USER MANUAL

PortalXpand

A Customizable D365 Customer Portal

Version: 2.2.0

Compatibility: MS Dynamics 365 on-premise (v8.2) and above. MS Dynamics 365 online (v9.1) and above. USER MANUAL: PortalXpand

TABLE OF CONTENTS

Introduction ...... 4 Benefits of Customer Portal ...... 4 Prerequisites ...... 4 Installation ...... 5 Site configuration in SharePoint ...... 8 PortalXpand Admin Login ...... 10 Admin Login ...... 10 Admin Dashboard ...... 12 Profile ...... 14 Personal Information ...... 14 Change Password ...... 15 Plan Details ...... 15 Portal General Settings ...... 16 Portal Settings ...... 16 CRM Authentication ...... 17 SharePoint Configuration ...... 19 Portal General Settings ...... 20 Language Settings ...... 21 Portal User Settings ...... 24 SMTP Settings ...... 27 Email Settings ...... 28 Theme Customization ...... 29 User Management ...... 31 Users ...... 31 Roles (for Admin Users) ...... 33 Portal User Management ...... 35 Entity Configuration ...... 35 Roles (for Portal Users) ...... 36 Contacts ...... 39 Design ...... 46 List Builder ...... 47 Publish/Draft List Records ...... 48

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Create a new List layout ...... 50 Selecting ‘Create New’ layout ...... 52 Using FetchXML Query ...... 53 Selecting ‘Use Existing’ ...... 55 Using JS Code Editor ...... 56 Translate List records (multi-language) ...... 58 Form Builder ...... 62 Publish/Draft Form Records ...... 63 Edit Form ...... 64 Create a New Form ...... 65 Notes Access ...... 68 Using Existing Forms ...... 69 Using JS Code Editor ...... 70 Field Configurations ...... 72 Sub-grid Support ...... 74 Interlink Support (Parent-Child Form) ...... 77 Advance Fields Settings & Management ...... 78 Translate Form records (multi-language) ...... 84 Page Builder ...... 87 Publish/Draft List Records ...... 88 Create & Edit Page ...... 89 Add Form Access ‘Before Login’ ...... 95 Using JS Code Editor ...... 97 Translate Page records (multi-language) ...... 99 Widgets ...... 103 Menu Builder ...... 134 Create Menu ...... 135 Replace Menu ...... 140 PortalXpand Customer Login...... 142 Portal Login & Registration ...... 142 Forgot Password ...... 144 Signup ...... 145

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Before login access ...... 146 PortalXpand User Portal Dashboard ...... 148 Language Switcher ...... 150 Menu Items ...... 152 Vertical View ...... 153 Records View ...... 154 List view ...... 154 Record Details ...... 157 Add/Edit Record ...... 158 Case Deflection (Solutions) ...... 161 Panel Separation (Section wise details) ...... 163 Show/Hide Fields ...... 164 Sub Grid Support ...... 165 Notes & Documents ...... 166 Notes ...... 166 Documents ...... 167 RTL (Right To Left) Support ...... 170 Profile ...... 171 Contact Us ...... 172

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Introduction

PortalXpand is a Dynamics 365 Customer Portal that enables businesses to manage their operations. For the admin(s), it simplifies management of entities and customers. For customers, it simplifies the access to the relevant data as per their actions and roles specified by the admin.

Benefits of Customer Portal

● Seamless synchronization between Dynamics 365 CRM and portal ● Lower operational costs with all the entities managed centrally ● Enhanced customer engagement with emails ● Provide the MS SharePoint Documents In the customer portal as per the user rights ● Configure and Select the Design Layouts (style) are providing for the widgets ● Flexible page builder with easy-to-use drag and drop dynamic widgets ● Enable Notes accessibility into the Detail page of the entity ● Create a Menu to customize the menu for the customer portal ● Role-based access for enhanced and streamlined user management ● Multi-language support in PortalXpand ● Two factor authentications

Prerequisites

Following points must be followed before starting Installation.

● You should login as an Administrator in Dynamics CRM.

● You should be logged into Office365-SharePoint.

● Check that your Dynamics CRM instance is compatible for PortalXpand.

● You will require a Product License Key to activate the Plugin. To obtain the License Key just drop us a mail at [email protected] along with your Domain Name.

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Installation

● On purchasing the PortalXpand plugin, you will get a zip file. ● Click on Settings icon given on the right side of the title bar. Then click on Advance Settings.

● Now, Navigate to Settings -> Solution.

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● Click on ‘Import’ to upload and install.

● Click on Browse button and choose the Package Zip File for PortalXpand from the Import Solution Window.

● Click on Next for further processing.

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● Once you import the solution, it will be displayed in the solutions grid view.

● Once you installed the package, login to PortalXpand and you must configure CRM Authentication to start syncing the data with Dynamics 365.

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Site configuration in SharePoint

● Create and manage the ‘site’ from the Office365 SharePoint to sync the documents. ● If you don’t have the SharePoint site, you can create and manage the “site” from Office 365 SharePoint to sync the Documents. Follow the below steps to configure the SharePoint sites: ● If you have MS Dynamics 365 with administrator login, you can also access the Office 365 products with the same credentials. Login to SharePoint with your ‘Dynamics CRM’ credentials.

● After signing in, you will get the Office 365 products on the Office 365 main page.

● After signing in, you will get the Office 365 products on the Office 365 main page. Click on the SharePoint to manage the sites and documents. By clicking on the SharePoint, you will get the details of existing sites if any. BIZ/UMP/G1 Public 8 USER MANUAL: PortalXpand

● You can create a new site by clicking on the Create Site option. When you click on the Create Site option, the right side sidebar will open. ● Here you can see the two options: Team Site and Communication Site. Click on ‘Team Site’ to store and manage the documents and other files. ● After clicking on Team Site, configure the details and click Next to finalize the site settings.

● You will get the list of the Sites in the SharePoint Site after authenticating the SharePoint in the PortalXPand.

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PortalXpand Admin Login

Admin Login

● Login to your PortalXpand Admin login.

● When the Super admin logs in the first time, enter the email that is registered with PortalXpand 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.

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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.

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Admin Dashboard ● 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’. o New Contacts: You will get the no. of new customers that are created from the portal & CRM or registered on the current day. o Total Users: You will get the no. of the total admin users. o Outstanding Invoice: You will get the no. of outstanding invoices till date. o New Cases: Get the no. of new cases for the current day.

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● 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.

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Profile

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

● You can update your portal profile by uploading your profile.

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Change Password

● Update your password whenever you need.

Plan Details

● Check your plan details of the portal.

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Portal General Settings

● 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”.

Portal Settings

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

o CRM Authentication

o SharePoint Configuration

o General Settings

o Language Settings

o Portal User Settings

o SMTP Settings

o Email Settings

o Theme Customization

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CRM Authentication ● 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:

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

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

o Service URL: Insert the CRM URL.

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

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

o 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.

● After inserting the details, click on the Save button to authenticate all the details with the Dynamics PortalXpand.

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SharePoint Configuration ● Once the CRM is authenticated with necessary credentials, you can configure the “MS Office SharePoint” for document management in the customer portal. ● You need to authenticate the following configurations:

o Connection Type: Select the type whether it is Online or On Premise (IFD). o Protocol: Select the protocol that is configured. i.e., https. o Authentication Type: Select the type for authentication whether it is Credential or OAuth. o 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.

● 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. ● 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)

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Portal General Settings

● 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 can set your portal details under the General Settings. You can set the general details as follow: o Portal Name: Describe your Portal Name (Title).

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

o reCaptcha Visible: Enable the reCaptch for the ‘Registration’, ‘Login’ & ‘Forgot Password’ pages to protect your website/web portal. o reCaptcha Site Key: Insert the reCaptcha Site key.

● After inserting all the details, click on the Save button to save the changes. BIZ/UMP/G1 Public 20 USER MANUAL: PortalXpand

Language Settings ● You can configure the Language for the Customer Portal. You need to configure the following settings for the Language:

o 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.

o 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).

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

o 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 .

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Auto Translate

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

o 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).

o 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.

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Portal User Settings ● 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.

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

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

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● 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.

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

● You need to configure the following SMTP Settings:

o SMTP Host: Insert the host address.

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

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

o Username: Insert your username.

o Password: Insert the password.

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

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Email Settings ● 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 Add New Template button.

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Theme Customization ● 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: o Base Font Family: Choose a font to use for the main body text and for the menus. o Title/Heading Font Family: Choose a font to use for all the headings and titles of the Portal. o Theme Background Color: Choose color to display as a background color to the body part. o Foreground Color: Choose color to display content background color. o Primary Color: Choose a primary color to be displayed most frequently across all the modules. This color will appear for text / iconography. o Success Color: Choose color to display when the action performs and gets success. (Toast Notification) o Danger/Fail Color: : Choose color to display when the action performs, fail or any error. (Toast Notification) o Warning Color: Choose color to display warning. (Toast Notification) o Base Font Color: Choose color for body text and description of Portal main content. o Link Color: Choose color for all text to which links have been added

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

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

o 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

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User Management Users ● 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.

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● 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.

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Roles (for Admin Users) ● 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.

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● 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.

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Portal User Management Entity Configuration

● 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 from where you can drag and drop any entity to enable the entity for the Portal.

● After selecting the entities, click on the Save button to enable the entities for the Portal.

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Roles (for Portal Users)

● You can add and manage the Roles for the Portal Users from the Portal User Management -> Roles.

● 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.

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

Documents

● If you have authenticated the SharePoint in the PortalXpand, 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. BIZ/UMP/G1 Public 37 USER MANUAL: PortalXpand

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. BIZ/UMP/G1 Public 38 USER MANUAL: PortalXpand

Contacts

● 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.

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Add Contact

● You can create a new contact by clicking on the Add 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.

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Approve Users ● If any new customers register from the Portal and the ‘User approval’ flow is enabled from the ‘Registration’ widget for the Registration page, admin will approve the portal user. After that the registered customer can access the Portal.

● 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.

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Generate Credentials ● To generate the credentials for a newly added contact, click on the Generate Credentials option. The newly added contacts will get the portal credential mail to access the portal and set a password.

● 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.

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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.

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● 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 it, you will get the “Assign New Role” pop up, from there you can select a new ‘Role’ from the drop-down list.

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● 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).

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Design

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

o List Builder

o Form Builder

o Page Builder

o Menu Builder

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

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List Builder

● 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.

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

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

2. You can filter the specific list record by selecting its Status: All List, My List, Drafts or Published

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

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

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5. By clicking on the option icon, you will get some options to edit the list record, Delete, Duplicate, and move to Draft.

Publish/Draft List Records ● 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.

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● 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. BIZ/UMP/G1 Public 49 USER MANUAL: PortalXpand

Create a new List layout ● 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.

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● 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.

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Selecting ‘Create New’ layout ● 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.

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Using FetchXML Query ● 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. BIZ/UMP/G1 Public 53 USER MANUAL: PortalXpand

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

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Selecting ‘Use Existing’ ● 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.

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

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

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● 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.

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Translate List records (multi-language) ● 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.

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● 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.

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

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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.

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Form Builder

● You can set the layout for the add/edit and the detail page of different entities that are enabled from the “Portal User Management -> Entity Configuration”.

● You can design the layout of the form page of the portal. By clicking on the “Form Builder”, you will navigate to the list of the Form Builder page. 1. You can search the specific Form record by inserting the text caption

2. You can filter the specific Form record by selecting its Status: All List, My List, Drafts or Published

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

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

5. By clicking on the options icon, you will get some actions to edit the Form record, Delete, Duplicate, and move to Draft.

● Here, you will get the Entity column to identify the form that belongs to which entity. It will display the entity that was selected at the time of creating the Form layout BIZ/UMP/G1 Public 62 USER MANUAL: PortalXpand

Publish/Draft Form Records ● 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.

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Edit Form ● 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 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.

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Create a New Form ● 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).

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● 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.

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● 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.

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Notes Access ● 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.

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Using Existing Forms ● 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.

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Using JS Code Editor ● 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.

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

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Field Configurations ● 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: o Label: Insert the relevant text caption. o Placeholder: Insert the caption into the input text field. o Tooltip: Insert the short details as the mouse hover effect.

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

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

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Sub-grid Support ● 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.

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

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● 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: o Allow Creating Records: You can enable this option if you want to give the “Create Records” rights to the portal users. o Button Label: Insert the text label for the create button, the default label will be “Create”. o 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: o Allow Editing Records: You can enable this option if you allow the customers to “Edit” the existing record. o Button Label: Insert the text label for the ‘Edit’ button, the default label will be “Edit”. o 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: o Allow Deleting Records: You can enable this option if you allow the customers to “Delete” any record. o 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. 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. BIZ/UMP/G1 Public 76 USER MANUAL: PortalXpand

Interlink Support (Parent-Child Form) ● 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.

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Advance Fields Settings & Management

● 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’.

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● 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.

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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.

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

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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:

o Default Field Visibility: It is for the field visible or not. You need to select the ‘default visibility’ for the field values. o 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 o 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. BIZ/UMP/G1 Public 82

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● 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.

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Translate Form records (multi-language) ● 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. BIZ/UMP/G1 Public 84 USER MANUAL: PortalXpand

● 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.

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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.

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Page Builder

● You can design the page layout by selecting the different widgets to display the records in the portal.

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

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

2. You can filter the specific Page record by selecting its Status: All List, My List, Drafts or Published

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

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

5. By clicking on the ‘option’ icon, you will get some actions to edit the Form record, Delete, Duplicate, and move to Draft/Publish. BIZ/UMP/G1 Public 87 USER MANUAL: PortalXpand

Publish/Draft List Records ● 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.

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Create & Edit Page 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.

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● 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.

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Create Page

● To create a page, you need to provide certain mandatory details: o Title: Insert the title of the page. o Page URL Slug: Once you insert the title, the slug will be suggested. You can edit the URL slug. o Page Access: Select the option for the page that would be shown ‘before login’ or ‘after login’. If you want to provide public access to any page (module), select ‘before login’ else select ‘after login’ so that the portal users will get access once they log in.

o Page Nesting: Select whether it is the parent page (At Top) or someone'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’.

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o 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.

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

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● 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.

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● 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.

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Add Form Access ‘Before Login’

● If you want to display any Form without Login (Before Login page), you must select the Page Access as "Before Login" 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.

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● 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.

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Using JS Code Editor ● 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.

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● 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.

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Translate Page records (multi-language) ● 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.

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● 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.

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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. BIZ/UMP/G1 Public 101 USER MANUAL: PortalXpand

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

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Widgets 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: ○ Text ○ Image ○ List ○ Breadcrumb ○ Form ○ Login ○ Registration ○ Profile ○ Forget Password ○ Recent Activity ○ Counter ○ Knowledge Base ○ Charts ○ Search ○ Case Deflection ○ Menu ○ Button

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You need to drag and drop any widgets to the page layout grids. Text Widget ● Add the Text widget for any page layout content. Design the text with different settings.

Image: Drag-drop any image to display on the customer portal or you can browse the image from the Image Configuration. Under Image Configuration: o Height: Insert the height as per your requirement o Width: Insert the width as per your requirement. o Choose File: Select an image from the local drive

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List widget

Configure list widget: o List Title: Insert the relevant ‘Title’ caption for the selected entity list. o Select List View: Select the entity for the List view from the searchable drop-down list. If there are many list records, you can easily search the record and select it.

By clicking on the + add icon beside the Page URL (Create, Edit & Detail), you will navigate to the Page Builder to create a new page. You can directly add a new page by hereby clicking on the Refresh icon, it will refresh the list of the pages and get the latest pages.

● Here, you will get the three different sections: “Create Action Settings”, “Edit Action Settings” & “Detail Action Settings.” BIZ/UMP/G1 Public 105 USER MANUAL: PortalXpand

Create Action Settings - Create Button Text: Insert the text caption for the create button. - Redirect To: Select the Page URL from the searchable drop-down to redirect to the Create Page .

Edit Action Settings - Redirect To: Select the Page URL from the searchable drop-down to redirect to the Edit Page.

Detail Action Settings - Redirect To: Select the Page URL from the searchable drop-down to redirect to the Detail page.

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Records per page: Set the no. of the records to be displayed on the page.

● Design Layout: By scrolling down, you will get the 3- predefined Design Layout (Style) for the List view. By clicking on any design, you will get a preview of it. Select any design layout to display in the customer portal.

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Breadcrumb

By inserting this widget, navigate to their parent page and keep the track of path with breadcrumb.

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Form

Using the ‘From’ widget, you can select the created Forms under the Form builder to display the add/edit or detail page for a specific entity.

Form Configuration:

o Form Title: From the drop-down select the Form that you need to display.

o Select Form: Select the ‘Form’ from the searchable drop-down list to navigate the portal users to that page. Here you can select the 3-Types of the Form pages: Add, Edit & Detail.

o Edit Button Text: Insert text caption for the Edit button. i.e., Update Record, Edit Details

o Delete Button Text: Insert text caption for the Delete button. i.e., Remove Record

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‘Add ’ Form type

o On Success: Select the URL for redirecting to the page after successful form submission. o Submit Button Text: Insert the ‘Text captions’ for the Submit button (after inserting the details to be clicked).

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● Design Layout: You will get the 3- predefined Design Layouts (Style) for the ‘From’. Select any design layout to display in the customer portal. You can preview the layout by clicking on it.

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Login ‘Login widget’ is used to access the portal. Insert and select the following details: ○ Title: Insert the title label for the Login

○ Email or Username: Insert the label by inserting what credential the user can login with.

○ Login button text: Insert the button label for login.

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● You can enable and configure the “Additional Configurations” for the Login:

○ Remember Me: It will be visible on the Login page. The portal users can enable to save their credentials

○ Forgot Password: If you have selected to display on the login page, you need to select the Forgot Password “Redirection URL”.

○ Select Forgot Password Redirection Page: Select the URL form the searchable drop-down to navigate the portal users to the Forgot password page. Here you will get the searchable drop-down list. You can search & select the relevant page.

○ Allow Registration: If you have selected this option to display on the login page, you need to select the “Redirection URL” for the Registration. Select the registration page in the URL.

○ Select Registration Redirection Page: Select the URL from the searchable drop-down to navigate the portal users to the Registration page.

○ Login Redirection Page: Select the URL from the searchable drop-down to navigate the portal users to the next page once their login credentials are corrected.

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○ Two Factor Authentication (2FA): If you add the two side authentication when the portal users want to login to the portal, enable this option.

- If it is enabled from here & the portal users would login with their credentials, they will get the OTP in their registered email that needs to be added here for successful login.

o 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.

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

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Register Widget

Create a ‘Registration Form’ for the new customers. You need to configure the following details:

○ Registration Form: Select the ‘form’ for the registration from the list of forms.

○ Title: Insert the label to display the title of the Registration form.

○ Description: Insert the message for registration.

○ Register Button Text: Insert the button label for submission of the registration form.

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○ Verify Email: If you have enabled it from the widget, the new users who are created from the portal needs to be verified through the mail once they registered.

○ User Approval: If you have enabled User Approval from the widget, the admin has to approve the users created from the portal.

● Design Layout: You will get the 3- predefined Design Layout (Style) for the Registration page. By clicking on any design, you can preview the layout. Select any design layout to display in the customer portal.

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Profile

This widget is used to see the user profile details from the user portal. Insert the label names of the profile:

o Profile Form: Select the Form page for the Profile. o Edit Profile Label: Insert the label for the edit profile o Change Password Label: Insert the text label for the change password o Edit Profile: Button Label: Insert the button label for updating the profile o Change Password: Button Label: Insert the button label for Change Password

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o Design Layout: You will get the 3-predefined Design Layout (Style) for the Profile page. Select any design layout to display in the customer portal.

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Forgot Password

It provides the functionality to reset passwords for registered users. You will find the following options for Forgot Password widget:

○ Title: Insert the label of the forgotten password title

○ Description: Insert an instructive message for the Forgot Password field.

○ Forgot Password Button text: Insert the label of the button.

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Recent Activity By selecting the ‘Recent Activity’ widget, you will find the following options:

○ Title: Insert the relevant Title. i.e., Recent Cases, Recent Orders.

○ Redirection URL: Select the ‘Redirection URL’ to navigate to the specific page when the portal users click on the Redirection URL or View more.

○ Entity: Select the Entity from the list. i.e., Account, Case, Attachment, Order, etc.

○ Field: Based on the entity selection, you can select three different fields to display in the Recent Activity. Select Field 1- Informative Filed, Select Field 2- Field 1 related selection and Select Field 3- Date Field, i.e., Closed, Created, etc.

o Design Layout: You will get the 3- predefined Design Layout (Style). Select any design layout to display in the customer portal.

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o By clicking on the design, you will get a preview of it.

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Counter

To display the record counter of a specific entity, you need to insert the following details:

○ Title: Insert the relevant Counter Title. i.e., Total Cases, In Progress Cases.

○ Select Entity: Select the module from the list. i.e., Account, Case, Attachment, Contract, Call, Order.

○ Select Field: As per the Entity selection, the Fields will be fetched.

○ Option: As per the ‘Field’ selection, the Field values will be fetched and select that field value for which you want to display the count. i.e., In Progress, Cancelled.

○ Icon Class: By clicking on the Pick an Icon button, you will get the icon picker list. Pick a relevant icon.

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o Design Layout: You will get the 3- predefined Design Layouts (Style). Select any design layout to display in the customer portal.

o By clicking on the design, you will get the preview of it.

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Knowledge base If you want to display the Knowledge base articles/blogs to the portal users, select this widget. You need to configure the following details: ● Records per Page: Set the no. of the records per to be displayed on the page. ● Role Access: Select the Portal users Roles that are created under the Portal User Management -> Roles. ● Design Layout: You will get the 3- predefined Design Layouts (Style). Select any design layout to display in the customer portal.

● By clicking on the design, you will get the preview of the design.

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Charts If you want to display the analytics in Charts by selecting the Entity & its specific field, you need to configure the following details: o Title: Insert the relevant Chart Title. i.e., Total Cases, In Progress Cases. o Select Entity: Select the Entity from the list. i.e., Account, Case, Attachment, Contract, Call, Order. o Select Field: As per the Entity selection, the Fields will be fetched. o Option: As per the ‘Field’ selection, the Field values will be fetched and select that field value for which you want to display the count. i.e., In Progress, Cancelled.

o Design Layouts: By scrolling down, you will get the 4-predefined Design Layouts to select the appearance of the chart in the customer portal.

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● By clicking on the design, you will get the preview of the design.

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Search You can configure the following details for the Search Widget: o Search Title Text: Insert the search text label. i.e., How Can I help you? Explore, etc. o Records per page: set the no. of the records to be displayed on the page.

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Case Deflection Configuration You can configure the Case Deflection widget to allow the customers to search the solution. You need to configure the following details: o Description: Insert the relevant message to search the solution. o Redirect Page: Select the specific redirection page. i.e., Create Case page o Records Per Page: Set the no. of records to be displayed on the page.

o Design Layout: By scrolling down, you will get the 2-predefined Design Layouts to select the appearance of the case deflection in the customer portal.

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Menu Configuration You can configure the Menu widget to provide navigation to the customers to another page(menu): o Select Menu: Select the ‘Menu’ that are added in the “Designer -> Menu Builder” option. Here you will get the searchable drop-down option to search & select the Menu.

o Enable Logo: Enable logo to display the portal logo in the menu of the customer portal. o Enable Profile Navigation: Enable the profile navigation to display the profile navigation in the menu. o Enable Language: If you have enabled the Language option, only then the portal users will get the Language change (switcher) option in that Menu. So, if you don’t want to allow the portal users to change the language for the specific menu, disable this option. o Menu Location: You can set the Menu Location (Menu view) either Vertical or Horizontal.

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Note: You will get the vertical option enabled only when the page layout ration is less than 50%. (i.e., 25% + 75%)

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Button You can configure the Button widget to perform such actions: o Label: Insert the text label for the button. o Tooltip: Insert the text label that helps portal users to understand the button action. o URL Type: Select the URL for the button actions. There are 2 types of URL given: Internal & External. ▪ Internal Type: You can select the page that is created in the Page builder of the portal. ▪ External Type: You need to insert any specific URL manually to navigate the portal users to any external URL.

o Open in new tab: Check the checkbox to open the redirection page in the new tab. If this option is unchecked, it will open on the same page.

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o Select Alignment: You can select the position of the button: Left, Center & Right.

o Preview: You can preview the configured button widget on the page.

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Menu Builder

● 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.

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Create Menu ● 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: o Most Recent: You will get the most recently created pages list.

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

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

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● You can also add the Custom Link as a Menu Item. o Menu Title: Insert the Menu Text caption that you want to display. o 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.

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● 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. o Menu Item Label: Insert the Menu label caption. o URL: You will get the URL of the menu item. If you have added the custom link, a custom URL will be shown. o Is Active: Enable/Disable the Menu item for the customer portal.

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o 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.

o 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’.

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

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Replace Menu ● 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. BIZ/UMP/G1 Public 140 USER MANUAL: PortalXpand

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

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PortalXpand Customer Login

After completing all configurations at admin side, Customer can sign-up or login to PortalXpand Customer Portal and access the pages that are configured by the admin users. Portal Login & Registration

● 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.

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Two Factor Verification

● 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.

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Forgot Password

● 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.

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Signup

● 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.

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Before login access

● 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.

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● 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.

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PortalXpand User Portal Dashboard

● 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.

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● 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.

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Language Switcher

● 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.

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Menu Items 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.

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Vertical View

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

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Records View List view

● 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.

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● 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.

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CSV Export ● The portal users can export the entity records in the CSV. Select the 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.

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Record 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.

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Add/Edit 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.

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

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● 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.

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Case Deflection (Solutions)

● 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.

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● 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.

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Panel Separation (Section wise details)

● 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.

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Show/Hide Fields

● 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.

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Sub Grid Support

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

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

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Notes & Documents

● 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. Notes

● 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).

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● 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. Documents

● 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.

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● 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.

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

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RTL (Right To Left) Support

● 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.

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Profile

● 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.

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Contact Us

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Live Chat Tickets

• Get instant support with our Live Chat. • Raise tickets for your specific question!

• Visit our product page at • Send an email to [email protected] or https://www.crmjetty.com/dynamicscrm- you can login to your account @ customer-portal.htm and click on the Live www.crmjetty.com and click on My Support Chat button for instant support. Tickets on your account dashboard, to get

answers to your specific questions.

Customization: If you would like to customize or discuss about additional features of PortalXpand, please write to us at [email protected].

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