Portal Integration

When you create a page, you can make it available on the portal. To do this, you need to create the portal node, that will bind your page with the portal record.

The following diagram illustrates a typical portal structure:

Make a page

To perform this, you need to complete the step-by-step instructions:

1. Create a Portal record.
2. Create a Portal node.
3. Create a Page.

Create portal records

Create a portal record, so you will be able to bind lower-level objects to it going through further steps.

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 the changes.

Create portal nodes

Within the portal node, there are two various essence types are used to configure portal structure:

• 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 pages that bind child objects based on the same features. Categories are any structures based on parent-child relationships, e.g., Knowledge Base with categorized Articles in it. Portal Nodes help implement ready-to-use structures into the portal structure.

To create a portal node, 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 the changes.

Configure portal structure

To configure a portal structure, you need to complete the following instructions:

1. Bind the portal record you have created and portal node (or nodes).

   1. If you have created nodes within the portal record, then it will be done automatically at the creation point.
      To bind the portal record and portal node, follow the steps below:

      Nodes and records

      1. Open the portal record you need to work with.
      2. Scroll down to the Related Lists area and open the Portal Node tab.
      3. Click Edit.
      4. Move desired portal node records from Available to Selected areas.

      5. Click Save.

      To define the portal node record ID, complete the steps below:

      1. Navigate to Portal Structure → Portal Nodes.
      2. Open the desired portal record.
      3. The node record ID is displayed in the URL.

      

2. Bind this node to a previously created portal page you want to display on the portal. Specify reference to this page in the Page field of the node record form.
   To bind the portal node and a portal page, complete the following steps:
   1. Open a portal node you need to work with.
   2. Specify a page in the Page field.
3. Fill in pages with content:
   1. Create a page container within the page.
   2. Create a page row within the page container.
   3. Create a page column within the page row.
   4. Configure a widgets within the page row.