1. Adxstudio Portals Training
Entity Lists

2. Displaying Lists CRM Views Creating an Entity List Entity List Options
Extended Features
What are CRM views and why do we want to render them on the portal?
Let’s create a simple Entity List to display leads in the CRM on the Portal
A look at some of the various options available for entity lists, extending their functionality
Entity List Templating, Map View, Calendar View, and OData feeds

3. Displaying Lists of items
Entity Lists
Displaying Lists of items
Makes use of Data in the CRM In the form of an Entity List Attached to a web page – A web page displays a View Can have associated details page for viewing or editing data Displayed as a Grid on the Portal Include Link to Edit/View page Filtered via CRM views Contact-Level security via CRM relationship to Contact or Account
Records in the CRM filtered and arranged according to a view in the CRM, displayed on the portal

4. Displaying CRM Views

5. 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

6. Entity List Structure
Web Page
Entity List

7. List Definition Primary Attributes
Entity Name
Name of the Entity that we are displaying on the portal
View
Defines the CRM view or views that will be used to display the list on the Portal. If multiple CRM views are selected, a dropdown will be available on the portal, allowing the user to switch between views.
Page Size
# of records displayed per page
Search
Allows Search to be enabled on the Portal for your list:
Enabled
Placeholder Text
Tooltip Text
Enable Entity Permissions
If set to true this list will respect Entity Permissions

8. Configuring List Actions
Without any configuration, Entity Lists will be Read-Only by default
Configuration can be used to enable actions on individual rows of the List such as Edit
Actions can also be enabled for the entire view such as Create or Download (To Excel)
The List can also be configured in various other ways
For actions to be enabled, Entity permissions MUST be configured for the entities involved and Permissions must be enabled on the list

9. Adds a Delete action to every row in the list
Actions
Create Action
Details, Edit Actions
Delete Action
Workflow Actions
Adds a create button at the top of the list, which launches an Entity Form of your choosing
Adds Read or Edit actions for each row of the list, which launches a specified Entity Form (Read- Only or Edit)
Adds a Delete action to every row in the list
Adds a button to every row of the list that launches an on- demand workflow. You may add any number of workflows to a List

10. Adding a Custom Details Page
Use the details page, or the custom Create page, to surface any kind of custom page you want for record details, or your create action
Adding a Create page will render a create button
Adding a view details page will make the primary field (first column) clickable
This page can be an Entity Form, Web Form, or a custom page of some kind

11. Entity List Filter Configuration
You can add the ability to filter records on the portal
Allows you to guide users to certain records by filtering by important attributes
Each possible filter is built separately in the CRM
Different filter types are available
Text Filter
Field (Option Set) Filter
Relationship (Related Record) Filter
Range Filter
FetchXML Filter

12. Portal-side CRM view 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

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

14. Calendar View
Renders Records that have a date associated with them as a calendar view
Must include a single date as a minimum
Also supports start and end times, locations, summaries, etc.

15. OData Feed If enabled, an entity can be published to an OData Feed
Feed URL:
Supported Query Options, as well as Entity List OData attributes, are documented on the Community Portal