Adding portal sections

To add portal sections, you use the Portal Sections Library component of IBM® Maximo® Real Estate and Facilities.

Before you begin

Before you create or modify portals, the portal sections that you plan to use must be in the Portal Sections Library that is included in the Portal Builder tool.

Procedure

  1. Select Tools > Builder Tools > Portal Builder, and click Add.
  2. On the Portal Builder page, click the Portal Sections Library section bar.
  3. Click New.
  4. In the Portal Section window, specify the name, header, and type of portal section, and click Apply.
  5. Specify the following information for all portal section types:
    Option Description
    Tooltip The text that is displayed when a user hovers over the portal section title or color.
    Related Links A reference to a navigation collection from the Navigation Builder.
    Background Image If you specify an image, the background of the portal section is tiled with the image. When a background image is specified, the background color is not visible.
    Scope Leave Company selected.
    Auto Refresh Refreshes the contents of the portal section periodically with current data.
    Refresh Time When Auto Refresh is selected, specify the refresh time period in seconds.
  6. Depending on the portal section type, specify the following additional information:

  • For a Report portal section, specify the following information.
    Query
    Select the report.
    Show Query Actions
    Display the report's actions in the portal section header.
    Max Records Displayed
    The maximum number of records to display in the portal section. The default value is 10. For a value of 100 or more, the report section shows the actions that a user can select in a full report view, such as filter and export.
  • For an External portal section, specify the URL to open in the portal section. Only external http URLs and internal URLs can be used in the portal section.
  • For a Scorecard portal section, in the Scorecard field, specify the name of the scorecard.
  • For a Quick Links portal section, in the Quick Links Collection field, specify the navigation collection to display. The dropdown list displays only the navigation collections that are quick links.
  • For a Form - Record Add portal section, specify the following information.
    Module
    The module to use to create the added record.
    Form
    The form to use to create the added record.
    Pre-Create Workflow
    The workflow to run before the record is created.
  • For a Form - Record View portal section, in the Query field, click the search icon and select the query to run for the report. Only the first result that is returned by the query is shown in the record form.

  1. When finished, click OK.