Creating Web Parts for Employee Portal


After you have installed Navision Employee Portal, it is time to define the Web Parts that will present the Navision data in Microsoft SharePoint Web Parts. This is done by creating Web Part Requests in Navision. Web Parts Requests defines the data the Web Part will request from Navision and how it will be presented in the Web Part.


Defining a Web Part Request, involves several tasks. The tasks you need to go through to a fully functional Web Part Request is listed below with a link to the topics that will give you a detailed description of the task:




Creating Web Part Request Templates

When you design a template, you decide what properties (attributes or characteristics) you would like the Web Parts based on that template to have. You decide the layout of each Web Part and what types of information will be included. You can then create many Web Parts that are based on the same template but contain different information.

Creating Groups

A group is a set of related Web Part Requests that is available on your Employee Portal to the users you have assigned to this group.

You can choose to set up a few general groups, each containing all the permissions for one user type, or you can set up a group for each task or part of a task that users will perform. Then you can customize each user's rights and possibilities.

Creating Web Part Requests

A Web Part Request defines the content and behavior of the Web Part it is assigned to.

Once you have set up Web templates for your Web site, you are ready to create the actual Web pages for the portal page. This topic describes how.

Each of your Web Part Requests is based on a Web Part Request template. This also means that you can create a number of Web Part Requests based on the same Web Part Request template. These Web pages will make up your Web portal.

Defining Tabs

Define tabs for your Web Part Requests. You can define multiple tabs for the same Web Part Request to group related fields.

Adding Fields to Web Parts

Define which fields from the selected tables you want to be available on the Web Part and their properties.

Creating Actions

By using actions in your Web Parts, you give your users the possibility to interact from a Web Part to Navision.

You can for example define an action to create a new line in a header + line Web Part or you can define an action in a card Web Part to make the data editable.

This topic describes how to define an action that issues a command inside the Web Part.

Connecting Web Parts

Actions can also be used to connect Web Part.

When you have created two or more Web Parts, it can be use full to make a connection between the Web Parts by using actions. This way you can, for example, make a connection from a list Web Part to a card Web Part to show details of the elements in the list Web Part in the card Web Part.

Defining Filters for Web Part Request  

You can specify what records are included in the Web Part by setting filters.

Creating Lookups

You can create lookups from a field in a Web Part to a field in another table to copy data from that table.



Related Topics

Multilanguage in Employee Portal

Users and Groups

Web Part Requests