Configure web portal views
A web portal view is a configurable interface component that displays and interacts with business data in your 3PL web portal. Views act as a bridge between Business Central data and the web portal interface, providing users with intuitive ways to access, view, and interact with information.
Prerequisites
Before you begin, ensure you have:
- Administrative access to Business Central and the web portal
- Understanding of your organization's data and reporting needs
View types and use cases
Web portal views support multiple formats to meet different business requirements:
List views
Display data in tabular format with sorting, filtering, and pagination.
Use for:
- Inventory listings
- Order histories
- Transaction records
Features:
- Column customization
- Advanced filtering
- Export functionality
- Inline actions
See How to Set Up a Web Portal List View
Dashboard views
Present data through charts, graphs, and visualizations.
Use for:
- Monitoring
- Executive summaries
Features:
- Multiple chart types
- Real-time data updates
- Interactive visualizations
- Customizable layouts
Form views
Enable data input, editing, and submission through structured forms.
Use for:
- Order creation
- Customer registration
- Service requests
- Feedback collection
Features:
- Multi-stage forms
- Conditional logic
- Validation rules
- File attachments
Map views
Display location-based data on interactive maps.
Use for:
- Delivery tracking
- Warehouse locations
- Route planning
- Geographic analysis
Features:
- Interactive mapping
- Location markers
- Route visualization
- Geographic filtering
Advanced view features
Templates
Use view templates to quickly set up common configurations:
- Apply predefined field layouts
- Import standard chart configurations
- Use best-practice settings
Translations
Support multiple languages:
- Configure display name translations
- Set up field caption translations
- Manage user interface text
Access control and performance
- Restrict data visibility based on user roles
- Apply customer, address, or user-specific data filters
- Cache frequently accessed data to improve response times
- Paginate large datasets for fast loading
Troubleshooting
Use the following guidance to resolve common view issues:
View not loading
- Check if the view is published
- Verify API endpoint configuration
- Review access filter settings
- Test with different user roles
Performance issues
- Reduce page size
- Implement or adjust caching
Access denied
- Verify user permissions
- Check access filter configuration
- Review security settings
- Test with appropriate test users