fields (such as name, address, and email) are set up by default, but if you want to use additional fields, you must set them up first. Read this topic to learn how to create and manage fields for use in your marketing forms.

Create or edit a marketing form field

To create a new marketing form field, do one of the following:

• Go to Customer Insights - Journeys templates > Form fields to see the full list of all fields currently available to your organization, and then select +New in the command bar. This creates a new, blank field mapping and opens it for editing.

• While working on an existing marketing form, look at the Toolbox tab to the right side of the canvas. Under the Fields heading here, you'll see a design element for each field that is already set up on your instance. If you don't see the one you want, select +New next to the Fields heading. A quick-create flyout slides in from the side of the screen, where you can make all the most important settings, and then select Save. The new Field element is then added to the Toolbox tab.

To edit an existing field, go to Marketing templates > Form fields to see the full list of all fields currently available on your instance. Browse, search, sort, and filter the list to find the field you want to edit, and then select it to open it.

Marketing form field configuration

The following table describes all configuration settings that are available for marketing form fields. All settings are available when working with the field record itself; the quick-create form provided when creating a field from the form designer includes the most important of these settings, but not all of them.

Field type and format options

When you publish a marketing page, Customer Insights - Journeys hosts it by using its portals feature at a public URL that you can share with prospects. When you first create the page, Customer Insights - Journeys automatically creates a new website record for it, where you can go to analyze its traffic and performance. More information: Register link clicks and website visits

Cascading form fields

Cascading fields allow you to create hierarchy relationships between two option fields in a marketing form. You can use cascading fields to create parent-child relationships for filtering option sets from a parent field. The filtering will show users fewer options from the child set once the user chooses an option from the parent level. The child option set stays hidden until a choice is made in the parent option set. Supported data fields for creating cascading fields include option sets, two options, and multiselect option sets.

To create a cascading field:

1. Add two multiselect options or option set (radio button) fields to a form.

2. Select the child set that you want to nest into the parent field.

3. On the Properties pane, go to Field attributes > Filter by and select Set up relationships.

   

4. Set the parent and child options that will be connected.

   

Adding lookup fields and troubleshooting

After creating a custom entity to use with a lookup field, or if your lookup field is not working, you should double check that you have the settings listed below enabled for the entity you're using with the lookup field.

1. The lookup data you will be configuring will be available on the Internet. You will need to assess which personally identifiable and sensitive information might be made available online. Once you acknowledge that by enabling the related option, you are able to complete the configuration.

2. Define contact and lead mapping. If you choose to map both, they should return the same type of entity for the mapping to be completed.

3. For each entity you select for the mapping, define:

   • The view that controls which values are shown. If you want to show all the active values only, you can select the related view. For example, if you are configuring an Account lookup, you can select the Active Accounts view.
   • The attribute used for searching. For example, the Account name could be used for an Account lookup.

4. Check the security roles for the configuration you selected.

   Tip

   If the lookup field that you want to set up is a custom field you've created, ensure that Service User Roles are set up for the entity. For a new custom entity, you will need to enable the proper Security Role permission for your org. You will often need to set the Security Role manually.

   To set the Security Role manually:

   1. Open the Settings menu at the top of the page and select Advanced settings.
   2. The advanced settings area opens in a new browser tab. Note that this area uses a horizontal navigator at the top of the page instead of a side navigator. Navigate to Settings > System > Security.
   3. Select the Security roles icon.
   4. Go to Marketing Services User Extensible Role > Custom Entities.
   5. Under the Custom Entities tab, find the name of your custom entity and mark the Read column box (the second column) green.
   6. If you use a filter, make sure the Marketing Services User Extensible Role has read permissions for entities used in the corresponding view. For example, if you use the view “Accounts being followed” as an Account filter, you need to ensure that the role has a read privilege for the custom entity.

5. Check field-level security access.

   Tip

   If a custom field is used as a lookup field or in a filter view, ensure that field-level security is correctly set up. This applies only, if “Field Security” is enabled for the custom field. Learn more: Column-level security to control access.

   To set up field-level security:

   1. Open the Settings menu at the top of the page and select Advanced settings.
   2. The advanced settings area opens in a new browser tab. Note that this area uses a horizontal navigator at the top of the page instead of a side navigator. Navigate to Settings > System > Security.
   3. Select the Field Security Profiles icon.
   4. Select the New icon to create a new Field Security profile and enter a name in the General section.
   5. In the Users section, add the system users: "# Dynamics 365 Marketing" (for outbound marketing), "# D365 Landing Forms" (for real-time journeys forms), and "# D365 Event Mgmt" (for event registration forms).
   6. In the Field Permissions section, add the Read permission to all required fields.

Set lookup fields via API

You can use the JavaScript API to perform a search request in the background and populate the lookup field with items containing the specified search term.

For example, you can search for all items containing “Microsoft” after the form is loaded:

MsCrmMkt.MsCrmFormLoader.on("afterFormLoad", function() {
    MsCrmMkt.MsCrmFormLoader.fillLookupFromSearch("b9051065-5851-41db-94bc-b7e1dc6bb646", "Microsoft")
        .then(function (r) {
            console.log("Success performing search");
        }).catch(function (e) {
            console.error("Error performing search");
        });
    });

These are the details of the function, available under MsCrmMkt.MsCrmFormLoader methods:

• Function Name: .fillLookupFromSearch(lookupFieldId, searchTerm)
• Description: Performs a search request in the background and populates the specified lookup field with results.
• Parameters
  • lookupFieldId:
    • type: string
    • description: lookup input field ID, for example "b9051065-5851-41db-94bc-b7e1dc6bb646"
  • searchTerm:
    • type: string
    • description: what to search for, for example [email protected]
• Returns: Promise<boolean>

Find more functions in the developer documentation