Portal Design

As a Portal designer, you can design and Preview your Portal to see how the Portal will appear to the customers.

  1. On the Portals page, go to the Actions column at far right.

  2. Click the icon in actions for the Portal you want to design.

  3. The default Portal opens and from here you can add Widgets, Content, and Settings.

Widgets

Widgets

You can see all the available widgets for the Portals under Widgets section, which includes List Widget, Card Widget, Table Widget, Iframe Widget, HTML Widget, Date Time Widget, Weather Widget, RSS Feed Widget, Social Feed Widget and Chart Widget.

Content

Content

You can manage the content to be added on the Portals in the Content section. The available types of content can be Pages, Styles, Data Connections, Images, Links, Documents, Videos, Actions and Variables. You can configure all available types of content.

Settings

Settings

On Portal, you can add Chat feature and can enable Translation. Also, you can manage the Portal settings like Left Navigation, Header and Footer. All these can be done in Settings section.

Note:

Search option is available when List/Card/Table type of Widget is selected on Portal with Template as Content.

When you have designed the Portal, you can Preview it by clicking on Preview button, to see how it will appear to customers. Once the changes have been made, you need to deploy the Portal by clicking on the Deploy button.

While using any external content on Portal website, you have to add its URL in custom response header of website through IIS Manager to avoid conflict with Content Security Policy.

The content includes, RSS Feed URL, Images, and Videos used in any of the following:

  • Iframe

  • HTML

  • Footer widget

  • Data connection

However, YouTube, Zendesk Chat, and Weather Widget URLs are added in header by default.

For example, if you are using an Image URL in HTML Widget, then add the Image link in header as follows:

default-src 'self' https://cdn.pixabay.com/photo/2014/02/27/16/10/tree-276014__340.jpg%27 'unsafe-inline' 'unsafe-eval' blob: data:

Note:

Notes:

  • While designing a Portal, all links on Design and Preview Time are click-able.

  • Images/documents added to the Gallery can be used in Portals in HTML control.

  • Video playback from Gallery is not supported on External Portal.

  • For images, maximum size of 2 to 5 MB is recommended (5 MB files may take longer than expected time to load on portal dashboard).

Form Solution on Portal

Form Solution used in Portal (either Template or Task) should ensure below points if they have used js/css/images files:

  • Internal Portal: Absolute URL path (Evolve site URL) of files (js/css/images) will only work.

  • External Portal: Relative URL path of files (js/css/images) will work. If used absolute URL path then two links should be added in Form Solution, that is, one with Evolve site URL path and other with External Portal site URL path.

Note:

URL Path used for External Portal Solution is case sensitive.