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HomePortal Listing

Portal Listing

You can select and edit the List view of any objects to display in the Customer Portal. You can create a new page or edit the existing page to add Portal List view.

You can segregate page creation of the Portal Listing page for each available module which is enabled from the Salesforce CRM.
i.e. If you want to create a listing page for ‘Case’ separately, you need to create a new Portal Listing page and select the ‘Page Type’ and the ‘Module’ during the editing of the block.

You need to select the ‘Page Type’ as Portal List Page to define the Portal Listing block. You can make Portal Listing page same for all the modules or you can make it individual for a specific module by selecting the ‘Module’.

Note: If you have added a new custom Portal listing page for a specific module, it will automatically redirect the user to the newly created listing page.

By selecting the “Portal Listing” block content, in the Block tab option, you will find the selection of the most records to display in the list and three predefined Style of the ‘Portal Listing’ block.

-> Records show at most: You can select the maximum records to display per page.

You can select the style from the three predefined styles for Portal Listing.

 

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