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Form descriptions


Portal record


FieldMandatoryDescription
TitleNInternal portal title.
Path NameN

Specify a URL suffix to use in a portal URL. For example, if you type portal, the instance URL for this portal will be

<your_instance_url>/portal

This value should be unique and not used by other portals.

LogoNSpecify a portal logo appearing in the page header.
FaviconNSpecify a portal favicon appearing in the tab header.

Anchor
Portal SCSS Variables
Portal SCSS Variables
SCSS variables

NDefine the portal-specific SCSS classes developed to customize the portal.

Anchor
Portal SCSS Styles
Portal SCSS Styles
SCSS styles

NDefine the portal-specific SCSS styles developed to customize the portal.
ActiveNSelect this checkbox to make the portal active or inactive.
Login PageNSpecify a login page for the portal, selecting a preferred one from the dictionary (you can skip this step and get back to it later after you create the necessary pages).
Home PageNSpecify a home page for the portal, selecting a preferred one from the dictionary (you can skip this step and get back to it later after creating the necessary pages).
404 PageNSpecify a 404 error page for the portal, selecting a preferred one from the dictionary (you can skip this step and get back to it later after creating the necessary pages).
Footer ContainerNSpecify a portal footer selecting a preferred one from the container list (you can skip this step and get back to it later after creating the necessary containers).
Header ContainerNSpecify a portal header selecting a preferred one from the container list (you can skip this step and get back to it later after creating the necessary containers).
Header Navigation MenuNSpecify a reference to portal header menu (implemented with the corresponding tree).

Portal page 


FieldMandatoryDescription
TitleNSpecify a page title.
DescriptionNSpecify a page description.
Path NameY

Specify a URL suffix to be used in a portal URL. For example, if you type page, and the portal suffix typed earlier is portal, the URL for this page will be

<your_instance_url>/portal/page.

Options tab. This tab is responsible for the page template configuring.
Dynamic Link NameNThe page title to use in the breadcrumbs and the sidebar menu.
Dynamic Page TitleNSpecify a title to display on the page form.
Active
Select this checkbox to make the page active or inactive. When active, you can use this page for portal needs.
Public

Select this checkbox to make this page visible for unauthorized personsusers

Note

In fact, when this checkbox is selected, the page is for public access, so use it cautiously.


Use for Home Page
Select this checkbox to use this page as a home page (a page you want users to see when they sign in).
Use Portal Header
Select this checkbox to use this page as a portal header.
Use Portal Footer

Select this checkbox to use this page as a portal footer.

Styles tab. This tab is responsible for page customizing.
SCSS VariablesNDefine the page-specific SCSS variables customizing the page. The variables defined there override the ones defined on the portal level (in the SCSS variables field of the Portal table).
SCSS StylesDefine the page-specific SCSS styles customizing the page. The styles entered there to override the ones defined on the portal level (in the Portal table's SCSS styles field).
Background ImageNAttach an image to use as a background for your page. The maximum size of the image is 20 Mb.
Background ColorNSelect the page background color. These colors are preconfigured and stored in the Colors (sys_color) dictionary. To add a custom color different from the existing one, please contact your vendor.

Portal node


Field

Mandatory

Description

PortalNSpecify a portal (a record created earlier) to define a structure with this portal node.
Parent NodeNSpecify a parent node ID. This ID is used as a high-level element for menus and breadcrumbs.
PageNSpecify a page containing a template to define a structure with this portal node.
Item TableNSpecify the table containing the portal items. For example, it can be the Article (article) table.
Item Parent ColumnN

Specify the column in the Item table related to the parent category to assign . For example, if the Article table has been chosen as the item table, you can select the KB Category (knowledge_base_category) column as an item parent category column.

Category Item ConditionN

Specify a condition that must be met to display a category item. Use a Condition Builder to build complex AND/OR filters for this. You can also define a sorting there by any preferable field.

For example, you need to display only published Knowledge Base articles sorted by the publication date. In this case, please complete the state below (please keep in mind that in this example, Item Table should be equal to Article):

  1. In the Category Item Condition field, click the funnel icon to call the Condition Builder.
    1. In the Field field, select State
    2. In the Operator field, select is
    3. In the Value field, select Published.
  2. Click Sort.
  3. In the field appeared, select Order.
  4. Select the preferred sorting order (ascending or descending).
  5. Close the Condition Builder. The condition is saved.

Item PageNA template of the item specified in the Page ID field.
Active
Select this checkbox to make this portal node active or inactive. 
Public

Select this checkbox to make this page visible for unauthorized personsusers.


Note

In fact, when this checkbox is selected, the page is for public access, so use it cautiously.


Enable Dynamic Nodes
Select this checkbox to enable or disable the possibility of the dynamic nodes resizing.
Category TableNSpecify the table containing the portal item categories. For example, it can be the KB Category (knowledge_base_category) table.
Category Parent ColumnNSpecify a column in the Category table related to the parent category to assign a parent category. For example, if the KB Category table has been chosen as a category table, select the Parent KB Category (parent_knowledge_base_category).
Category ConditionNSpecify a condition that must be met to display a category. Use a Condition Builder to build complex AND/OR filters for this. You can also define a sorting there by any preferable field.

Page container 


Field

Mandatory

Description

NameNSpecify a container name.
PageNSpecify a reference page for this container.
CSS Class NamesNSpecify CSS classes for the container. Classes defined there override classes defined on upper levels (for the page or the portal).
Background ImageNAttach an image to use as a background for your container. The maximum size of the image is 20 Mb.
Background ColorNSelect the container background color. These colors are preconfigured and stored in the Colors (sys_color) dictionary. To add a custom color different from the existing one, please contact your vendor.
OrderNEnter a number that will define the container order in a template. Items are sorted in ascending order.
Fixed WidthNSelect this checkbox to turn the container indent on and off.
ActiveNSelect this checkbox to make a container active or inactive.


Page row form description


Field

Mandatory

Description

Page СontainerNSpecify a page container for this row.
CSS Class NamesNSpecify CSS class names customizing the elements view located on this row. Classes defined there override classes defined on upper levels.
ActiveNSelect this checkbox to make a row active or inactive.
OrderNEnter a number that will define the row order on a page. Rows are sorted in ascending order.

Page column


Field

Mandatory

Description

Page RowNSpecify a previously created row for this column.
CSS Class NamesNSpecify CSS class names customizing the elements view located on this row. Classes defined there override classes defined on upper levels.
Extra-Small DevicesN

Enter a number from 0 to 12 that will define the width of the column (for example, if there are two columns in a row with width values 4 and 8, respectively, then the width of one of them will be equal to 1/3 of a page, and another one’s width will be equal to 2/3 of that page).

This parameter is responsible for portal view in browsers in extra small devices (phones less than 768px).

Small DevicesNThis parameter is responsible for portal view in browsers in small devices (tablets 768px and up).
Medium DevicesNThis parameter is responsible for portal view in browsers in medium-size devices (desktops 992px and up).
Large DevicesN

This parameter is responsible for portal view in browsers in large devices (large desktops 1200px and up).

ActiveNSelect this checkbox to make this column active or inactive.
OrderNEnter a number that will define the column order in a row. Columns are sorted in ascending order.

Widget

To get full widget form description, please refer to the Create a New Widget article.

Widget instance 


Field

Mandatory

Description

WidgetNSpecify a widget configured earlier (choose it from the Widget (sys_widget) dictionary).
Page Column IDNSpecify an ID of the column on some page for applying these settings.
Option Schema ValuesN

This field allows changing some output data for specified widgets. Specify clarifying options in JSON format. For example below, the empty selection performed against the Employee table.

ActiveNSelect this checkbox to make this widget instance active or inactive.
PublicN

Select

this

this checkbox to make this

widget visible on the portal page

page visible for unauthorized users.

Note

In fact, when this checkbox is selected, the page is for public access, so use it cautiously.


OrderN

This field specifies the order of widgets location in a portal column.

Fill in this field with the integer number to display the widgets by increasing this field value. 

When displaying a single widget in a column, the order value does not matter.

Widget option 



Field

Mandatory

Description

PortalNSelect a previously created portal record from the list.
Widget InstanceNSelect the previously created widget instance from the list to bind options it. 
Option Schema ValuesN

Specify widget instance clarifying options in JSON format. These options allow transmitting values of the variables defined in the widget body for the different contexts (different widget instances).

Info

After you have defined these options as described above, they are available in the options global object.
For example, the options specified in the Widget Options:


Code Block
languagejs
themeEclipse
titleOption Schema Values
linenumberstrue
{
  "itemView": "SP%20View%20Only",
  "tsGroupId": "158983234712988195"
}

should be used in Template this way:

Code Block
languagexml
themeEclipse
titleTemplate
linenumberstrue
<search tsGroupId=options.tsGroupId searchQuery="{data.search}"
  onChange="s_widget_custom.search(arguments[0]);"
  searchUrl="/portal/search_result" showTitle="true" size="lg"
  placeholder={data.placeholderMessage} itemPage ="record" itemView=options.itemView>





Table of Contents
absoluteUrltrue
classfixedPosition
printablefalse