Table of Contents

Web Portal Views

What is a Web Portal View?

A Web Portal View is a configurable interface component that allows you to display and interact with business data in your 3PL web portal. Think of it as a customizable window into your Business Central data that can be tailored to meet specific user needs and business requirements.

Views act as the bridge between your Business Central data and the web portal interface, providing users with intuitive ways to access, view, and interact with information without requiring direct access to the Business Central client.

What Does a Web Portal View Do?

Web Portal Views serve several key purposes:

📊 Data Presentation

  • Display business data in user-friendly formats
  • Present information in lists, charts, forms, or maps
  • Filter and sort data based on user permissions and preferences
  • Provide real-time access to Business Central information

🔒 Access Control

  • Restrict data visibility based on user roles
  • Apply customer, address, or user-specific data filters

🚀 Performance Optimization

  • Cache frequently accessed data to improve response times
  • Paginate large datasets to ensure fast loading

🎯 User Experience

  • Provide intuitive interfaces for different types of data interaction
  • Support multiple languages through translation capabilities
  • Offer customizable layouts and styling

Types of Web Portal Views

1. 📋 List Views

Display data in tabular format with sorting, filtering, and pagination capabilities.

Best for:

  • Inventory listings
  • Order histories
  • Customer databases
  • Transaction records

Features:

  • Column customization
  • Advanced filtering options
  • Export functionality
  • Inline actions

Click How to Set Up a Web Portal List View

2. 📊 Dashboard Views

Present data through charts, graphs, and visual representations.

Best for:

  • KPI monitoring
  • Performance metrics
  • Executive summaries

Features:

  • Multiple chart types
  • Real-time data updates
  • Interactive visualizations
  • Customizable layouts

3. 📝 Form Views

Enable data input, editing, and submission through structured forms.

Best for:

  • Order creation
  • Customer registration
  • Service requests
  • Feedback collection

Features:

  • Multi-stage forms
  • Conditional logic
  • Validation rules
  • File attachments

4. 🗺️ Map Views

Display location-based data on interactive maps.

Best for:

  • Delivery tracking
  • Warehouse locations
  • Route planning
  • Geographic analysis

Features:

  • Interactive mapping
  • Location markers
  • Route visualization
  • Geographic filtering

Advanced 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

Troubleshooting

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
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