Table of Contents

Web portal - Fields

Overview

The Fields page displays all fields for a selected view. Each row represents a field that can be shown in lists in the web portal. You can add, edit, remove, and reorder fields to customize your portal views.

How to Configure Fields

1. Add a New Field

  • Click New or add a line.
  • Use the Field Name lookup to select a field from the source table or API.
  • The Field Caption will auto-fill, but you can edit it.
  • Set Type and Data Type as needed.
  • Choose if the field should be visible on the list (Show On List).
  • Optionally, set a Filter to restrict data shown.

2. Edit Field Properties

  • Click on a field to edit.
  • Change the Field Caption for user-friendly labels or translations.
  • Adjust visibility using Show On List.
  • Set or clear filters as needed.

3. Reorder Fields

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

4. Translations

  • By default, the field caption uses the standard translation from Dynamics.
  • Use the Translations action to manage captions in different languages.

5. Advanced Settings

  • Require Filter: Enable if the field must be filtered before loading data.
  • Status Enum: Use for conditional formatting or status indication.
  • Subview No.: Link to another view if the field represents a subview.

Troubleshooting

  • If a field does not appear, check its visibility settings and type.
  • For errors on filters or data types, ensure the field supports the selected options.

Example Workflow

  1. Add a new field using the lookup.
  2. Set a user-friendly caption.
  3. Enable Show On List for list visibility.
  4. Set a filter to restrict data.
  5. Move the field to the desired position.
  6. Add translations if needed.
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