1 Overview

In order for DynamicPoint portal services to render data in the SharePoint host web, a portal web part has been created. This web part will display any service data on the host SharePoint web site.

2 Page Configuration

Create a New Page

From Site Contents, create a new Page in SharePoint.

Adding the Portal Web Part

Edit the new page and click the plus control to add a web part to the page.

Under the advanced heading of the web part directory, you will see the DynamicPoint Portal web parts that were added by the portal install. Select the DynamicPoint Portal web part.

Configuring the Web Part

Edit the web part after it has been added to the page.

App Configuration

An edit section will display that contains all of the configuration options for the portal web part.

The settings are as follows:

Service – The service configured in the portal configuration for which you want the web part to display
Company – The company configured in the portal configuration for which you want the web part to display

Features

The next page contains all of the web part features.

Excel Export – Enables the ability for service data to be exported to Excel.
PDF Export – Enables the ability for service data to be exported as a PDF.
Search – Enables the search bar in the service web part.
Open Create Form on Initial Load – Opens the create dialog automatically.
Create Copy – Allows copying existing records on creation.
Download Printed Report – When a report is generated, it is downloaded instead of just opening
Remove on Successful Submission – Hides records that have been submitted.
Create Copy – Allows copying existing line records on creation
Line Item Page Size – Adjusts the size of the payment screen line items.
Multiple Selection Mode – Defines if the multiple selection of items is performed on grid or form.