Table of Contents

Web Portal - Subviews

Overview

The Subviews page displays all subviews for a selected view. Each row represents a subview that can be shown as a tab or joined data in the web portal. You can add, edit, remove, and reorder subviews to customize your portal views.

How to Configure Subviews

1. Add a New Subview

  • Click New or add a line.
  • Use the Subview No. lookup to select a subview from available views.
  • Set the Subview Type (List, Form, Map) as needed.
  • The Display Name will auto-fill, but you can edit it.
  • Set API Multiplicity and Join Type if applicable.
  • Optionally, set Hide to prevent the subview from being shown in the portal.

2. Edit Subview Properties

  • Click on a subview to edit.
  • Change the Display Name for user-friendly labels or translations.
  • Adjust visibility using Hide.
  • Set or clear join and multiplicity options as needed.

3. Reorder Subviews

  • Use the Move Up and Move Down actions to change the sequence of subviews.
  • The order determines how subviews appear in the portal.

4. Translations

  • Use the Translations action to manage captions in different languages.

5. Advanced Settings

  • API Multiplicity: Controls how many related records are shown in the subview.
  • Join Type: Determines how data from the subview is joined to the main view.

Tips

  • Only valid subviews for the selected type (List, Form, Map) are available in the lookup.
  • Some properties are only editable depending on the subview type.
  • Use the lookup for Subview No. to avoid errors and ensure correct mapping.

Troubleshooting

  • If a subview does not appear, check its visibility settings and type.
  • For errors on joins or multiplicity, ensure the subview supports the selected options.
  • Use the ShowCaptions action if you encounter unexpected behavior with translations.

Example Workflow

  1. Add a new subview using the lookup.
  2. Set a user-friendly display name.
  3. Set API Multiplicity and Join Type as needed.
  4. Hide the subview if it should not be visible in the portal.
  5. Move the subview to the desired position.
  6. Add translations if needed.
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