Managing your Panel Portals

You can create as many Panel Portals as you require. However, only one portal can be publicly active at a time on each panel. Normally, you build your portals inside the panels so that you have full control of how the portals will look.

Publish your Panel Portal

You can have as many Panel Portals you wish per panel, but only one of them can be the published one, i.e. the one used publicly for that panel. To publish a portal:

1. Enter the panel you wish to publish a portal for.
2. Go to the Panel Management > Panel Portals menu command.
3. In the Professional Panels List, click on the required portal to open the Panel Portal Designer window for that portal.
4. Right-click on the portal name in the Panel Portal toolbox, and choose Publish from the drop-down menu - and then confirm the operation in the Publish Panel Portal overlay.

Figure 1 - Publishing the portal

When you publish a portal, this will be the one used then people click the Panel Portal URL (the link will be available from the Survey Management > Overview page). If another portal is published for the active panel, the new portal will override the old portal as only one portal can be published at any one time.

Testing your Panel Portal

You can also launch your panel in Test mode and publish/test a portal using the test database.

Managing your Portal within your Panel

Go to the Panel Management > Panel Portals menu command.

This displays a list of all portals added to the active panel - .

Figure 2 - Example of a list of a panel's active portals

The list shows when each portal was created and by whom. The currently published portal for the panel's production database is listed in bold, and the time when the portal was last published is also shown. The “Test Published” column shows when the portal was last published on the Test database.

Managing your Panel Portal Templates

The same Panel Portal can be used on many different panels simultaneously. Whenever you save a portal as a template the portal is stored as a general (global) portal template, which later can be added to other panels.

To view a list of all such global Panel Portal templates, go to the Home > Templates > Panel Portal menu command.

This lists all the Panel Portal templates - . These are global versions (templates), which can be added to one or more panels.

Figure 3 - Example of the Panel Portal template list

To provide access to a template:

1. Right-click on the template name and choose Permissions.

This opens a list of all Forsta users in your company.

2. Check those who are to have access to use this particular template.

Note: Users with Company Administrate permission have by default access to all of the company's Panel Portal templates.

Save as Template

You may wish to save a portal as a template for later use. To do this:

Right-click on the portal name, and choose Save as Template - .

Figure 4 - Saving a portal as a template

An identical copy of the current portal will then be saved as a template. If you change the copy (the template), this will not affect the original portal and vice versa