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Editing Portal Layouts

Rebecca Coyle
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Who is this article for?

 Super Users

 Administered By Ownership of the Portal.

A Portal is the first page seen by a User once they log in. They are fully customizable and can show information from multiple areas of Pentana in once place. This Guide covers how to edit the Layout of a Portal and what options and tools are available.

Portal Structure

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A Portal consists of Rows and Components, which are structured like a table. Each Portal can have an unlimited amount of rows and up to 6 components in each Row. Additionally, components can be made narrower or wider.

Components are what display in information from various Modules, in the form of Tables, Charts and other components

 

A Portal can be edited by first viewing it and then selecting 'Edit Layout' from the title menu. 

Adding Rows

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A row can be added to added by selecting the 'Add Row' button and selecting how many components you which to have. Components can be added and removed later.

 If your portal is empty, you will be shown the page shown in the above screenshot

Additional options for a Portal Row can be found under the 'Move' and 'Layout' options. The Move menu contains options that allow you to move the Row around on the Portal.

  • Rotate - Move each component one space to the right. The component on the end will be moved to the left side
  • Reverse - Reverses the Order of the components
  • Equalise Width - Makes all the components within the Row the same width. 

Components

There are four main types of components, these are

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  • Table - Display a list of items by Query, Ownership or other parameters such as worst performing or score
  • Chart - Select one of our Quick Charts or chose from a list of your created Charts.
  • Count - Displays a number of items returned by a Query
  • Other - Additional components such as Text an Image.

Selecting one of the component Types will then display a pop-up menu listing each available Component of that Type, separated by Module.

To add an additional component to an existing Row select 'Layout' and then '+ Add a Component' from the menu.

For more information on what Portal components are available please see our Online help here: http://browserhelp.pentanarpm.com/create_or_edit_a_portal.html

Editing Components

At the Top left of each component, there is a small Cog icon. Selecting this icon will show the options menu for that component.

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  • Options - Opens the options for the component.
  • Change Query - Only for a component that is Query driven, selecting this will allow you to change which query is driving the component
  • Edit Columns - Only for Table components. Edit the columns shown within the component
  • Move Left/Right - Move the component one to the left or Right
  • Make Wider/Narrower - Makes the component one size wider or narrower
  • Remove the component -  Removes the component and all its information. Once removed all other components within the row will become wider to maintain the Rows width.
  • Reset - Removes the component information, allowing you to choose a new type of component

 

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