Login to your CRMJetty Portal Admin login.

When the Super admin logs in the first time, enter the email that is registered with CRMJetty Portal and click on verify to set the password. The super admin will get the link on the registered mail and by clicking on the link, super admin will be redirected to set the password.

Forgot Password:

Admin users can reset the forgot password. They need to insert the registered email with the portal to get the password reset link.

The new users will get the mail of the reset password only on the registered email id.

When you login to the portal being a super admin, you will navigate to the static dashboard from where you can check all the activities in the form of graphs and counters as per the given rights.

You can check the active & inactive portal users from the chart.

You will get the counter for the ‘New Contact’, ‘Total Users’, ‘Outstanding Invoice’ & ‘New Cases’.

New Contacts: You will get the no. of new customers that are created from the portal & CRM or registered on the current day.

Total Users: You will get the no. of the total admin users.

Outstanding Invoice: You will get the no. of outstanding invoices till date.

New Cases: Get the no. of new cases for the current day.

You will get the charts for 1 day. 1 week, 1 Month & 1 Year. By hovering the mouse on the specific chart, you will get the detail as a popup.

You will find the “quick links” for Manage Customers & Design Portal to perform quick actions from the Dashboard.

Update your portal profile details, change the password, and check the plan details.

You can update your portal profile by uploading your profile.

Update your password whenever you need.

Check your plan details of the portal.

You can configure your “General Settings” for the admin users and manage the other admin users from “Settings”. By clicking on Settings, you will find “Portal Settings” & “User Management”.

From Portal Settings, you can configure all the portal related settings and manage Portal users. You can configure the following settings under Portal Settings:

CRM Authentication

SharePoint Configuration

General Settings

Language Settings

Portal User Settings

SMTP Settings

Email Settings

Theme Customization

Site Configuration

Payment Integrations

Workflow Management

Site Level Data Sync

Being a super admin, you must configure the CRM Authentication, once you log into the Portal after verifying the email.

You need to authenticate the following configurations:

Connection Type: Select the type whether it is Online or On Premise (IFD).

Protocol: Select the protocol that is configured. i.e., https.

Service URL: Insert the CRM URL.

Environment: You can connect Live or Sandbox CRM instances. It will identify with which CRM you are connected.

Authentication Type: Select the type for authentication whether it is Credential or OAuth.

If you have selected the “Credential”, Insert your credentials Username & Password.

Note: If you are using a third party with limited access use OAuth, you must insert the AppID & the Client Secret. Click here to generate AppID and Client Secret.

After inserting the details, click on the Save button to authenticate all the details with the Dynamics CRMJetty Portal.

Preserve & Reset Data

You can change the whole CRM structure if required. You can change the portal completely by removing the internal data as per your requirement.

You will find the Test Connection button on the CRM Authentication page. It will verify the credentials that are entered whether it is correct or not.

In the case you have inserted a different CRM instance, the warning popup will appear to structure the data as per your requirement.

You will have two options: Preserve Data or Reset Data.

Preserve Data: If you want to preserve the design structure and you want to remove CRM data for your new portal, you need to click on the Preserve button. All the pages, forms, lists, menus, sites will be preserved for the new portal. You need to reconfigure the list, form, widgets that contain CRM settings like Recent Activities, Counters, Data Card, etc.

All the roles which were in the previous CRM will be added to the new CRM as it is. But, the Access rights for the roles will be removed and you need to reassign the access rights for the latest CRM entities.

For the “Forms” and “List” builders, all the configured structures will be preserved but the added fields will be removed.

Reset Data: If you want to reset the portal from the scratch level, you need to click on the Reset button. You will get the data that was set for the first time. It will remove all the portal data like page, form list, templates, etc.

So, as per your requirement, you can preserve or reset the CRM data from CRMJetty Portal.

Once the CRM is authenticated with necessary credentials, you can configure the “MS Office SharePoint” for document management in the customer portal.

Enable SharePoint: By clicking on the switch, you can enable/disable the SharePoint as per your requirement. If you disable this option, the portal users cannot access the SharePoint Documents.

You need to authenticate the following configurations:

Connection Type: Select the type whether it is Online or On Premise (IFD).

Protocol: Select the protocol that is configured. i.e., https.

SharePoint Site: You will get the list of the SharePoint Sites that are integrated in the Dynamics 365 and configured in the MS Office SharePoint. Select SharePoint site in which you want to manage the Portal Documents.

Environment: You can connect Live or Sandbox SharePoint instance. It will identify with which CRM you are connected.

Authentication Type: Select the type for authentication whether it is Credential or OAuth.

If you have selected the “Credential”, Insert your credentials Username & Password.

Note: If you are using a third party with limited access use OAuth, you must insert the App ID & the Client Secret.

Enter the Username and Password to configure the SharePoint.

Once all the details are selected and inserted, click on the Save button to authenticate the SharePoint. To enable the Documents management & sharing functionality for the Customer Portal, you can manage that from the Portal User Rights. (Portal User Management -> Roles)

Navigate to the Settings → Portal Settings to set up your portal details. Also, from the ‘gear’ icon, you can navigate to the General Settings. You will have two different settings here: General Settings and Sync Layout settings.

General Settings

You can set your portal details under General Settings. You can set the general details as follow:

Portal Name: Describe your Portal Name (Title).

Portal Logo: Select the image to display as a logo. The selected image logo will appear there.

You can configure the “Sync Layouts” to make the process faster for getting data from the CRM. It will sync the CRM entity in the database.

If the admin users made any changes to the CRM entity, they must Sync the data with the portal in the CRMJetty Portal admin.

You will see the two options to sync the entity’s data: Sync All Entities or Sync Specific Entity.

Sync All Entities: If you want to sync all the entity data from the CRM, you need to select this option.

Sync Specific Entity: If you want to sync the data of the specific entity, you need to select this option. When you select this option, you will get the entity drop-down selection of the enabled entities.

Select Entity to Sync: Select the entity from dropdown selection to sync the CRM data.

Once you select the entity, click on the Sync button.

You can configure the Language for the Customer Portal. If you (or admin users) have added a new language or enabled/disabled any language(s) from the Dynamics CRM side, you must sync the language data.

Sync Language

When you navigate to the “Language Settings” (Portal Language Settings), you will find the Sync Language section in the first order in the language settings.

If you click on the Click Here text caption to sync the language data, you will get the successful message, But, if there is no change/update from the Dynamics CRM side for the language data, you will get the message as there is no language available to sync.

Language Settings

You need to configure the following settings for the Language:

Default Language: Select the default language from the drop-down list that will contain all CRM-enabled languages. Customer portal will be displayed as per the default language selected here.

Note: Here, only those languages will appear that are configured from the CRM side.

Configure Language: Translate the customer portal content using xlsx (excel) file. Here, Portal admin users can translate the content by exporting an excel file and importing the translated file (excel sheet).

Select the ‘Language’ that you want to translate and Export the xlsx file. By opening the xlsx file, you can translate the labels & text message of the CRM into another language.

You need to Translate all the content manually in the xlsx file.

Once content is translated, select that xlsx file & Import it to the configured language.

After importing the translated files, you need to click on the Save button to apply the changes and update the translated content .

Auto Translate

Auto translation functionality is provided to translate Portal labels. You need the Google Translate API key for auto-translation.

Google Translate: Insert the Google Translate API Key to translate the labels & content for the Customer Portal.

Note: You must enable the “Translate API” from Google developer console for the website domain (portal domain).

Auto Translate: Auto translate will be only available if there is more than one language enabled from CRM else the ‘Auto Translate’ option will not appear here.

Once you have inserted the Translate API key, you are able to Auto Translate the Portal labels by selecting the language(s).

Once you click on the ‘Auto Translate’ button, all the previous manual translations will be overridden.

The language that is auto-translated will appear in the bold font style.

Super admin / admin users if they have rights, they can define the layout for the “Contacts” page records that are used to display in the admin backend only.

You can design the layout of the “Contacts” for the Add/Edit page & List page.

For the List page, you need to drag and drop the required fields under “Fields”.

By clicking on the Add/Edit page, you will navigate to the Layout page of the Add/Edit.

After designing the layout for both, click on the Save button to save the layout settings.

You can drag and drop any layout under the “Layout” tab and set the layout for the contact as you want it to be displayed.

After setting the layout, you can drag and drop the required fields from the “Fields” under the “Web Forms” tab. You can also drag the inserted Fields position.

The Fields that are added here will be displayed at the time of editing the Portal Users details from the Portal User Management -> Contacts.

You can edit the ‘Field label’ or ‘delete’ the fields as per your requirement.

You can also see the preview of the contact’s layout by clicking on the Preview button.

By clicking on the ‘List Preview’, you will get the preview of the listing layout.

You must configure the “SMTP settings” to start the email service for the portal users.

You need to configure the following SMTP Settings:

                     From Name: Insert the name you want to display in the email to the receiver.

                    From Address: Insert the e-mail address you want to display in the email to the receiver.

SMTP Host: Insert the host address.

SMTP Port: Insert the Port that is used by outgoing mail servers.

Insert Email credential details from which your emails will be sent.

Username: Insert your username.

Password: Insert the password.

After inserting the details click on the Save button to complete the SMTP settings.

Send Test Email: You can send the test mail to verify if all the details are correct or not.

You can set different email templates as per requirements for different email actions (Ex. Registration, Forgot Password, Verify Email etc.). You can edit the existing email templates from the list.

You can add a new ‘Email template’ by clicking on the Create Email Template button.

By clicking on Create Email Template, you will navigate to the Email template creation page. You need to configure and insert the following details:

Email Action: Select the events/actions for what you want to trigger an Email. i.e. For Portal Registration, Forgot Password, etc. You will get the drop-down of the list of the different actions.

Status: Select the current status- ‘Active’ or ‘Deactive’.

Subject: Insert the relevant subject to identify the Email purpose.

Body: Insert the Email description in the Body part. You can use the editing option to make email descriptions in proper format if required.

During inserting the Email description, you can use the parameters as per your Email action.

You can also create an Email template for the ‘Add’ type forms to provide the response which sends Email with the form details including the record link.

Select the “Send Email to Form Respondent” action from the Email Action drop-down. When the Form Respondent option is selected, the Entity drop-down will enable.

Select the Entity for which you need to send the Email as per From submission (Add form).

After selecting the Entity, you need to insert the “Subject” and “Body” (Email Description), you can add the parameters in the mail description.

You will have the following Parameters for the Form data:

[FORMDATA]: It will replace the Form Data.

[FORMRECORDLINK]: It will be replaced with “Go to record” and redirect to the Selected Page.

Note: You can add more than one template for a single Entity. If there are multiple templates for a single Entity. Admin users will get in the list of the Email Templates selection from the Form widget configuration in the Page layout.

Once the Email Template is configured, click on the Save button to create an Email Template.

A new Email Template will be listed.

You can customize Theme Colors, Font style & Font colors for the Admin Portal and for the Customer Portal as well. You can also customize the below elements:

Base Font Family: Choose a font to use for the main body text and for the menus.

Title/Heading Font Family: Choose a font to use for all the headings and titles of the Portal.

Theme Background Color: Choose color to display as a background color to the body part.

Foreground Color: Choose color to display content background color.

Primary Color: Choose a primary color to be displayed most frequently across all the modules. This color will appear for text / iconography.

Success Color: Choose color to display when the action performs and gets success. (Toast Notification)

Danger/Fail Color: : Choose color to display when the action performs, fail or any error. (Toast Notification)

Warning Color: Choose color to display warning. (Toast Notification)

Base Font Color: Choose color for body text and description of Portal main content.

Link Color: Choose color for all text to which links have been added

Theme File: You can customize your Portal’s UI & appearance by updating the Theme CSS file

By clicking on the Theme File button, you will get the ‘CSS Editor’ popup where you can insert the CSS and save the changes.

Reset: You can set back to default theme and fonts by clicking on the Reset button.

By clicking on the Save button, the theme & fonts of the Admin Portal & Customer Portal will be updated. If you have added the custom theme, you will get the Portals UI & appearance as per the CSS that is inserted in the CSS Editor.

When the Admin user’s login to the Portal-Admin and authenticate the CRM, they will get the default published site.

You can create and configure multiple sites for the current portal instance, but one site can be published at a time. Being an admin user, you can create a new site for the customer portal and publish it. Later, you can edit the site as well.

By navigating to “Site Management”, you will get the list of the sites that are created. You will get the status of which site is currently active (published). If you have plenty of sites, you can filter and search the specific site based on the “Filter” options.

Insert the text label to search the site.

Select the status from the drop-down to Filter the site with the specific status: Draft or Published.

Select the Admin user from the drop-down to get the sites that last changed by the specific admin users.

Get the sites as per the custom date range or specific time duration.

You can edit if required to change the settings or by clicking on the + Create button, you can create a new site by configuring the required details. When you create/edit any site you need to configure the site as per the following sections:

Create/Edit Site: Site details

General Settings: Portal (site) Name & its logo/icon.

reCAPTCHA Settings: Enable reCAPTCHA V2 or V3.

Theme Customization: Fonts and color combinations.

Customer OnBoarding Settings: Enable portal login with social media.

Customer OnBoarding Settings User Validation: 2FA, Verify Email & User Approval details

Create/Edit Site

Insert the details of the site with language selection:

Site Name: Insert the relevant name of the site that will appear in the list of the site.`

Portal Enabled Language: Enable the Language from the drop-down. You will get only the language that is enabled from the DynamicsCRM for the customer portal.

Default Language: Select the default language for this site.

The language settings are provided to enable only selected languages to manage in admin and frontside (customer portal.)

After saving the details and configuration of the site, you will get the Home Page drop-down option.

Home Page: Select the redirection page when the portal users load the initial page of the customer portal.

General Settings

Portal Name: Insert the Portal Name (title) that will be used for the admin interface and will reflect on the top-left corner.

Portal Logo: Select the image to display as a logo. The selected image logo will appear there.

reCAPTCHA Settings

The spam protection feature is provided so you can secure the customer portal pages, forms, and any widgets from the Spam. To protect the customer portal data (pages, forms & widgets), the Google reCAPTCHA feature is provided.

You can set your portal details under General Settings. You can set the general details as follow:

Enable reCAPTCHA: Check the checkbox of the “Enable reCAPTCHA ”. You will find the two versions of the Google reCAPTCHA: V2 & V3. You can enable the required captcha version for your customer portal.

V2: You will be needing the reCAPTCHA Site Key. The “Site Key” is used to render the reCAPTCHA within a page. V2 validates the requests with the “I’m not a robot” checkbox.

When portal users access the customer portal, the captcha will be visible at the end of any Form with the “I am not a robot” checkbox as google provides. Portal users must be checked for the Form submission.

After inserting & configuring all the details, click on the Save button to save the changes.

The V2 captcha can be applied to the following “Widgets”:

– Form widget      – Login widget    – Registration widget -Forgot Password widget
-In Subgrid Forms in the form builder

You will get the Enable reCAPTCHA option in the above widget configuration.

V3: You will be needing the reCAPTCHA Site Key & Secret Key. The Site Key is used to render the reCAPTCHA within a page and the Secret Key is used for performing server-side validation. V3 Verify the user’s response with a score.

When portal users access the customer portal, the captcha will be visible at the right corner of the screen that will send the token automatically based on the user actions.

The V3 captcha can be applied to the following “Widgets” and the “Page”:

– Page                     – Form widget                    -Login widget                     – Registration widget

– Forgot Password widget                               – List widget                        – Recent Activity  widget

–  Counter widget               – Knowledge Base widget             – Chart widget

– Search widget                   – Case Deflection widget                – In Subgrid forms in the Form builder

Theme Customization

You can customize Theme Colors, Font style & Font colors for the Admin Portal and for the Customer Portal as well for the site. You can also customize the theme as per the Site and configure below elements:

Base Font Family: Choose a font to use for the main body text and for the menus.

Title/Heading Font Family: Choose a font to use for all the headings and titles of the Portal.

Theme Background Color: Choose color to display as a background color to the body part.

Foreground Color: Choose color to display content background color.

Primary Color: Choose a primary color to be displayed most frequently across all the modules. This color will appear for text / iconography.

Success Color: Choose color to display when the action performs and gets success. (Toast Notification)

Danger/Fail Color: : Choose color to display when the action performs, fail or any error. (Toast Notification)

Warning Color: Choose color to display warning. (Toast Notification)

Base Font Color: Choose color for body text and description of Portal main content.

Link Color: Choose color for all text to which links have been added

Theme File: You can customize your Portal’s UI & appearance by updating the Theme CSS file

By clicking on the Theme File button, you will get the ‘CSS Editor’ popup where you can insert the CSS and save the changes.

Reset: You can set back to default theme and fonts by clicking on the Reset button.

By clicking on the Save button, the theme & fonts of the Admin Portal & Customer Portal will be updated. If you have added the custom theme, you will get the Portals UI & appearance as per the CSS that is inserted in the CSS Editor

Customer Onboarding Settings

You can provide the customer portal login using the different credentials of the social media to the portal users.

You can allow the portal users or new portal users to be login or register through social media credentials: > Google ID (Gmail)                        > Facebook                         > Microsoft

You need to set up the social login credentials to allow the portal users to access the customer portal through any social media credential. You need to enable the checkbox for the respective platforms (social media) that you want to enable to the customer portal.

You will get a helpful tip to get the Client/App ID & Secret the link is provided by. By clicking on the help tip (Click Here) that will redirect you (or your other admin users) to the page that provides the instructions on how to get the ID & Secret key credentials.

Note: The portal users should have enabled the allow cookies from the browser settings for the portal site to avoid any type of contractions in the third party.

Additionally, you will get the Customer User Validation Settings for login validation.

You can enable the following settings:

Two Factor Authentication (2FA): Enable this option if you want the two-side authentication when the portal users login to the portal. If it is enabled from here, once the portal users log in with their credentials, they will get the OTP in their registered email that needs to be verified here for successful login.

You can configure the OTP active duration under Two Factor Authentication.

Set OTP Timer: Set the timer that will display in the registered Email of the portal users with the -OTP. It will show the reverse countdown in minutes that is inserted in the Set OTP Timer.

No. of Wrong attempts: Select the number to provide the portal users’ number of attempts for entering the wrong OTP.

Disable Resend OTP: Set the periods to remain to disable the Resend OTP option for some time to the portal users.

Verify Email: If you have enabled the ‘verify Email’, the new users who registered from the Customer Portal, will get an Email verification link to their registered Email id to verify their portal account.

If the new user login with any social media platform(Google, Facebook, or Microsoft), they will be verified through Email after successfully authenticating any social media. They will get the Email verification link to their registered Email id to verify their portal account.

User Approval: If you have enabled ‘User Approval’, the admin must approve for the login to the portal users created from the portal. The users who have logged in with any social media platform must approve for the login once they successfully authenticate with any social media login.

Site Publish

The new site will be listed under the ‘Site Configuration. By clicking on the ellipsis icon (details), you can Publish the newly configured site.

Note: At a time, you can publish one site only so by publishing another site, the status of the current published site will change to Draft. You can not delete the Published site. Once you publish the site all the changes will be reflected on the front side (Customer portal).

Site Filter and Global Filter

Once you or any Admin users logged in, you will get the published site. To change the portal site, the Global Filter selection option is provided to manage all the builders’ data, templates. The different sites can have different pages.

So, You can change the portal site from that site drop-down selection and according to that, you can make the changes in the builders.

Multiple sites management helps to display the different types of site data as per the site configuration.

Even in the Portal admin, you will get the details in the configuration as per the site selection directly from the header (Global filter for the site).

As you change the Site, you will get the page builder data as you have configured for that site.

You can configure the “Payment Integration Support” for the portal users in the customer portal.

There are two payment methods provided to enable the Payment Gateway for the customer portal: PayPal and Stripe. These will be third-party integrations to enable the Payment methods in the customer portal.

First, you need to enable the Payment methods PayPal and/or Stripe and then integrate as per your requirement to provide the Payment Gateway to the portal users.

PayPal configuration: Enable the PayPal payment method.

Client Id: Insert the Client ID of your PayPal account.

Secret Id: Insert the Secret ID of your PayPal account.

Payee Email Id: Insert the Payee Email ID that is registered with the PayPal account.

Merchant Id: Insert the Merchant ID of your PayPal account.

Select Environment: You will get the drop-down selection to select the specific environment. Select either the Live or Sandbox option from the drop-down selection.

Stripe configurations: Enable the Stripe payment method.

Secret Key: Insert the Secret API Key of your Stripe account (that will be stored on your own servers).

Publishable Key: Insert the Publishable Key of your Stripe account (to identify your account with Stripe).

Select Environment: You will get the drop-down selection to select the specific environment. Select either the Live or Sandbox option from the drop-down selection.

After configuring the Payment Integrations, click on the Save button.

You can add the rules and set the conditions if you want to show the specific entity data in the customer portal or allow the portal users to access the specific entity data. For that, navigate to the Workflow Management under the “Portal Settings” (Portal General Settings).

By clicking on the “Workflow Management”, you will be navigated to the listing page of the workflow management. You can see the added workflow if already added. 

You can search and filter the workflow records if there are more records. You can search the specific workflow by inserting the text caption. You can filter the records by selecting the Action Type, Entity, Owner, and Date. To add a new workflow click on the + Create button.

By clicking on the “+ Create” button, you will be navigated to the Create Workflow page. From here, you can configure and set the conditional rules for the workflow to sort and filter the specific entity data or allow customers to access the entity data for CRUD operations (Edit, Detail, and Delete rights).

You need to configure the following options for the workflow:

– Title: Insert the relevant name to identify the workflow.

– Roles: Select the Roles on which you want to make this workflow function.

– Entity: Select the entity for which you need to create the conditions  

Action Type: You will get two options to act on the data in the customer portal: Load Data and Update Assign Rights.

• • Load Data: If you have selected the “Load Data” action, you can filter the entity data in the customer portal and show only those entity data that you want to show to the portal users. The data will be sorted and filtered in List view, Data card, Recent Activity, Counter, Chart, etc. as rule(condition) is set for the “Load Data”.

• • Update Assigned Rights: If you have selected the “Update Assigned Rights”, you can manage the access rights for portal users to perform CRUD operations (Edit, Detail and Delete) by adding the conditional rules. The portal users will be able to access the user access rights for the entity data only if the conditions are fulfilled.

Note: This workflow condition for rights will be only applied if the user has those rights from the user’s role. (Portal User Management → Roles)

Load Data

If you have selected the “Load Data” in the Action Type of the workflow, you can sort and filter the entity data in the customer portal. You can display the entity data as per the specific date range or based on the status of the entity data.

Once the entity is selected, you will get the options to set the conditions for the selected entity. You will get the list of the Fields as per the selection of the entity. As per the field selection, you will get the operators and selected field values. You can also create a group of conditions with AND and OR.

Now, you need to select the ‘Field’ from the drop-down selection to filter the entity data based on that.

You will get the fields of the selected entity as per configuration in the Dynamics CRM.

Here, the field is selected (i.e. Status Reason). It means the entity data will be accessible to the portal users as per the condition has set.

Once the field is selected, you need to select the ‘Operator’ option to match with the field’s value (attribute).

Once the operator is selected, you need to select the field’s value (attribute). You can select multiple values for the field. Here, the “New” field’s value is selected.

Note: You will get this option as per the selection of the Field. If you have selected the Account field, you will get an invoice related to the selected account. So, it depends on which field is selected.

Once the conditional rule is added, click on the Save button.

The following condition is set for the Invoice entity:

– Entity: Invoice

– Field: Status Reason

– Operator (match): Equals

– Field’s value (attribute): New

Note: Here, you can also select the multiple values as per your requirement. You will get the field’s value selected based on which field you have selected. In some of the fields, you will get only one option to select (radio button).

So, based on the condition, the portal users can see only those records of the invoice entity whose Status Reason is” New”.

Update Assigned Rights 

You can set restrictions on the user access rights Edit, View, and Delete on the specific entity data based on data level conditions. If you have selected the “Update Assigned Rights” in the Action Type of the workflow, you can restrict or allow the portal users to Edit, View, and Delete actions for the portal users.

When you select the “Update Assigned Rights” action type, you will get the Select CRUD Operations to disable access option.

You need to select the CRUD operation which you want to disable for the selected role.

You need to select the ‘Field’, ‘Operator’, and the Field’s ‘Value’ (attribute) to set the condition based on that. You will get the operators and field’s value as per the selection of the field. Here, the “Complete” and “Cancelled” field values are selected.

It means that the portal users will not get the delete option if the status is “Complete” and “Canceled”.

Now, by clicking on the Save button, the condition of the user access rights of Edit, Detail, and Delete will be applied to the customer portal.

Multiple Rules and Grouping

You can also add more conditions to sort and filter the entity data in the customer portal. By clicking on the Add Rule button, the new row will be added to set the condition.

You will get the operator (match) options as per the selection of the field.

Here, you have added two Rules (conditions) to sort and filter the invoice entity data in the customer portal.

Both conditions work individually. But, if you want to apply together, you can group both conditions. You can group the conditions by AND / by OR as per your requirement.

To group the conditions, you need to select the conditions and then click on the button that you want to group (By OR / By AND).

Here, both conditions are grouped with AND. It means that the portal users will get the filtered data when both conditions are fulfilled.

You will get the option for the grouped conditions. By clicking on the down arrow icon, you will get the options for the group.

You can ungroup the conditions and change the group type from “OR to AND” and “AND to OR” as well.  If you want to add a new condition into a group, you can add it by clicking on the Add Clause option.

You can add the conditions and group them into multiple groups as per requirement.

Even groups can be configured with the option to select the whole group.

Enable Workflow

Once you have created workflow, you need to assign it to the particular page. Navigate to the Design → Page, you will get the list of created pages. 

Now open the page in the Edit mode, for which you want to apply the workflow. 

Now click on the Configure Widget Icon and tickmark the Enable Workflow field. Select the Data Loading and Update Assign Rights Workflow, click on the Save button and Update the page to apply the workflow.  

Widget-wise workflow are added for these widgets.

• Case Deflection
• Chart
• Counter
• Data card
• Form
• Knowledge base
• List
• Recent Activity
• Search

Some widget will have the Load Data Workflow and some widget will have the both workflows. Here is the classification of them. 

Publishing Portal for Testing (Staging Server) as well as move to Production (Live).

You will get the two different instances for the live and for the sandbox (testing purpose). You can manage both instances separately and the settings will be common for both as per Portal Settings. You can manage the live site and sandbox site separately from their domains, respectively.

You can Sync data from Live to Sandbox or Sandbox to live by navigating to the Portal Settings → General Settings. Here you will find the Sync Data section where you can select a module to sync data like pages, forms, lists, etc.

If you have made any changes by creating a new record or editing an existing record, you will get the option to sync the data.

When you select any module, you will get the records for that module that are changed/updated, you can select the required data to sync and all related data to those records.

If you have made any changes by creating a new record or editing an existing record, you will get the option to sync the data.

Select Data to Sync: Select any data (Module) from the drop-down selection to sync the recently added/updated data.

When you select the data (module), you will get all the records of the selected module in the Tabular format which will also get synced with the added data on live or sandbox instances.

Unsynchronized Data: You will get the records of the selected module in a tabular format that needs to be synced.

Synchronized Data: You need to simply drag and drop the data from the “Unsynchronized Data” table and add it to the “Synchronized Data” table.

Dependent Data: Once you drag and drop data to sync, you will get the dependent data for the same module that will be listed in the “Dependent Data” table.

You will see all the “Dependent Records” in full detail in the tabular format that will be synced.

When you click on the Sync button, all the selected data and dependent records will be synced to the other instance (Live or Sandbox).

You can add and manage the Admin users from the Settings 🡪 User Management 🡪 Users.

Under the “Users”, check the admin users with their details like name, role, and the last login details on the User cards.

By clicking on the Add User button, you can add the other admin users for the specific roles.

Note: If the super admin user has given the rights to the other admin users to add more users for the specific roles, only then other admin users will be able to add the new users.

You can add the users by assigning the relevant role and the email details. You can add the portrait photo or logo for those users to identify.

The admin users will get the list of the roles if the roles are added and can manage them under the “Roles” settings.

Once a user is created, an email will be sent to that user to configure their password and access portal as per their given rights.

You can add and manage the Admin Roles from the Settings -> User Management -> Roles.

Under “Roles”, you can check the added roles. Other Admin /sub-admin users can also add the user’s role as per the rights.

To create a new role for the admin users, click on Add Role.

Insert the Role details and provide the user rights for the different roles from the Role matrix.

From here, once you enable the Module’s view, you can assign the rights to Add/Edit/Delete as per requirement.

The admin users can access only those modules for which the rights are given here.

Note: if the super admin user has assigned the rights to add the roles, only the other admin user will get the right to add the user’s role.

The portal users will get the profile details as per the configuration of the ‘Profile widget’ in the Page Builder of the profile from the admin side. You will get the Profile layout as per the selection of the Design Layout (Style) of the Profile.

The portal users can update their data and change password as per their requirement.

Once you successfully authenticate the CRM, you can enable the CRM entities from the Entity Configuration.

You will get the list of the CRM Entities that are related to contact and account.

You can search the entities from the list of the “CRM Entities” and “Portal Entities” by inserting the entity name in the search box.

You can simply drag and drop from CRM Entities column to Portal Entities to enable the entity for the Portal. Similarly, if you want to disable any entity, you need to drag and drop from Portal Entities to CRM Entities.

At the bottom, you will find the Save button. After selecting the entities, click on the Save button to enable the entities for the Portal.

You can add and manage the Roles for the Portal Users from the Portal User Management -> Roles. You can Filter the records as per the Relationship Type, Is Default, and Status.

Relationship Type: You can filter the listing of the Roles by selecting the Relationship Type either “Contact” or “Account”.

Is Default: You can filter the listing of the Roles by selecting the Default selected Roles (Yes) or Non selected roles (No).

Status: You can filter the Roles by selecting the Status of the Role either “Active” or “Inactive”.

After selecting the Filter options, you need to click on the Apply button to filter the Roles records.

Here the listing of the Roles is filtered as per the Relationship Type ‘Account’. If there are multiple records of the roles, you can easily search the specific records by filtering the options.

By clicking on Create Role, you can add a role for the portal users. Insert the Role details and select the Relationship Type to select the relationship associated with the Role.

Enable the entities that you want to enable for the portal users and enable the product for Order & Quote entities.

The Relationship selection is provided to select the relationship that is created in CRM between contact/account and the entity.

You can enable the Record Based Hierarchy by ticking the checkbox of the “Enable Record Based Hierarchy”. You can provide the rights to the portal users to view the Record Based Hierarchy.

Note: Here, you (other Admin users) will get the checkbox for the record-based hierarchy only for the eligible entities which are enabled for the hierarchical relation from the CRM.

Payment Transaction Log

You will see the Payment Transaction Log in the Role Matrix as enabled from the CRM and selected from the Entity Configuration under the Portal Entities

Account Based Hierarchy Support

The portal users can access the data of all the contacts related to the “Account”. You need to create/edit a Role with relationship type as Account and select Record Type for how you want to set hierarchy.

Record Type: “My Records” and “All Records”.

My Records: If you (Admin user) select the “My Records”, the portal users will get their own records and related records when they log in to the customer portal. i.e. Company-level records

All Records: If you select the “All Records”, the portal users will get all the records. i.e. Company-related records

Documents

If you have authenticated the SharePoint in the CRMJetty Portal, you can manage the Documents sharing rights for the Portal Users of the customer portal.

From here, you can enable “Document Access” and allow to add the Files & Folders to the portal users from the Customer portal. You can enable the ‘Delete’ option if you want to give permission for the delete.

After configuring the Role details, save the details and the newly added portal user role will be listed under the Roles.

Note: If admin has enabled the entity for the SharePoint from the Dynamics 365, only then it will be listed under the Document section.

Replace Role

From the list of the Portal user roles, you can change a role to the users (contacts) that were already assigned and can replace with another role as you want to assign.

By clicking on the Replace Role option, a pop up will appear to select another role from the drop down list.

Once you select another role, it will replace the current one and assign the new role to all the contacts (portal users).

Note: Here in the drop down list, only those Roles will appear whose Relation Type is common.

To check the portal users, navigate to the Portal User Management -> Contacts. Here you will get the list of the Dynamics 365 contacts that you can manage from here and sync with Dynamics CRM.

Note: Here you will get the list layout only if you have created the user forms in the Portal User Settings.

Once the contacts are added, you can generate the portal credentials and approve the users for the CRM contacts in bulk. Convert these contacts to portal users just with a single click.

Filter Contact Records

You can filter the specific records by clicking on the ‘Filter’ icon from the right side.

By clicking on the ‘Filter’ icon, the sidebar will open from the right. You can filter the specific Contact records based on the following criteria:

Search By Keyword: Search the contact records by inserting the Keyword.

Roles: Search the Role wise contact records. You need to select the Roles from the dropdown list.

Access: Select the record’s customer portal accessibility: “Enabled” or “Disabled” records.

After selecting the filter options, click on the Apply button to get the Contact records.

Create Contact

You can create a new contact by clicking on the Create Contact button. Insert the contact details and saving it will create a new contact here as well as in CRM. Here, you need to insert the contact details to generate the credentials for the portal users.

Once the contact details are inserted, you can generate the credentials by clicking on the “Generate Credentials”.

Note: Only those admin users can add the Contacts who have access to add Contacts.

Once the contacts are added, you can generate the portal credentials and approve the users for the CRM contacts in bulk. Convert these contacts to portal users just with a single click.

Approve Users

If any new customers register from the Portal and the ‘User approval’ flow is enabled from the Customer Onboarding Validation Setting, the admin will approve the portal user. After that, the registered customer can access the Portal.

You can approve the portal users (Contact) who is already a portal user, but the Approval Status is “Pending”.

By selecting the contact(s) from the list, you need to click on the Approve Users from the ‘Bulk Action’ options.

To approve the “Not Approved” contacts, select the contact(s) from the contacts list view and click on the Approve Users option.

Note: Only those admin users can approve the users that they have the access to do so.

Enable 

To generate the portal user credentials for a newly added contact, select Enable from the “Bulk Action” drop-down.

You can also enable the contacts that are approved and generated but disabled for some reason. For that, you need to click on the Enable portal user from the “Bulk Action” drop-down options.

You can select single contact or multiple contacts from the list to generate the credentials and/or to enable the disabled portal users. After selecting the contact record(s) and selecting the “Enable” from the drop-down options, you need to click on the Apply button.

Once you click on the Apply button, you will get the status report in the popup for the converted portal users. It will also enable portal access for disabled portal users.

If any failure occurs, you will also get the failure details in the popup.

You can select the multiple contacts here and generate the credentials for them.

Note: Only those admin users can and generate the credentials that have the access.

Edit/Delete Contacts

You can edit any contact or delete if it is not required. This will be synced from the CRM side as well.

Assign new role to Contacts

From the Contacts, you can assign a new role to the portal users (Contacts). If you need to change the role for mass records, you just need to select those contacts for which you want to change the role.

Check the checkboxes of the contacts and click on the option besides the Create Contact button. You will find the Assign New Role option in the action list.

By clicking on the “Apply” button, you will get the Assign New Role pop-up, from there you can select a new ‘Role’ from the drop-down list.

After selecting the New Role, you need to click on the Change button and the new role will be assigned to the selected contacts.

After assigning roles to the bulk Contacts, the New Role Assignment Status will be generated and will be shown to the user.

Note: Here only the portal user’s role will change once the new roles assigned to the contacts (Portal users).

Disable Portal Users 

Similarly, you can disable the portal users as per need. For that, you need to select the single/multiple portal users (contacts) that you want to disable for a while and select the Disable Portal User from the Bulk Action drop-down options.

You will get the summary of the disabled portal users in the popup.

Send Password Link

You can send a link to the portal users in the email to set a new password. From the ”Bulk Actions” drop-down, you will see Send Password Link Select the “Send Password Link” and then click on the Apply button.

By clicking on the “Apply” button, you will get the Status of the sent password link. The password link will be sent to the selected contacts (portal users) and they can check in their email ID that is registered with the customer portal.

Note: You can send a password link to create a new password only for those Contacts (portal users) having user names and whose portal access is enabled.

You can design the portal layouts for the different entities to display into the customer portal. You can design & configure the following layouts:

Pages

Templates

Forms

Lists

Menus

The multi-language support is provided for the Page, Form, and Page builders. If the multi-language support is enabled from the “CRM” side and configured from the “Portal General Settings”, being a portal admin, you can translate the builders (List, Form & Page) individually.

The JS Code Editor is provided in the Page, Form, and List builders. You will get the Code Editor option in all the builder pages. i.e., Add, Edit, Delete, Profile, Registration.

You can design and configure the listing view for the different entities. You can create, edit, review, and publish lists that will be used in page builders. You can design the dynamic layout of the list view using the Dynamics CRM fields.

By clicking on the “List Builder”, you will navigate to the listing page of the List.

You can search the specific List record by inserting the text caption

You can filter the specific list record by selecting its Status: Published or Draft

You can search the Owner wise List builder records. You will get the Owner(Admin users) list in the dropdown.

By enabling the owner from the dropdown list, you will get the List records.

You can search the Entity wise List builder records. You will get the Entity dropdown. By enabling the Entity from the dropdown list, you will get the List records related to the selected entity.

You can filter the List builder records as per the selection of the duration or custom date range.

By selecting any List record, you can perform such actions as ‘Duplicate’, ‘Delete’, and ‘Translate’.

You can ‘preview’ the List view as per the design by clicking on the ‘eye’ (preview) icon.

You will get the actions by clicking on the ellipsis icon of the individual record. You will get some options to edit the list record, Delete, Duplicate, and move to Draft (or move to Publish).

If any listing page is already published, you will get the “Draft” option here. But if the list page is in the ‘Draft mode’, you will get the Publish option.

If you select multiple list records containing draft and published status, then all those lists will be converted to published status. If you have selected all the published list records, they will be converted to draft.

Note:

You can move into the ‘Draft’ mode only if the list is not used in the Page Builder for a specific page.

By clicking on the ‘Edit’ option, you can edit the list page. You can drag & drop the Fields from right to the body of the selected entity.

Note: If you are editing any List page, you cannot edit/change the Entity, cannot use the ready list from CRM (Use Existing), or cannot use the fetchXml Query. You can edit the fields of the entity only.

You can create a list page for any other entity. By clicking on the + Create button, a popup will appear where you need to insert the ‘Title’ of the list page.

Click on the Next button to design the listing page layout.

You will navigate the List layout design page.

From the right side, you can either Create a New List view or Use an existing ready list from CRM and it can be configured in the list builder. Select the Entity for which you want to create a layout of the list view.

After selecting the ‘Entity’, you can add the Field using Columns or FetchXML query.

If you select the Columns, you will get the Fields (including standard & custom), drag & drop the required fields from right to left to add the columns for the list.

From the Field Configuration, you can edit and update the title of the field.

After updating, the Field labels click on the Save button and finalize the list builder by clicking on the Publish button. You can keep it as a draft by clicking on the Save As Draft.

You can also generate the custom FetchXML Query to get a list view. Insert the generated FetchXML Query and click on the Validate Query button that will check the query and based on that it will generate a list.

Note: To generate the fetchXMLQuery, follow the steps from this blog.

Ex. Let’s see how to insert and validate the generated FetchXML Query for the “Case” entity.

Insert the query under the FetchXML Query box and click on the Validate Query button.

If the error occurs during the validation of the query, you will get the error message in the red below the edit box.

If the query is validated, you will get the list layout as per the generated query.

You can also get the ready-made ‘List view’ layout that is configured from the CRM. By selecting the Use Existing option, you will get all the ready List layouts (CRM Entity views).

Once you select any ‘List view’ from the View drop-down, you will get the fields of that specific list view that are configured from the Dynamics CRM.

You can add/remove the Fields as per your requirement. You can drag & drop the fields from the list on the right side and you can remove any Field by clicking on the ‘delete’ icon.

If you need to update and change the Field labels, you can also edit them by clicking on the ‘edit’ icon.

By editing any Field, you will get the “Data Type” of the fields.

You will get the Advanced Filter option for the Fields to allow the portal users to filter & search the records as per the Field’s value in the customer portal.

By clicking on the Field ‘editing’ icon, you will get the Add to Filter’s List option to enable the filter search for that field in the customer portal.

Enable the “Add to Filter’s List” option and click on the Save button to apply the changes.

Note: Add to Filter’s List option is not for all the Data Types of the Fields. It will not be available for Lookup, Customer, Owner, Party-list type fields.

You can assign the workflow to some fields in the list builder to filter the data easily. Click on the Field Configuration icon to enable the workflow settings.

First you have to enable the Advance Filter Feature to configure the Workflow Settings.

Workflow Setting  

Enable Workflow: Tickmark this option to assign the workflow and derive the results based on the assigned conditions.

Data Loading Workflow: Assign the created workflow to the widget that you want to enable for the data loading.

Note: You can enable workflows for Lookup, Customer, and Owner Data Type.

You can create or update the layout of the list view using JavaScript Code Editor if you have any custom JS code.

By clicking on the Code Editor, an editor will popup where you can edit/paste your JS code. Once you edit/paste the JS Code, click on the Save button and Publish the List builder record.

You can Preview the List builder to check how it looks.

From the listing page of the ‘List’ builder records, all the available languages will appear in the Language column. Here the translated languages will be shown in a dark colored button and the languages that are not translated yet will be shown in the light colored button.

You can translate the List record by clicking on the light colored button or selecting the specific record and click on the ‘Translate’ icon from the record options. Once you click on any of those options, the List builder record will automatically translate it to the selected language.

You can also translate the list layout records from its edit list. From the top you will find the “Languages” option and the enabled languages.

Here, the untranslated language can be seen in the light-colored. By clicking on it the content of the list layouts will translate.

Once you translate the list layout record from the listing page or the Page layout edit page, it will take a few seconds to translate all the CRM content like text labels & messages and you will get an alert message on the screen.

Once all the content of the list layout record translated, it will navigate you to the edit page.

Multiple records Translation

You can also translate the list layout records in bulk by multiple selections.

Note: If only two languages are enabled, the records will be translated to other languages automatically. But, if the enabled languages are more than two, you will get a dropdown selection to select any one language to translate the selected records.

After translating multiple records, a Report will pop up on the screen. This pop-up will display the translated status of the records.

You can enable the “Payment Configuration” from the right-side panel for the list record of the specific entity.

By clicking on the “Payment Configuration”, you will get the following options to provide the Payment option to the portal users in the customer portal:

Enable Payment: You must tick the checkbox of the “Enable Payment”.

Button Label: Insert the text label to display as an option in the context menu of the record.

Redirection URL: Select the page where you would like to redirect the portal users when they click on the payment option.

Select Amount Field: You need to select the field of the entity which you would like to add as an amount field to make payments.

Set Conditional Field to Enable Pay Button: You need to select the field for the entity on which you would like to display the Pay button.

Set Conditional Field Value to Enable Pay Button: You need to select the conditional value field to enable the “Pay” button. You can select Multiple values as per your requirement.

Transaction Log Settings: You need to select the Transaction Log Settings to sync the data of the transaction log in CRM.

Select Transaction Entity: You need to select the transaction entity to add the transaction details.

Select Description Field: You need to select the entity field you want to add as a short description field.

Select Payment Entity: You need to select the field of the selected transaction entity to add as a payment entity field.

Select Payment Record: You need to select the field of the selected transaction entity to add as a payment record field.

Select Payment Method: You need to select the field of the selected transaction entity to add it as a payment method field.

Set Amount Field: You need to select the field of the selected transaction entity on which you would like to make payment.

Select Payment Transaction Log: You need to select the field of the transaction entity which you would like to add as Payment Transaction Log field.

Select Payment Status: You need to select the field of the selected transaction entity which you would like to add as Payment Status field.

After configuring the Payment Method, you need to save the changes and Publish the page to apply the changes in the customer portal.

Navigate to the Design -> Form Builder to design & configure the Form layout for the add/edit and the detail page of different entities. You can design the dynamic layout of any entity form using the Dynamics CRM fields.

You can design the layout of the form page of the portal. By clicking on the “Form Builder”, you will navigate the Form Builder page list.

You can search the specific Form record by inserting the text caption

You can filter the specific Form records by selecting its Status: Published or Draft

You can search the Owner wise Form builder records. You will get the Owner(Admin users) list in the dropdown.

By enabling the owner from the dropdown list, you will get the Form records.

You can search the Entity wise Form builder records. You will get the Entity dropdown. By enabling the Entity from the dropdown list, you will get the Form records related to the selected entity.

You can filter the Form builder records as per the selection of the duration or custom date range.

By selecting any Form record, you can perform such actions as ‘Draft/Publish’ ‘Duplicate’, ‘Delete’, and ‘Translate’.

You can ‘preview’ the Form view as per the design by clicking on the ‘eye’ (preview) icon.

You will get the actions by clicking on the ellipsis icon of the individual record. You will get some options to edit the Form record, Delete, Duplicate, and move to Draft (or move to Publish).

If you have selected the “Filter” options to search the specific Form builder records, you need to click on the Apply button after selecting the Filter option.

By clicking on the Reset button, you can remove the Filter options.

If any Form page is already published, you will get the “Draft” option here. But the list Form is in the ‘Draft mode’, you will get the Publish option.

If you select multiple form records containing draft and published status, then all those forms will be converted to published status.

If you have selected all the published form records, it will convert to the draft mode.

Note: You can move the form into the ‘Draft’ mode only if the list is not used in the Page Builder for a specific page.

By clicking on any form, you will navigate to its editing view. Under the “Form Grid”, you can edit the added Field’s label or delete it if not required.

Note: If you are editing the Form page, you cannot change the Entity, Form Type, or cannot use the ready list from CRM (Use Existing). You can edit the fields of the entity and its Layout.

You can change the position of the inserted Fields under the Form Grid. You can move the fields to change the position in the From Grid and you can also move the inserted fields to another Form Grid.

When you move the field to change the position- in between, top, or bottom, the other fields will adjust accordingly.

You can preview the ‘Form’ by clicking on the Preview button; you can check the entity layout.

If you have selected another language, the details in the preview will be displayed in that language.

If you are editing a form that has already been assigned to the page and you removed or missed any Fields (i.e. Username, Password) from the Form, you will get the error message that will display the Form is used on another page (i.e. Registration page) and it will require to add the missing fields (i.e., Username, Password)

So if the same form needs to be used on different pages but having different Fields, this conflicting message will appear during the editing and designing of the Form.

You can create or update the layout of the Form view using JavaScript Code Editor if you have any custom JS code.

By clicking on the Code Editor, an editor will popup where you can edit/paste your JS code. Once you edit/paste the JS Code, click on the Save button and Publish the Form builder record.

You can Preview the Form builder to check how it looks.

You can create a Form for any other entity. By clicking on the + Create button, a popup will appear where you need to insert the ‘Title’ of the Form. Click on the Next button to design the layout.

(+) Add Panel

You will get the (+) Add Panel option that can be used to separate the portal content (fields) into multiple sections to be displayed to the portal users in the customer portal.

You can insert a relevant title to the panel to identify it. You will get the (+) Add Panel option at the bottom of the drag-drop area (Body).

By clicking on the (+) Add Panel a new panel will be added to the drag area (body) of the Form builder. Under the “Layout” tab, the different layouts (body) are provided to manage the Fields & display the portal content as you want it to be displayed. You need to add the layouts (grids) by drag & drop only into the panels.

Under Web Forms, by selecting the ‘Entity’, you can design the layout for the Add, Edit & Detail pages individually for a new page.

You can simply drag & drop the required Fields into the ‘Form’ grid.

Here, there are two Copy options provided: Copy to Edit & Copy to Detail. You can copy the ‘Add’ form design for the ‘Edit’ form and ‘Detail’ form as well.

By selecting these options, you can copy the ‘Add’ form for the ‘Edit’ & ‘Details’ forms that will create the same design for the form layout and same Fields.

If you are designing the ‘Edit’ form, you will get the ‘Copy to Add’ form.

If you are designing the ‘Detail’ form, you will get the Notes Access option to provide the Note access for the customer portal users and allow the portal users to add any Notes for further communications.

When you are creating a new form and after inserting the entity Fields, you can easily change the position of those Fields just by drag & drop under the specific Form Grid.

You can also move any Field to another Form Grid easily by drag & drop that Field. Other Fields automatically adjust the position.

You can also get the ready-made ‘Form’ layouts that are configured from the CRM. By selecting the Use Existing option, you will get all the ready Form layouts (CRM Entity views) and you can edit the Fields as well. Once you select any ‘Form view’ from the Existing Forms drop-down, you will get the fields of that specific form view that are configured from the Dynamics CRM. You can select Existing CRM Fields for Add, Edit, or Detail page as per the Form type.

You can add/remove the Fields as per your requirement. You can drag & drop the fields from the list on the right side and you can remove any Field by clicking on the ‘delete’ icon.

By editing any Field, you will get the Field related options to display to the portal users in the customer portal.

You can also edit and configure any Fields that are added by drag & drop (Create New) or from the existing list of the CRM (Using Existing).

You can configure the following details for the Fields:

– Label: Insert the relevant text caption.

– Placeholder: Insert the caption into the input text field.

– Tooltip: Insert the short details as the mouse hover effect.

                    – Attribute: Select the attribute for the field i.e. Read Only, Required Field. 

Workflow Settings

Enable Workflow: Tickmark this option to assign the workflow and derive the results based on the assigned conditions.

Data Loading Workflow: Assign the created workflow to the widget that you want to enable for the data loading.

Note: You can enable workflow only for the Lookup, Customer, and Owner Type Fields.

Once you have added the fields and designed the layouts, you can Publish the Form or keep it as Draft.

If you have selected the Copy to Edit and Copy to Detail, the pages will automatically be created for the selected copy options.

You can display the Form content of any Entity step by step in the customer portal. You will get the “Enable Multi-Step From” option in the Form configuration on the right panel under the “Web Forms”.

The portal users will get the Form with Multi-Step as per the sections you have added here. They will get the Form content in section-wise multi-steps while adding & editing the entity form if you have enabled the “Multi-Step Form”.

By enabling the Multi-Step Form option, you will configure the following button labels, by default Previous & Next labels will be added respectively:

Previous Button Label: Insert the ‘previous button label’ for previous form content navigation.

Next Button Label: Insert the ‘next button label’ for next form content navigation.

From the edit form of any entity, you can enable the Multi-step Form as per sections.

By enabling the Multi-step Form, you can edit the navigation button labels:

Previous Button Label: Insert the ‘previous button label’ for previous form content navigation.

Next Button Label: Insert the ‘next button label’ for next form content navigation.

Note: This option is only available for Add/Edit type Form and it will be enabled for both types of Field selections: “Create New” & “Use Existing” (CRM layouts).

Once you have created the Form layout, you can set the Form in the Page builder for any portal page, and you can see the preview of the multi-step Form there.

You can configure the Progress bar in the Form builder for the specific dropdown fields of any entity form. You can enable the progress bar view for the dropdown type fields: Picklist, MultiPicklist, State, Status.

You can enable the Progress bar from the Field Configuration, by scrolling down in the Field configuration, you will find the Show as Progress Bar option. Enable the option to display to the portal users in the customer portal.

You can set the sequence of the available options (Field values) for the selected dropdown Field. You can shuffle the options to change the sequence by dragging it up-down.

The 2-design layouts are provided. You can select any design layout to display the progress bar in the customer portal.

You can also make the progress bar field as Required or Read-Only as per your requirement.

Note: The progress bar status can reflect the “Advance Field Management” settings to display the FIeld options to allow the portal users to select in the customer portal.

You can configure the sub grids in the Edit/Detail Forms of any entity. You need to drag & drop the sub grid layout to the design layout area (body) from the Layout section.

You can drag drop one or more Sub-grid layouts to display the details of the entity form.

By clicking on the edit icon of the Sub-grid, you can find the Sub Grid Configuration to setup the Sub-grid for the selected entity form. You can configure the following settings:

Label: Insert the text label of the Sub-grid section.

Select Relationship: You need to select the Relationship with Entity. You will get the drop-down list consisting of all the entities relationship. i.e. 1:N and N:N with which the specific entity form is related. You can select a relationship entity that you want to relate the entity form with it.

Select List: You will get the drop-down for the list view that you want to display for that selected relationship type sub-grid.

You can provide the access of the Sub-grid to the portal users. You can manage the access from the Access Setting.

You can enable the access for the Add (Create), Edit, and Delete rights to the portal users to provide the access of the Sub-gird.

Create:

Allow Creating Records: You can enable this option if you want to give the “Create Records” rights to the portal users.

Button Label: Insert the text label for the create button, the default label will be “Create”.

Select Form: You need to select the ‘Form’ that you want to provide to the portal users when they create a new record in sub grid.

Edit:

Allow Editing Records: You can enable this option if you allow the customers to “Edit” the existing record.

Button Label: Insert the text label for the ‘Edit’ button, the default label will be “Edit”.

Select Form: You need to select the ‘Form’ that you want to provide to the portal users when they edit any existing record in sub grid.

Delete:

Allow Deleting Records: You can enable this option if you allow the customers to “Delete” any record.

Button Label: Insert the text label for the ‘Delete’ button, the default label will be “Delete”.

Submit Button Label: Insert the text label of the “Submit” button. Once the portal users created or edited the Form records, they need to save/update the changes by clicking on this Submit button.

Enable Workflow: Tickmark this option to assign the workflow and derive the results based on the assigned conditions. 

Data Loading Workflow: Assign the created workflow to the widget that you want to enable for the data loading. 

Update Assign Rights Workflow: Assign the created workflow to the widget that you want to enable for the data loading.

Enable Global Access: By enabling this feature, you can allow portal users to access the global data, by unchecking it, portal users can only access their records in the sub grid.

Note: Sub-grid option will apply only for the  Edit & Detail Form Type, it will not be applicable for “Use Existing forms” that created in the CRM.

Enable reCAPTCHA

If you have enabled and configured the reCAPTCHA (V2 or V3), you will get the Enable reCAPTCHA option under the Sub Grid Form of any form builder.

Note: Sub Grid Form will support both versions of reCAPTCHA V2 & V3. So, anyone is enabled, the Enable reCAPTCHA option will enable in the Sub Grid Configuration.

You can manage and configure the Parent-Child interlink support for “Add” Form Type. You will get the “Parent Child Link” option under the Advance Configuration accordion.

You need to select the Add Form Type and enable the “Parent Child Link” option. You need to select another Entity as “Child Entity” which should be related to the parent entity.

Once the Parent Child Link is enabled, you need to select the ‘Entity’ and its ‘Relationship type’ from drop-down option. You will get the Field selection as per the Relationship Type. You can drag & drop required fields to the Form builder.

Parent-Child Interlink Identification

You can set the identification field on that any Parent Entity record will be identified whether that record is already existing in the CRM or not.

You need to select the identification fields that must be String type from the Form grid.

You will find the “Create Unique Records On” dropdown list. Select the required field for unique identification and save the configuration. Once the configuration is saved, Publish the form to apply the changes.

You can manage the Field values and allow the portal users to select the required fields only when they are creating/editing any record in the customer portal.

Advance Field Settings to set default values

You can configure the Advance Field for the Picklist, Status, State, Boolean, Multi-select picklist, etc..

If you have inserted the Picklist field in the Form Builder, you can select the default value to display in the picklist drop-down option from the customer portal.

By editing that Field, you will find the Default Values drop-down option under the ‘Field Configuration’.

Select the default values that you want to show in the customer portal.

After saving the Field configuration, you can preview the Form to check how portal users will get that option.

Advance Field Settings to set number of options

If you have added the Field with Multi-selection dropdown, you can set the number of options to provide in the customer portal for Multiple selection of the Field values.

By editing that Multi Select Field, you need to select the Default Values.

After selecting the ‘Default Values’, you can set the multi-selection limit from the ‘Selection Limit’ option. Once you selected the options (depending on the number of options available) that will display to make multi-selection in the entity form to the portal users.

Note: If the number of option selections is less than the total number of available, the portal users will not get ‘All’ option to select all the values.

After configuring the Field, click on the save button. You can also preview the configured Field values by clicking on the Preview option.

Advance Field Management

You can set the condition to the hide/show the fields or multi selection of the Fields. You can set the conditions for the different values to hide or show the related values.

By editing that Field, you will find the Advance Field Management option under the ‘Field Configuration’.

You need to configure Field Management as below:

Default Field Visibility: It is for the field visible or not. You need to select the ‘default visibility’ for the field values.

Conditional Field: The field on which the current field is show or hide. You can define the hide/show for the selected field as per the ‘conditional field’. Based on the Conditional Field, the default field visibility will change

Multiselect Matching Category: You can select the condition to match from here. There are 3 types of condition provided:

Any : If you want to set the condition to match any of the values, select Any.

All : If all the field of dropdown is selected (only for multi select type), select All.

And : If all field of Conditional Field is selected within the options of Condition Field Options (only for multi select type), select And.

Conditional Field Option: You need to select the options to be selected for show/hide the field. Select the values on which the conditions should match.

After configuring the Field Management, click on the Save button and publish the form to apply advanced field conditions to the customer portal. You can Preview the Advance Field that configured.

From the listing page of the ‘Form’ builder layouts, all the available languages will appear in the ‘Language’ column. Here the translated languages will be shown in the dark-colored button and the languages that are not translated yet will be shown in the light-colored button.

You can also translate the form layout records from its edit page. From the top, you will find the “Languages” option and the enabled languages.

Here, the untranslated language can be seen in the light-colored. By clicking on it the CRM content (portal label) of the Form layout like text labels & messages will translate into the selected language.

You can translate the ‘Form’ layout record by selecting the specific record and click on the ‘Translate’ icon from the record options from the list page or by clicking on the light-colored button from the edit page. Once you click on any of those options, the Form builder record will automatically translate it to the selected language.

Once you translate the form layout record from the listing page or the list layout edit page, it will take a few seconds to translate all the CRM content & you will get an alert message on the screen.

You can check the translated content from the edit page and if the form layout record is already translated, it will navigate you to the translated edit page.

Multiple records Translation

You can also translate the list layout records in bulk by multiple selections.

Note: If only two languages are enabled, the records will be translated to other languages automatically. But, if the enabled languages are more than two, you will get a dropdown selection to select any one language to translate the selected records.

After translating multiple records, a Report will pop up on the screen. This pop-up will display the translated status of the records.

You can enable the “Payment Configuration” from the right-side panel for the form record of the specific entity.

By clicking on the “Payment Configuration”, you will get the following options to provide the Payment option to the portal users in the customer portal:

Enable Payment: You must tick the checkbox of the “Enable Payment”.

Button Label: Insert the text label to display as an option in the context menu of the record.

Redirect to: Select the page where you would like to redirect the portal users when they click on the payment option.

Select Amount Field: You need to select the field of the entity which you would like to add as an amount field to make payments.

Set Conditional Field to Enable Pay Button: You need to select the field for the entity on which you would like to display the Pay button.

Set Conditional Field Value to Enable Pay Button: You need to select the conditional value field to enable the “Pay” button. You can select Multiple values as per your requirement.

Transaction Log Settings: You need to select the Transaction Log Settings to sync the data of the transaction log in CRM.

Select Transaction Entity: You need to select the transaction entity to add the transaction details.

Select Description Field: You need to select the entity field you want to add as a short description field.

Select Payment Entity: You need to select the field of the selected transaction entity to add as a payment entity field.

Select Payment Record: You need to select the field of the selected transaction entity to add as a payment record field.

Select Payment Method: You need to select the field of the selected transaction entity to add it as a payment method field.

Set Amount Field: You need to select the field of the selected transaction entity on which you would like to make payment.

Select Payment Transaction Log: You need to select the field of the transaction entity which you would like to add as Payment Transaction Log field.

Select Payment Status: You need to select the field of the selected transaction entity which you would like to add as Payment Status field.

After configuring the Payment Configuration, you need to save the changes by clicking on the Save button at the end and Publish the page to apply the changes in the customer portal.

The portal users will get the “Documents” for the contact-related entities when they access the entity records.

You will find the SharePoint Grid under the “Layout” of the form. Drag and drop the SharePoint Grid to the form layout.

If the SharePoint is authenticated and enabled from the admin side, only then you can add the SharePoint Grid to the form.

Note: You can add only one SharePoint Grid in the form. You can add the SharePoint Grid only for the ‘Edit’ and ‘Detail’ forms.

You need to configure the following options:

Title: Insert the text caption of the SharePoint grid title.

Upload Button Label: Insert the text caption of the Upload button for uploading action.

New Folder Button Label: Insert the text caption of the New Folder button for the creation of the new folder.

After configuring the SharePoint Grid, click on the Save button to save the changes and publish the page.

Navigate to the Design → Page Builder to design & configure the Form layout for the add/edit and the detail page of different entities. You can design the dynamic layout of the pages for the ‘list view’ and ‘form view’ of the different entities.

By clicking on the “Page Builder”, you will navigate to the list of the Page Builder page.

You can search the specific Page record by inserting the text caption

You can filter the specific Page records by selecting its Status: Published or Draft

You can search the Owner wise Page builder records. You will get the Owner(Admin users) list in the dropdown.

By enabling the owner from the dropdown list, you will get the Page records.

You can filter the Form builder records as per the selection of the duration or custom date range.

By selecting any Page record, you can perform such actions as ‘Duplicate’, ‘Delete’, and ‘Translate’.

You can ‘preview’ the Page layout by clicking on the ‘eye’ (preview) icon.

By clicking on the ‘ellipsis’ icon, you will get some actions to edit the Form record, Delete, Duplicate, and move to Draft/Publish.

If any Page is already published, you will get the “Draft” option here. But if the list Form is in the ‘Draft mode’, you will get the Publish option.

If you select multiple page records containing draft and published status, then all those forms will be converted to published status.

If you select all the published page records, it will convert to the draft mode.

Note: You can move into the ‘Draft’ mode only if the page is not published yet.

Edit Page

After clicking on any page, you can edit the design of the page layout. You will see the default widgets to set the content on the page layout.

By clicking on the Preview button, you will get an idea of how the page will look.

You can also edit the added widgets, add new widgets, and remove if not required.

Menu and Form widgets are added for the ‘Edit Case’ page. “Menu” widget is for navigation that will display the list of the menu to navigate to other pages.

Create Page

By clicking on the + Create button, you can create a new page. Here you will have two options: create a page using the Page Layout or create a page using the pre-designed Template.

If you have selected ‘Page Layout’, select any page format, and click on the Next button. But if you want to select any pre-designed template, you will have the “Select Template” drop-down option to select the relevant template from the list.

To create a page, you need to provide certain mandatory details:

Title: Insert the title of the page.

Page URL Slug: Once you insert the title, the slug will be suggested. You can edit the URL slug.

Page Access: You will have two options here to access the page to the portal users: Public or Authenticated

If you want to show the page before login and after login on both sides, you need to select the Public checkbox. But, if you want to show the page after the portal users log in, you need to select Authenticated option.

Note: If Page Access is “Public” then records will be displayed on the portal but your portal users can’t apply any CRUD operations on the records.

Page Nesting: Select whether it is the parent page or the entity’s child page (Under Parent Page).

Select the page as ‘parent’ or the created pages will be listed under any parent page if you have selected the ‘Under Parent Page’.

Page Layout: You will get the ready-made page builders to design the page layout as per requirement else you can select the Default Page Layout.

When creating a new page layout, you will get the reCAPTCHA option at the end if you have enabled & configured the reCAPTCHA.

Note:  If the V3 reCAPTCHA is configured, only then you will get the Enable reCAPTCHA option at the time of the Page Layout creation. If you have enabled it, the V3 reCAPTCHA will appear in the customer portal for that page.

Now, click on the Next button to design the page layout and you will navigate to the page layout settings.

Under the “Layout” tab, the different layouts (body) are provided to manage the page layout in that and display the portal content as you want it to be displayed.

Drag and drop any layout from right to left Body part.

You can also select the Custom Page Layout as per your requirement.

If you have selected the Custom Page Layout, the custom layouts will be added under the Page layout design.

If you want to display any Form without Login (Before Login page), you must select the Page Access as “Public” while creating or by editing the Page builder record.

For that, you need to select a Form that is created to display the Before Login page.

Add the ‘Form’ widget to the page layout and configure the Form details.

Once the ‘Form’ widget is configured to display without login (before login), the portal users can access that Form without login from the customer portal.

You can preview the Before login Form view.

Once the template is selected, click on the Next button and you will navigate to the pre-designed page layout.

You can also edit the page layout if you want to make any changes and configure the sections, widgets, and other details as per requirements.

If you are creating a new page using the Page Layout option, after designing and configuring the details, you can also save it as a new template by clicking on the Save As Template button.

You will get a message that the template is created. If you navigate to the ‘Templates’, a new template record will be created.

Note: If you save the designed page as a template that is already in the Template, it will be saved as the same name having the ‘copy’ suffix.

You can create or update the layout of the Page view using JavaScript Code Editor if you have any custom JS code.

By clicking on the Code Editor, an editor will popup where you can edit/paste your JS code. Once you edit/paste the JS Code, click on the Save button and Publish the Page builder record.

You can Preview the Page builder to check how it looks.

Similarly, you can also edit/paste the JavaScript code to update the UI & appearance as per your desire or as per your Portal’s theme.

You can customize the page sections and widgets by adding a custom HTML ID and Class.

You will get the ‘edit icon on the top right corner of the Section besides the delete icon. By clicking on that edit icon, the “Section Configuration” will be opened on the right-side panel.

You will get two controls there:

HTML Class: Add the multiple classes with comma (,) separated values. The class can be applied to multiple elements so it could be multiple times on a single page.

HTML ID: Add the ID for the section. The id will be prefixed with “custom-” text. ID is unique on a page and can only apply to at most one element.

Note: Please add classes and ID without space and if required add valid special characters i.e. [ -, _ ].

By clicking on the Save button, the HTML Class & ID will be saved.

Admin users can apply the custom class & ID in the JavaScript code to customize the page sections.

From the listing page of the ‘Page’ builder, all the available languages will appear in the ‘Language’ column. Here the translated languages will be shown in the dark-colored button and the languages that are not translated yet will be shown in the light-colored button.

You can also translate the Page layout records from its edit page. From the top, you will find the “Languages” option and the enabled languages.

Here, the untranslated language can be seen in the light-colored. By clicking on it the CRM content of the Form layout like text labels & messages will translate into the selected language.

You can translate the ‘Form’ layout record by selecting the specific record and click on the ‘Translate’ icon from the record options from the list page or by clicking on the light-colored button from the edit page.

Once you click on any of those options, the Page builder record will automatically translate it to the selected language. You can check the translated content from the edit page and if the Page layout record is already translated, it will navigate you to the translated edit page from the list page.

Multiple records Translation

You can also translate the list layout records in bulk by multiple selections.

Note: If only two languages are enabled, the records will be translated to other languages automatically. But, if the enabled languages are more than two, you will get a dropdown selection to select any one language to translate the selected records.

After translating multiple records, a Report will pop up on the screen. This pop-up will display the translated status of the records.

Now, click on Widgets to add the page layout content for a specific page to the page layout grids.

Predefined widgets provided to set the page layout content:

Banner

Breadcrumb

Button

Case Deflection

Charts

Content Slider

Counter

Data Card

Document

Forgot Password

Form

Image

Knowledge Base

List

Login

Menu

Payment

Profile

Recent Activity

Registration

Search

Slider

Testimonial Slider

Text

Videos

You need to drag and drop any widgets to the page layout grids. You can customize the widgets by adding a custom HTML ID and Class

Customize the widgets by adding a custom HTML ID and Class.

HTML Class: Add the multiple classes with comma (,) separated values. The class can be applied to multiple elements so it could be multiple times on a single page.

HTML ID: Add the ID for the section. The id will be prefixed with “custom-” text. ID is unique on a page and can only apply to at most one element.

Note:

For the widget, the classes and id are not directly applied to the widget. It will apply to the div.

Add classes and id without space and if required add valid special characters i.e. [ -, _ ].

Admin users can apply the custom class & ID in the JavaScript code to customize the widgets.

Navigate to the Templates to design and create a generic template for the different pages. If the design and layout of the different entity pages are the same, you can create a template for the reusability of your layout design and widget.

You can design the layout and add the required widget that will be common for the pages. So, you will not require to design the same page layout for the different entities. The created templates can be used at the time of the creation of the pages.

By clicking on the ‘Templates’, you will get the list of the templates to create, edit and detail pages.

You can search the specific Templates by inserting the text caption of the template.

You can filter the records by selecting the Owner

You can filter the records as per the date range or specific time duration.

Click on the Apply button to search or filter the records and by clicking on the Reset button, you can remove the filters.

Duplicate and delete the templates by multiple selecting the template records.

By clicking on the ellipsis icon of the specific template, you can Edit, Delete, and Duplicate the template.

Create Template

By clicking on the + Create button, you can create a new template by designing a layout and adding a widget.

Insert a relevant Title to identify the template during page creation and by clicking on the Next button, you will navigate to the page layout to design the template.

Here you can drag and drop the design layout under the ‘Layout’ tab and insert the required widgets from the ‘Widgets’ tab.

After designing the template, click on the Save button to create and save the template.

Admin users can also edit the existing template as per requirement or design change.

When Admin users create the Page, on the “Create Page” popup, they can create a new page either by selecting the Page Layout or selecting the relevant Template from the drop-down list. They will get the Select Template dropdown of the created template.

By selecting the required template, you will navigate to the page layout with the designed layout.

After designing the layout, you can save it as a template by clicking on the Save As Template button.

You can create and customize the Customer Portal Menu to display when the user’s login into the customer portal. You can change the following settings for the Menu.

To create a menu, navigate to the Design -> Menu.

By clicking on the Menu Builder, you will navigate to the Menus page where you can see the existing created menus list.

From the list of the ‘Menu Builder’, you can perform actions like: Filter the specific Page, duplicate, or delete, preview and edit the Menu. You can also Replace Menu by selecting the specific pages from the list of all the pages.

Now, clicking on the + Create button, you can create a Menu.

By clicking on the Next button, you will navigate to the “Create Menu” page . You need to select the pages for menu items.

Here you will get 3-tabs under the Pages where you can find the Pages:

Most Recent: You will get the most recently created pages list.

View All: You will get the all the pages list.

Search: You can search the specific page by inserting the page name.

You can also add the Custom Link as a Menu Item.

Menu Title: Insert the Menu Text caption that you want to display.

URL: Insert the ‘URL’ where you want to navigate the users.

By clicking on the “Add to Menu” button, the custom link menu item will be added on the left side.

You can simply drag & drop the Menu Items and set as a sub menu item under any main menu item. You will have 3 level menu navigation.

You can also edit the Menu Items by clicking on the down arrow.

Menu Item Label: Insert the Menu label caption.

URL: You will get the URL of the menu item. If you have added the custom link, a custom URL will be shown.

Is Active: Enable/Disable the Menu item for the customer portal.

Select Role: You can enable the Menus for the Roles. Not all users can be accessible for all the menus. Check the checkbox of the role to enable the menu for. Here, the searchable drop down is given to search a specific role.

Note: The portal users will get the Menu access as per the role selection here once they login to the portal (after login). So, the portal users will login to the portal, they will get their accessible menu as per the role selection under the Menu detail.

Language: The language that is configured, it will display here. By clicking on the ‘language’, you can see the translation of the ‘Menu Item Label’.

You can ‘edit’ the label for that language and press OK to save the changes. You will get the message as label saved.

When you have used menus in lots of pages and it is required to change the menu for some pages, the Menu Replacement feature is provided. You can choose the menu that you want to replace.

By clicking on the ‘options’ icon of the menu, you will get an option of Replace Menu.

By clicking on the ‘Replace Menu’, you will get the Menu Replacement popup from where you can select the Menu that you want to Replace with it. So, you will not be required to navigate to the individual pages and update the menu.

You will get all the pages in which the selected menu is used. Select the required pages that you want to replace the menu for.

By clicking on the Replace button, the pages will be replaced by the selected menu.

You can show the banner to the portal users by choosing the specific template on the customer portal main page (home page). When the portal users access the customer portal, they can see the customer portal banner as configured using the “Banner” widget from the portal admin side.

Banner with Content only

You can choose the template that you want to show as the portal’s home page to the portal users. If you have chosen the content-specific template only, you just need to set the Banner’s Header Text and Sub Header Text only.

Banner with Image

You can choose the template with the image as well.

In the screenshot, the content is on the left and the image is on the right side as per the selected template. You can also choose the template in that the image will be on the left side and the content will be on the right side.

Button for CTA

If you have enabled the button from the portal admin side in the “Banner” widget, the portal users will get the button and navigate to the button events as configured. (Specific page of the portal or external URL)

Banner with the specific background

You can set the banner’s background by setting the background color (solid/gradient), Image (uploading an image), or Video (uploading a video/external video URL) as per your requirement of the portal.

Banner with Gradient color background:

The banner is set as a gradient color background choosing the Primary, Secondary Color and setting the gradient degree.

Banner with Background Image:

The banner is set as the background image. You can also configure the text color for the content that is displayed on the banner. (Header & Sub Header Text).

In this way, you can also show the banner with the background video.

The portal users who are authenticated from the admin side can directly login to the portal using the credentials.

Here the portal users will get the login page widget as configured from the Design -> Page Builder admin side.

If reCAPTCHA is enabled, the portal user will get the reCAPTCHA option at the time of login.

Note: You can allow the portal users to access some of the menu/page before login. In the login page, you will get the option from the header menu, as you have configured it as before login page in the Page Builder.

If you have enabled the two-step verification from the ‘Login’ widget, the portal users will get the OTP in their registered Email ID that needs to be added here for successful login.

Here, the portal users will get the options to disable the two factor authentication for their browser & Resend OTP to get the OTP in the registered Email id once again.

By clicking on the Verify button, the portal users will login to the portal.

Portal users can retrieve their login password using the ‘Forgot Password’ Option.

The portal users need to enter the email address and by clicking on the Send Reset Password link, they will receive a link in the registered mail to reset the password.

Portal users can switch to their desired language. They will get the Forgot password labels and the Language switcher option as per the configuration in the “Forgot Password” widget in the Page Builder from the admin side.

Any new customer can sign-up to the Portal by clicking on the ‘Sign Up’ link on the Login Page. Clicking on this link will redirect customers to the registration page.

The new customers will get the “Registration page” as designed and configured in the Forms Builder and its Page Builder from the admin side.

Note: If you have enabled the options of “Verify Email” & “User Approval” from the Page Builder, the new customers must verify their email and will require the user approval at the time of login.

The portal users can log in with any of three social media platforms if you have enabled the Customer Onboarding Setting from the Settings → Portal Settings and configured their keys individually. The portal users will get the social media buttons that are enabled.

By clicking on any social media button the portal users will be authenticated by the social media login if the portal user is not registered, they will be required to register first. So, the portal users can log in with user validation if you have enabled it from the Customer Onboarding User Validation settings.

Note: If any of the social logins do not have the Email field then the additional Email field section appears and the portal user needs to enter the Email.

The portal users will get the reCAPTCHA V2 or V3 as you have configured in the reCAPTCHA settings from “Portal General Settings”.

If you have enabled and configured the reCAPTCHA V2, the portal users will get the “I am not a robot” checkbox on the Login page as Google provides. The portal users need to be checked for the form submission.

If you have enabled and configured the reCAPTCHA V3, the portal users can see a captcha at the right corner of the screen. It will send the token automatically based on the portal user’s actions.

You can display any page (i.e., About Us, Knowledge Article) to the portal users even before the login.

For that, you need to select the options “Before Login” and the “At Top” in Page Nesting at the time of creating the Page Builder of any entity/page.

If you have enabled any page by selecting the Form that need to appear without Login (Before Login page), it will appear before log in page. So the users who are not registered yet, they can also connect with the organization by sharing details as per the Form.

Once the portal user logs into the portal, they will be redirected on that page which is set in the ‘Login Redirection URL’ of the Login Widget of Login page builder.

The details on the dashboard will appear as per the configuration and the Dashboard design layout in the “Page Builder” from the admin portal side. The counter will appear as per the “Counter” widget configuration.

In the Recent Activity widgets, detail page redirection is given that will redirect the portal users to the detail of that recent activity record.

Portal users will get the analytics in the charts. The charts will appear as per the Charts widget configuration.

They will get the widgets as per the configuration under the Page layout of the Page Builder.

If the portal users have logged in by selecting another language, they will get the portal content in that translated language.

The portal users will get the Language Switcher in Before Login & After Login as you have configured.

The portal users will get the ‘Language Switcher’ on the Menu based on the configuration in the ‘Menu’ widget. By clicking on it, they will get the enabled & configured language drop-down list, they can select any language to switch to their desired language.

By clicking on another language, the portal content will load & appear in that language.

Menu & its Sub-menus

If you have managed the menu in 3-level navigation from the Menu builder, the menu with the child menu & its sub-menu will appear in the customer portal.

Custom Link

If you have added the custom link as menu items, the portal users can access.

If you have set the Menu location as “Vertical” from the Page builder, the portal users get the Customer portal as Vertical view.

If you have added the Image Field for the “Recent Activity” widget, the portal users will see the images along with the records.

You can display some content, information, or feedback to the portal users in the customer portal.

If you have configured the “Slider” widget to any page, the portal users will see the information in the form of slides.

If you have enabled the “Auto Slides” option, the slides will be changed automatically as the timer was set. You can set the color background of the slides individually.

You can also enable the Navigation & Pagination settings for the “Slides”.

You can display the information as a slider to the portal users in the customer portal. The portal users will get the slides according to sequences of the content slider set.

You can set the Auto Slides, Navigation, and Pagination options as per your requirement. You can customize the individual slide’s content and make it more attractive slider.

Note: The template structure will be changed as per the width of the section. Suppose if you have set the 3-column template but the width is not enough to render, it could be reduced to 2 or 1 column structure.

You can display the customer’s review or feedback in your customer portal by configuring the “Testimonial” widget. If you have enabled navigation settings like enable arrow to navigate previous-next slides and pagination, the portal users can see in the customer portal.

Note: The template structure will be changed as per the width of the section. Suppose if you have set the 3-column template but the width is not enough to render, it could be reduced to 2 or 1 column structure.

By navigating to any entity, the portal users will be able to see the list of the records of that entity.

Here the users will get the Listing page appearance (Fonts & Background) as per the Theme configuration from the Admin portal settings.

The users will get the Listing details as per the configuration from the entity’s Page Builder and as per the configuration of the ‘List widget’.

If you have enabled the Language in the “Menu widget” of the Listing layout page of any entity (i.e., Case page layout), the portal users will be able to access their desired language that is enabled from the CRM & configured from the Portal admin side.

The portal users can access the entity details and edit/delete the records as per the given rights.

Delete

The portal users can also delete the multiple records as you have given the delete rights. Portal users can select the entity records in bulk and by clicking on the Delete icon, the records will be removed.

CSV Export

The portal users can export the entity records in the CSV. Select all or select required records to export in CSV and click on the CSV icon, it will export the CSV file of the selected records.

Filter & reCAPTCHA

If you have enabled the option for the Filter search (Advanced Filter) from the Field details of any list, the portal users will get the Filter search option in the list records in the customer portal.

By clicking on the Filter icon, the portal users can filter the records by selecting the field’s value.

If you have enabled the reCAPTCHA V3, the portal users will get the reCAPTCHA icon at the bottom-right corner.

If you have added a Data Card widget for any entity, the portal users will get the records of the selected Entity in the data card (grid view).

Here the order entity’s records are shown in the Data Card view.

The details in the data card appear as per selected fields for the Header Text, Sub Header Text, Supporting Text, and Tags.

For List view

If the records-based hierarchy is enabled for the specific role and entity, the portal users will see the ‘hierarchy’ icon in the front of the record which has the inherited records. Portal users will also get the “Entity Image” if it is configured from the Portal admin side.

If the record has any child record, only then the portal users will get the ‘hierarchy’ icon in front of the record.

By clicking on the ‘hierarchy’ icon, you will see the entity records in the popup appearing in the parent-child form for the list.

If any record has sub-child records, you will get the one accordion sign in front of the specific record if the user clicks on the accordion sign the sub-child records will be shown below the parent record.

For Data Card view

You will get the ‘hierarchy’ icon for the Data Card view if you have configured the data card widget to display the entity records. Portal users will also get the Entity Image if it is configured from the Portal admin side.

By clicking on the ‘hierarchy’ icon, you will see the entity records in the popup appearing with the card-tree view.

If any record has sub-child records, you will get the one accordion sign in the data card of the specific record. if the user clicks on the accordion sign the sub-child records show below the parent record.

If the user clicks on the accordion sign the sub-child records show below the parent record.

The portal users can ‘edit’ any existing records if the editing rights are given.

Click on the Submit button once the records are edited.

The portal users can add new records if the adding rights are given. As per configured form the Page Builder, the fields will appear to insert the details.

You can select “Account” or “Contact” as per the Lookup records.

The portal users can add the product if the product selection rights are given for the ‘Order’ object.

The portal users can select the Price list from the Price list look up records.

After inserting all the details, the portal users need to Submit the records to save the details.

By clicking on any records from the list, the portal users can view the record details as per the user rights.

The fields will appear as configured from the admin side.

The portal users can edit/delete the selected records as per the user rights.

When the portal users are on the edit page or the detail page of any entity, they can ‘edit’ the entity record or ‘delete’ it as per requirement. Once they click on the Submit/Delete button, they will be redirected to the page as configured from the “Form Widget”(Redirection Settings)

From the entity listing page, the portal users can navigate to the edit page. When they delete the entity record, after success, they will be redirected to the page as selected for the “Delete Redirection” page.

But, if the portal users edit the form details and click on the Submit button, they will redirect to the page as selected for the “Submit Redirection” page.

Similarly, from the entity record’s detail page, the portal users are redirected to the page that has been set in the form widget for the Detail page.

If you have enabled the Progress Bar for the picklist type Field, the portal users will get the progress bar.

The portal users can change the value of the progress bar by clicking the stage displayed on the bar. The value of the field will be reflected according to the stage of the progress bar.

If you have enabled the multi-step Form for the Add/Edit form (records), the portal users will get stepwise form filling. The steps are the section-wise details that are added in the form layout.

Once you fill in the details click on the “Next” button to navigate to the next details.

You cannot navigate to the next step until you fill in the current step details.

If you are editing the record (form), you will get the multi-step.

Solution module in portal helps portal users to get probable solutions before generating any case.

The portal users will get the Case Deflection as per the Case Deflection widget that is configured from the Page Builder.

Portal Users can add queries or issues in the search solution box if they want to or they can also directly add a case. If they have searched and there is any appropriate solution related to that query, then the solution will get listed.

If no solution is found related to portal users queries or issues or they didn’t find which they are looking for then they can add a case by clicking on the + Create Case button. By clicking on it, the portal users will redirect to the Create Case page as per the Case Deflection widget configuration.

If you have added multiple panels and added the layouts panel wise in the form builder of any entity, the portal users can get that page panel wise in the customer portal.

As you have added fields in the panels by inserting the ‘Title’ of the panel, the portal users will access the details.

You can Show/Hide the fields to portal users based on condition match that is set and configured in the “Advance Field Management” in the Form builder.

When the portal users select a ‘Field’, which is set as Conditional Field Options, the fields which are selected in “Visibility Field” will appear in add/edit of any entity form.

The Portal users will get the Sub grids with related records as per configuration in the Form builder entity-wise.

If Enabled Global Access is enabled then it will show all the records.

The portal users can perform such actions as Add (Create), Edit, and Delete as per the accessibility from the Form builder Sub Grid configuration.

If the identification is set for the Parent-Child form and the user enters the field value that is already existing in the CRM, it will not create a new record for the Parent entity. It will relate the child entity record with an already existing parent record.

The portal users can access the Notes & Documents as you have enabled from the CRM configuration.

Here, the accordion UI is given to expand & hide the Notes & Document details for the flexibility.

If you have enabled the “Notes” access option in the detail page layout of any entity From builder, the portal users can access the Notes to provide some information, details, or any instructions regarding the records (i.e., case details).

The portal users can add the Notes with attachments. The portal users can download the note attachment and delete the notes as per need.

Portal admin can access the notes from the CRM and manage it from there. The portal users will get the notes access option only in the details page of the record.

If you have authenticated the “MS SharePoint” from the admin portal, integrated from the CRM and configured sites from the SharePoint, the portal users can access the Documents that are managed under the MS SharePoint.

The portal users will get the accessibility to manage the Documents as per the configuration of the User Portal Role Settings from the Portal Admin.

By clicking on the Folder, the portal users will navigate into that folder. The portal users will get the navigation bar (breadcrumb) of the activity. By clicking on the ‘Home’ icon, the portal users will navigate to the main Documents page.

Portal users can change the view of the files & Folders from “List to Grid” and “Grid to List” Views.

If you have given the rights to Upload a File and add a New Folder from the portal admin, the portal users can manage the folder wise documents in the customer portal.

The portal users can delete any file if you have enabled the ‘Delete’ rights under portal user roles.

The portal users can upload and access any files with valid type in SharePoint. The portal users can upload any type of file like Audio, Video, Photos, Zip files, etc.

Portal users can upload the maximum file size of 5 MB.

Workflow Management

The portal users will get the entity records and access rights (Edit, Detail, and Delete) as configured in the workflow for the specific entity by setting up the condition(s).

Load Data

If you have set up the workflow to filter and sort the entity records, the portal users will get the entity records as per the condition that is set from the admin side.

Before Condition (workflow) applied:

The portal users can see the whole records of the invoice entity.

After Condition (workflow) applied:

Now, as per the condition in the workflow for the Invoices entity, the portal users will see only those entity records that are set in the condition.

Here, as per the condition, the portal users will see only those entity records whose “Status Reason” is New.

You can also get the entity records in the data card view and in the dashboard details (Count & Recent Activity) as per the condition.

User Access Rights

The portal users will get the accessibility of the Edit, Detail, and Delete rights as the conditions are set from the admin side.

From the admin side, the condition is set in the workflow that the entity records having the status of the “Complete” & “Cancelled”, will not get the Delete access rights.

While the entity records other than “Complete’ and “Cancelled” status will have the Delete rights as well.

Email Respondent will enable for both: Before Login page form and After Login page form.

Before Login: If you have enabled the Email feature for the Before Login page as well, the portal users get an email with the form details to the email that is entered in the Email field of the form. So the Email field must be in the Form.

After Login: If you have enabled the Email feature, the portal users get an email with the form details to the email that they used for the portal logged in.

If you have enabled the Email Respondent option from the Form widget configuration, the portal users will get the email along with details (as per the Email template).

By clicking on the Submit button to add a new record (add form), the portal users get an email with the form data.

The Email templates are according to the form entity. In the case of the parent-child relationship form, the template and link of the record are according to the parent and child entity.

The portal users will get the Email as per the new entity records submission (Add Form).

If you have configured the “Payment Integrations” from the admin side and configure the Payment Settings from the List Builder, only then the portal users will get the Pay Now button for payment.

By clicking on the Pay Now option, the portal uses will navigate to the Payment Page that is configured from the Page Builder by adding a Payment widget.

If you select the “PayPal” payment method, you will get the PayPal login credential page in the new tab.

If you have selected the “Stripe” payment method, the stripe form will appear where they can fill up the card details to make the payment.

You can back to the customer portal by clicking on the ← Back text caption as shown in the screenshot.

If you have enabled the portal site under the maintenance option from the “Portal General Settings”, the portal users will see the site under the maintenance message.

The portal users will see the page that you have selected when the site is under maintenance.

The portal users will get the RTL (Right to Left) content support. If the portal users select the RTL Language from the ‘Language’ option, the Portal content will convert into RTL- Right To Left.