Adding Page to a Specific Folder

Last Updated: 08/16/2016 Introduced in Verision: 2.0

A page most often is added to a specific folder in order to display the contents of the folder. When a page is added to a folder, it becomes a view available by clicking its link at the top of the screen, below the Portal address bar.  



This example adds a “Request Manager Dashboard” page to a “Request Manager Dashboard” folder. Once the page is added, it automatically becomes the default view for the folder. (In other words, it automatically shows the page when the folder is selected.) The folder view can be seen by clicking the Folder View link at the top of the screen. The page is created in a Designer Folder and then moved to the folder. This example assumes the report “All Unassigned Requests” already exists.
From a Designer Folder, click on the Create Page/Dashboard button. Name the page “Request Manager Dashboard” and click OK.  
This page will contain a report, a logo, and instructional text. Expand Reports > Existing Reports, and locate the respective report. Drag the Data View component for the report into the workspace.
Use the arrow buttons on the report viewer to expand the report so it takes up the bottom part of the page. Also, in the report viewer Properties panel, under Behavior, select the default folder that will serve as a source for the report.
Next, click on the Toolbox tab and expand the Basic category. Drag and drop an Image component in the upper left, above the report. From the Properties panel, under Component Settings, click the Browse button. Browse to and select the company logo and click OK. Use the arrow buttons to expand the size of the image accordingly.
Lastly, add Label components from the Basic category in the Toolbox to give the page a title of “Request Manager Dashboard” and instructions. Save and close the page.
From the Designer Folder, click on the page’s Actions menu and select Manage > Move To.
Select the folder that will show the page and click OK.
Now, the entity is added to the selected folder.


The page is available to view by clicking its link at the top of the screen, and it can also be set as the default for the folder.
When set as the folder’s default page, the page automatically shows when the folder is selected from the Folders tree.

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