Form descriptions

Form descriptions

Portal form description

Portal page form description

Portal node form description

Page container form description

Page row form description

Page column form description

Widget instance form description

Widget option form description

Portal configuration guide

To configure a Self-Service Portal related to your instance, you need to create its structure first. Generally, the procedure of portal set up and configuration looks as follows:

1. Create Portal records. 
2. Create Pages, containing information about the portal pages.
3. Create Portal Nodes, entities allowing to bind portals and portal pages.
4. Create Page Containers, allowing building the structural view of a page through columns and rows.
5. Create Page Rows, dividing the container into rows.
6. Create Page Columns, dividing rows into proportionally customizable columns.

Portal structure graphically may be represented as shown below.

Advice

When following these steps and creating portal components, it is highly recommended to create them out of the Related Lists area of the higher-level objects instead of creating "from scratch". For example, after creating a portal page, you can create a related container for this page right away.

Creating portal components using the related objects structure provided will help to implement the portal structure above. 

Setting up a Portal

Creating portal

To create a single portal, please complete the steps below:

1. Navigate to Portal Structure → Portals.
2. Click New and fill in the fields.
3. Click Save or Save and Exit to apply changes.

Portal form fields

Creating pages

The portal page is a template for other pages, so it is very important to configure it carefully.

To create a page template, please complete the steps below:

1. Navigate to Portal Structure → Pages.
2. Click New and fill in the fields.
3. Click Save or Save and Exit to apply changes.

Creating portal nodes

Portals have a tree-like architecture made of:

• Portal nodes, also known as portal maps, are massive structural components defining layouts of portals, categories, and pages through the Portal Page field.
• Categories and items are the pages that bind together child objects basing on some features. Categories are any structures based upon parent/child relationships, e.g., Knowledge Base with categorized Articles in it. Portal Nodes help us to implement ready-to-use structures into the structure of a portal.

To create a portal node, please complete the steps below:

1. Navigate to Portal Structure → Portal Nodes.
2. Click New and fill in the fields.
3. Click Save or Save and Exit to apply changes.

Creating page containers

Page container is a main structural page unit. After creating, split a container with columns and rows.

To create a page container, please complete the steps below:

1. Open a page created earlier for which you need to create a container.
2. Scroll down to the Related Lists area and click on the Page Container tab.
3. Click New and fill in the fields.
4. Click Save or Save and Exit to apply changes.

To obtain the available containers list, please navigate to Portal Structure → Page Containers.

In this page, you can also create a page container from scratch; for this, please follow the steps above starting from step 3.

Page container form fields

Creating page rows

A page container can be divided into rows, which, in turn, can be divided into columns.

To create a page row, please complete the steps below:

1. Open a page container for which you need to create a row.
2. Scroll down to the Related Lists area and click on the Page Row tab.
3. Click New and fill in the fields.
4. Click Save or Save and Exit to apply changes.

To obtain the available rows list, please navigate to Portal Structure → Page Rows.

In this page, you can also create a page row from scratch; for this, please follow the steps above starting from step 3.

Page row form fields

Creating page columns

To create page columns, please complete the steps below:

1. Open a page row for which you need to create a column.
2. Scroll down to the Related Lists area and click on the Page Column tab.
3. Click New and fill in the fields.
4. Click Save or Save and Exit to apply changes.

To obtain the available columns list, please navigate to Portal Structure → Page Columns.

In this page, you can also create a page column from scratch; for this, please follow the steps above starting from step 3.

Portal column form field

Widgets

A widget is a small interactive application containing the server and client logics. It sends, receives and processes events through the client and server controllers. The SimpleOne widgets can be added to forms as well as to portal pages.

To know more about widgets, please refer to the Widgets section of this documentation.

Creating a portal widget

To configure a widget structure on your portal, you need to create a widget first, an application implementing some logic, server and/or client.

To create a widget, please follow the steps described in the Create a New Widget article.

Creating portal widget instance

To place a widget on a portal page, use Widget Instances. These elements help to define a specific location for the widget according to the portal column specified and to customize the widget options with the option schema.

To create a widget instance, please complete the steps below:

1. Open a page column for which you need to create a widget instance.
2. Scroll down to the Related Lists area and click on the Widget Instance tab.
3. Click New and fill in the fields.
4. Click Save or Save and Exit to apply changes.

To obtain the available widget instances list, please navigate to Portal Structure → Widget Instances.

In this page, you can also create a widget instance from scratch; for this, please follow the steps above starting from step 3.

Widget Instances form fields

Creating a portal widget option

A portal widget option allows to define, for example, logic differences for similar widgets, also it allows to narrow down the selection criteria and solve other related tasks.

To create a widget option, please complete the steps below:

1. Open a widget instance for which you need to create a widget instance.
2. Scroll down to the Related Lists area and click on the Portal Widget Option tab.
3. Click New and fill in the fields.
4. Click Save or Save and Exit to apply changes.

To obtain the available widget options list, please navigate to Portal Structure → Widget Options.

In this page, you can also create a widget option from scratch; for this, please follow the steps above starting from step 3.

Widget Options form fields

{
  "itemView": "SP%20View%20Only",
  "tsGroupId": "158983234712988195"
}

<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>