Data Table

The "Data Table" page module allows contacts to retrieve and display data from your Act! table. Only records associated with the currently logged in contact are displayed, and you could further filter out to only include those which match certain criteria.

General Tab

Data Source

Here you could configure where and how the data is loaded from your Act! table.

Source Table
Select a table to load data from.

Filter Query
The page only loads records which are associated with the currently logged in contact. This option allows you to further filter which records are loaded by adding more conditions. Link2Portal will evaluate these conditions and return the record if the result is TRUE. See Building a Filter Query section below for more details.

Building a Filter Query

To add an expression (condition) click + Expression. When you add another expression, a conjunction is inserted in between expressions. You could click on a conjunction to change it to either "AND" or "OR" logical operator.

In case you have a mixture of "AND" and "OR" conjunctions, we recommend grouping conditions to tell Link2Portal which expressions are to be evaluated first. To insert a group, click + Group button. A group is equivalent to parentheses () in math equations.

Suppose you want to list only opportunities where their "Channel" field (a custom field) value is "Store Order". The Total value must be less than or equal to $100, or any value as long as their name contains a word "accessories".

The filter query would look like the following:

Channel = "Store Order" AND (Total ≤ 100 OR Name contains "accessories")

To build this in the filter query builder, do the following steps:

Click + Expression, set left hand field to "Channel", set operator to "=", and input right hand value to "Store Order". Click OK.
Click + Group, and set the conjunction to "AND".
Inside the group, click ellipsis icon and then Add Expression. Set left hand field to "Total", set operator to "≤", and input right hand value to "100". Click OK.
Inside the group, click ellipsis icon again and then Add Expression. Set left hand field to "Name", set operator to "contains", and input right hand value to "accessories". Click OK.
Change the conjunction in between the two expressions inside the group to "OR".

Page Options

In this section you could configure general options for the page.

Enabled
Whether the page is enabled and published.

Ordering
Specify a number to determine the sort position of this page within the menu. The menu entries are sorted in ascending order.

Title
Page title.

Menu Icon
Allows you to override the default menu icon with the one you provide. A small square image works best in this case.

List View Tab

With the exception of Contact source table, here you could configure which fields are displayed in the listing, as well as filter options for your users to search for particular records.

Listing Fields

List Item Title
Field to use as the heading of each item in the listing.

List Item Fields
Fields to display in the listing.

Fields to Search
If specified, a search bar is displayed in the list view. When users type in a keyword into the search bar, it will search for that keyword in any of the specified fields and return matching results.

Advanced Filter Options
Select fields to display under Advanced Filter options. If applicable, you can click on Edit icon next to each added field to define possible dropdown options.

Detailed View Tab

This tab contains settings for your item details page.

Item Fields

Fields to Display
Select fields to display in the detailed view. If applicable, you can toggle "Write" checkbox on to make them editable by users.

Extra Feature

Enable file upload feature
If checked, users can upload a file which will be attached to a history associated with this record. This feature is only available for Contact and Opportunity source table.

Subject
Subject line for the history "Regarding" field when someone uploads a file.

Allowed File Types
Select all supported file types which users is allowed to upload.

Last revised: 2024.07.17