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Setting Up Dataset

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

The dataset contains various information and configurations for the Business Portals, including details on what content should be displayed to the user, the captions presented, the available actions for the user, the icons to be shown, and other relevant elements.

Creating a New Dataset

To create a new dataset, follow these steps:

  1. In the Business Portals role center page, click on the Portal Setup in the ribbon bar.
  2. Navigate to the Datasets.
  3. Click on the New button to create a new dataset.
  4. A new dataset card will be displayed, allowing you to fill in the necessary information for the dataset.

Dataset Configuration

The dataset configuration is a crucial step in setting up the dataset. This section will provide detailed explanations for each available configuration for a dataset.

General Section

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

Tables Section

The Tables section contains data derived from the Business Central database, as the Business Portal web portal displays information directly sourced from Business Central. The Dataset Tables include various configurations regarding what should be displayed to web users. A comprehensive guide is available here for further reference.

Email Configuration Section

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

Configuring Email in Dataset

To utilize the email feature in Business Portals, an email account must be created and configured. This email account will be responsible for sending emails to web users. More information on setting up email can be found here.

Once the email account is fully configured, click on the lookup icon for the Email Account Name field and select the account that will be used to send emails for this dataset.

Configuring Email Templates in Dataset

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

Visibility Section

The Visibility section enables the configuration of the dataset's visibility settings. These settings define which content users can view, based on the dataset's configuration.

Icons Section

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

Usage of 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 icon's class name.
  4. Paste the class name into the respective field in the dataset configuration.

Example

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

Warning

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

See also