Creating portal pages
To add a page to a portal:
- On the portal's view page, click New Page.
The New Portal Page page opens.
- Check Only logged in portal users can access this page if you only want authenticated (logged-in) portal visitors to access this page.
- Select a page type:
- Generic Page - A page in which you can embed list views (list of records of a specific object type) and arbitrary web content, such as HTML or JavaScript. A new page is initially empty.
- Search Results Page - A page used to display the results of a search within a portal. A new page contains a list of objects.
- Object View Page - A page to view a single record of a specific object type. A new page is initially empty.
- Object Create Page - A page to create a single record of a specific object type. A new page contains a submission form.
- Object Edit Page - A page to edit a single record of a specific object type. A new page contains a submission form.
- Object Selector Page - A page in a popup window that is used to select related records when using a lookup field in an Object Create or Object Edit page. A new page contains a list of objects.
- Login Form - A page specifically designed to allow
portal users (Platform users and records with the Portal
User attribute) to log in to a portal. A new page
contains a login form with a user name and password.
- See Portal security for more information about portal users.
- Take Survey - A page where portal visitors can answer survey
questions. You can only create a Take Survey page
if the application for which you are creating the portal contains at
least one object with the Survey attribute. A new
page contains a list of survey answers. You must configure a
Take Survey page to specify the survey record
to use. See Portal page actions for instructions. Portal
visitors must log in to the portal to take a survey.
- See Using surveys on portals for more information.
- From the Object Type drop-down list, select the type of object to
which this page should be associated:
For a Login Form, the list includes existing Platform users and objects with the Portal User attribute; you are creating a login page for a specific type of portal user.For a Take Survey page, the list includes objects that have the Survey Taker attribute.For any page type other than Generic Page, Login Form, or Take Survey, the list includes all available objects.
- Click Save.
After creating a portal page, you can modify it so its behavior meets your requirements.
Modifying a portal page includes: