Table of Contents

Set up a web portal list view

Web portal list views display tabular data with sorting, filtering, and pagination. Use this guide to create, configure, and publish list views for your 3PL web portal.

Prerequisites

Before you begin, ensure you have:

  • Administrative access to the 3PL Web Portal
  • Understanding of your organization's data requirements

Create a new list view

  1. Navigate to the 3PL Web Portal View page.
  2. Click New List View to start creating a tabular data display.

Configure basic settings

General information

  • View No.: Unique identifier for the view (based on number series)
  • Display Name: User-friendly name shown in the portal
  • Category Code: Organize views into logical groups
  • Published: Make the view available to users

API settings

  • Endpoint: Select the Business Central API endpoint to use
  • View Page Size: Set maximum records per page (default: 100)
  • Cache TTL: Configure caching duration (5 minutes to 24 hours)

Set up data access

Dynamic filtering

Configure automatic data filtering based on user context:

  • Access Filter Type: Choose from Customer, Address, Shipping Agent, User ID, or Web Portal Role
  • Access Filter On: Select the field to apply the filter to

Default sorting

  • Sort On: Choose the default sorting field
  • Sort Descending: Set sort direction

Configure view-specific settings

Fields and subviews

  1. Set up fields to display in the Fields section
  2. Define subviews for related data (see Configure subviews)

Page details configuration

Enhance functionality by linking to predefined objects:

Files management

  • File Count: Shows the number of file object configurations for this view
  • Click on the File Count field to open the file configuration
    • Object ID: Link to specific Business Central Record Link objects (reports, documents, attachments)
    • Download: Allow users to download files with this Object ID
    • Image: Show image previews for supported file types (.jpeg, .png)
Note

Object IDs must reference existing Record Link attachments in Business Central. Files with Object ID '0' will not be shown.

Actions management

  • Action Count: Shows the number of predefined actions linked to this view
  • Click on the Action Count field to open the action configuration
    • Action No.: Link to predefined Web Portal Actions (must be set up separately)
    • Sequence: Set the order in which actions appear
    • Condition Type: Define when the action should be visible (None, Equals, IsNotEmpty)
    • Condition OData Field Name: Field to check for the condition
    • Condition Value: Value to compare against (for Equals condition)
    • Show on List: Control whether the action appears in list views
Important

Both Files and Actions reference predefined objects that must be configured separately in the system. The Page Details section only links existing Action definitions and Object IDs to your specific view.

Test and publish the view

  1. Use the Test action to verify your configuration
  2. Check data access and filtering
  3. Verify performance and caching
  4. Set Published to Yes to make the view available to users
Edit this page