This transaction is used to define / change portals. Navigate to
this page using .
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).
CAUTION:
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.
Note:
Removing zones from a portal. You cannot remove a base
package zone from a base package portal. An implementation may override
the Display setting to prevent a zone from displaying on the portal.
In addition, you cannot remove a zone if a user has enabled it on
their Portal Preferences. To remove a zone from the portal list, first
make sure that no user has it enabled in their portal preferences.
Where Used
Follow this link to open the data dictionary where you can view
the tables that reference CI_PORTAL.
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