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.
Widget Type:
Form Widgets
TPC Version:
  • 6.0
Sub-List View allows you to retrieve CRM data and display it on a form using your own custom HTML template. To configure this widget, you'll need to have a basic understanding of HTML.

Configuration

Getting Started

To start, make sure you have added a TPC Form Layout to your form, with a TPC Form Configuration widget added and configured to an entity.

Then, drag and drop the Sub-List View widget from The Portal Connector tools into the body of your form, then click Edit to configure Sub-List View properties.

Basic

The Basic tab contains a number of options allowing you to determine user abilities for adding, editing and deleting records.

Data

The data tab is used for defining FetchXML, which will determine what records the Sub-List View will display. The Sub-List View inherits the configured entity from the Form Configuration widget, and the following options are used to determine what related data will be included.

Records - Select Only Related Records (to the configured entity) or All Record Types.
Relationship 
Build - Opens the TPC FetchXML builder. Add attributes that you want to display, as well as Linked-Entities and Filters. For more information, see the How To's section at the bottom of this page.

Filters

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

Columns

The Columns tab provides options to Add Column, edit the Column Type, Name, or Header, or even Format HTML for the column. For example, a column displaying email addresses could be formatted as clickable mailto: links.

Widget Properties

Basic Properties

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.