Setting Up Fields

The display of fields in Business Portals is based on the setup of a dataset table in Business Central.
After successfully configuring a dataset table, the associated table fields are automatically made available in Business Central.
These fields are available as selection options and can be specifically selected. The selection defines which field information is transmitted from Business Central to Business Portals.
After selection, the field values are transferred to Business Portals and displayed there. In this way, the relevant information from Business Central is structured and available in Business Portals.

Selecting Fields

1. Start as a Business Portals Administrator in the Role Center.
2. Open your datasets via the menu bar under Portal Setup.
3. Select the dataset and open it by clicking on the active status or via the three dots next to the dataset code by selecting Edit.
4. Navigate to the tables.
5. Select a dataset table code in which you want to display fields.
6. The previous setup must have already been completed. If this is not the case, you can find more information under Setting Up the Dataset Table.
7. Then click on Fields.
8. All fields from the selected table will now be displayed.
9. Select as many fields as you like by clicking the checkboxes. You can also use fields without actively displaying them in Business Portals.
10. After marking fields, you can filter the view to marked fields. To do this, click on Actions in the menu bar and then on Toggle Selected.
11. Close the field selection.
12. Now open the detail layout and add your fields to any groups and collapses. For more information and setup assistance, see Setting Up the Detail Layout.

Change Field Label

1. Start as a Business Portals Administrator in the Role Center.
2. Open your datasets via the menu bar under Portal Setup.
3. Select the dataset and open it by clicking on the active status or via the three dots next to the dataset code by selecting Edit.
4. Navigate to the tables.
5. Select a dataset table code in which you want to display fields.
6. The previous setup must have already been completed. If this is not the case, you can find more information under Setting Up the Dataset Table.
7. Then click on Fields.
8. Select the field whose label you want to adjust.
9. Open the FactBox on the right side by clicking on the i and then edit the field settings.
10. In the General section under Label, you can assign a new label to the field. To do this, click on the three dots and select a label. If you use multiple languages for your portal, you should provide the label for each language.

Set Text Before and After a Value

With this feature, additional text can be added to fields in datasets before or after the actual value. This is particularly helpful for making values more understandable, e.g., by displaying a currency symbol for amounts. Since numeric values in Business Portals are displayed without a currency symbol by default, this setting allows for the targeted addition of corresponding text.

1. Start as a Business Portals Administrator in the Role Center.
2. Open your datasets via the menu bar under Portal Setup.
3. Select the dataset and open it by clicking on the active status or via the three dots next to the dataset code by selecting Edit.
4. Navigate to the tables.
5. Select a dataset table code in which you want to display fields.
6. The previous setup must have already been completed. If this is not the case, you can find more information under Setting Up the Dataset Table.
7. Then click on Fields.
8. Select a field that should receive text before or after the value, e.g., an amount. Amounts are displayed in Business Portals without a currency symbol by default.
9. Open the FactBox on the right side by clicking on the i and then edit the field settings.
10. In the General section under Text Before Value or Text After Value, you can insert a currency symbol, for example. To do this, click on the three dots and define a corresponding label. If you use multiple languages for your portal, you should add the label for each language.

Set Field Information

Through field information, a short description or tooltip can be added to a field. This information is displayed in Business Portals as an information icon (question mark) and helps users better understand the purpose or meaning of a field.

1. Start as a Business Portals Administrator in the Role Center.
2. Open your datasets via the menu bar under Portal Setup.
3. Select the dataset and open it by clicking on the active status or via the three dots next to the dataset code by selecting Edit.
4. Navigate to the tables.
5. Select a dataset table code in which you want to display fields.
6. The previous setup must have already been completed. If this is not the case, you can find more information under Setting Up the Dataset Table.
7. Then click on Fields.
8. Select the field to which you want to add a short description or tooltip. In Business Portals, the description appears as a small question mark in the information field.
9. Open the FactBox on the right side by clicking on the i and then edit the field settings.
10. In the General section under Field Information, you can add a new label or description by clicking on the three dots. If you use multiple languages for your portal, you should provide the description for each language.

Set Field Display Type

The display type determines how a field is represented and used in Business Portals. Depending on the selected type, field contents can not only be displayed but also interactively used, e.g., for directly opening links, sending emails, or dialing phone numbers.

1. Start as a Business Portals Administrator in the Role Center.
2. Open your datasets via the menu bar under Portal Setup.
3. Select the dataset and open it by clicking on the active status or via the three dots next to the dataset code by selecting Edit.
4. Navigate to the tables.
5. Select a dataset table code in which you want to display fields.
6. The previous setup must have already been completed. If this is not the case, you can find more information under Setting Up the Dataset Table.
7. Then click on Fields.
8. Select the field to which a display type should be assigned.
9. Open the FactBox on the right side by clicking on the i and then edit the field settings.

10. In the General section under Field Display Type, you can choose from the following display types:

    • Text
      The field is displayed as a normal text field.

    • Phone
      By selecting Phone, it is possible to directly dial a phone number from Business Portals, provided the system used supports this.

    • E-Mail
      By selecting E-Mail, it is possible to create an email directly from Business Portals via Outlook.

    • URL
      By selecting URL, it is possible to directly open a link from Business Portals.

Field Overviews

In the overviews, various options are available to display and highlight fields. Depending on the configuration, field values can be displayed in the overview itself, in the title, or in the subtitle. For example, it is possible to use a field information such as the name as a heading (Title) or subheading (Subtitle).
This makes the overview clearer and important information can be specifically highlighted.

Field Filter

Through the filter settings, it can be determined whether and how a field should be used as a filter in the overview. Activated filters allow users to specifically narrow down the displayed records, e.g., by value ranges or specific criteria.
The filter type determines the type of filter input.
Additionally, custom labels for the from and to values can be defined to make the filter labeling clearer.

1. Start as a Business Portals Administrator in the Role Center.
2. Open your datasets via the menu bar under Portal Setup.
3. Select the dataset and open it by clicking on the active status or via the three dots next to the dataset code by selecting Edit.
4. Navigate to the tables.
5. Select a dataset table code in which you want to display fields.
6. The previous setup must have already been completed. If this is not the case, you can find more information under Setting Up the Dataset Table.
7. Then click on Fields.
8. Select the field for which you want to enable filtering in Business Portals.
9. Open the FactBox on the right side by clicking on the i and then edit the field settings.
10. Navigate to the Filter section.
11. Activate filtering using the slider.

12. Choose a filtering option under Filter Type:

    • Slider Sliders are used for quick filtering of data by directly selecting value ranges.

    • Text Filtering via Text allows for targeted narrowing of records based on entered text values.

    • Text Range The text range filtering allows for narrowing down data based on a defined value range (From/To) in a field.

Info

Not all filtering options are available for every field. The available filter options depend on the respective field type. Only key index field types can receive filtering.

Field Grouping Filter

The grouping filter allows records to be filtered and displayed based on a defined document type.
The grouping is based on a specified field that determines the document type. Depending on the configuration, offers, orders, invoices, or framework agreements may be available as separate groups for selection.
By selecting a group, only the associated records are displayed. This facilitates navigation and supports targeted evaluation of the displayed data.

1. Start as a Business Portals Administrator in the Role Center.
2. Open your datasets via the menu bar under Portal Setup.
3. Select the dataset and open it by clicking on the active status or via the three dots next to the dataset code by selecting Edit.
4. Navigate to the tables.
5. Select a dataset table code in which you want to display fields.
6. The previous setup must have already been completed. If this is not the case, you can find more information under Setting Up the Dataset Table.
7. Then click on Fields.
8. Select the field for which you want to enable filtering in Business Portals.
9. Open the FactBox on the right side by clicking on the i and then edit the field settings.
10. Navigate to the Grouping Filter section.
11. Create a subtitle popup. Based on the example for the document type, you need to assign the popup of table 36 under Table Number. Then navigate to the rows. Select the field Document Type there and close the popup again.
12. Select the created popup.
13. Navigate to the General section and assign a meaningful label for the filtering under Label, e.g., Type, so that the user recognizes that filtering can be done by a specific document type.

Boolean Field

Boolean fields are displayed in Business Portals as pure display.
Depending on the configuration, the display is either as a checkbox or as a text label that shows the value as Yes or No. Editing by the user is not possible; the displayed value is for informational purposes only.

1. Start as a Business Portals Administrator in the Role Center.
2. Open your datasets via the menu bar under Portal Setup.
3. Select the dataset and open it by clicking on the active status or via the three dots next to the dataset code by selecting Edit.
4. Navigate to the tables.
5. Select a dataset table code in which you want to display fields.
6. The previous setup must have already been completed. If this is not the case, you can find more information under Setting Up the Dataset Table.
7. Then click on Fields.
8. Select the field for which you want to enable filtering in Business Portals. Only fields that have the type Boolean can be displayed or set up as Boolean in Business Portals.
9. Open the FactBox on the right side by clicking on the i and then edit the field settings.
10. Navigate to the Boolean section.

11. Choose which Boolean display type you want to use for the field.

    • Label Displays the boolean value as text (Yes or No) for informational purposes.

    • Checkbox Displays the boolean value as a checkbox. The status (active / inactive) is shown.

Decimal

For decimal fields, it can be specified how many decimal places should be displayed. Additionally, there is the option to display absolute values. If this option is enabled, negative values are displayed without a sign.

1. Start as a Business Portals Administrator in the Role Center.
2. Open your datasets via the menu bar under Portal Setup.
3. Select the dataset and open it by clicking on the active status or via the three dots next to the dataset code by selecting Edit.
4. Navigate to the tables.
5. Select a dataset table code in which you want to display fields.
6. The previous setup must have already been completed. If this is not the case, you can find more information under Setting Up the Dataset Table.
7. Then click on Fields.
8. Select the field for which you want to enable filtering in Business Portals. Only fields that have the type Boolean can be displayed or set up as Boolean in Business Portals.
9. Open the FactBox on the right side by clicking on the i and then edit the field settings.
10. Navigate to the Decimal section.
11. Under Decimal Places, you can specify how many decimal places should be displayed.
12. If Display Absolute Values is enabled, negative values are displayed without a sign.

Integers

Integer fields are used to display numeric values without decimal places. They are suitable for values such as quantities, counters, or status numbers, where no decimal places are required.

1. Start as a Business Portals Administrator in the Role Center.
2. Open your datasets via the menu bar under Portal Setup.
3. Select the dataset and open it by clicking on the active status or via the three dots next to the dataset code by selecting Edit.
4. Navigate to the tables.
5. Select a dataset table code in which you want to display fields.
6. The previous setup must have already been completed. If this is not the case, you can find more information under Setting Up the Dataset Table.
7. Then click on Fields.
8. Select the field for which you want to enable filtering in Business Portals. Only fields that have the type Boolean can be displayed or set up as Boolean in Business Portals.
9. Open the FactBox on the right side by clicking on the i and then edit the field settings.
10. Navigate to the Integers section.
11. If Display Absolute Values is enabled, negative values are displayed without a sign.

See also:

• Setting Up the Detail Layout
• Setting Up Filters
• Setting Up Popups