Summit 2023 Feature Portal components extend the templating capabilities of Deliver components to portals, including express portals. How they work: Create programmable content blocks called components . In each component, add HTM...

Portals offer several widgets, depending upon the security type. A portal widget is an element that can be added to a portal view to display specified content. Some widgets include built-in logic, and all widgets can be conditionally shown with filt...

Forms can be used in portals to update Slate data. A form can be created with the forms tool and then be integrated with a portal in a few different ways.  Slate forms are built with the form builder's drag-and-drop interface, which means that it w...

The Portal Events Widget allows users to customize how events display on public-facing pages.  The Portal Events Widget maintains parity with existing event landing pages and adds additional customization regarding formatting, grouping, and combini...

When creating a new query within a portal, a "Portal Identity" filter is automatically added. This filter is intended to limit the query results based on the record currently logged into the portal. Sometimes, depending on the query base used and t...

Data tables in portals allow users to display one-to-many relationships. For example, an applicant might have multiple test scores that should be displayed on the status portal or an alumni volunteer might have multiple interviewees assigned to them...

Prior to using this functionality, it is necessary to understand the fundamentals to creating a portal, such as a Custom Applicant Status Portal .  The Application Status Portal and other portals can be customized in a variety of ways. Liquid loop...

Adding tabs to a portal can help improve user experience by dividing information displayed in a portal into different sections and reducing scrolling. A portal with tabs typically consists of a default view containing the tab menu items and JavaS...

Pop-ups in portals can provide users with additional information without crowding or cluttering up the main portal page. Typically, pop-ups are leveraged by clicking on an individual result within a list or table of records. A table cell can functi...

Reports can be embedded inside of any portal using the portal editor. For example, an athletic portal has typically been used as a reference for coaches to view details regarding prospective students (i.e., name, sport, position, rating, application...

Portals can take advantage of Slate forms to perform updates for a record. However, there may be a few cases where a form cannot accomplish the desired update—this is typically relevant for related items to a record, where the items comprise the "ma...

Overview and Setup Portals can take advantage of forms to updates data on a record, eliminating the need for a custom SQL POST method entirely. This article illustrates this function by way of a Briefcase example . You will use briefcase ...