Adxstudio Portals Training
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Adxstudio Portals Training Entity Lists
description
Adxstudio Portals Training. Entity Lists. Robert Bailey, M.Sc. Product Engineer Adxstudio Inc. Agenda. CRM Views. A look at some of the various options available for entity lists, extending their OOB functionality. What are CRM views and why do we want to render them on the portal?. - PowerPoint PPT Presentation
Transcript of Adxstudio Portals Training
Adxstudio Portals TrainingEntity Lists
Robert Bailey, M.Sc.
Product EngineerAdxstudio Inc.
Agenda
CRM Views
A look at some of the various
options available for entity lists, extending their
OOB functionality
What are CRM views and why do we want to
render them on the portal?
Creating an Entity List
Entity List Options
Extended Features
Map View, Calendar View,
and OData feeds
Let’s create a simple Entity List to display leads in the CRM on
the Portal
Why Lists?•Displaying information about records in the CRM to those who do not have CRM access•Displaying anything that constitutes a “list” that can be sorted, searched or filtered•Maps containing locations• Event Calendars• Custom Web Apps
Entity Lists
Displaying Lists of items
Records int eh CRM filtered and
arranged according to a
view in the CRM, displayed on the
portal
Makes use of Data in the CRM In the form of an Entity ListAttached to a web page – A web page displays a ViewCan have associated details page for viewing or editing dataDisplayed as a Grid on the PortalInclude Link to Edit/View pageFiltered via CRM viewsContact-Level security via CRM relationship to Contact or Account
Displaying CRM Views
Creating a List of Leads• All that’s needed is an Entity List record in the CRM attached to a web page• Can use existing views or create new ones
Entity List Entity• Attributes & Relationships• Name• Entity Name• View(s)• Page Size• Web Page for Details View• Web Page for Insert • Filter Conditions
• Portal User• Account• Website
Displaying Record Details•Use the details pages for create and view details to display forms (or any kind of custom view you desire) for the individual records surfaced with a list• Adding a Create page will render a create button• Adding a view details page will make the primary field (first column) clickable• View details page can be read-only or edit
Enhanced Filtering• Filter by user contact or
parent account• Build a filter condition into
the view, including a filter to match any single contact or account record in the CRM• On the portal this contact or
account will be replaced with the current user or current user’s parent account
Mapping• Renders Records that have addresses (corresponding to locations) as Map pushpins• Requires Longitudes and Latitudes for each record
Calendar View • Renders Records that have a data as a calendar view•Must include a single date as a minimum• Supports start and end times, locations, summaries, etc.
OData Feed• If enabled, an entity can be published to an OData Feed• Feed URL: http://<yourdomain>/_odata/• Supported Query Options, as well as Entity List OData attributes, are documented on the Community Portal
Summary•How to create a simple Entity List on the Portal•How to add details and edit views to your Entity List•How to filter your Entity List•How to render your Entity List as a Map or Calendar•How to surface your Entity List as an OData feed
Q & ADiscussion
Thank YouThank you all for attending!Corporate & Product Presales Informationwww.adxstudio.comSelf-Drive Demonstrationsdemo.adxstudio.comIn Depth Product Notes & Conversationcommunity.adxstudio.comPresales Assistance or [email protected]
The Entity Form feature documentation:http://community.adxstudio.com/products/adxstudio-portals/users-guide/entity-list/
