Define Display Properties for a Site

Use a Site's Display Properties page to define:

  • Appearance: Theme, site selector options, and scrolling rules. For more information about Themes, refer to Portal Themes.
  • Startup Site items: What to display when a Customer first accesses the site (anonymously and logged-in), default View, and login options.
  • Search capabilities: Which Search Control to use and whether or not anonymous Customers can search.
    Note: Some of these properties were initially set when you created the Site using the Site Wizard.

To define Display properties of a Site:

  1. Open a Site in the Site Editor.

    The Site Editor opens and displays a preview of the Site. The Site Properties window opens within the Site Editor and displays the Site's current properties.

  2. Click the Display page.

    Site Properties Window Display Page

  3. Define general appearance properties (Appearance area):
    1. Theme: Select a Theme (set of colors, styles, and fonts) to be used by the different elements on the Site.
    2. Background: Select a color for the Site's background (From Theme is recommended).
    3. Show Site Selector on application bar: Select this check box to display the Site Selector (drop-down) on the Portal Application Bar.
    4. Keep menu visible when scrolling: Select whether to lock the Site menu bar at the top of the window so that when a Customer scrolls down a long form, the Site menu bar is still visible. You can select:
      • Yes: Locks Site menu bar for all Customers.
      • No: Does not lock Site menu bar.
      • Mobile devices only: Locks Site menu bar for only Tablet-based Customers.
  4. Select a Startup Site Item (Startup area):
    Notes: This is the Site Item that displays when a Customer initially accesses a Site. If the Site requires a Customer to log in, there is no need to specify both a Show on startup and a Show on login because there will be only one Startup Site.
    1. Show on startup: Select the Site Item to display when a Customer initially accesses the Site. The Site Item can be an Action Catalog (special Widget), a Dashboard, a Document Repository, an HTML page, a Report, or a Search Group (used to display a list of records).
    2. Show on login: Select this check box to display a different Site Item if/when the Customer logs in. Then, select the Site Item to display.
    3. View: Select the View to use on the Site. The View controls the behavior and look-and-feel (Forms, etc.) of Business Objects within the Site. Options include:
      • Role-based: View will be the one associated with the default Role tied to the Customer’s Security Group. Different Customers see different Business Object Forms based on security.
      • Default: Default system View will be used on the Site. Because this is the same View used by Users, it is unlikely that this is desirable, but the option is included for completeness.
      • A Named View: Select this option to force the Site to always use a specified View.
  5. Define login options for the Site:
    1. Click the Login Options button.

      The Login Options window opens.

      Portal Login Options Window

    2. Define the following:
      1. Text to display on login dialog: Specify the message to display to the Customer on login.
      2. Show privacy link in login dialog: Select this check box to display a link to a Privacy statement, then provide text for the link and the URL to the Privacy document.
      3. Custom avatar image: Click the Image button to open the Image Manager, then select default images to display for a non-logged-in Customer and a Customer without an assigned avatar.
      4. Redirect User on Logout: Select this check box to automatically redirect Customers to a specified URL when they log out of the Portal. Then, type the URL where you want them to be redirected (ex: http://www.cherwell.com), or click the Browse button and select a website where Customers will be redirected after logging out of the Portal.
      5. Click OK.

  6. Define options for the Site's Search Control (Search area):
    Note: The Search Control is located below the Site menu bar.
    1. Use default: Select this radio button to use the OOTB CSM Search Control (search options are based on the list of Associated Business Objects from the General page).
    2. Use search widget: Select this radio button to use a custom Search Widget. Then, select an existing Search Widget or create a new Search Widget on-the fly.
    3. No search: Select this radio button to omit searching from this Site (no Search Control).

      Tip: You can still create Search Widgets and put them on Dashboards to allow for targeted searching.

    4. Require login before showing search results (excluding Dashboards): Select this check box to require that the Customer log in in order for them to search.

      Note: If a Search is run without requiring login, the Search will be run based on the security rights of the Anonymous Security Group unless the Customer logs in. For more information, refer to Security Groups in the Security documentation.

  7. Click OK.

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