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Liquid Templates in 8x

Posted on by 725

Hello 

Anyone Used Liquid Templates entity object to fetch records from CRM in 8x Portal ? I have followed below link , but i am unable to get Data from CRM,  Any help will be much appreciated :)

https://community.adxstudio.com/products/adxstudio-portals/documentation/configuration-guide/liquid-templates/objects/entities/

Thanks 

James

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  • Craig P. Fleming Profile Picture
    Craig P. Fleming 950 on at
    RE: Liquid Templates in 8x

    How are you referencing the web template, that might be the culprit? Take your liquid code and drop it into the copy for a page eliminating the template.

  • RE: Liquid Templates in 8x

    Hello Fleming

    Please find the screen shots below.

    sce4.PNG

    sce2.PNG

    sce3.PNG

    sce4.PNG

  • Craig P. Fleming Profile Picture
    Craig P. Fleming 950 on at
    RE: Liquid Templates in 8x

    It would be helpful if you provided screenshots of the various data points (entity permissions, related web roles and the code on the page). Assuming they are all configured according to screens above there is no reason for the account name to not render. I would also suggest stripping down the code to just the following to further eliminate a possible typo.

    {% assign account = entities.account['guid'] %} {{ account.name }}

  • RE: Liquid Templates in 8x

    Hello Fleming,

    Yes, I have updated entity GUID of my Org, and also I have added entity permissions (Read) as well, but no luck, still i am unable to fill text box  with account name.

    Thanks

    James

  • Craig P. Fleming Profile Picture
    Craig P. Fleming 950 on at
    RE: Liquid Templates in 8x

    Safe to assume that you have updated the id (guid) from the sample code to reflect one that exists in your CRM org? Beyond that you will want to review that you have configured entity permissions for the account entity. For simplicity sake create a new entity permission record for the Account entity, for the website of choice with a scope of global and check the read permission. Add both the Anonymous Users and Authenticated Users web roles to the entity permission record. This should allow the portal access to the account record designated in the code.

    2016_2D00_11_2D00_29_5F00_12_2D00_06_2D00_54.jpg 2016_2D00_11_2D00_29_5F00_12_2D00_06_2D00_54.jpg

  • RE: Liquid Templates in 8x

    Hello Fleming

    Just i have used simple script like below.

    {% assign account = entities.account['936DA01F-9ABD-4d9d-80C7-02AF85C822A8'] %}
    {% if account %}
    <input type="text" id="fname" value="{{ account.name }}">

    {% endif %}

    Thanks

    James

  • Craig P. Fleming Profile Picture
    Craig P. Fleming 950 on at
    RE: Liquid Templates in 8x

    James, I would suspect that you have a typo or syntax error, could you post the code that you have authored, happy to have a peak at it.

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