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One way to expose your Rollbase application to users is through a web portal.
Let's see how to create a basic portal. I have a simple Customer Relationship Management
(CRM) application that I will use to demonstrate. The myCRM application manages leads and accounts.
Suppose we want to allow interested prospects to enter their own contact information for
Sales to follow up on. We can expose this simple functionality in a number of different
ways, but for this demonstration, we will create three web pages: a Welcome page where
the submitter signs in, a page for entering contact information,, and a Thank You page
that displays after the information is submitted. First, we create a portal and then associate
it with the application. The application setup page allows you to create and configure portals.
First, we'll select Setup from the APPLICATIONS pulldown menu.
We navigate to the Setup page and click APPLICATIONS SETUP
On the Application Setup page, click PORTALS. Now we'll create the portal content, starting
with a Welcome page. We start by section, click New Portal.
For the name, we'll use "For more information". Check the Is Deployed option so it will be
active. Select the "Powered by" Logo option to add
the Rollbase logo at the bottom of each page. Toward the bottom of the page, we'll select
myCRM from the Add to Applications option. That will add this portal to our CRM application.
We'll save that. Click the portal's name, For More Information.
Scroll to the Portal Development Helpers section. In the Action column, click Edit.
In the Create section of the sidebar, drag New HTML Component to the Main Page.
Click Edit on that new component. In the Edit HTML dialog, type and format a
Welcome message such as "Welcome to our information request portal! Please enter your contact
information.". Click Save.
In the Page Editor, click Save. Now we'll create a page for entering contact
information. Once submitted, the Rollbase Portal saves it as a Lead object in our CRM
application. In the Pages section, click New Page.
On the New Portal Page, specify information about the page as follows:
• In the Page Name field, specify a name such as "New Lead"
• In the Page Type field, select Object Create Page.
• In the Object Type field select Lead. Click Save.
We'll just use a brief set of information to establish the lead.
In this demo we'll just use the Lead field, which is the unique key to distinguish leads.
Click Save. Now, we'll create a Thank You page our Website
Portal will display after visitors submit their information.
On the Portal: My Leads page, in the Pages section, click New Page.
On the New Portal page, we define the new page with the Page Name "Thank You [New Lead]"
and the Page Type - Generic Page Click Save.
In the Page Editor: Thank You [New Lead] page, from the Sidebar's Create section, click and
drag a New HTML Component to the new page and click Edit
In the Edit HTML dialog we enter response text, such as "Thank you for your interest
in our products. We are sending you an email with links to distributors in your area."
Click Save. We want to link the page flow from the Main
Portal page to the New Leads page, and then, after submission, to the Thank You page.
In the Pages section, click Edit on the Main Page line.
Click on the one item in the Main Page section, and then click the Edit button in its right
edge. Click Settings to open its list of options.
Select "For more information" in the Portals section
Click on the entry area to right, and then select New Lead [URL]. The internal URL reference
value for the target page is displayed on the next line.
Copy the contents of this field. Select the text you want to make into a link
( your contact information). Click the Link button.
In the Link dialog, paste the URL reference into the Link URL field.
Click Insert. Click Save. Click Save. All we need now is a link to the Thank You
page after Submit is clicked.
In the Pages section, click Edit on the New Lead line.
Click on the Submission Form component in the upper System Section to access its properties.
In the Properties section: • Click the Destination Page field.
• Select Thank You [New Lead]. Click Save.
Done! We created a Portal that flows from a Welcome page to a page for entering a request,
and then to a Thank You page. Let's try it out!
Click the link in the Main Page URL field. Our portal's Welcome page opens in a new tab
in your browser. Click your highlighted link.
On the New Leads page, enter at least required information, the fields that have a red bar
on their left margin. Click Submit.
The record is entered in the database and the Thank You page opens.
When we leave that browser tab and return to Rollbase, we return to myCRM.
On the Leads tab, the lead we acquired through our portal is listed.
That concludes this Rollbase demonstration of Creating a Web Portal.