Counter: To display the record counter of a specific entity, you need to insert the following details:
– Title: Insert the relevant Counter Title. i.e., Total Cases, In Progress Cases.
– Select Entity: Select the module from the list. i.e., Account, Case, Attachment, Contract, Call, Order.
– Select Field: As per the Entity selection, the Fields will be fetched.
– Option: As per the ‘Field’ selection, the Field values will be fetched, and select that field value for which you want to display the count. i.e., In Progress, Cancelled.
– Icon Class: By clicking on the Pick an Icon button, you will get the icon picker list. Pick a relevant icon.
– Design Layout: You will get the 3- predefined Design Layouts (Style). Select any design layout to display in the customer portal. By clicking on the design, you will get a preview of it.
Enable reCAPTCHA: If you have enabled the reCAPTCHA, you will get the “Enable reCAPTCHA” option in the Counter widget.
By enabling the reCAPTCHA, the Counter page will be protected from spam when the portal users navigate to the counter page. If you have enabled & configured reCAPTCHA V3 in the “Portal General Settings” from the Settings → Portal Settings, the list view will be protected with the reCAPTCHA V3.
Knowledge base: If you want to display the Knowledge base articles/blogs to the portal users, select this widget. You need to configure the following details:
– Records per Page: Set the no. of the records per to be displayed on the page.
– Role Access: Select the Portal users Roles that are created under the Portal User Management -> Roles.
– Design Layout: You will get the 3- predefined Design Layout (Style). Select any design layout to display in the customer portal. By clicking on the design, you will get a preview of it.
Enable reCAPTCHA: If you have enabled the reCAPTCHA, you will get the “Enable reCAPTCHA” option in the Knowledge base widget.
By enabling the reCAPTCHA, the Knowledge base page will be protected from spam when the portal users navigate to the Knowledge base article page. If you have enabled & configured reCAPTCHA V3 in the “Portal General Settings” from the Settings → Portal Settings, the list view will be protected with the reCAPTCHA V3.