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Setup Portal Connector
System Requirements
Windows Server
Azure Server
Installation
Installing Sitefinity
Installing Portal Connector via NuGet
Installing a Portal Connector Addon
Configuration
Upgrade
Upgrading to TPC 6.2 (NuGet)
Upgrading to TPC 6.1 (NuGet)
Upgrading to TPC 6.1
Upgrading to TPC 6.0 (NuGet)
Upgrading to TPC 6.0
Upgrading to TPC 5.3 (NuGet)
Upgrading to TPC 5.3
Upgrading to TPC 5.2 (NuGet)
Upgrading to TPC 5.2
Upgrading to TPC 5.1
Upgrading to TPC 5.0
Upgrading to TPC 4.3
Upgrading to TPC 4.2
Upgrading to TPC 4.1
Upgrading to TPC 3.3 or TPC 4.0
Upgrading Minor Revisions
Setup
Connecting to Dynamics CRM
Installing the Dynamics CRM Solution
Disable the Cache Invalidation Plugin
Enable the Advanced Cache Invalidation Plugin (Optional)
Synchronizing Dynamics CRM Metadata
Add Web Security - Trusted Sources
Deploy
Deployment and Lifecycle Management
Architecture
Optional Settings
Building a Portal Site
Presentation, Theming and Styling
Configuring Portal Page Templates
Synchronizing Entities to Build Forms
Login Page
Registration Page
Forgot Password Page
Portal Form
Adding a Portal Form to a Page
Adding a Grid to a Page
Site Permissions
Sitefinity Users vs. Portal Users
Building an Ecommerce Portal Site in 6.2+
Installation of TPC Ecommerce
Configure Sylogist Payment Provider
Configure Flat Rate Shipping and Pickup
Configure Flat Tax Provider
Building an Ecommerce Portal Site
Create Products, Price Lists and Price List Items
Configure Your Portal Site Store Settings
Configure Portal Connector Ecommerce Settings
Create the Product List Page
Create the Shopping Cart Page
Create the Checkout Page
Create the Shopping Cart Summary Page
Portal Connector Widgets
Form Widgets
MVC Based
Forms Based
Page Widgets
MVC Based
Forms Based
Client Side API
MVC Based
Forms Based
Portal Connector Addons
Installation
Migrations
Configuration
API
FormFlow
Configuration
FormFlow Navigation
Power BI
Installation
Configuration
Setup Power BI Web App
Setup Power BI Workspace Reports
Knowledge Base
Auditing
Configuration
Auditing Reports
Power Platform
Power Automate
How to's
General
MVC Based Widgets
Forms Based Widgets
Developing for Portal Connector
Integrating with 6.2 TPC Ecommerce
Integrating with TPC Ecommerce
Dynamics CRM Connection API
TPC Form Submission Events
TPC SharePoint Events
Sample Page Widget
Extending Portal Connector OAuth Registrations
Portal Connector Quick Start Guide
Release Notes
Version 7.0
Version 6.2
Version 6.1
Version 6.0
Version 5.3
Version 5.2
Forums
General Discussions
Developing Portals
Bugs & Issues
Deployment
Feature Suggestions
The Portal Connector Release Notes -
Version 7.0
Version 6.2
Version 6.1
Version 6.0
Version 5.3
Version 5.2
Release Notes - Version 6.2
New Features
Feature Enhancements
Bug Fixes
Addressed an issue where Page Export failed to convert the entire DOM as pdf when a specific page size was configured.
Added the ability to store CRM credentials in appsettings of the web.config.
Added performance enhancements by making CRM submissions asynchronous rather than synchronous.
Addressed an issue where SubGrid encrypted records were not able to be edited.
Resolved an issue with SubGrid fetches that prevented custom N:N related entities from displaying on the frontend.
Resolved an issue with Sitefinity versions 14.2+ where content blocks were unable to be edited on forms.
Resolved an issue with TPC Migrations where the translated title of a secondary language override the default language title upon migration.
Resolved TPC Lookup API performance issues related to caching queries.
Resolved an issue where FormFlow Actions would not trigger on Lookups due to decryption failures.
Resolved an issue where Grids with cache enabled did not render data from linked entities.
Resolved styling issues for SF 14.3 on the Form Configuration entity selector and FormFlow action buttons.
Made optimizations for large concurrent usage portal site demands to TPC APIs related to Lookups, Grids, and Forms.
Made further caching improvements and limited API calls for the CRM Connection Manager.
Added Sitefinity 14.3 Support to The Portal Connector.
Resolved an issue where 'nickname already exist' error gets thrown when a user tries to register on the portal even though username is different from other user that shares common name.
Resolved an issue with FormFlow where the ContainsData rule threw an error on DateTime fields.
Resolved an issue with TPC SharePoint Grid where duplicate form validation errors appeared across multiple widgets.
Resolved an issue with FormFlow where Readonly values would not trigger any rules.
Addressed an issue with the TPC Page Export widget where page break feature was not functioning.
Addressed an issue with the TPC List View widget where record GUIDS became unencrypted when linked entities are used in the fetch and when CacheData is set to true.
Fixed issue with TPC Notes where UI Indicator was not visible in case of large amount of text.
Added html editor feature on TPC Notes widget.
Fixed issue with TPC Notes where users were not able to download attachments on multilined Notes.
Addressed performance issues with the tpc.identity object which was called multiple times on page load.
Addressed issue with TPC Grid and Listview where users were unable to view record details when CacheData setting was set to true.
Resolved an issue with the TPC Connection Manager to improve data loading performance from CRM.
Added Support for Sitefinity 14.2.
Addressed UI issues specific to Sitefinity 14.2.
Enhanced the TPC Lookup widget removing unnecessary calls to the service on empty forms.
Enhanced the TPC Forms removing extra calls to CRM when not needed.
Resolved an issue with TPC Plugins that resulted in the user profile not being created if it had double quotes in the name.
Resolved an issue with the TPC Subgrid that prevented bulk edit from working correctly.
Resolved an issue with TPC Picklist that resulted in Safari autofilling the value and creating an invalid submission for certain fields.
Resolved an issue with TPC FormFlow that preventing users from navigating to the previous step in certain scenarios.
Resolved an issue with TPC PartyList that prevented it from being migrated correctly using the TPC Migrations tool.
Resolved a styling issue with the TPC Migrations tool.
Resolved multiple styling issues with the TPC Editable Grid designer.
Resolved a styling issue with the TPC Fetch Builder in Sitefinity 14.1
Enhanced the TPC Saved Query backend pages by adding support for permissions.
Enhanced the TPC Lookup by increasing the performance for various scenarios involving cascading data filters.
Resolved an issue with the TPC Admin App that prevented the configuration page from appearing if the Portal Connector MVC module was not installed.
Resolved an issue with the TPC Picklist that resulted in Safari autofilling the value and creating an invalid form submission.
Enhanced the TPC Saved Query backend pages with support for Sitefinity 14.1.
Enhanced the TPC Error Logs page to include additional information and filtering options.
Resolved an issue with the TPC SubGrid/TPC SubListView that resulted in records not loading correctly when using a different EncryptGuids setting than the parent form.
Resolved various styling issues with the TPC Grid designer view in Sitefinity 14.0.
Resolved an issue with TPC Forms that resulted in child entities that share the same relationship to the parent from being consolidated correctly on submit.
Resolved an issue with TPC Grids/TPC SubListView/TPC Lookup that resulted in GUID's being encrypted within string values.
Resolved an issue with TPC FormFlow that resulted in incorrect steps being displayed with page caching enabled.
Resolved an issue with the TPC PartyList designer on Sitefinity 14.1 that prevented accessing the FetchXML configurations.
Resolved an issue that prevented the tpc.identity JavaScript API from being available on all pages.
Resolved multiple issues with the TPC Subgrid for Inline Editing.
Enhanced Localization of the TPC Grid & TPC SubGrid for Inline Editting.
Enhanced the Configuration based Event Integration feature for the TPC Grid, TPC SubGrid, TPC ListView, TPC SubListView, and TPC Lookup.
Resolved multiple issues with the TPC Grid and TPC Subgrid for Inline Editting.
Resolved an issue with the TPC Static Value which resulted in an extra semicolon being added to the value.
Resolved an issue with the TPC Image widget that resulted in an error on upgrade from TPC 5.3 or below.
Resolved an issue with the TPC Lookup that prevented cascading value filters from working correctly with the setting PrePopulateFirstValue set to true.
Resolved an issue with the TPC Lookup that prevented the 'change' event from firing in some cases using the Radio Button template with cascading value filters.
Added Support for Sitefinity 14.1
Added Support for SharePoint Client Secret
Resolved an issue that resulted in an uncaught type error on editable subgrids.
Resolved an issue that prevented tpc widgets from being saved when the widget name was reserved by Sitefinity.
Resolved an issue that prevented portal invites from working correctly when no roles were selected.
Resolved an issue with the TPC Image widget that resulted in an error on upgrade.
Resolved an issue the TPC Lookup that resulted in an inner popup not resizing or maximizing correctly.
Resolved an issue that preventing the signature and workflow widget from firing correctly on edit of existing record.
Resolved an issue that resulted in the tpc identity object becoming cached.
Resolved an issue that prevented uploads from cancelling in the TPC SharePoint Grid.
Resolved an issue with the TPC Lookup that resulted in an empty value being inconsistent with previous versions.
Resolved multiple issues with cascading data filters.
Resolved an issue that prevented relationship overrides in TPC Forms from functioning correctly.
Removed Support for Sitefinity 13.0 and Sitefinity 13.1
Resolved various performance issues related to TPC form submissions.
Enhanced TPC form submissions by allowing the behaviour to be specified when child forms contain no data.
Resolved an issue that prevented TPC forms from creating N:N relationships.
Resolved an issue with the TPC Lookup, TPC Boolean, and TPC Status widgets that prevented the isDirty() function from working correctly on create.
Resolved an issue that prevented the TPC Licensing page from initializing correctly in some circumstances.
Resolved an issue that resulted in valid TPC licenses becoming invalid.
Resolved an issue with TPC Sharepoint grid where files with special characters would not upload and/or download.
Resolved an issue with TPC Sharepoint grid where uploading multiple large files tended to stall by adding a boolean
Resolved an issue with TPC Subgrid and Sub Listviews where fetches with N:N relationships could not load data
Resolved an isue with TPC Grid and Subgrid where multiselect fields options did not translate
Addressed TPC Encryption errorpadding is invalidthat resulted in unsuccessful connections for some clients.
Added PassAllExistingQueryParams functionality to Subgrid and Sublistview such that you can pass a querystring from the Grid edit
Resolved an issue with FormFlow where upon clicking the back button, the original form with its entered values would not be loaded
Resolved an issue with the TPC Lookup where edit button becomes disabled after modifying a record
Resolved an issue with TPC Picklist where form autofill values corrupt the data being sent to the CRM
Resolved an issue with TPC Form Submission events where an exception thrown in ITpcPreMvcFormSubmitEvent gets triggered twice.
Resolved an issue where SharePoint folders with spaces were unable to be uploaded
Resolved an issue where TPC Grid FetchXML was unable to be filtered with multiselect option sets or picklists
Disabled ability to groupby or filter multiselect picklist on the frontend UI of the TPC Grid due to MS limitations. Can still be done when all 4 Server advanced options e.g., ServerFiltering, are set to false.
Resolved an issue with TPC Picklist where default values set were not submitting to the CRM.
Resolved an issue with TPC Forms not submitting whenever a TPC Workflow or Pay Button was on a form.
Resolved an issue with the new tpc.find("fieldname").is_dirty() method for Numeric textfields
where it would trigger to true even when no changes were made to the field.
Resolved an issue with Tpc Image widget where image preview did not appear.
Resolved an issue with Yes/No field causing UI issues on tabbing where both options would be highlighted.
Resolved an issue wiht TPC Plugin Manager where old Portal records that were deleted still appeared in the Configuration file.
Resolved an issue with PowerBi widget to prevent loading a report if filter does not exist.
Added support for TPC:Ready for PowerBi widget
Breaking Changes