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Portals

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Portal Building – Essentials
===Creating a Page===
To create a page for your portal, navigate to '''Global Settings''' > '''Users''' tab > '''Portals''' and edit the desired portal. Under the '''Portal Page''' title bar, click the plus button to add a portal page. Give your page a '''Name''' and '''Caption'''. If you don't want to display this new page in the top header, toggle off the setting '''Display As Header Link'''. You can still reference this page in a shortcut link, but it will no longer appear in the header.
[[File:2021-07-ticket-125978-2.png|thumb|none|500px|Portal pages can be displayed or hidden in the header with the <strong>Display As Header Link</strong> toggle]]
===Creating a Section===
Set the '''Content Type''' to '''Sections''' to reveal theme options. Themes can be used to specify a certain look and feel for the portal page. Certain classic themes (such as "Traditional" or "Whitepaper") do not come with pre-made section templates. However, newer themes (such as "Website", "Overlook", "Portfolio", and "Management") come with additional pre-made section templates that make it easy to customize a page to be a dashboard, profile, or event page.
[[File:Portal-themes.png|thumb|none|800px|List of available page themes]]
You can create a section by clicking the add section button. Inside the section there are differing options based on the type you select. Not all options are available for all types. Typically, you will see the following:
==== ====
===Choosing a Section Theme===
Beyond choosing the layout, you can choose how you want your sections to look.
There are three theme options: Default, White paper, and website. You can mix and match these themes at the page level. So, you could have a home page that uses the website theme and then another page for applications in progress that uses the white paper theme. It's easy to flip between themes and see which will work best for you.
To change the theme for a section:
 
# Go to the '''Main Menu''' or '''User Menu''' link with the content type set to '''Sections'''.
# Choose the desired theme from the drop-down.
# Click '''Save'''.
# Go to the root of the portal using the hierarchical navigation.
# Click the '''Preview''' button.
 
You can try out different themes for each page this way. Note: the functionality and configuration options differ for each theme. For example, in the default theme you can render a section in split screen whereas that is not available in the white paper or website themes.
 
====Default theme====
The default theme has boxes around each section. This theme enables you to fit more content inside a smaller area. Typically, this theme is used for people who are managing many tasks and who need to see a lot of information.
 
[[File:Portal-default-theme-home.png|thumb|none|500px|Sample home page in default theme]]
 
Note: in the shortcut section I have toggled off margin and shadow for the shortcut section. This setting is found on the display tab of that section.
 
====White Paper Theme====
The White paper theme has no boxes. Everything is clean and white with extra padding, content is bigger for better visibility and text is aligned center. Typically, this theme is used for people who are doing a few simple tasks or by those who like a more modern look.
 
[[File:Portal-default-white-paper-home.png|thumb|none|500px|Sample home page in white paper theme]]
 
====Website Theme====
The website theme was designed with imagery in mind. This theme looks more like a website with graphical banners and image shortcuts. Typically, this theme is used for people like applicants or volunteers, and when you want to convey a brand feeling or tone.
 
learn [[how to create a website themed portal page]]
 
[[File:Portal-website-home.png|thumb|none|500px|Sample home page in website theme]]
 
Note: to create the top banner, I used a section container and uploaded a background image and set the background opacity to Low and changed the font color to white. These controls are found on the display tab of this section. Inside the sub section I created a text template and set its width to 65% so the text does not cover the image at most resolutions.
 
 
===Section Settings===
====General tab====
{| class="wikitable"
After you have created a section you can move it to another location within your portal by using the move button in the submit bar.
===Choosing a Section Theme ===Beyond choosing the layout, you can choose how you want your sections to look.There are three theme options: Default, White paper, and website. You can mix and match these themes at the page level. So, you could have a home page that uses the website theme and then another page for applications in progress that uses the white paper theme. It's easy to flip between themes and see which will work best for you.To change the theme for a section: # Go to the '''Main Menu''' or '''User Menu''' link with the content type set to '''Sections'''.# Choose the desired theme from the drop-down.# Click '''Save'''.# Go to the root of the portal using the hierarchical navigation.# Click the '''Preview''' button. You can try out different themes for each page this way. Note: the functionality and configuration options differ for each theme. For example, in the default theme you can render a section in split screen whereas that is not available in the white paper or website themes. ====Default theme====The default theme has boxes around each section. This theme enables you to fit more content inside a smaller area. Typically, this theme is used for people who are managing many tasks and who need to see a lot of information. [[File:Portal-default-theme-home.png|thumb|none|500px|Sample home page in default theme]] Note: in the shortcut section I have toggled off margin and shadow for the shortcut section. This setting is found on the display tab of that section. ====White Paper Theme====The White paper theme has no boxes. Everything is clean and white with extra padding, content is bigger for better visibility and text is aligned center. Typically, this theme is used for people who are doing a few simple tasks or by those who like a more modern look. [[File:Portal-default-white-paper-home.png|thumb|none|500px|Sample home page in white paper theme]] ====Website Theme====The website theme was designed with imagery in mind. This theme looks more like a website with graphical banners and image shortcuts. Typically, this theme is used for people like applicants or volunteers, and when you want to convey a brand feeling or tone. learn [[how to create a website themed portal page]] [[File:Portal-website-home.png|thumb|none|500px|Sample home page in website theme]] Note: to create the top banner, I used a section container and uploaded a background image and set the background opacity to Low and changed the font color to white. These controls are found on the display tab of this section. Inside the sub section I created a text template and set its width to 65% so the text does not cover the image at most resolutions. 
===Portal Page Section Types===
Once you have created a main menu link and set it to sections, you have a number of section options. Below is an overview of each section option.
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