Website Slideshow
How to use Website Slideshow in Websites & Portals: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain published pages, web forms and portal configuration. Keep public content separate from role-restricted ERP data. Test logged-out access and the correct linked stakeholder account before release.
This page is a record page in System Admin → Websites & Portals. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Slideshow Name.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Website Slideshow from System Admin → Websites & Portals, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Slideshow Nameslideshow_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Slideshow Itemsslideshow_items | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Website Slideshow Item |
Headerheader | HTML Editor Optional | This goes above the slideshow. |
Child tables
Slideshow Items — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Imageimage | Attach Optional | Upload the permitted evidence file. Confirm the record and privacy settings before sharing. |
Headingheading | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Descriptiondescription | Text Optional | Provide the required record description or content. Keep operational instructions clear and applicable. |
URLurl | Data Optional | URL to go to on clicking the slideshow image |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.