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Creating a Portal Interface

220 bytes removed, 13:26, 13 July 2017
Creating a Portal Interface
New Shortcuts are added using the right panel of the window, and are listed on the left side of the window once created.
The following tabs are displayed at the top of the [[Portal]] Shortcuts window:
* '''New Shortcut''' – clears the shortcut displayed in the top of the window, and starts a new shortcut.
* '''Portal Design''' – displays the [[Portal design|advanced portal settings]] that control overall look and feel.
* '''Import''' – imports the shortcuts from a portal you have previously created.
* '''Export''' – exports the shortcuts so you can create another portal for a different role.
* '''View RolesRe-Order''' – returns to the '''Role List'''re-order shortcuts.
If you wish to edit an existing shortcut, click on the name and it will be displayed in the top right panel.
The following controls are displayed in the top panel.
* '''Shortcut''' – displays the list of [[SmartSimple]] Shortcuts.
* '''Name''' – the name you want to display to the right of the shortcut icon.
* '''Description''' – the description you want to display below the shortcut icon.
* [[URL]] '''Category''' – the link to category that the item. See also [[Report URL|Determining the URL of a report]]shortcut should be grouped under.
* '''Order''' – the display order of the icons in the [[Portal|portal]]. Icons are displayed left to right and top to bottom.
* '''Icon Type''' – the type of icons you wish to use. Click on the ''Show'' button to choose the icon from a selection page.
* '''Icon''' – the specific icon taken from the icon type.
* [[URL]] – the link to the item. See also [[Report URL|Determining the URL of a report]].* '''Visibility Condition''' - allows you to use conditional logic to determine whether or not this icon is visible
::''See [[Visibility Condition]] for examples''
* '''Save''' – save the shortcut.
* '''Clear''' – clear the current shortcut from the top panel.
* '''Preview''' – display the portal. In preview mode the [[Portal|portal]] shortcuts will not function.
Make sure you click the '''Clear''' button or '''New Shortcut''' tab when adding shortcuts; otherwise you may overwrite the same shortcut on the list.
35. Add the following '''Shortcuts''':
[[Image:Shortcut List.png|link=]]
46. Click the '''Preview''' button.
The Portal Preview is displayed.
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