ReadyXRM

{% if page.adx_entitylist %}
    {% include 'entity_list' key: page.adx_entitylist.id %}
 {% endif %}

This will render the standard Entity List “grid”, we want to build something a little more elegant.

In this example we will still utilize the Entity List, but will display the data in our own custom layout.  The entity list will need to be defined on the web page record that will use the web template to render the content.

So I will add the following structure in the container code:

This will pull the specific Entity List that I will define when I setup the Web page.

Notice that I specified entity logical name (‘bdoit_meet’), and the name of the specific view (‘Active Meets’) that I want to use, as well as the number of records per page I want to pull.

Now, lets loop through each data row and display it on our web page using the {% for in% } liquid tags.

In the code I take each item in Entity list and I am able to specify the field name (very much like how we displayed data from one record in part 2)

Notice that I began to use HTML to format the data and specify how I wanted it formatted.  This is where you can get really creative.

Here is the final Web Template record source code:

To display the data, you will need to create a correspond Page Template to point to the Web Template.  This may seem redundant, but is really a throwback to the old Adxstudio structure and now the Page Template is a pointer to either a backend aspx page or a new Web Template.  See my posting on Portal components to understand how all these pieces fit together.

Finally we will create a Web page and put in a reference to our Entity List that we had setup earlier.  We will specify the Page Template to render our data.  Also create a Web link to be able to navigate to this page.

The output is as follows, note that our layout is simple, but a bit cleaner and more user friendly that a standard grid of data.

Using Liquid in a custom Web Template is a great way to surface Dynamics 365 data on a Portal form in a clean, user friendly manner.  You can apply a lot more complexity (hyperlinks, images, etc) but I hope this example provides the basics to get started.

Happy Liquid Portaling!

Cheers
Nick