A simple Web Template example in Portal (Dynamics 365)


Let us create a very simple web template that displays logged in user’s name and displays whether the user is in administrator role or not.

The template uses Liquid language

The Web template can be used to define Page Template.

Page template can be of type Web Template or Redirect. Redirect types would be pointing to actual physical aspx page inside the portal.

Now as we have our custom page template defined we can create a new child page in our portal using this new page template.

As we have Use Website Header and Footer checked the page takes it from the web site.

This is how the page renders with our new template

If we uncheck Use Website Header and Footer checkbox, the page renders with only the content (source) defined within the web template.

Apart from being used to define page template, web template can be inserted into the page through editing the copy of the page.

  • Click on Edit

  • Select Insert Template

  • Select the Hello World Template (it also displays the preview) and click Ok.

  • Click on Save

  • This adds our custom web template in the page.

This was a very basic example, please check the below link that contains all the details and real world examples.

https://community.adxstudio.com/products/adxstudio-portals/documentation/configuration-guide/liquid-templates/basics/web-template/

Hope it helps..

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Using bootstrap classes and components in Portal (Dynamics 365)


As Portals are based on Bootstrap framework we can make use of classes, components etc. specified as part of the framework in our Portal.

Below we have created a new blank page to which we will add content.

Click on Edit in the content editor.

Click on Edit Source icon.

For reference go to the getbootstrap web site

Below are some of the classes that we will add

Lead Class –

Table table-striped class –

Badges Component

Breadcrumbs

Below is our sample source code

This is how it renders in the page.

Hope it helps..

Applying Theme in Portal in Dynamics 365


Suppose we have the below portal configured whose theme we would like to change.

As Portal is based on Bootstrap framework, we can apply any of free bootstrap themes to it.

Go to the below site which offers few free themes.

https://bootswatch.com/

Here we have download the Cerulean theme’s bootstrap.min.css file.

Now inside the portal home page, create a new child file

Name the file as bootstap.min.css

Basically, this creates a web file in CRM that has the bootstrap.min.css file associated as notes attachment to it. (with Home page as the parent page)

Refresh the portal to see the changes

Another way of doing the same is create a new web file or update the bootstrap file attached as attachment to notes in the existing web file.

Download a new theme file.

Delete the existing attachment and upload this newly downloaded theme file.

Refresh the portal.

The theme here gets applied to all the child pages of Home. If we want a different theme for any of the child pages, we can repeat the same step.

For e.g. we want a different theme to be applied to Blog and its child pages. For this we will create a new child file, upload the theme file.

On clicking on any of the child pages of the Blog we can see the new theme applied only to its child page.

Hope it helps..

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Portal Blog Post List


Using Multiple Choice Matrix and Likert Scape Option Sets in Web Form in Dynamics 365.


Let us continue with our previous example wherein we have already setup a sample Survey Web Form and added a Multi choice Field

https://nishantrana.me/2017/03/06/configuring-multiple-choice-field-for-web-form-in-portal-dynamics-365/

Here we would be making use of Multiple Choice Matrix.

For this first let us create 2 option sets in our Survey Entity. We’d put those field in Step 3 Tab.

  • Here we will use the existing global option set for Likert Scale which is added by the Portal in CRM.

Our first field – FacilityLikert Scale Satisfaction.

Our second field

Below are the different Likert Scale Global Option Set available within CRM added by Portal.

Now in the Survey form we have added a section named “Please Rate” and with the newly created fields inside it.

In the Web Form Step corresponding to the Step 3 tab and we added Web Form Metadata records one for each of the fields.

Style Multiple Choice Matrix
Group Name MCM

Refreshing the page in the Portal shows the option sets as Multi Choice Matrix

Hope it helps..

Configuring Multiple Choice field for Web Form in Portal (Dynamics 365)


Let us continue with our previous example and add a Multiple-Choice field for Step 3 Web Form Step as shown below.

https://nishantrana.me/2017/03/06/using-conditional-branching-in-web-form-in-portal-dynamics-365/

To configure this, add a section named “Please select all that applies” to Step 3 Tab and 3 two options (Boolean) fields in the Survey Form.

Now go to Step 3 Web Form Step and add Web Form Metadata for each of these bool fields.

For the poor management field,

  • Style – Multiple Choice
  • Group Name – MyGroup

For the poor salary field, specify the same value for style and group name field

  • Style – Multiple Choice
  • Group Name – MyGroup

Do same for the third two options field.

The main point to remember here is that the Group Name should be same.

Now open the portal page and go to the web form step.

The page shows the newly added Boolean Fields in the Web Form Step as checkboxes.

Hope it helps..

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