Customizing Default Page Style and BehaviorLast Updated: 08/15/2016 Introduced in Verision: 2.0
The default portal page contains components and settings that are available on every portal page. Customize the page style and behavior of the default portal by selecting it in the folder System > Shared Designer Elements > System Defaults, then making changes in the Page Designer.
Changes saved to the default portal page are immediately applied to all portal pages.
To view a portal page, click the Folder View link or the Folder Panel button (both located next to the address bar), then select a folder in the Folders tree.
In our example, we will:
- Navigate to the default portal page.
- Edit the default portal page so that all portal pages have readily available tabs with key functions.
In our example, we will add tabs for adding documents, adding comments, and viewing reports to the default portal page.
To begin, in the Folders tree, select System > Shared Designer Elements > System Defaults. To locate the default portal page, in the Type filter, select the Page checkbox to filter the search for pages only.
In the search box to the right of the Type filter, type “Default”.
The Page Designer displays.
The changes to the default page made in the Page Designer will be applied to every portal page. Pages can be customized in many ways.
First, expand the Explorer panel and select Surface.
To change tab properties, click a tab. To rename a tab, in the Properties panel, in the Layout section, in the Tabs box, select a tab and click the Edit button.
In the Edit Object popup, in the Header field, we enter the tab name and click OK.
You can also rename Tab B to Add Comment, and Tab C to View Report.
You could also add or remove tabs, or change the order of the tabs.
Next, we add a component to a tab.
Select the Add Document tab and from the Toolbox panel, under the Integration category, we drag an Add Document component to the tab in the workspace.
Click the Add Comment tab and from the Toolbox panel, under the Integration category, drag an Add Comment component to the tab in the workspace.
Click the View Report tab, and, from the Toolbox panel, under the Reports category, drag a Report Viewer component to the tab in the workspace.
You could set properties for each of these components by selecting the component in the workspace and making selections in the Properties panel.
This completes the configuration to the default portal page, save the page and close the Page Designer.
Upon saving the page, the changes will be applied to every portal page.
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