Push to Production, Publish, and Create a Button in CRM to Invoke Your Form

Once you have made all the changes and finalized your form, it’s time to push it all the way to production. Select all changes/elements available and run the update. Then, you can go to the Settings (renamed ‘Operations’) and publish your form.

Once you have the perma link from your published form, it’s time to create a button in the Deals module to invoke that URL. Make sure and append the Deal_ID at the end in order for that hidden field in the Creator form to be prepopulated and for the functions to run properly.

Help Publishing to Production

Publishing Help

Creating a Button to Invoke a URL

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