Defining Portals

This transaction is used to define / change portals. Navigate to this page using Admin Menu > Portal .

Description of Page

Enter a meaningful and unique Portal code and Description. Please be aware that for stand-alone portals, the Description is the portal page's title (i.e., the end-users will see this title whenever they open the portal).

Owner indicates if this portal is owned by the base package or by your implementation ( Customer Modification). The system sets the owner to Customer Modification when you add a portal. This information is display-only.

Type flag indicates whether the portal is a Standalone Portal, a Tab Page Portal or the Dashboard. Refer to There Are Three Types of Portals for more information.

The following fields are only enabled for Standalone Portals:

• Navigation Option defines the navigation option that is used to navigate to this portal from menus, scripts and your favorite links. The navigation option is automatically created when a Standalone Portal is added.
• You'll find an Add To Menu button adjacent. This field is only enabled if the navigation option is NOT referenced on a menu. When you click this button, a pop-up appears where you define a menu. If you subsequently press OK, a menu item is added to the selected menu. This menu item references the portal's navigation option. You can reposition the menu item on the menu by navigating to the Menu page.

Refer to Putting Portals on Menus for more information.

• Application Services defines the service used to secure this portal. The application service is automatically created when a Standalone Portal is added. Please note that only users with access to this application service will be able to view this portal and its zones. Refer to Granting Access to A Portal for more information.
• Show on Portal Preferences indicates if a user is allowed to have individual control of the zones on this portal. The portal will not appear in the accordion on the user's Portal Preferences page if this value is set to No.

The grid contains a list of zones that are available in the portal. Click + to add a new zone to the portal. Click - to remove a zone from the portal. The grid displays the following fields:

• Zone is the name of the zone as defined on the Portal Zone page.
• Description is a description of the zone as defined on the Portal Zone page.
• Display controls whether or not the zone is visible in the portal. For portals that are configured to Show on Portal Preferences, users may override this value for their view of the portal.
• Initially Collapsed controls whether or not the zone is initially collapsed in the portal. For portals that are configured to Show on Portal Preferences, users may override this value for their view of the portal.
• Default Sequence is the default sequence number for the zone within the portal. It does not need to be unique within the portal. Note that a sequence of zero will appear last, not first, in the portal. For portals that are configured to Show on Portal Preferences, users may override this value for their view of the portal.
• Override Sequence can be used by an implementation team to override the Default Sequence value that is set in the base package.
• Refresh Seconds defines in seconds how often the zone is automatically refreshed. The minimum valid value is 15. The maximum valid value is 3600 (1 hour). A value of 0 indicates no automatic refresh. Implementers can change this value as needed.
• Owner indicates if this portal / zone relationship is owned by the base package or by your implementation ( Customer Modification). This information is display-only.

Where Used

Follow this link to open the data dictionary where you can view the tables that reference CI_PORTAL.