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Table of Contents

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  1. Preface
  2. Introduction to Portal Configuration Tool
  3. Getting Started with the Portal
  4. Creating a Portal
  5. Adding Pages to Portal
  6. Managing a Portal
  7. Localizing a Portal

Portal Configuration Tool Guide

Portal Configuration Tool Guide

Back Next

Creating a Record Page

Creating a Record Page

A record page contains a default section with a predefined form layout. You can add one or more sections and select the fields that you want to view in each section.
  1. On the portal home page, click
    Create Page
    .
    The
    General
     page appears.
  2. Configure the following details:
    Field Name
    Description
    Page Name
    Display name of the page. For example, General Information.
    States
    List of portal states with permission to access the page.
    Roles
    List of portal user roles with permission to access the page.
    Page Type
    Type of page to create. Select
    Record Page
    .
    Business Entity View
    Business entity view that you want to use for the page.
    Read only
    Indicates whether the page must be available for the portal user in the read-only mode.
    Maximum Number of Fields to Display in a Row
    Maximum number of fields that you want to display in each row of the page.
  3. Click
    Next
    .
    The
    Layout Designer
     page appears.
  4. Enter a name for the default section.
    If you want to hide the section name, select
    Hide header
    .
  5. From the list of available fields, select a field that you want to add to the section, and then click
    Add
    .
  6. To add more fields, repeat step 5.
    To add all the fields, click
    Add All
    . To change the order of selected fields, click
    Move Up
    ,
    Move Down
    ,
    Move to Top
    , or
    Move to Bottom
    .
  7. From the list of selected fields, select each field to configure the field properties.
    To know more information about how to configure field properties, see the Configuring Field Properties topic.
  8. To add more sections to the page layout, click
    Add a section
     and repeat step
     4 through 7.
    If you want to change the order in which sections appear, click
    Move section up
     or
    Move section down
    .
  9. Click
    Save
    .
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