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Customise Record Types

Administrators Guide » Quick Start » Customise Record Types

To get started we will show you how to make a few small customisations to an existing Record Type, by making the following changes to the default CRM template for SharePortals: 1. Change Opportunities Record Type name to Deals 2. Change the Opportunity Title Field to…

SharePortals Workflows

Administrators Guide » Application Settings » SharePortals Workflows

Although you can create a number of workflows through Power Automate, there are a number of reasons to use the SharePortals Workflow engine: 1. Power Automate connectors interact with SharePoint content directly and is not aware of the SharePortals interface. This…

Create Status Workflows

Administrators Guide » Quick Start » Create Status Workflows

1. A Contact Record is created by copying some Field data from the Lead to the new Contact Record 2. An Account Record is created by coping some Field data from the Lead to the new Account Record 3. An Opportunity Record is created by coping the Lead name and…

Power Automate Workflows

Administrators Guide » Application Settings » Power Automate Workflows

*To use Premium and custom connectors you must have a Power Automate per user plan, per user with attended RPA plan, or per flow plan. Speak with your Microsoft Office 365 reseller for assistance. Workflows are configured against a record type, you will see the…

Quick Start

Administrators Guide » Quick Start

Please follow this link to access the app built-in ‘Getting Started’ overview: Launch Installation Customisation Overview Customise Record Types Create New Record Type Customise Workflows Import Records Add Users Install the SharePortals Add-in…

Application Settings

Administrators Guide » Application Settings

SharePortals can be customised and extended using the built-in settings interfaces. The following pages describe the functionality available in each settings interface, accessed via the App Settings menu: License Assignment User Permissions Navigation Linking…

Customisation Overview

Administrators Guide » Quick Start » Customisation Overview

A typical SharePortals customisation effort starts with an existing template that was chosen during the installation phase. From there you can: Change existing Record Types (details here) Add new Record Types (details here) Configure relationships between record…

The Home Screen Overview

User Guide » Getting Started » The Home Screen Overview

SharePortals consists of entity list and record pages which display your SharePoint data in a user friendly interface. On entering SharePortals you are met with the home screen, this page displays the latest activities concerning you from across the app, including…

Repair SharePortals

Administrators Guide » Application Settings » Repair SharePortals

Repair SharePortals is available under More Settings and is intended only for cases where the configuration of SharePortals has been corrupted and needs reset. Repairing a SharePortals instance will perform the following changes to your SharePortals instance: 1. Any…

Create New Record Type

Administrators Guide » Quick Start » Create New Record Type

To create a new record type go to Applications Settings and then select Record Management. On the left hand side of the screen select Create New Record Type. Record Type versus Record Container Here we have a choice of creating a new record type in its own container…

SharePoint Data Structure

Administrators Guide » Overview » SharePoint Data Structure

Within a SharePortals instance, all information of a similar types is known as a Record Type. You can think of an entity as a security container for all records of a similar nature, e.g Contacts, Accounts etc. Within an entity there are Records which are a…