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Setting Up a Dataset

A dataset is a collection of configurations provided to users through the Business Portals, either via the web portal or the mobile app. These datasets are essential for users to gain access to the portal.

The dataset includes various information and configurations for the Business Portals, including details about which content should be displayed to the user, the labels presented, the available actions for the user, the icons to be displayed, and other relevant elements.

Creating a New Dataset

To create a new dataset, follow these steps:

  1. Click on Portal Setup in the ribbon on the Role Center in Business Portals.
  2. Navigate to Datasets.
  3. Click the New button to create a new dataset.
  4. A new dataset card will appear where you can fill in the necessary information for the dataset.

Dataset Configuration

Configuring the dataset is a crucial step in setting up the dataset. This section provides detailed explanations of each available configuration for a dataset.

General Section

The General section contains important information for the dataset, including the label to be displayed in the web portal, the status indicating whether the latest configuration has been published, background images, and other related elements.

Table Section

The Table section includes data sourced from the Business Central database, as the web portal of the Business Portals directly accesses information from Business Central.
The dataset tables include various configurations regarding which content is displayed to web users. A comprehensive guide is available here.

Email Configuration Section

The Email Configuration section allows for the setup of emails for the dataset.

Configuring Email in the Dataset

To utilize the email function in Business Portals, an email account must be created and configured. This email account sends emails to web users. For more information on setting up emails, see here.

Once the email account is fully configured, click the search icon in the Email Account Name field, and select the account to be used for sending emails for this dataset.

Configuring Email Templates in the Dataset

Email templates must be prepared and configured for use with the dataset. Assign the appropriate codes of the email templates to the respective scenarios. Business Portals uses the selected email account to send emails to web users based on the assigned templates whenever a specific event occurs. If the email template has not been created, a comprehensive guide to email templates can be found here.

Visibility Section

The Visibility section allows for the configuration of visibility settings for the dataset. These settings define which content users can see based on the dataset configuration.

Icon Section

The Icons section allows for the setup of icons for the dataset. These icons are displayed in the web portal to represent the dataset. The icons are based on FontAwesome.

Using Icons

To use icons in the dataset, follow these steps:

  1. Navigate to the FontAwesome website.
  2. Search for the desired icon.
  3. Copy the class name of the icon.
  4. Paste the class name into the appropriate field in the dataset configuration.

Example

If you want to use the "Home" icon for the Homepage in the website header, search for the icon on the FontAwesome website. The class name for the "Home" icon in solid style is fa-solid fa-house. Copy this class name and paste it into the appropriate field in the dataset configuration.

Warning

  • Ensure that the class name is correct and complete to avoid rendering issues with the icon.
  • Only take the class name from the HTML code, not the full HTML code.
    • ❌ <i class="fa-solid fa-house"></i>
    • ✅ fa-solid fa-house

See also