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Creating Display Templates
Official Documentation
Creating Display Templates Dynamic Data Lists is deprecated as of Liferay DXP 7.3, and is planned for removal in 2024. It is replaced by Objects. Please migrate your Dynamic Data Lists to Objects...
Migrating to Liferay Objects
Official Documentation
Migrating to Liferay Objects Dynamic Data Lists is deprecated and scheduled for removal by the end of 2024. To prevent data loss and achieve the same functionality, please migrate your structures...
Using Templates to Display Forms and Lists
Official Documentation
Using Templates to Display Forms and Lists Dynamic Data Lists is deprecated as of Liferay DXP 7.3, and is planned for removal in 2024. It is replaced by Objects. Please migrate your Dynamic Data...
Using the Autofill Rule
Official Documentation
Using the Autofill Rule The autofill rule filters a form field's options based on pre-configured conditions. If you already have a data provider enabled, the autofill rule is the next step in...
Using the Enable-Disable Rule
Official Documentation
Using the Enable-Disable Rule An enable/disable Rule makes a field editable based on one or more conditions. This is useful for entering optional information or gathering data from only users who...
Using the Jump to Page Rule
Official Documentation
Using the Jump to Page Rule Use a Jump to Page rule to navigate automatically to a specific page in the form based on one or more conditions. This is useful if some pages do not apply to all the...
Form Rules
Official Documentation
Form Rules The Forms application is in maintenance mode as of Liferay DXP 2024.Q4/Portal GA129. Migrate your forms to objects and form container fragments to future-proof your solutions. Forms...
Form Reports
Official Documentation
Form Reports 7.3, 7.4 Once users begin submitting form entries, you can access a field-by-field report on the form's records: Navigate to the Forms application. In the Product Menu (Product...
Configuring Form Notifications
Official Documentation
Configuring Form Notifications You can configure the Forms app to send a notification email each time a form entry is submitted. If you have enabled workflow for the form, you may not need to...
Enabling CAPTCHA on Form Submissions
Official Documentation
Enabling CAPTCHA on Form Submissions CAPTCHA can be enabled to deter automated form submissions. To enable CAPTCHA: Click the form's Options (Options) and select Settings. Navigate to the Form...
Sharing Forms and Managing Submissions
Official Documentation
Sharing Forms and Managing Submissions The Forms application is in maintenance mode as of Liferay DXP 2024.Q4/Portal GA129. Migrate your forms to objects and form container fragments to...
Notifications
Official Documentation
Notifications Liferay provides integrated notification tools to alert users to platform events. For Liferay DXP, this includes email and website notifications for the following default...
Attachment Fields
Official Documentation
Attachment Fields Attachment fields are for uploading files to your instance's Document Library. When uploaded, the file is linked to the entry's attachment field. Each field can only be linked to...
Formula Fields
Official Documentation
Formula Fields Liferay DXP 2023.Q4+/Portal GA102+ Formula fields provide read-only values calculated using numeric fields in the object definition. Unlike other fields, formula values are...
Auto-Increment Fields
Official Documentation
Auto-Increment Fields DXP 2024.Q1+/Portal GA112+ Auto-Increment fields are configurable read-only fields for uniquely identifying object entries in a human-readable format. For example, an IT...
Encrypted Fields
Official Documentation
Encrypted Fields Self-Hosted and PaaS Only Liferay 7.4 U72+/GA72+ Liferay provides the encrypted field type for storing sensitive user data. To use encrypted fields, first add an encryption...
Picklist Fields
Official Documentation
Picklist Fields Liferay 7.4 U72+/GA72+ Picklists define lists of text values usable as single select or multi-select fields in object definitions. By default, single select fields appear as...
Managing Data from External Systems
Official Documentation
Managing Data from External Systems [Release Feature](../../../security-and-administration/administration/configuring-liferay/feature-flags.md#release-feature-flags) Liferay Objects provides...
Using Objects with Salesforce
Official Documentation
Using Objects with Salesforce [Release Feature](../../../../security-and-administration/administration/configuring-liferay/feature-flags.md#release-feature-flags) With Liferay, you can create...
Integrating Objects with Third Party Services
Official Documentation
Integrating Objects with Third Party Services You can use Liferay Objects with popular data integration tools to create automated tasks for syncing Object data with external services. These tasks...
Enabling Workflow for Objects
Official Documentation
Enabling Workflow for Objects Liferay 7.4+ Every published object is integrated automatically with the Workflow framework, so you can direct object entry creation through a defined review and...
Displaying Object Entries with Collections
Official Documentation
Displaying Object Entries with Collections Liferay 7.4 U77+/GA77+ When you publish an object definition, Liferay creates a collection provider for it. For site-scoped objects, you can also create...
Using Objects with SugarCRM
Official Documentation
Using Objects with SugarCRM [Release Feature](../../../../security-and-administration/administration/configuring-liferay/feature-flags.md#release-feature-flags) You can create objects that map to...
Managing Object Entries with Data Sets
Official Documentation
Managing Object Entries with Data Sets Data sets offer a flexible way to display object entries. When your advanced use case outgrows collections, data sets fill the gap. For example, Collections...
Using Make to Sync Object Data with Google Sheets
Official Documentation
Using Make to Sync Object Data with Google Sheets Liferay 7.4+ Here you'll learn how to use webhooks to trigger sync tasks between Liferay Objects and Google Sheets using Make (formerly...
Using Integrately to Sync Object Data with Google Sheets
Official Documentation
Using Integrately to Sync Object Data with Google Sheets Liferay 7.4+ Here you'll learn how to use webhooks to trigger sync tasks between Liferay Objects and Google Sheets using Integrately....
Using IFTTT to Sync Object Data with Google Sheets
Official Documentation
Using IFTTT to Sync Object Data with Google Sheets Liferay 7.4+ Here you'll learn how to use webhooks to trigger sync tasks between Liferay Objects and Google Sheets using IFTTT. Syncing your data...
Using Elastic.io to Sync Object Data with Google Sheets
Official Documentation
Using Elastic.io to Sync Object Data with Google Sheets Liferay 7.4+ You can use Liferay Objects with data integration tools to create automated tasks for syncing Object data with external...
Using Automate.io to Sync Object Data with Google Sheets
Official Documentation
Using Automate.io to Sync Object Data with Google Sheets Liferay 7.4+ Here you'll learn how to use webhooks to trigger sync tasks between Liferay Objects and Google Sheets using Automate.io....
Using Google Sheets with Objects
Official Documentation
Using Google Sheets with Objects Liferay 7.4+ These articles explain how to use webhooks to trigger sync tasks between Liferay Objects and Google Sheets using a variety of third party tools.
Organization Roles
Official Documentation
Organization Roles Liferay Organizations provide a convenient way to implement distributed User management. With them, you can use Organization-scoped Roles to assign standard permissions to all...
Organization Sites
Official Documentation
Organization Sites Liferay Organizations enable distributed User management, providing a convenient way to organize and manage instance users and roles to reflect your organizational hierarchy....
Assigning Users to Roles
Official Documentation
Assigning Users to Roles The location of a role's assignment UI corresponds with the Role's scope. Regular Roles Globally scoped regular roles are available for configuration in the DXP Control...
Creating and Managing Roles
Official Documentation
Creating and Managing Roles Once you understand roles and permissions, you can create the roles and empower your users to work within your Liferay DXP solution. Create and manage roles in Control...
Defining Role Permissions
Official Documentation
Defining Role Permissions Roles collect permissions, so when users are given a role, they inherit all its permissions. If you create a role with permission to access something in the Control...
Creating and Managing Organizations
Official Documentation
Creating and Managing Organizations If you're not sure what Organizations are or whether you need them, start here. Adding Organizations Click Users and Organizations from Control Panel → Users....
Roles and Permissions
Official Documentation
Roles and Permissions To get things done in Liferay DXP, users must have the proper permissions. Roles join users with permissions. Most administrative work for roles and permissions is done in...
Assigning Roles to User Segments
Official Documentation
Assigning Roles to User Segments Liferay DXP 7.2 SP2+, Liferay CE 7.3.1 GA2+ User segments are dynamically assigned user collections. If a segment can be well-defined with the available criteria,...
Configuring a Password Policy
Official Documentation
Configuring a Password Policy Password policies enhance the security of your installation. You can use the default policy that ships with Liferay (modified or as is), or you can create your own...
Default Roles Reference
Official Documentation
Default Roles Reference All roles available in a Liferay DXP installation can be viewed in the Roles administrative application, organized by scope. Navigate there using Control Panel → Users →...
Standard Permissions
Official Documentation
Standard Permissions Liferay defines several standard permissions across various applications and resources, such as view, edit, update, and more. Managing permissions Permissions are best managed...
Understanding Roles and Permissions
Official Documentation
Understanding Roles and Permissions To give users the necessary permissions to perform their intended function within Liferay DXP, you must first associate the set of permissions with a role. ...
Service Accounts
Official Documentation
Service Accounts A service account is a common abstraction in systems used to make authenticated API requests on behalf of the system. Every virtual instance in Liferay comes with one service...
Creating and Managing User Groups
Official Documentation
Creating and Managing User Groups A user group is a list of users created for a specific purpose. User groups can be created across the hierarchical boundaries of organizations. For example, an...
User Groups
Official Documentation
User Groups Creating and Managing User Groups Managing Site Membership and Permissions with User Groups User Group Sites
Managing Site Membership and Permissions with User Groups
Official Documentation
Managing Site Membership and Permissions with User Groups You can use user groups to manage site membership, roles, and permissions. Managing Site Membership with User Groups One of the primary...
User Group Sites
Official Documentation
User Group Sites With user group sites, you can create pages that are added automatically to each member’s personal site. These pages are organized into two page sets, My Profile (public) and My...
Users
Official Documentation
Users Every person who accesses a Liferay site is considered a user. Unauthenticated users are considered Guest users. Liferay ships out-of-the-box with a default admin user who has complete...
Adding and Managing Users
Official Documentation
Adding and Managing Users Core user management activities include adding, editing, and deleting users. These activities are typically restricted to Administrative users. Adding Users Open the...
Updating User Profile Pictures
Official Documentation
Updating User Profile Pictures Users have profile pictures. Administrative Users can upload images in the Edit User form, and Users can update their own account information, including profile...
Updating User Profile Pictures for Liferay 7.3 and Earlier Versions
Official Documentation
Updating User Profile Pictures for Liferay 7.3 and Earlier Versions Users have profile pictures. Administrative Users can upload images in the Edit User form, and Users can update their own account...
Installing Liferay On A Local Server
Official Documentation
Installing Liferay On A Local Server Liferay runs on an application server. There are three ways to host Liferay on a local machine: Using a Docker container Using a Liferay Tomcat bundle On a...
Self-Hosted Installation and Upgrades
Official Documentation
Self-Hosted Installation and Upgrades Liferay's flexibility makes it possible to host it in any way you choose: on any Kubernetes-based cloud platform via Helm charts and Terraform scripts, on...
Configuring a Database
Official Documentation
Configuring a Database By default for demonstration purposes, Liferay DXP/Portal is configured to use an embedded HSQL database. Beyond demonstration purposes, we recommend using a full-featured,...
Installing a Liferay-Tomcat Bundle
Official Documentation
Installing a Liferay-Tomcat Bundle The Tomcat Bundle includes the Apache Tomcat application server with Liferay DXP/Portal pre-deployed. It's the easiest, fastest way to install Liferay on...
Installing Liferay on an Application Server
Official Documentation
Installing Liferay on an Application Server You can install Liferay DXP or Liferay Portal on any supported application server. This is typically the most practical installation type to use in...
Managing Workflows
Official Documentation
Managing Workflows With the workflow framework, Users manage asset publication in custom-built workflow processes. Users with permission to access workflow process definitions in the Control Panel...
Permissions Framework Integration
Official Documentation
Permissions Framework Integration Liferay 7.4+ Published objects are integrated automatically with Liferay's permissions framework. You can manage user access to an object and its entries with...
Creating Workflow Tasks
Official Documentation
Creating Workflow Tasks Subscription The default Single Approver Definition offers a simple introduction to workflow tasks. It has only two task nodes: Review and Update. The workflow enters the...
Using Forms with Objects
Official Documentation
Using Forms with Objects Liferay 7.4+ Liferay objects are integrated with the forms application, providing a streamlined interface for high-volume data collection. This integration is optimized...