Ideas - ClickDimensions Marketing Automation for D365

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New Form Designer - Pre-filled hidden fields for new leads

We are using CD forms on our main website contact form. The legacy form builder allowed you to add hidden or non-visible fields as well as assign the field to a selection.

In our case, we would like to have the new Form Designer to be able to:

  • Add hidden fields mapped to Leads entity.

  • Assign the Lead Topic to a prefilled text i.e. "A new website lead"

  • Assign the Lead source to "website."

I have attempted using form logic and Microsoft flows in order to achieve above, however, with every test form capture, both fields remain empty/blank when received.

We plan on using CD forms for lead capture for different occasions and environments. We would like to continue to use the new Form Designer as it provides a wide range of automation tools and notifications that the legacy form builder does not.

  • Brian Cian
  • Feb 6 2024
  • Attach files
  • Guest commented
    7 Mar 12:58pm

    We've just started to use the new designer and have discovered we can't use hidden fields like we do on the legacy designer. We use hidden fields to set Lead owner and various other fields when triggering cloud flows. This is a must for us!