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Deployment Components

Dataverse​

A high-level list of the new or modified Dataverse components required for this feature.

Tables​

  • Configuration (tt_configuration)

    • Columns
      • Contact
      • Name
      • Web Resource
      • Configuration Type
      • Tax Form Type
      • Sections
    • Forms
      • Dynamic Forms - Main
    • Views
      • Dynamic Forms - Active Configurations

  • Tax Form

    • Columns
      • Tax Form
      • Tax Form Type
      • Configuration Ref
      • Fields "Section 1" to "Section 27"
    • Forms
      • < All >
    • Views
      • < All >

Web Resources​

  • TaxFormSections.js

Environment Variables​

Portal Management​

Web Templates​

  • Tax Form Template

Page Templates​

  • Tax Form Page Template

Web Pages​

  • Tax Form

Table Permissions​

  • Tax Form

Web Roles​

  • Tax Form User

Web Page Access Control Rule​

  • Tax Form - Access Rule

Web Files​

  • DynamicFormsRenderer.js

Flows​

A high-level list of the Power Automate flows involved in this feature.

  • KYC - Upload Identification Document
  • SmartSearch - Run a SmartDoc Check
  • SmartSearch - Check in-progress SmartDoc items
  • SmartSearch - Send an email to contacts manager
  • SmartSearch - Send an SMS or email to the customer
  • SmartSearch - Get User for AML Check Notifications
  • SmartSearch - Get Access Token