Web Portal View

General

In this learning module, we demonstrate how to configure and customize web portal views to meet the client's requirements.

If no views have been set up yet, you will first need to initialize them using the setup procedure. This is typically performed by Boltrics during the installation of the web portal. A range of default views and charts are available. Each company can modify the views and charts to meet their own requirements.

Tip

It is recommended to make a copy of an existing view before making certain changes to a view or chart.

Functionality

TABS

The page contains various tabs depending on the type of the page:

Tab	Description
General	Contains the basic information on the view or chart.
Fields	Contains settings on the fields to be shown in a view.
Charts	Contains settings on the charts to be shown in a dashboard.
Subview	Contains setting on the subview of a webpage. For example the goods on an tms-order

Navigating to Web Portal V2 View List

Go to Web Portal V2 View List.
In this overview, you'll find all standard views. Later in this module, we will also create and configure a custom view.

To select the correct view you want to modify, there are two ways to identify it:

1. Via the URL: The URL contains the view number you are currently in (e.g., in this example: V-048).
2. Via the caption in the menu.

Once you've identified the correct view you want to modify, click to open it.

Configuring Fields and Subviews

To make changes to a view, you first need to uncheck the "Published" option. This allows the view to be edited.

You can add or remove fields from the list view in the portal. When you click on a document, you are taken to the card view. In the card view, you'll also encounter subviews.

1. Adding/removing fields:
   You can add fields you want to display. By clicking the (...), you can also remove existing fields from the view. All fields available on the corresponding page can be added.

2. List view vs. card view:
   You can choose whether a field should be shown in the list view, the card view (when clicking into a record in the web portal), or both.

3. Using subviews:
   Subviews are useful when, for example, you're in a document header at the main level and want to display lines or detail lines when clicking into the record. Within a subview, you can add fields just as described above.

To change the order of fields in the view, use the Move Up and Move Down buttons.

Creating a New View

To create a new view, you can either click "New List View" or copy an existing view and modify it.

When creating a completely new view, there are several important steps to follow:

1. Add a caption and category code
   The category determines under which menu section the view will appear in the web portal's navigation.

2. Define the Endpoint
   Use the ellipsis (...) to select which page should be displayed. Clicking the ellipsis opens a predefined list of available pages to choose from.

3. Configure which files to show
   This defines which documents should be displayed in the web portal.
   For example: In a results view, you might want to show CMR documents from folder 30.
   In that case, set up File number 30 and enable the "Download" option if customers are allowed to download these documents.

4. Set the access filter
   This is essential if customers should only see their own inventory or documents.
   Usually, you configure the filter on Type = Customer, using the Sell-to Customer No. as the filter value.
   ⚠️ Important: The field you use in the access filter must also be available in the view's field list.

To sort the view, select a field to sort by, and choose either ascending or descending order.