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Popups

Pop-ups are used to present multiple related pieces of information clearly in their own area. By displaying the information in a bundled manner, users gain a clear, structured overview of relevant data without having to switch between different pages or sections. The content of a pop-up can vary, but the function remains the same: information is presented in a centralized, compact, and easily accessible manner.

Follow these steps to set up a popup:

  1. Start as a Business Portals Administrator.
  2. Open Popups by clicking on Portal Setup and then on Popup.
  3. Create a new popup by clicking on +New.
  4. Choose a unique code for your popup, e.g., based on the area in which it will be used.
  5. Optionally, you can select a Caption. This caption will also be displayed in the popup area.
  6. Select a Table No. from which the information for your popup should come. The popup table and the dataset table must be identical.
  7. You can display additional information using a Separator in a Row. To do this, fill in the One-Row-Separator field with an appropriate separator, e.g., “,” (comma).
  8. Navigate to the Rows section.
  9. Select the information in this section that should be displayed together in one section.
  10. Click on Field and then on the three dots. A selection of all available fields from the previously selected table will be displayed.

Field Display Type

With this function, fields can be customized to be interactable. Depending on the selected field display type, users can interact with the displayed values. For example, if the Email type is selected, clicking on the email address will open the configured email service.

  1. Start as a Business Portals Administrator.
  2. Open Popups by clicking on Portal Setup and then on Popups.
  3. Select an existing popup or create a new popup via + New.
  4. Navigate to the Rows section.

  5. Select a Field Display Type:

    • Text
      The display type Text is represented as a text field. No interaction is possible with the contained values.

    • Phone Number
      The phone number is displayed interactively and can be dialed directly in a phone system, depending on the system.

    • Email
      The email address is displayed interactively. Clicking on it will open the configured email service, e.g., Outlook.

    • Link
      A link can be embedded in the popup that will open when clicked. Insert the link in the designated field.

Set Text Before and After a Value

With this function, additional texts can be added to fields in datasets before or after the actual value.

  1. Start as a Business Portals Administrator.
  2. Open Popups by clicking on Portal Setup and then on Popups.
  3. Select an existing popup or create a new popup via + New.
  4. Navigate to the Rows section.
  5. Scroll right in the rows section until the columns Text Before Value and Text After Value are displayed.
  6. Decide whether a text should be displayed before or after the value and click accordingly on the three dots.
  7. The Label Selection will open.
  8. Create a label that should be displayed before or after the value, e.g., €.
  9. Select the label.

Label and Value in One Row

With this function, the label and the corresponding value are displayed side by side instead of one below the other in a popup.

  1. Start as a Business Portals Administrator.
  2. Open Popups by clicking on Portal Setup and then on Popups.
  3. Select an existing popup or create a new popup via + New.
  4. Navigate to the Rows section.
  5. Scroll right in the rows section until the column Caption and Value One Row is displayed.
  6. Check the checkbox.

Caption Bold

With this function, the label can be displayed in bold.

  1. Start as a Business Portals Administrator.
  2. Open Popups by clicking on Portal Setup and then on Popups.
  3. Select an existing popup or create a new popup via + New.
  4. Navigate to the Rows section.
  5. Scroll right in the rows section until the column Caption Bold is displayed.
  6. Check the checkbox.

Value Bold

With this function, the value can be displayed in bold.

  1. Start as a Business Portals Administrator.
  2. Open Popups by clicking on Portal Setup and then on Popups.
  3. Select an existing popup or create a new popup via + New.
  4. Navigate to the Rows section.
  5. Scroll right in the rows section until the column Bold Value is displayed.
  6. Check the checkbox.

For information on configuring and using popups in datasets, see Setting up Popups in the Dataset

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