adxstudio portals training

Adxstudio Portals TrainingEntity Lists

Robert Bailey, M.Sc.

Product EngineerAdxstudio Inc.

Agenda

CRM Views

A look at some of the various

options available for entity lists, extending their

OOB functionality

What are CRM views and why do we want to

render them on the portal?

Creating an Entity List

Entity List Options

Extended Features

Map View, Calendar View,

and OData feeds

Let’s create a simple Entity List to display leads in the CRM on

the Portal

Why Lists?•Displaying information about records in the CRM to those who do not have CRM access•Displaying anything that constitutes a “list” that can be sorted, searched or filtered•Maps containing locations• Event Calendars• Custom Web Apps

Entity Lists

Displaying Lists of items

Records int eh CRM filtered and

arranged according to a

view in the CRM, displayed on the

portal

Makes use of Data in the CRM In the form of an Entity ListAttached to a web page – A web page displays a ViewCan have associated details page for viewing or editing dataDisplayed as a Grid on the PortalInclude Link to Edit/View pageFiltered via CRM viewsContact-Level security via CRM relationship to Contact or Account

Displaying CRM Views

Creating a List of Leads• All that’s needed is an Entity List record in the CRM attached to a web page• Can use existing views or create new ones

Entity List Entity• Attributes & Relationships• Name• Entity Name• View(s)• Page Size• Web Page for Details View• Web Page for Insert • Filter Conditions

• Portal User• Account• Website

Displaying Record Details•Use the details pages for create and view details to display forms (or any kind of custom view you desire) for the individual records surfaced with a list• Adding a Create page will render a create button• Adding a view details page will make the primary field (first column) clickable• View details page can be read-only or edit

Enhanced Filtering• Filter by user contact or

parent account• Build a filter condition into

the view, including a filter to match any single contact or account record in the CRM• On the portal this contact or

account will be replaced with the current user or current user’s parent account

Mapping• Renders Records that have addresses (corresponding to locations) as Map pushpins• Requires Longitudes and Latitudes for each record

Calendar View • Renders Records that have a data as a calendar view•Must include a single date as a minimum• Supports start and end times, locations, summaries, etc.

OData Feed• If enabled, an entity can be published to an OData Feed• Feed URL: http://<yourdomain>/_odata/• Supported Query Options, as well as Entity List OData attributes, are documented on the Community Portal

Summary•How to create a simple Entity List on the Portal•How to add details and edit views to your Entity List•How to filter your Entity List•How to render your Entity List as a Map or Calendar•How to surface your Entity List as an OData feed

Q & ADiscussion

Thank YouThank you all for attending!Corporate & Product Presales Informationwww.adxstudio.comSelf-Drive Demonstrationsdemo.adxstudio.comIn Depth Product Notes & Conversationcommunity.adxstudio.comPresales Assistance or Implementationsales@adxstudio.com

The Entity Form feature documentation:http://community.adxstudio.com/products/adxstudio-portals/users-guide/entity-list/