You can configure the Oneflow widget to be displayed on your portal for your team to create contracts from.
Note:
Any entity, including custom ones, now supports contract creation.
To add the widget, please configure the following.
Perform the steps below to place the Oneflow widget on a new entity or change its place on the form:
Log in to Dynamics 365 with admin credentials and go to Settings > Advanced Settings.
Go to Settings > Customization > Customize the system.
Choose the entity and the form where you want to place the widget under Components > Entities > <your custom entity> > Forms > <your form>.
Note:
In this example, we use the Opportunity entity, however, the process of placing the widget is the same for all entities, including custom entities.
From the top navigation ribbon, click the Insert tab.
Create a New Section or Tab if required, to place the Oneflow widget. Double-click on the section, and set the Label to "Oneflow".
Click on the New Field button to create a new field in Dynamics.
In the Display Name field, type “Oneflow widget”. The Name field will be automatically populated.
Click on Save and Close.
Reload the page by pressing Ctrl + R. The new field you added will now appear in the Field Explorer.
Drag and drop the Oneflow widget field to the section to place the widget (i.e. the section you created in Step 5).
Double-click the Oneflow widget field you added to the form.
In the Field Properties dialog, type in the Label name (i.e. “Oneflow widget”), and clear the Display label on the form checkbox.
Go to the Controls tab, then select Add Control.
Select “Oneflow widget” from the custom controls list and click Add.
Select all Controls (i.e. Web, Phone, and Tablet) for the Oneflow widget control and click OK.
Drag and drop the Oneflow widget field to the section to place the widget (i.e. the section you created in Step 5).
Click Save and then Publish.
Open an Opportunity (or another Dynamics entity to which you added the Oneflow widget), and press Ctrl + F5 to reload the page. The Oneflow widget should now appear on the form. Great work! You can now start creating some contracts!
Information:If the Oneflow widget does not appear on the form (i.e. in an Opportunity form), you may need to clear your browser’s cache and try again.