Set up portal pages

Portal pages are sets of certain data added using widgets. They are set up in the same way as standard pages in the system.

You can create custom pages with app lists, buttons for creating app items and launching business process, activity streams, etc.

When enabling the portal, you can select its configuration:

• Empty. It consists of the empty main page. You can configure it from scratch, and also create additional pages.

• Use template. It consists of:

• A preconfigured main page with a header and Portal navigation widget, with right, left and bottom panels for placing information.
• Three empty pages which can be filled with widgets.

Apart from configuring pages intended for working with the portal, you can also customize the appearance of the sign-in, registration, and authentication pages. Read more about it in the Set up the sign-in portal page article.

Set up an empty portal

When you select the Empty option, a Main page is added to the portal. It cannot be deleted. You can fill it up with widgets or add custom pages. To do this:

1. Click the +Page button in the top right corner.

2. Come up with a name for the page.

The page’s URL is generated automatically and is used to get quick access to the page.

3. Click Create to complete the configuration. After that, the new page is created and you can now fill it up with widgets.
4. Click on the page name in the list to open the interface designer. Read more about setting up widgets in Add a widget to a page.

When you have finished setting up the page, save and publish it.

5. To apply your settings, save and publish the page

The default Main page can be customized in the interface designer in the same way as the custom pages you have created.

Use template

The portal template consists of:

• The main page, which contains:

• Page header widget that features the Exit button and your company’s logo.
• Portal navigation widget for switching between portal pages.
• Additional portal elements: header, left and right panes, and a footer. You can disable the display of these elements.

• Three empty pages that can be filled with user data. The main page widgets are also displayed on them.

To use the template, enable the portal and select the Use template option. In the window that opens, enter a name for each page.

Then click Save. The portal settings page opens.

Here pages are displayed in the same order as they will be shown to external users when they open the portal. You can drag and drop the pages in the list to change their order.

To add more pages, click the +Page button.

Edit the preset pages

To edit a default template page, go to the Interface designer. To do that, click on the page’s name in the list.

Alternatively, you can click on the gear icon next to the page name and select Widget Builder.

In the interface designer, you can:

• Disable the display of default elements: header, left and right panes, or footer. To do that, click Settings in the top toolbar of the designer and deselect the elements.

• Add more widgets with data to the page. Read more about setting up widgets in Add a widget to a page.

After the portal is published, the main page widgets are also displayed on all pages.

Once you finish the setup, click Save, and then Publish in the top toolbar.

Add more pages

If needed, you can add more pages to the portal:

• For a custom portal, set them up as described above.
• In a portal created from a template, the new pages contain the same widgets and elements as the three preset page.

Please note that when adding a new page you can also select the Use template option. The new page will then contain the same elements as the preset portal pages.

Customize a dynamic page

You can configure the dynamic display of content on the same page using the Navigator widget. For example, you can add a menu with links to a page. When the user switches between these links, they see different information on the same page without having to leave the page.

Preview and edit a page

You can see what the customized portal pages will look like for external users. To do this, click on the Preview button in the upper right corner of the portal page or on the eye icon opposite to the page name.

Click the gear icon next to the page name to open the menu with the following options:

• Widget Builder. Opens the Interface designer.
• Page settings. You can change the name of the page or copy its URL.
• Copy page.
• Delete page.

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