This guide is for those who will be configuring the portals and customizing Dynamics CRM. Includes many of the most powerful Adxstudio Portals Features.

Liquid Templates

Liquid is an open-source template language integrated into Adxstudio Portals. It can be used add dynamic content to pages, and to create a wide variety of custom templates.

Portal Authentication

In an Adxstudio Portals application, an authenticated portal user is associated with either a CRM Contact or System User.  This guide describes how to configure Authentication.

Content Authorization

How to assign rights and permissions to secure content and allow front-side editing.

Entity Form

A data driven configuration to allow end users the ability to add a form to collect data in the portal without the need for a developer to surface the form in the portal. Entity Forms are created in the CRM and and then be placed into web pages in the Portal or used in conjunction with Sub-Grids and Entity Lists to build out complete web applications

Entity List

Entity List is a data driven configuration to provide end users with the ability to add a web page that will render a list of records without the need for a developer to surface the grid in the portal.

The grid supports sorting and will be paginated if the number of records is larger than the Page Size specified. If the Web Page for Details View has been specified, each record will contain a link to the page and the ID of the record will be appended to the Query String along with the ID Query String Parameter Name.

The Entity List also supports multiple views. If more than one view has been specified, a dropdown will rendered to allow the user to toggle between the various views.

Entity Permissions

Entity Permissions are used to secure Entity Forms, Web Forms, and Entity Lists, as well as things like search or templates rendered via a custom URL provider.

While permissions to change and access URLs in a portal sitemap is granted via Content Authorization, site managers will also want to secure their custom web applications built with Entity Forms and Entity Lists.  

In order to secure these features, Entity Permissions have been introduced with allow or granular rights to be granted for arbitrary entities and for record-level security to be enabled via relationship definitions.

 

Web Forms

How to create complex and powerful multi-step wizards and processes on your portal, via the powerful Adxstudio Web Forms feature.

As with Entity Forms, Web FOrms allow for you to surface CRM forms in your portal. There are a few additional limitations on Web Forms being used with Entity Lists as opposed to Entity Forms, however they have the added benefit of allowing for a multi-step process.

Customization Tools

Additional topics of interest for those deploying and configuring Adxstudio Portals