D365 Portals : Using FetchXML with Liqiuid

Rate this post

Hello Everyone,

This is my first ever post with D365 Portals. I will bring up more interesting ones as we go along. Today I am going to talk about how you can customize your portal’s web template to use CRM fetch query with liquid.

Prerequisites:

FetchXML using Advanced Find in CRM
Customizing D365 Portals

Scenario:

D365 CRM provides an ability to categorize your articles using ISH (Interactive Service Hub). Those categories are used as tags and then displayed on D365 Portals as a list to browse the articles from. I will showcase how to modify the existing template and using FetchXML instead.

Build your FetchXML using Advanced Find

Go to Advanced Find
Select the entity as “Categories”
See FetchXML Sample

</entity>

</fetch>

Review existing web template:

Go to D365 Online Instance – CRM
Go to Portals > Web Templates > Knowledge Base Home
Open the record
You will see the below code:

{% extends ‘layout_1_column’ %}
{% block main %}
{% include ‘Page Copy’ %}
{% assign category_url = sitemarkers[‘Category’].url %}
{% assign count = count | default: 0 %}
{% assign categories = knowledge.categories | top_level: count %}
{% if categories %}

{% for category in categories %}

{{ category.title }}

{% endfor %}

{% endif %}

Modify the Web Template:

Add the liqiuid objects in following format:

<!– New Category Display –>

{% extends ‘layout_1_column’ %}
<!– OLD Category Display –>
{% block main %}
{% include ‘Page Copy’ %}
{% assign category_url = sitemarkers[‘Category’].url %}
{% assign count = count | default: 0 %}
{% assign categories = knowledge.categories | top_level: count %}
{% if categories %}

{% for category in categories %}

{{ category.title }}
–>
{% endfor %}

{% endif %}
<!– OLD Category Display –>

<!– New Category Display –>

{% fetchxml categories_query %}

{% endfetchxml %}
{% assign categories = categories_query.results.entities %}
{% if categories %}

Articles by Categories

{% for category in categories %}
{{ category.title | escape }}
{% endfor %}

{% endif %}
<!– End New Category Display –>
</div>
{% endblock %}

You will see the categories are now sorted in order.

Hope you had fun customizing your Portals 🙂

-Apurv