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Microsoft Dynamics CRM (Archived)

How to add View on CSS Portals home page

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Posted on by 3,079

Hi, 

I wanted to add 2 Project related views on Home page instead of Forum and Get Help. As shown in the image.

1680.Untitled.png

Thanks

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  • Verified answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi,

    Do you want to display a link button which redirects or displays the record list? Either way, you need to customize the web template associated with the page and use liquid to retrieve the record based on the fetch xml.

    Refer this series to understand more on this-

    dyn365apps.com/.../dynamics-365-portals-liquid-templates-part-1-hello-world

    dyn365apps.com/.../dynamics-365-portals-liquid-templates-part-2-retrieve-data

    dyn365apps.com/.../dynamics-365-portals-liquid-templates-part-3-retrieve-data-using-fetchxml

    Hope this helps.

  • Verified answer
    Ashish2012 Profile Picture
    on at

    Hi Ravi,

    I want to add two views on same home page.

    Like first search bar then below project view and then project task view.

    Can this be possible with liquid script like CRM chart.

    Thanks

  • Verified answer
    Mahendar Pal Profile Picture
    45,095 on at

    Yes, you can show view on the home page, you have to modify Home page web template and there you can use liquid to show two views.

    6170.homepage.png

    This post will help you to show multiple views on the same page: readyxrm.blog/.../show-two-entity-lists-on-a-dynamics-365-portal-page

  • Verified answer
    ashish12 Profile Picture
    3,079 on at

    Hi Mahender,
    As per your last comment, created two entity list and a liquid like show in image.

    05020.1.png 

    Added script in existing home -web template.

    05020.1.png

    Portal is not showing anything apart from the default page. 

    I am missing something or doing it in wrong way. 

    Thanks

  • Verified answer
    Mahendar Pal Profile Picture
    45,095 on at

    Hi,

    Just tried in demo portal working fine for me

    twolist.png

    Used this code

    <section class="page_section section-diagonal-top color-inverse">
      <div class="section-diagonal-top-content">
        <div class="container">
          <div class="row">
             {% include 'entity_list' key: 'customerlist' %}
              {% include 'entity_list' key: 'contactlist' %}
          </div>
        </div>
      </div>
    </section>

    After your changes try to clear portal server cache and see if it's working:

    docs.microsoft.com/.../clear-server-side-cache

  • Verified answer
    ashish12 Profile Picture
    3,079 on at

    Thanks A lot.

    Please close this thread.

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