If we use ClickDimensions and Dynamics Portals, we have a wealth of options when it comes to creating a form for an external party to fill out. We have:
- Dynamics Portals Web Forms (and Entity Forms but these are in my ways a simplified version of Web Forms)
- ClickDimensions Surveys
- ClickDimensions Web Forms
The question we may need to ask ourselves is which one to use for a given situation. At this stage I could use an illustrated guide to pave the way. After all, TOTD does occasionally feature flow diagrams. However, I am feeling nostalgic so my tip today will be in the form of a Commodore 64 BASIC program.
EDIT: Not everyone turned out to be a BASIC fan. Heck, some probably were not even born when BASIC was the language du jour. Scroll down to see a handcrafted diagram, if reading code is not your thing.
1 REM *****DYNAMICS FORMS DECISION TREE***** 10 AUTH = AD_AUTHENTICATION_REQUIRED 11 CONTACTS_ONLY = ONLY_CAPTURING_INFO_ON_CONTACTS 12 SURVEYS = CAPTURING_SURVEYS_ON_EXISTING_CONTACTS 13 HTML_FORM = IT_IS_AN_EXISTING_HTML_FORM 14 SKIP_QUESTIONS = THE_FORM_SKIP_QUESTIONS_SOMETIMES 15 REM *****I DONT DO COLONS***** 20 IF AUTH = YES THEN GOTO 100 ELSE GOTO 30 30 IF CONTACTS_ONLY = YES THEN GOTO 40 ELSE GOTO 50 40 IF COMPLEX_FORM = YES THEN GOTO 60 ELSE GOTO 200 50 IF SURVEYS = YES THEN GOTO 70 ELSE GOTO 100 60 IF HTML_FORM = YES THEN GOTO 200 ELSE GOTO 100 70 IF SKIP_QUESTIONS = YES THEN GOTO 300 ELSE GOTO 100 100 LOAD "DYNAMICS PORTAL FORMS", 8 200 LOAD "CLICKDIMENSIONS WEB FORMS", 8 300 LOAD "CLICKDIMENSIONS SURVEYS", 8