1. Adxstudio Portals Training
Entity Lists

2. Robert Bailey, M.Sc.
Product Engineer
Adxstudio Inc.

3. Agenda 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 OOB functionality
Map View, Calendar View, and OData feeds

4. Why Lists?
Displaying information about records in the CRM to those who do not have CRM access
Displaying anything that constitutes a “list” that can be sorted, searched or filtered
Maps containing locations
Event Calendars
Custom Web Apps

5. 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 int eh CRM filtered and arranged according to a view in the CRM, displayed on the portal

6. Displaying CRM Views

7. 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

8. Entity List Entity Attributes & Relationships Name Entity Name View(s)
Page Size
Web Page for Details View
Web Page for Insert
Filter Conditions
Portal User
Account
Website

9. Displaying Record Details
Use the details pages for create and view details to display forms (or any kind of custom view you desire) for the individual records surfaced with a list
Adding a Create page will render a create button
Adding a view details page will make the primary field (first column) clickable
View details page can be read-only or edit

10. Enhanced 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

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

12. Calendar View Renders Records that have a data as a calendar view
Must include a single date as a minimum
Supports start and end times, locations, summaries, etc.

13. 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

14. Summary How to create a simple Entity List on the Portal
How to add details and edit views to your Entity List
How to filter your Entity List
How to render your Entity List as a Map or Calendar
How to surface your Entity List as an OData feed

15. Q & A
Discussion

16. Thank You
Thank you all for attending!
Corporate & Product Presales Information
Self-Drive Demonstrations demo.adxstudio.com
In Depth Product Notes & Conversation community.adxstudio.com
Presales Assistance or Implementation
The Entity Form feature documentation:
o-portals/users-guide/entity-list/