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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 System Field

Properties API
Widget Type:
Form Widgets
TPC Version:
  • 3.3 +
VideoLogos
The CRM System Field widget allows you to display certain metadata about a particular, retrieved record such as when it was created, who it was created by, or when it was modified. 

Configuration

Basic Setup

  1. From the Portal Connector widget list, click and drag the CRM System Field widget to the body of your form.

  2. There are a couple of options for you to configure for the widget if you desire. Click on the edit button to display the prompt. It should look like this: 

    CRM System Field Properties

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

Widget Properties

Basic Properties

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.

Title

The Title text box will allow you to set the label of your widget. The title will usually appear above the associated widget.

CRM Field

The CRM Field drop down list allows you to change what options will appear in a particular widget. For example, in a CRM Picklist, a CRM Field of Marital Status would contain the options: Single, married, divorced, and widowed. The CRM Fields available are dependant upon which CRM Entity has been chosen. Please note that some selections have a grey backdrop. This means that the CRM Field is a read-only field. Upon selection, the Read-Only checkbox will be automatically selected.

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.

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.

Title

The Title text box will allow you to set the label of your widget. The title will usually appear above the associated widget.

CRM Field

The CRM Field drop down list allows you to change what options will appear in a particular widget. For example, in a CRM Picklist, a CRM Field of Marital Status would contain the options: Single, married, divorced, and widowed. The CRM Fields available are dependant upon which CRM Entity has been chosen. Please note that some selections have a grey backdrop. This means that the CRM Field is a read-only field. Upon selection, the Read-Only checkbox will be automatically selected.

API

get_dataFieldName()

Returns the developer name for the control. 

Returns

String

Full API With Examples

How to's

Related examples of CRM System Field Configuration