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 or cards 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 lists (Show On List) or cards (Show On Card).
  • 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 and Show On Card.
  • 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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