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RECOMMENDATION: If you are using a version of The Portal Connector higher than 4.0, we strongly recommend utilizing the MVC based widgets and components to create your site. This documentation is for legacy purposes only and will soon be deprecated.

CRM Grid View

Properties Related
Widget Type:
Page Widgets
TPC Version:
  • 3.3 +
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The CRM Grid View widget is a grid that retrieves records from a chosen CRM Entity. The grid can be configured to retrieve certain information and can also allow the adding of new records, the editing of existing records, the deletion of existing records, the filtering of present records, and the exporting of the grid to a spreadsheet (.xls) format.

Configuration

Basic Setup

  1. From the Portal Connector widget list, click and drag the CRM Grid View widget into the body of your page.

  2. In order for the widget to function properly, there a few options that must be configured. Click on the edit button to display the prompt. It should look like this: 

    Grid View Basic Properties

Data

When you are finished configuring the Basic settings, click on the Data tab. It should look like this: 

Grid View Data Properties

When you are finished configuring the Data settings, click on the Filters tab. It should look like this: 

Grid View Filters Properties

The Filters option allows you to filter the data that is retrieved for the grid.

Columns

Columns
When you are finished configuring the Filters settings, click on the Columns tab. It should look like this: 

Grid View Columns Properties


     


    When you are finished configuring the widget, click on the save button to save it.

Widget Properties

Basic Properties

FetchXML

The FetchXML text area determines what sort of data a widget will be populated with. Clicking the Load Default Fetch option will populate the FetchXML area with a default fetch based on the CRM Entity chosen.  By clicking the Build button, we will be sent to another page in order to determine what the widget will look up. For more information on how to use the FetchXML function, please see the FetchXML Builder How-To.

CRM Entity

A CRM Entity is a collection of fields related to a topic. For example, a CRM Entity of Contacts would have fields like: Contact Name, Telephone Number, Address, etc. CRM Entity will allow you to save a successful form submission to a particular entity. Depending on the widget and CRM Entity chosen.

Select a Template

The Select a Template drop down list will allow you to select a template for your product to use with the option of creating a new template. If a template is selected, you will be given the additional option of editing the selected template.

Allow Exporting Records

The Allow Exporting Records checkbox allows you to export and download the entirety of a CRM Entity in spreadsheet (.xls) format. Please note that this spreadsheet will include all selected data fields as per the BuildXML even if they don't physically appear on the widget.

Allow Deleting Records

The Allow Deleting Records checkbox allows users to delete existing records from the CRM Entity that the widget is configured to use.

Allow Editing Records

The Allow Editing Records checkbox allows users to edit existing records from the CRM Entity that the widget is configured to use. When checked, you will be prompted to choose a page or a form from which the record will be edited from.

Allow Adding Records

The Allow Adding Records checkbox allows users to add records to the CRM Entity that the widget is configured to use. When checked, you will be prompted to choose a page or a form from which the widget will use to add records.

Advanced Properties

Advanced properties provide additional functionality. They can be accessed by clicking on the "Advanced" Button in the bottom right corner of the widget designer.

FetchXML

The FetchXML text area determines what sort of data a widget will be populated with. Clicking the Load Default Fetch option will populate the FetchXML area with a default fetch based on the CRM Entity chosen.  By clicking the Build button, we will be sent to another page in order to determine what the widget will look up. For more information on how to use the FetchXML function, please see the FetchXML Builder How-To.

CRM Entity

A CRM Entity is a collection of fields related to a topic. For example, a CRM Entity of Contacts would have fields like: Contact Name, Telephone Number, Address, etc. CRM Entity will allow you to save a successful form submission to a particular entity. Depending on the widget and CRM Entity chosen.

Select a Template

The Select a Template drop down list will allow you to select a template for your product to use with the option of creating a new template. If a template is selected, you will be given the additional option of editing the selected template.

Allow Exporting Records

The Allow Exporting Records checkbox allows you to export and download the entirety of a CRM Entity in spreadsheet (.xls) format. Please note that this spreadsheet will include all selected data fields as per the BuildXML even if they don't physically appear on the widget.

Allow Deleting Records

The Allow Deleting Records checkbox allows users to delete existing records from the CRM Entity that the widget is configured to use.

Allow Editing Records

The Allow Editing Records checkbox allows users to edit existing records from the CRM Entity that the widget is configured to use. When checked, you will be prompted to choose a page or a form from which the record will be edited from.

Allow Adding Records

The Allow Adding Records checkbox allows users to add records to the CRM Entity that the widget is configured to use. When checked, you will be prompted to choose a page or a form from which the widget will use to add records.

Related examples of CRM Grid View Configuration