Customizing Default Page Style and Behavior

Last 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.

Example

In our example, we will:

  1. Navigate to the default portal page.
  2. 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.

tabsAdded

 

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”.

checkPageAndTypeDefault

 
Select the Default Page thumbnail, and click the Edit link.
selectDefaultPageThumbnail
 

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.

selectSurface

 

In the Properties panel, in the Layout section, from the Container Type drop-down list, we select Tabs
Four tabs display at the top of the workspace by default: Old Root and Tabs A, B and C
selectTabLayout

 

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.

editTab

 

In the Edit Object popup, in the Header field, we enter the tab name and click OK.

AddDocumentTab

 

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. 

dragAddDoc

 

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.

dragAddComment

 

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.

tabsAdded

 

 

 

 

Need more help with:

Customizing Default Page Style and Behavior?

 

Contact us at support@decisions.com

Additional Resources