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.
The Basic tab contains a number of options allowing you to determine user abilities for adding, editing and deleting records.
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.
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.
The Filters option allows you to filter the data that is retrieved for the grid.
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.
The Tool Tip allows you to add a description or Hint to your widget
The Hidden checkbox will hide the widget from the page when checked.
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.
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.
The Allow Deleting Records checkbox allows users to delete existing records from the CRM Entity that the widget is configured to use.
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.
The Allow Adding Records checkbox allows users to add records to theCRM 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 provide additional functionality. They can be accessed by clicking on the "Advanced" Button in the bottom right corner of the widget designer.