FastField's integration with Dataverse allows you to seamlessly send submission data to your Dataverse database. This integration simplifies the process of storing and managing your data in Dataverse. To set up this integration, follow the step-by-step guide below.
In this article
- How to Set Up the Dataverse Integration
- Frequently Asked Questions
How to Set Up the Dataverse Integration
1. Go to Workflow > Global Workflow in the Portal and select + New Workflow to create a workflow.
2. Under Perform these actions, choose Send to Dataverse.
- Set up the integration with the following parameters:
- Name Your Integration: Assign a descriptive name to your integration for easy identification.
- Service URL: Provide the endpoint URL for your Dataverse account.
- Tenant ID: Enter the Tenant ID associated with your Dataverse account.
- Client ID: Choose one of the authentication methods.
- Secret Key: Provide the Secret Key associated with your Dataverse account.
3. Save your integration settings.
4. Enter your Entity Name.
5. Map one or more fields from your submitted form to one or more tables in your Dataverse database.
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- Note: If any mapped fields in your destination form are modified or deleted in the future, the mappings here will need to be updated as well.
6. Select which field you would like to be your form field and configure the destination table column.
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- Note: You can continue mapping multiple fields by selecting + Adding Field Mapping.
7. Save your integration. Once saved, activate the integration to initiate the transfer of submission reports to your Dataverse database according to your settings.
Congratulations! You have now set up a Dataverse integration. With this integration, your data will be mapped over to Dataverse.
Managing Your Dataverse Notification Integration
- If you need to pause your Dataverse integration or change the field mappings, you can manage this directly from the Workflow page in the FastField Portal.
- You can also adjust settings, update field mappings, or disable the integration entirely if necessary.
Frequently Asked Questions
Q: What happens if I modify or delete mapped fields in my destination form in the future?
A: Any changes to mapped fields require updating the mappings in the integration settings to ensure continued accuracy.
Q: Can I map multiple fields from my submitted form to different tables in Dataverse?
A: Yes, you can map multiple fields to different tables by using the + Adding Field Mapping option during setup.
Q: How do I deactivate or disable the Dataverse integration if needed?
A: You can manage and disable the Dataverse integration directly from the Workflow page in the FastField Portal.